Docs | RISE CRM

[Added] Chat box resize and drag options
[Added] Compact view in clients, projects, leads, invoices, subscriptions, orders, contracts and proposals pages
[Added] Notifications for reminders and events
[Added] Event and Reminder settings to set default early reminder time
[Added] User preference settings to set Event and Reminder settings to set early reminder time
[Added] Custom reminder adding option with event
[Added] New report to see daily timesheets overview for each team members
[Added] Option to show related articles in wiki and knowledge base
[Added] Phone number format option on all phone number inputs
[Added] New setting to set Phone input default country
[Added] Option to view and copy public pay invoice URL from the invoice details page
[Added] Widget to show wallet balance in client portal
[Added] Option to link ticket with existing client contact
[Added] Sub tasks can be sorted from the task details page
[Added] Task delete button on the task details modal
[Added] Ticket labels in the tickets list compact view and mobile view
[Added] Show estimate request items in the estimate details page for easy review
[Added] Collapse - uncollapse option in tasks kanban view columns
[Added] New permissions to manage estimate and proposals
[Added] Option to mark estimate as sent
[Added] Export more fields in the tickets list
[Added] Invoice Overview widget for client dashboard
[Added] New client portal widget for estimate request
[Added] Projects overview widget for client dashboard
[Added] Option to use custom fields in the client dashboard custom widgets
[Added] Option to undo the account removal request
[Added] Show estimate request status message in client details page
[Added] Sort reset option from the tables using 3 clicks
[Added] Option to enable/disable license for a site from the updates page
[Updated] CodeIgniter upgraded to v4.6.3
[Updated] Datatable JS upgraded to latest version
[Updated] RISE font family changed to Inter
[Updated] Improved usability on mobile for all list views
[Updated] Improved chat usability and design
[Updated] Skype input field hidden on client contact and team member add/edit forms
[Updated] Open Projects widget redesigned
[Updated] When creating a recurring task, uncheck all checklist for new task
[Updated] Select subscription type during subscription cration
[Updated] Simplified subscription activation process
[Updated] Store page design improved
[Fixed] Duplicate projects widget on the client dashboard
[Fixed] Can't see milestone on kanban filters
[Fixed] Can't see the company tab in lead contact details page
[Fixed] Large favicon size issue for mobile
[Fixed] Fix the email setting page broken issue.
[Fixed] Fix the client ticket filter from on ticket details page
[Fixed] After saving filters it shows duplicate
[Fixed] Don't show private tasks to other team members
[Fixed] Fix wrong income expense chart due to null currency value
[Fixed] Some automation actions not working issue
[Fixed] Store order submit is not working
[Fixed] Cancelled invoice due should be 0
[Fixed] Admin can't see image preview in any folder of a client details page
[Fixed] When converting lead to client, convert the associated tasks to client
[Fixed] Custom field sort is not working.
[Fixed] Unauthorized ticket reply issue
[Fixed] Multi level sub tasks are not showing in the gantt chart
[Fixed] Wrong date issue due to timezone on the timesheets list
[Fixed] Bug in project comments activity log

Version 3.9.5 – 29 November, 2025