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Discussion on RISE - Ultimate Project Manager & CRM

Discussion on RISE - Ultimate Project Manager & CRM

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5179 comments found.

I have the mail configured smt but it still does not send email to clients and users what can I do?

Replied on email. Thanks.

Please documentation of the process, to get leads from the WordPress contact form.

Settings>Setup>Leads>Leads tab. Thanks.

404 – File Not Found Sorry! Cannot seem to find the page you were looking for.

Replied on email. Thanks.

Love this tool, my only concern is it’s hard to “chnage bad textt” if you make a mistake, I would love to see everything have an edit button, so I can fix typos like seen above. I see you do this in some places, but it would be great to see it everywhere, task related as well, I can do this now, but only if I find it in the database and that is not the easy way for sure. Thanks again for the great support.

Added to list. Thanks for your feedback!

I get this when trying to add events calendar integration:

Access blocked: leadsculpt.com has not completed the Google verification process

realvelmental@gmail.com

leadsculpt.com has not completed the Google verification process. The app is currently being tested, and can only be accessed by developer-approved testers. If you think you should have access, contact the developer. If you are a developer of leadsculpt.com, see error details. Error 403: access_denied

Please send an email from the Support page. Thanks.

I love RISE, that’s why I suggest new things to become even better. Here’s one:
WYSIWYG Editor is great for things like comment but in more complicated places like editing contract template, I think it should be more powerful and has more options. It doesn’t even have text color option.
If you didn’t decide to make it more powerful, can you please help me replace it with a better editor? TNX

If you can use a free library as HTML BUILDER for things like contracts templates, the current editor is good enough for comments. Maybe the best choice is to use the current editor for comments and stuff and add a good HTML builder for templates like proposal and contracts. What do you think?

That could be. Do you have any preferences on the editor? Thanks.

Hi, thank you for your attention. I’m not sure I guess any good free HTML builder does the trick. I can research and make list if that helps.

Do you have SAAS version of it?

No. Thanks.

if I buy the standard license, I can turn it into an extended license later and deduct the amount paid

Hi, no, the there is no way to replace. You can purchase new licenses. Thanks.

Is possible to get leads from contact form of WordPress?

Yes. Please check Settings>Setup>Leads>Leads tab. Thanks.

Hello,

I’m gonna buy the license, is there a special price for 3 license?

Please, make a SAAS version \o/

Hi, don’t have any saas version or special price right now. Thanks.

Thanks for the new option to change task dates based on project start date when cloning, this works well. However would be really useful if you could also move the milestone dates such that tasks under a milestone would display correctly when cloned with dates changed.

Could you please describe it from the Support page? Thanks.

Hi, when cloning an internal project, there is no option to select internal as customer. Thanks for fixing when possible.

OK. Thanks.

I am getting HTTP ERROR 500 after updating to 3.3

Please upgrade the php to 7.4+. Thanks.

Please, can you make “Add project” modal include “Team members”? that will be make add new projects and add members easier

after that I hope to add “Import projects” feature.

Hi, There is a button to add team members on after project creation. Thanks.

Yeah I know, but I mean add this field in the same window of creation, it will easier & faster.

And add “import projects” that will help us to import multiple projects at once included project members Many thanks for your response.

Added to list. Thanks.

Hello, hope to fix this bug ASAP: When I add project time and press on “Task” field, the “Done” tasks appears! supposed to be hidden. Many thanks : )

I got it, what about add an option on settings to hiding the completed tasks when the user want to add project time?

That could be good way. Added to list. Thanks.

Really you have GREAT script & fast response by support. hope to see all suggestions were added to list in next update. Thanks again.

I know it probably going to be a while till this is made, but will there every be a features for local business kind of like gohighlevel crm, if not… do you know anyone who does customization.

Features includes: appointment system linked to calendar, sms/call twilio system to call/text leads, automations, etc

my email: realsubify@gmail.com if anyone does this! I

Hello, possible to have this feature requested by a different user a while back

Can you add option “Yes, only own Invoices/Contrasts/Proposals/Expenses” like “Yes, only own estimates” in Roles (Access Permission)? I really need it, thank you!

Hi, added to list. Thanks.

how can i change note place ?

I sent you but you never replied

Please check your spam folder also. Thanks.

thanks a lot

Do you have Saas version ?

Thanks

No. Thanks.

Hi, it’s easy to change the domain for the system?

Hello! I leave here an idea that would be interesting.

It is the issue of recurring bills. The problem now is that if I want to edit a recurring invoice, because the next invoice changes something, I have to edit an already created invoice. Or delete the recurring one and re-create a new one.

It would be nice if the recurring invoices were created based on a recurring invoice template, but without accounting value, numbering or invoice date or anything, only with the concepts, quantities and the client.

Thanks for your feedback. We’ll check it.

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