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Discussion on RISE - Ultimate Project Manager & CRM

Discussion on RISE - Ultimate Project Manager & CRM

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5177 comments found.

Pre Sale Questions:

How can Tasks be created without a project?

Department wise ticket create with multiple IMAP?

Message notification icon is incorrect. Check: https://prnt.sc/H5eqOVq3OaIa

Hi, tasks without project is not available. We’ll add it. Multiple IMAP also not available. Thanks.

Hello,

Whats the email for a custom service?

Hi, We don’t provide customization service. Thanks.

After the recent updates is installed, users cannot add task to project time via drop-down list unless the task is assigned to them (the preset tasks in project view are not available as drop-down selection anymore) Can you advise how to fix this issue?

Please send an email from the Support page. Thanks.

I love the ability now to have an internal or external project. This is great. Can this be done with tickets, as we have internal tickets not for clients view & it maybe for an internal project, there is no option or am I not seeing it?

Hi, the option is not available. Thanks.

Hi,

Is it possible to create a task in the agenda and invite a client or colleague by sending an automatic email ?

  • When the person receive the email my agenda will be updated status confirmed /not confirmed / waiting for confirmation.

Manage reminder with automatic email : Exemple : reminder for an appointement reminder if the cclient or colleague has not confirmed the meeting/appointement with custom days ( 2 days :3 or 4 days later

Best Regards

Hi, the feature is not available. Thanks.

Is it possible to do a custom for this feature in the code ?

You can customize the script but we are not available for customization. Thanks.

hello Dear, I’m getting error 500 while i try to install any model even your Demo-main after upgrading to 3.3 and my php 7.4.23

Please send an email from the Support page. Thanks.

Hello,

Is possible to add the “projects or tasks dates” to events calendar?

Hi, yes. You can see the dates from the Event type filter in the calendar view. Thanks.

Is there a way or a permission to view ALL Task , even the tasks that are not assigned to myself? Because I would like to have our manager assigns task to employee. Thank you

Hi, if you add the member in a project, then the user can see all tasks of the project. Thanks.

Hi, is it possilbe to use a poll system, so the teammembers can vote?

poll plugin or something?

Hi, yes. There is a plugin for it. https://codecanyon.net/search/rise%20crm

oh this is amazing so many plugins love it, i have a client i bouth many years ago Freelance Cockpit for him and i showed him RISE and he loved it and would like to buy it also, but he has one problem, he has to transfer all the Data to Rise, how it is possible?

how do i set up new clients for this tool? lets say I have a subscription plan, someone purchases on a website – will i have to create new subdomains for each user?

so to be clear, this system is only for a single business owner to create projects, create clients, etc. I cannot see a way to allow clients to invoice or have timesheets like in the admin version

Hi, yes. You can use it for single organization. Thanks.

Pre Sale Questions: 1. Can u Create invoice Based on Tasks & Time Sheets (display & calculate time and Price Based on Time, and display Time sheets information on invoice? ) 2. Can u add more items to Invoice as all i see is 3 tax rates but no way to add items or other stuff ? Example : item 1 @ 100 item 2 @ 300 ...ETC ?

Hi, have plan for the 1st feature but it’s not available yet. Thanks.

Hi, I just bought the Script but I realized that I wont be able to install it on my server. Can I have the refund please? Thank you

Please send an email from the Support page. Thanks.

Hi, a few suggestions:
1- Can you add possibility of QUOTE in chat and other discussion sections? I mean answering to a special message as REPLY. so all the messages wouldn’t be mixed up.
2- The chat widget is really small , can you add a button to maximize chat widget like a switch please? also MENTION can be very helpful
3- Some place for all users to hang out and discuss , like a real-time social wall which users can say stuff, add file or contact directly to anyone on the page (it can be same messaging system for this part)
Thanks a lot

Thanks for your feedback. We’ll check it.

Good afternoon. How can I create a project with tasks based on a brief?

Please send an email from the Support page. Thanks.

AWS S3 or Wasabi is required for secure and risk-free servers. So add AWS S3 to it.

It doesn’t have Amazon S3, Google Cloud or Digital Ocean it will bursting the server and cost a lot! Can it be used on AWS S3 or Wasabi?

Hello, Is it possible to export estimates forms to PDF? or add it one of the open projects. pls advise. Thank you.

Hi, the feature is not available. Thanks.

Hi, is it possible to export as PDF a task details or all tasks with details of such project ?

Hi, the feature is not available. Thanks.

Have you tested the application with docker? If it went well, please send the docker file and instructions

We haven’t tested in docker. Thanks.

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