5177 comments found.
Hello Team,
Any plan for mobile APPS soon? it will be a great pack if we can buy WEB and MOBILE APP included because we have many customers requests but we stack as it’s only a WEB APP
IF there is anyone who has already developed app please contact me directly thank you
Hi, which features do you use more? Could you please send an email from the Support page? Thanks.
Hello, let’s talk about main module DASHBOARD, CUSTOMERS, PROJECTS , TASKS we have already on our side develop API for list below : DASHBOARD GET Dashboard all informations GET Reports all informations Report OVerview Reports Clients OVerview Reports Projects by labels Reports Projects by Status Reports Tasks Overview Reports Tasks by Status
Clients → Add New Client → Delete a Client → List all Clients information → Search Client Information → Update a Client → GET Client Conacts INformations → GET Client Projects INformations → GET Client Invoices INformations → GET Client Payments INformations → GET Client Contracts INformations → GET Client Proposals INformations → GET Client Notes INformations → GET Client Files INformations → GET Client Events INformations
Projects → Add New Project → Delete a Project → List all Project Information → Search Project information → Update a Project* → GET PROJECT INFORMATION BY ID
TASK: → Add New Tasks → Delete a Tasks → List all Tasks Information → Search Tasks information → Update a Tasks * → GET Tasks INFORMATION BY ID
ITEMS → Add New Item → Delete a Item → List all Item Information → Search Item information → Update a Item → GET Item INFORMATION BY ID
COMMUNS → List Clients Groups → List Staff Owners → List Tasks points labels → List Project Milestones → List Project Members → List Tasks status → List Tasks labels → List Tasks Priorities → List items categories
If you are interested we can collaborate on that so we can provide MOBILE APP CROSS PLATFORM FOR ANDROID & IOS
Thanks for your feedback. We’ll check it.
Pre sales: CAn i have 2 different TAxes on same invoice: Can i edit the content on the invoice, remove some titles, and add some footer info. Thanks
Hi, I installed the app and followed all instructions but I’m having issues.
1 – unable to login it just reloads the page 2 – forgot password shows the error “Oops, something went wrong!” 3 – sign up shows the error “Oops, something went wrong!”
Any ideas about what is wrong?
Hi, If you still have the issue, please send an email from the Support page. Thanks.
Sent thank you!
Hi
Updating invoice logo seems to hand and spin forever, I think it’s a bug
Please send an email from the Support page. Thanks.
hi! just some important things to improve kanban view, which is the most important for me: - I need to see how many subtasks for each task is completed by percent or interactive icon, if check boxes on kanban tool are not doable - I need option to disable subtasks visible on kanban view like button on kanban view - I need option to see on kanban view task for which belongs each subtask
I need also: - add many clients to SAME project (like few artists for one project) - timeline view for each project and artist - main timeline view not only for team but also for client (something like wall for all)
I will appreciated for any feedback on this. Best! Peter
Hi, we’ll add option to show completed sub tasks count on the main task. Don’t have plan for other features right now. Thanks.
ok, but please also add information about mother task for this sub task on kanban view – is it doable?
And one more – any possibility to add same task for for example 2 projects in one time?
We’ll add the mother task info. 2nd option is not available. Thanks.
Also how can I setup Cron job to sync data instantly instead of 10min?
Please send an email from the Support page. Thanks.
Also can we share dashboards across users or create dashboard templates so that users can just use ones made.
You can create default dashboard for all users but dashboard sharing option is not available. Thanks.
Any plans for an android and ios native app ?
Any way to add widget for expenses or more financial reporting so that Directors can get more Business Intelligent reports on finances.
This project CRM has loads of potential becoming the number 1 rated software out there in the world. Its evolving well.
I see I can add widgets also – where can I find the shortcodes so that I can have dynamic data show up ?
Please send an email from the Support page. Thanks.
Hello. I just want to know when is your next update and also are you able to add a feature to embed items/store in website?
Like getting an embedded code and paste it on a website so that when a user is ordering from the website, you can monitor that in CRM dashboard. Is that possible?
I think that’s the next big feature you should add to make the e-commerce module more dynamic and accessible.
Thanks
Hi, added e-commerce functionality. It’ll be available on next release. Thanks.
Hello, I can’t integrate all of my terms and conditions into proposals because there is a character limit or something like that. The preview url cuts the text. How to increase or remove this limit?
I couldn’t see it before integrating them
Please send an email from the Support page. Thanks.
hey, inactive members are showing up in event selection, if the member is inactive it shouldnt showup.
Added to list. Thanks.
i am looking for multi-company type crm. Rise is multi-company CRM?
No. Thanks.
Hi. By default, there are 2 roles in the CRM – “Admin” and “Team member”. How can I edit the permissions for “Team member” role? It is not available in the Roles menu in Access Permission, but the role exists and can be applied to users just like the custom roles that we can add.
Hi, default role can’t be updated. You can update custom roles. Thanks.
Hi, is it possible to add recaptcha to lead forms? we are getting a ton of spam in our leads section from the html forms.
Yes. Added to list. Thanks.
Hi There, is there a way to export clients? Thanks
Yes. You can export any list view from the excel button, Thanks.
Hello, is it possible to invoice for time spent on specific tasks at an hourly rate?
Hi, you can see the timesheet but invoice could be create manually. Thanks.
Hello. I just want to know when is your next update and also are you able to add a feature to embed items/store in website?
Like getting an embedded code and paste it on a website so that when a user is ordering from the website, you can monitor that in CRM dashboard. Is that possible?
I think that’s the next big feature you should add to make the e-commerce module more dynamic and accessible.
Thanks
currently i am running 4 business and all are different so is this software have multi company feature so i can manage each company separately and also each admin can manage its team and other features
please reply i am looking for multi-company type crm
any update
It’s not available. Thanks.
hi is it possible to set it as RTL for Arabic
Yes. In language file, there is RTL option. Thanks.
Hello. I just want to know when is your next update and also are you able to add a feature to embed items/store in website?
Like getting an embedded code and paste it on a website so that web a user is ordering from the website, you can monitor that in CRM dashboard. Is that possible?
I think that’s the next big feature you should add to make the e-commerce module more dynamic and accessible.
Thanks
When
