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Discussion on RISE - Ultimate Project Manager & CRM

Discussion on RISE - Ultimate Project Manager & CRM

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5175 comments found.

Please let me know when the demo is back up. Cheers

Demo looks OK now. Thanks.

Demo account not working and is throwing an authentication error when trying to login with your demo credentials.

Looks OK now. Could you please retry? Thanks.

credentials are not working

Looks OK now. Could you please retry? Thanks.

I would like to allow only certain users of the client company to have access to billing into the client portal, limiting their access to projects, tasks and tickets.

Hi, now all client users has same access. Thanks.

I’ve been away from my installation and now need to update Rise. How do I back up files before updating? Thank you.

You can copy all file to a new folder. Thanks.

In which directory? When I go into file manager within control panel what folder should I look for to save/copy? I read that I need to also back up the the database – how do I that, please?

Thank you.

If you could add the instructions to your documentation or FAQs, future customers won’t bother you.

Please send an email from the Support page. Thanks.

How do you send a statement of account out to clients? Is this even possible?

Are overdue invoices sent out repeatedly (using the overdue invoice notification timeframe), or does the system only send the overdue reminder once?

Thanks.

Emailed you again with further bugs. Any chance you can take a look?

Can’t send email to your address. Could you please contact from different email? Thanks.

whether users with team member roles can create sub-tasks in tasks that are only given by the project manager. If not, what is the solution? Thank you

Hi, you can create custom roles and assign the permission for task creation. If any user has permission for task creation, the user can create sub tasks also. Thanks.

I have created a new role where the user can only create and delete tasks. , but the user can see and access other projects. Even though only added roles can create and delete tasks only. Is there something wrong ?

Users can see only the project where they are added as project member. If not, please send an email from the Support page. Thanks.

Hello. When is your next release?

Hi, can’t confirm you right now. Thanks.

Hello, I would like to know how I remove the fields that are fixed in the estimates (form). I’ll leave a print to understand.

What I want: Create forms with the fields that I define on the spot. however there are some predefined ones – and there is no option to remove them

Fields that I created in my form and visualized this way.: https://i.imgur.com/j7YADit.png

as the client sees when I send the link or embed the iframe on a website: https://i.imgur.com/RIcZa77.png

I’m looking forward to future updates, thank you very much.

hi!!

Please send an email from the Support page. Thanks.

IGNORE. Solved on my own

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. Also how can I sync emails instantly… Instead of 10min from Cron job? I’m using mailbox plugin and they said.. it’s you guys that can assist.

And finally. I think it would be better to add an option to add bank account details from settings so that when you create an invoice or estimate. It just populates it… Instead of adding it manually for each invoice… Sometimes you just type in wrong details and it really messed with the process.

I love you product and I think our views and opinions makes it more robust, advanced so that it can reach it’s full potential. I also hope I’m future… You add a CMS (content management system) that we can manage a website from CRM. Like wordpress and all this can be integrated.

Thanks

Pre sales: Can i have 2 different Taxes on same invoice: Can i edit the content on the invoice, translate some titles, and add some footer info. Thanks No answer since 1 week… is this the normal support that people get when they buy this ?? Thanks

Only one tax is available. To edit content and footer, you have to edit the source code. Thanks.

SUPPORT IS TERRIBLE / NON EXISTENT. Waiting for a reply to support email now for over 2 weeks. I had no option but to pay for support as bundled with the package. NO SUPPORT GIVEN!

Replied on email. Thanks.

Thanks for replying, and for fixing the bug.

Hi, is there a way to move a task from one project to another project ? if yes how ? if no, please give me the reason because maby we are using it wrong.

Hi, don’t have option to move task from one project to another. There are some technical dependence for it. Thanks.

Hi I would like to ask a pre sale question:

My scenario is that I (as the admin) have a team of different departments; each department has a leader, one or more vice leader, and a few employees.

Besides tasks that can be created manually, each leader, vice leader and employee will have their regular tasks, twice a day, per day, every 2 days, per week, or per month, etc. Therefore, they should be able to generate such regular tasks for themselves or for his subordinates by creating a “repeating task” with an end date.

Such tasks are very much similar to other tasks, for example, with a deadline (and therefore, the creator should be able to set the duration of each repeated task so that every repeated task will have a different deadline); just that they will be generated repeatedly as scheduled until the end date/time.

Such tasks can be shared though calendar automatically so that his superior can check what his tasks are today, tomorrow etc.

Stuff can submit task products/results, for example, an excel sheet, or a description etc., so that his superior may review his results and productivity and efficiency etc. any time (typical feature for tasks).

I wonder if your current version can achieve this. Thanks.

Hi, there is a recurring task option but the feature is not identical what you are looking for. Thanks.

Pre sales: Can i have 2 different Taxes on same invoice: Can i remove some words on the final invoice? and add some footer info. Thanks

Can anyone help in this I’m trying to set roles permissions to the teams I created, but the system won’t update the roles and just freeze

Replied on your email. Thanks.

hello, is possible assign ticket from category to specific user?

Hi, don’t have the option. Added to list. Thanks.

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

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