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Discussion on RISE - Ultimate Project Manager & CRM

Discussion on RISE - Ultimate Project Manager & CRM

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5190 comments found.

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

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

Hi. is it possible to translate articles for WIKI and KB?

No. Only one language is available. Thanks.

How can a client add file categories? I can’t find anywhere such option. I see that I can create a file category as admin on a project but this means client can’t choose a category until I create it….therefore when client creates new project he/she would have to wait with file upload until I create a category. or… is it possible to create somewhere default file categories that will be added on every project by default? Thank you. P.S. Best app ever! Keep going!

Hi, good observation. We’ll add option to set default categories for all projects. Thanks.

Some module is missing calls DOCUMENTS Email Templates & Newsletters

Hi,

how could we add proxy settings to code, since we are running machine in private VM, which required proxies to connect internet. If possible could you please share the way how to define proxy ?

Hi, it’s related your server. Nothing to do in this script. Thanks.

i’m trying to reinstall in system but it says my purchase code is invalid.

i cant able to install, it got stucked at 2nd level (configuration)

Please send an email from the Support page if you still have the problem. Thanks.

what is the path to upload a .svg logo via ftp? Thanks

Please send an email from the Support page. Thanks.

Just bought this again for another site, it’s hanging on install screen step 2, any idea why? it just says please wait.

I sent you an email with login access so you can view the issue too

Managed to find the issue

http:// – works fine https:// – gives 500 errors

I think it’s just a case of changing the domain somewhere

Found the file app.php, changed it in there, fixed the issue

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