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Discussion on RISE - Ultimate Project Manager & CRM

Discussion on RISE - Ultimate Project Manager & CRM

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5188 comments found.

I’m considering making a purchase, but I have a few questions. 1- Is it possible for customers to be directed straight to the products page when they enter the site? 2- Can I add something different to the Bottom Navigation bar section on mobile as a menu? For example, I want to add a product. Is this possible?

Hi, 1. You can set the product page as a landing page. Please check it: https://risedocs.fairsketch.com/doc/view/129-setup-landing-page

2. For mobile, it’s not possible to add any menu on the bottom without changing the code. You can add menu on the left sidebar from the settings. Thanks.

When a product is added to the cart in the mobile version, it immediately jumps to the first product, i.e., the top section. Shouldn’t the page stay where it is after adding a product?

Hi, Fixed it. It’ll be available on the next release. Thanks.

Let’s assume a customer has placed an order.

1- Can they delete something from this order? 2- Can they edit this order after creating it? 3- Can they add other products to the orders they have created later on?

These issues are important to me, PLEASE ANSWER EACH ONE INDIVIDUALLY.

If you can accommodate these, I am considering purchasing.

Hi, once an order has been submitted, it cannot be edited or deleted. If any modifications are needed, the client can send a message through the client portal, and admin team can review and decide on the requested changes. Thanks.

Is there currently a way in which we can add a logo for a client? I can see that it’s possible to add a photo for each contact within a client / company however it would be useful to also customise a client by adding their logo to the profile.

Hi, this feature isn’t available. We’ve added it to our feature request list. Thanks.

Let’s assume I wrote a long description for the products. In this case, will the product descriptions be displayed like this?

» https://ibb.co/whKrL8jk

I had a few questions; I would appreciate it if you could answer them.

1- Is there a chance we can display the products in the same line? Example: https://ibb.co/9HpV3mhk

2- Can I display more products on one line? Currently, 4 products are displayed. Can I display 5 products? Example: https://ibb.co/s9pqFphs

3- Can I set how many products are displayed on one page? For example, I want to display 30 products on one page. Is this possible? Example: https://ibb.co/SD3RGZFW

4- Is it possible to delete this section? Even though the invoices were deleted, the value here was not deleted.

https://ibb.co/pvZvkGss

Hi, Can’t see the screenshots. Please send an email from the Support page. Thanks.

Can the customer edit or delete the order they created later?

No. Thanks.

When my customer places a product order, does a notification go out on the mobile version?

Hi, Yes, You can enable/disable any notifications from the Settings>App settings>Notifications. Thanks.

Are you considering an update anytime soon?

Hi, Yes. In couple of weeks. Thanks.

Can we translate languages via the panel?

faizt

faizt Purchased

how to change the login fill in box transparency

Hi, you can change style by adding custom css. Thanks.

msstngr

msstngr Purchased

Will there be an automated feature for client-specific discounts in the future, or perhaps a built-in discount code generator?

Hi, we don’t have any plan for it yet. Thanks.

RISE is an excellent CRM. But it would be nice to have two features that I find very useful:

1 – A configurable reminder, so that reminders can be sent by email X minutes before a scheduled event as a reminder to meeting participants.

2 – Adding a BACKLOG column and the MILESTONES feature to projects, to better organize tasks and achieve greater predictability.

Thanks for your feedback. We’ll add these. Thanks.

FYI, you can add the backlog column for tasks. Please check the Settings>Setup>Tasks>Task Status>Add the Backlog status. Thanks.

Hi! Deleted a Team member When they Clocked In But Even after 10 Days, on the Dashboard it Still Showing the as the Team Member Logged In (Members Clocked In) Cron Running Regularly and all Going Good But This is Not Changing. Could You Please Suggest What to do On This Issue

Hi, Please send an email from the Support page. Thanks.

Hey guys, could you kindly look into the db in the next update, Table – (rise_invoices) – status, does not update the status to paid once a payment is made. It stays as not paid in the db but in rise shows has paid, we believe this might be a slight referencing mapping issue. kindly look into this please, this is very useful for those using api’s. Also if a payment data_time can be put into this section of the db table this will be beautiful thanks. This way we can know the exact date and time of payment receive.

Hi, please check the invoices model, if you use the model, you can get the status dynamically based on the payments. Thanks.

SDM9180

SDM9180 Purchased

Fiction requested.

Building Intelligent Audio Applications with Gemini AI Or any AI via API keys (rise crm ai driven)

Hi, could you please describe more about the feature? Please send an email from the Support page. Thanks.

SDM9180

SDM9180 Purchased

AI recording AI Notetaker, Transcription, Insights for meeting or for projects.

aNjOiD Purchased

Hi, how can I tag or @ a client who has commented on a project task that they are the client for? I do not see any way to add them as a collaborator or direct message them in a comment for the task/project

Hi, yes, you can do that by enabling the following permissions: Settings > Client Portal > Client Permissions > Client can view tasks and Client can comment on tasks.

After that, go to the project details page and add the client contacts to the project. Once added, you’ll be able to mention the client contacts.

Thanks.

Hi there! When can we expect the new update that fixes some of the bugs introduced in the last version? Also, when can we expect the AI integration, and to what extent, as a simple chat client (hopefully not) or something deeper?

Hi, next release will be in this month. We are working on AI. Could you please send an email from the Support page and describe which features do you expect for the AI? Thanks.

3.9.4 version client site cant view pdf

Hi, are you talking about invoice pdf? It looks OK in the demo. Thanks.

Hi, got it. There was a bug in the client view file and we already fixed it. If you need it now, please send an email from the Support page. Thanks.

Hello, Aren’t the income, expense, and project report pages really bad compared to the Perfex and Worksuite CRM scripts?

Hi, have you been able to find the reports in RISE? Please send an email from the Support page. Thanks.

There are reports, but aren’t they too inadequate? For example, you could graph expenses on the project detail page, like Perfex or Worksuitecrm.

More graphs could be added to the reports page.

More graphs could be added to the invoices section in the same way. I think you could use Worksuite CRM as an example for these.

These aren’t very difficult processes. If we specialize, we’d have to repeat them with every update. If you improve them, your users won’t have that problem.

Hi, could you please email some screenshots and more details about your requirements? Thanks.

I would like to confirm whether your accounting software is prepared to comply with the new regulation in Spain regarding Verifactu. As you may know, once this regulation comes into effect, it will be mandatory for billing systems to ensure the integrity, preservation, accessibility, readability, traceability, and immutability of records.

Could you please let me know if your software is already adapted to this regulation, or if you plan to update it before the official deadline? This is a critical point, as without compliance, the program would not be valid for use under the current legal framework.

I look forward to your reply.

Hi, the VERIFACTU is not available yet. We’ll check it. Thanks.

Is it ready for Verifactu or not? I have received two contradictory answers. In Spain, it will be mandatory in a few days and I need to know, since I have many licenses with you and I must update my clients, otherwise they will have to switch to another program immediately.

Hi, we’ll add the invoice JSON download option on the next release which you can use in https://www.verifacti.com/docs to simplify your VERIFACTU process. Thanks.

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