RISE - Ultimate Project Manager & CRM System v3.9.1

Version 3.9.1 – 17 May, 2025​

• [Added] Filter to find unassigned tickets.
• [Updated] Redesigned the lead details page.
• [Updated] Redesigned the estimate details page.
• [Updated] Redesigned the subscription details page.
• [Updated] Redesigned the order details page.
• [Updated] Redesigned the contract details page.
• [Updated] In the tasks Gantt view, show the collaborator's tasks also when filtered by assignee.
• [Updated] Improved the project tasks list view for mobile.
• [Updated] Team members who can manage clients can now update client login info.
• [Updated] Show dropdown options to reduce clicks for inline task info updates.
• [Updated] CodeIgniter upgraded to v4.6.1.
• [Fixed] Notification not working when assigning a ticket from the ticket details page topbar.
• [Fixed] Clock out modal save button not visible on mobile.
• [Fixed] Client details page shows full note description in the list.
• [Fixed] Task status update by checkbox issue.
• [Fixed] Special character rendering issue in tickets.
• [Fixed] Task global search issue.

Version 3.9 – 06 May, 2025​

• [Added] E-Invoice functionality. For more details, please check the doc here.
• [Added] E-Invoice settings and XML templates.
• [Added] E-Invoice sending and download options on the invoice details page.
• [Added] Statement report on the client details page.
• [Added] Client Wallet functionality to accept advance payments from clients.
• [Added] Client Wallet as a payment method in the payment methods settings.
• [Added] Option to add payments to the Client Wallet from the client details page.
• [Added] More permission settings to access invoices.
• [Added] Custom field variables in proposals and contracts editor.
• [Added] Permission settings to hide users from the team member dropdowns.
• [Added] Bulk edit option in the clients list.
• [Added] Labels for Help and Knowledge Base articles.
• [Added] Banner image and clickable link support for article categories.
• [Added] More navigation links to access the Help and Knowledge Base articles easily.
• [Added] Option to display related articles filtered by article labels.
• [Added] Readable URLs for Knowledge Base articles.
• [Added] PUBLIC_PAY_INVOICE_URL variable support for subscription related invoice emails
• [Added] Bulk delete option in the tasks list.
• [Added] Invoice due amount in the invoice payment dropdown.
• [Added] Default widgets shown by default in client portal default dashboard settings editing.
• [Added] Redirect to the order processing page directly after signup from the store page.
• [Added] Custom field support in the lead collection form.
• [Added] Support for .webp image files in rich text editor.
• [Added] Setting to enable the option to change invoice numbers.
• [Added] Setting to show all invoice-related reports based on bill date or due date.
• [Added] Lead creation date and time in the list view, with sorting based on date-time.
• [Added] Functionality to enable Content Security Policy (CSP).
• [Added] Functionality to enable Cross-Origin Resource Sharing (CORS) on lead form (ajax).
• [Added] Invoice overview widget on the client details page with show/hide functionality.
• [Added] Added pdf friendly proposal template 3.9.
• [Updated] Redesigned the client details page.
• [Updated] Upgraded CodeIgniter to v4.6.0.
• [Updated] Added new option on the Stripe payment method to enable/disable iDEAL payment.
• [Updated] Redesigned the invoice details page.
• [Updated] Redesigned the proposal details page.
• [Updated] Custom fields are now copied when creating recurring tasks.
• [Updated] Improved XSS filters.
• [Updated] Users with invoice management permission can now edit client currency.
• [Fixed] Task notification issue.
• [Fixed] Task permission issue.
• [Fixed] Task list page breaking when many custom fields are present.
• [Fixed] Broken ticket view issue.
• [Fixed] Client contact permission issue during import.
• [Fixed] Client search issue by phone number.
• [Fixed] Label editing bug.
• [Fixed] Outlook IMAP deprecation error.
• [Fixed] Estimate request permission issue.
• [Fixed] Client email update bug.
• [Fixed] Global search box hiding issue in Firefox.
• [Fixed] Clients dropdown issue in the expense edit modal.
• [Fixed] Public estimate request bug.
• [Fixed] Ticket datatable error after ticket creation by non-admin users.
• [Fixed] PDF rendering issues.
• [Fixed] Missing client name in client-related tasks in the Kanban view.
• [Fixed] Timezone issue in the Gantt chart.
• [Fixed] Google Drive files being uploaded to the root instead of the app folder.

v3.8.2 – 21 January, 2025
[Added] Option to move tasks from one project to another project
[Added] Reminders for team members
[Added] Task setting to create only the project related tasks from the global task creation modal
[Added] Subscription renew date variable support on the email notification
[Added] Show file name title for event/note thumbnails on mouse hover
[Updated] Show labels dropdown with ascending order
[Updated] Don't preserve the deleted invoice sequence
[Updated] Lead/estimate embedded form should not require the customer name
[Updated] Don't show client dropdown when creating any ticket from the client details page
[Fixed] Proposal public preview is not working
[Fixed] Client should not be able to sort the checklist if don't have task edit permission
[Fixed] Can't set the milestone when creating project related tasks from ticket
[Fixed] Wrong next reminder date on the dashboard widget
[Fixed] Batch update issue with some URLs
[Fixed] Custom field saving issue
[Fixed] Ticket list is blank in French language
[Fixed] File preview issue in mobile on ticket page

Version 3.8.1 – 3 January, 2025​

• [Updated] Upgrade CodeIgniter to latest v4.5.7
• [Updated] In the client portal, show the latest tickets on top on the Tickets list
• [Fixed] Projects list search and multi page showing issue
• [Fixed] Multiple showing issue on different list views on after updating any row

​

Version 3.7.1 – 09 September, 2024​

[Updated] Upgrade Codeigniter to latest v4.5.5
[Updated] Improve security against SQL injection and XSS
[Updated] When adding expenses in a project, show option to select the client also
[Fixed] In dark theme, tinyMCE editor color should not be black
[Fixed] Can't upload images in custom pages
[Fixed] Can't view some notes in the grid view
[Fixed] Line-break is missing in different descriptions

Version 3.7 – 31 August, 2024​

• [Added] PWA for mobile
• [Added] Automation settings for tickets
• [Added] reCaptcha v3 integration
• [Added] TinyMCE text editor integration
• [Added] Batch update/delete option for leads
• [Added] Folders in project files section
• [Added] Grid view for notes
• [Added] Flexible invoice number format settings
• [Added] New notifications for proposal events
• [Added] New option to convert the proposal to contract
• [Added] Smart filters in gantt, invoices, proposals, estimates, contracts, subscriptions, payments and orders list
• [Added] Show the primary contact phone number in the leads list view
• [Added] New status and label filters in the tickets list view
• [Added] Dynamic class on all pages to identify the page and user for custom CSS
• [Added] New reminder settings and notifications for subscriptions
• [Added] Timesheet in the team member details page
• [Added] Show the tickets tab in project details page for clients.
• [Added] New option to create project from proposal
• [Added] Option to disable pdf from proposals and contracts for clients
• [Added] New option to create tasks without any related to context
• [Added] New option to share events with both team members and client contacts.
• [Added] New option to clone sub task as a main task or a sub task
• [Updated] Design improved on all over the app for different themes
• [Updated] Upgrade Codeigniter to latest v4.5.4
• [Updated] Improved restrictions against XSS and SQL injection
• [Updated] Updated Moment.js
• [Updated] Support web-hook for stripe payment responses
• [Updated] Show all projects in the projects list by default
• [Fixed] Some team member can see the client info but can’t see the contact details
• [Fixed] Task reminder email shows duplicate tasks
• [Fixed] Can’t create multiple folders on client detail page
• [Fixed] Some list view print shows wrong summation
• [Fixed] Session data removing issue in cron job
• [Fixed] Excel export issue in tasks and other pages
• [Fixed] Subscriptions invoice email notification not being logged
• [Fixed] Problem in order notification
• [Fixed] Folder creation date time issue

• [Added] Added GST number in the company settings and applied on invoice, estimate and other places
• [Fixed] Knowledge base page is not loading
• [Fixed] Some notifications are not working
• [Fixed] Wrong currency symbol in the invoice overview widget
• [Fixed] Some security issues in the client details page
• [Fixed] Client currency editing error

• [Added] Added GST number in the company settings and applied on invoice, estimate and other places
• [Fixed] Knowledge base page is not loading
• [Fixed] Some notifications are not working
• [Fixed] Wrong currency symbol in the invoice overview widget
• [Fixed] Some security issues in the client details page
• [Fixed] Client currency editing error

Version 3.5.3 – 29 August, 2023

• [Updated] Updated outlook IMAP email parser.
• [Updated] Added custom fields in the embedded ticket form.
• [Fixed] Team members can't open the leads notes.
• [Fixed] File uploading is not working in some servers.

Version 3.5.3 – 29 August, 2023​

• [Updated] Updated outlook IMAP email parser.
• [Updated] Added custom fields in the embedded ticket form.
• [Fixed] Team members can't open the leads notes.
• [Fixed] File uploading is not working in some servers.