# CRM+ (changelog)

### Version 3.9.3 – 26 June, 2025

* \[Added] Push notifications for Mobile (Google Chrome PWA). 
* \[Added] Pusher beams integration to support notifications when the app is closed.  
* \[Added] Multiple managers option for clients and leads.
* \[Added] Options to change the client details view widgets/tabs.
* \[Added] Sort-ability on the todo list.
* \[Added] Option to add files and voice recording with todo. 
* \[Added] Option to set CC emails in tickets.
* \[Added] Display lead source information in the client details page.
* \[Added] Invoice details report.
* \[Added] Wallet balance shown in client details page.
* \[Added] New role permission to view only own proposals.
* \[Added] Option to share events with team members from client portal.
* \[Updated] Improved task checklist update logic.
* \[Updated] Task ID shown with title on ticket details page.
* \[Updated] Improved todo list widget usability. 
* \[Updated] Improved mobile UI.
* \[Update] Improved readability on task sortable checklists.
* \[Fixed] Currency not being copied when converting lead to client.
* \[Fixed] Custom fields are duplicated when converting leads to clients.
* \[Fixed] Wrong statement result.
* \[Fixed] Client contact email not visible when the content is too long.
* \[Fixed] Some page loading issues. 

### Version 3.9.2 – 20 June, 2025

* \[Fixed] Opps error in different pages. 

### 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](https://risedocs.fairsketch.com/doc/view/72-generate-e-invoice-in-rise).
* \[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)](https://risedocs.fairsketch.com/doc/view/167).
* \[Added] Functionality to [enable Cross-Origin Resource Sharing (CORS) on lead form (ajax)](https://risedocs.fairsketch.com/doc/view/168).
* \[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.

### Version 3.8.2 – 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 1.0 March 28, 2016 

...to

### Version 3.8.1 January 03, 2025

(archived)