Guide -Risper CRM — Knowledge base — Events

Clients Management

Clients Client Documents Management Client Employee Document -EMP Files

Tickets

Tickets

Notice Board

Dashboard

My Dashboard Company Dashboard

Sign up

Sign up

Events

Events

Orders

Orders

Services

Services

HR

Employee & Department Employee Records Roles & Permissions Roles & Permissions Holiday Shift roaster Leaves

Settings

Lead Settings Company Settings Business Address App Settings Profile Settings Notification Settings Custom link settings Theme Settings Task Settings Time Log Settings Custom Fields Leaves Settings Attendance Settings Project Settings Payment Credentials Finance Settings Contract Settings Ticket Settings Tax Settings Client Signup Settings

Reminders

Project Reminders Task Reminders

Finance

Proposals & Estimates Invoice , Payments & Credit Notes Expense & Bank Account

Operations

Task Calendar Views Tasks Project Templates Projects Contracts Timesheets & Time Tracking

Reports

Expense Report Leads Report & Agents Sales Report Attendance Report Leave Quota Report Income vs Expense Report Finance Report Time Log Report Currency Settings Task Report Comments Report (Tasks) Documents Report

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