Offline Spreadsheet Manager for RISE CRM

Description

Offline Spreadsheet Manager for RISE CRM

The Offline Spreadsheet Manager for RISE CRM plugin enhances RISE CRM by providing a built-in spreadsheet editor that works without requiring any external integration. This powerful tool allows users to create, edit, and manage spreadsheets directly within RISE CRM, ensuring seamless data management without relying on third-party applications like Excel or Google Sheets.

Key Features:

1. Standalone Functionality – No external integrations required.
2. Seamless Integration – Manage spreadsheets directly within RISE CRM.
3. Multi-Sheet Support – Work with multiple sheets in a single document.
4. User-Friendly Interface – Familiar spreadsheet layout for easy use.
5. Formula & Formatting Support – Perform calculations, apply cell formatting, and structure data efficiently.
6. Secure & Private – Keep all spreadsheet data within RISE CRM for enhanced security.

Requirements:

• RISE CRM (v3.x or higher).

Installation Guide:

1. Log in to RISE – Ultimate Project Manager & CRM as an administrator.
2. Navigate to Settings > Plugins.
3. Install the upload.zip which you have downloaded from the Envato Market with a valid purchase
   code.
4. If everything is OK, it’ll show a success message.
5. Activate the plugin from the option dropdown.
6. You’re all set!