Supported Entity Pages

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Overview

Supported entity pages are RISE CRM record pages where Rise Audit Pro can display embedded tools or connect events to a known record type.

What this feature does

They define where history tabs, quick stats, modals, timelines, view tracking, or watch controls may appear.

Why it is useful

  • It helps administrators understand where embedded tools should appear.
  • It reduces confusion when a feature appears on one page but not another.
  • It helps developers plan custom integrations.

Who should read this?

RISE Admin, Developer / Support Engineer, Staff User.

Where to find it

Supported pages vary by plugin version and settings, but commonly include projects, tasks, invoices, clients, tickets, leads, contracts, proposals, estimates, and related record pages.

How to use it

  1. Open a supported record type.
  2. Check whether the history tool appears.
  3. Verify the current user has permission.
  4. Check plugin settings if the tool is missing.
  5. Use Activity Log for unsupported pages.

Example workflow

A task page may show an audit panel, while a custom third-party plugin page may not show embedded history unless integrated.

Common mistakes

  • Assuming every RISE module or third-party plugin page is supported automatically.
  • Forgetting that permissions can hide embedded tools.
  • Confusing unsupported pages with broken installation.

Related articles

  • Does Rise Audit Pro Track Third-Party Plugins?
  • What Rise Audit Pro Does Not Track Automatically
  • Entity History Tabs
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