pipeliner Forum

Important note before upgrading pipeliner v2.6 to v3.0

* Backup your single pipeline using "Save pipeline to File", which can be found in the "Pipeline Center" within pipeliner application.

* Keep your product issued Licensed Key in a safe place. (if you use licensed version of pipeliner)

SINGLE VERSION | users of free version and license single user edition (p-free & p-one)

Tasks
* The task description will be lost because this field does not exist within pipeliner 3.0 anymore.
* The task "who" field has been removed
* The task types has been removed

Account Information
* The Business Goal has been removed

Addressbook
* With pipeliner 3.0, the address book contains only 5 e-mail and 5 phone fields. As a result, if a contact in pipeliner 2.6 had 7 entries for any of these, two of them will be lost. In order to minimize the data that might be lost in this process, we recommend to structure the e-mail and phone information in the first five contact rows.

Acquisitions
* Working with aqc has been simplified - account information has been removed

TEAM VERSION | Users of all team licensed versions editions (p-prime & p-plus & p-max)

General
After the upgrade to pipeliner 3.0 has been made, the first start-up can take a couple of minutes depending on how much data exists within the environment. Please be patient and give pipeliner the time to migrate the databases. Any future access to pipeliner will be at the normal speed.

Tasks
* The task description will be lost because this field does not exist within pipeliner 3.0 anymore.
* Activity types for each task will be reduced to just the first selected value. This only occurs when more than one activity type has been selected.

Account Information
* The Business Goal has been removed

Reminder
* There is a possibility that reminders will not be kept when upgrading from 2.6 to 3.0.

Messaging center
* In the team version of pipeliner 3.0, the messaging center will not exist anymore since this function is fully integrated in the new p-connect. As a result, all previous messages within pipeliner will not be transferred

Addressbook
* With pipeliner 3.0, the address book contains only 5 e-mail and 5 phone fields. As a result, if a contact in pipeliner 2.6 had 7 entries for any of these, two of them will be lost. In order to minimize the data that might be lost in this process, we recommend to structure the e-mail and phone information to the first 5 contact rows.

Acquisitions
* Working with aqc has been simplified - account information has been removed.