Pipeliner CRM Release Notes

Keep up to date on enhancements and updates

Release Notes2024-02-26T18:34:39+00:00

Here you can find Pipeliner CRM Release Notes related to the specific version and productProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. type. Browse all enhancements and updates.

Brand New Duplicate Checker and Domain Extractor, Sidebar, Global Search & Advanced Search, Web Clipper, and other Various Improvements… (v5.5.0)

Pipeliner CRM 5.5.0 introduces a brand-new Duplicate Checker. DataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. quality is a crucial factor in managing customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. relationships - a single, clean record for each customer giving the visibility of your teams’ previous interactions and future plans is the key to successful collaboration, helping to ensure long-lasting relationships and high customer satisfaction. Additionally, we implemented Global Search & Advanced Search improvements. Searching in Pipeliner is quick and easy using the Global Search or by searching within a menu such as... Read More

Brand New History Reports, Calculated Formulas, Card View Customizations & Support for Lookup Fields, Tracking Activities Based on the Location, Various Improvements, and more… (v5.4.0)

Pipeliner CRM 5.4.0 introduces brand-new History Reports. Users can now create a new type of report: Report with Historical Data. Creating these reports is fundamentally the same as any other type but they are designed to allow users to track changes made to values over a period using date comparisons or historical trends. Additionally, customers have been asking for the option to use more advanced calculations in fields in Pipeliner so that calculations work not only with numbers, but also... Read More

New & Enhanced Summary Value in Reports, Primary Record in Lookup Fields, brand-new Spanish localisation, API improvements, SSO support for Azure AD, Various Improvements, and more… (v5.3.0)

Pipeliner CRM 5.3.0 introduces Reports enhancements, users can now summarise related data “on the fly” by creating a “Summary Value” field directly within a report rather than needing an Admin to create a Rollup field and place it on the Form for every record. To further extend the usefulness of these relationships, we’ve added the option to create Lookup fields (or update existing fields) to have a “Primary” (or main) record. Webhooks are now supported for Custom Entities and for... Read More

New & Enhanced Custom Entities › Automatizer, Emails, Feeds, Related Records, Custom Expressions, brand-new Portuguese localisation, Analytics of Integrations in Automation Hub, Various Improvements, and more… (v5.2.0)

Pipeliner CRM 5.2.0 introduces enhanced Custom Entities with improvements such as full Automatizer support by using triggersTriggers Triggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale., in Filter Conditions and in Actions in processes. Users can send emails to Accounts & Contacts and link them to Custom Entities, or send emails to all accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company./contact lookups located on the custom entity or any other entity. Personalization markers also fully support custom entities. We’ve added the ability to create complex “custom” filter expressions using combinations of AND and OR criteria with... Read More

New & Enhanced Custom Entities Reporting & Filtering, Archiving of Accounts & Contacts, Speech to Text, Various Improvements and more (v5.1.0)

Pipeliner CRM 5.1.0 introduces a new enhanced Custom Entities Reporting + Filtering module. Lookup field creation has been updated so that a Related Entities tab is always created on the Linked Entity record. Admins can choose whether to add the Lookup field to the Linked Entity form or just use the new tab to display related data. In addition to that it is now possible to Archive inactive Accounts and Contacts. This is a really useful way of removing currently... Read More

Brand New Custom Entities, Reporting, Email, Online Form Various Improvements and more (v5.0.0)

Pipeliner CRM 5.0.0 introduces brand-new Custom Entities module which allows you to create — and then work with — a completely new type of entity in Pipeliner which you can then link to existing entities using Lookup fields to create relationships. Various Improvements for Reports and Charts — you can now resize column widths to help the formatting of wide pivot reports. Resizing is applied to all fields of the same type. All but the Totals columns can be resized. We... Read More

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