Pipeliner CRM Release Notes

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 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.. 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

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

Pipeliner CRM 4.19.0 introduces brand-new Pivot Tables Features — There is a new section available within Pivot tables called Values. Users are now able to add several compatible fields to calculate Values inside Pivot Tables. We’ve also added the Window Minimization feature to the Emails and Notes while composing them. We are also improving continuously our application and adding various other small enhancements and fixes throughout the whole application. Read More

Pipeliner CRM 4.18.0 introduces brand-new Online Forms — This feature provides you with the tools to create and share dynamic web forms and surveys, integrated seamlessly with Pipeliner data. We’ve also added the Quick Jump feature to the Admin Module so that Administrators can quickly find a field or section when editing a Form. We’ve enhanced support for Lookup fields in Reports too. We are also improving continuously our application and adding various other small enhancements and fixes throughout the whole... Read More

Pipeliner CRM 4.17.0 introduces brand-new Voyager AI Email Assistant. Based on one of the most advanced OpenAI models, the Davinci model (text-davinci-003), users can now use our Voyager AI Assistant to help with creating fluent and creative business emails directly from within Pipeliner itself. We’ve added a drill-down option to the Mass Email Statistics report tabs. Read More

Pipeliner CRM 4.16.0 introduces brand-new Approval Processes — there are so many different occasions when Approval is required from different areas of a business to determine whether it is viable to pursue an Opportunity, to decide if the credit status of an 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. should be upgraded, or even whether to add a Contact to a Christmas Gift list! It’s for these many and varied use cases that we’ve created Approval Processes. Approvals can be created by individuals based on their... Read More