Pipeliner CRM v8.0.0 Admin (Major Release)

16 July 2015
We are happy to announce the release of Pipeliner CRM 8.0.0 Admin as part of the new Pipeliner CRM 8.0.0 version called Principia. This release consists of many great new features, small enhancements and bug fixes.

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New Features

  • We have simplified the Pipeliner CRM Layout Designer that enables you to customize your fields and forms within Pipeliner CRM:
  • Accounts – We have merged the application and mobile form into one dedicated account form. You can enable/disable the visibility of a field on the mobile app.
  • Contacts – We have merged the application and mobile form into one dedicated contact form. You can enable/disable the visibility of a field on the mobile app.
  • Leads – We have merged the application and mobile form into one dedicated lead form. You can enable/disable the visibility of a field on the mobile app.
  • Opportunities – We have merged the application and mobile form into one dedicated opportunity form. You can enable/disable the visibility of a field on the mobile app.
  • Opportunities – We have removed the ability to customize the “Lead to Opportunity Qualification Form”. If you have customised this form, please add all fields you used to the first step on the opportunity form using the new feature “Fields per Sales Step”.
  • Opportunities – We have removed the ability to customize the “Opportunity Won Form”. If you have customised this form, please add all fields you used to the last step on the opportunity form using the new feature “Fields per Sales Step”.

Small Enhancements

  • We bring back the ability to use standard tree view on the sales units structure.
  • Ability to create a custom opportunity form per pipeline.
  • Ability to create custom field read-only.