Pipeliner CRM v7.0.0 Desktop (Major Release)

14 October 2014
We are happy to announce the release of Pipeliner CRM 7.0.0. This release consists of many great new features, small enhancements and bug fixes.

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New Features

1-to-Many to Any

  • Ability to link one opportunity to many accounts.
  • Ability to link one opportunity to many contacts.
  • Ability to link one contact to many accounts.
  • Ability to link one account to many contacts.
  • Ability to mark primary account and contact to entities.
  • Ability to see number of accounts and contacts within quick-view for related entities.
  • Ability to search and filter for related accounts and contacts.
  • Ability to print 1-to-Many, to Any relations into PDF.

Product Catalog

  • Ability to create a company business product catalog.
  • Ability to define SKU (Stock Keeping Unit) for each product.
  • Ability to setup company based unit prices.
  • Ability to setup price lists with periods.
  • Ability to use custom price within the opportunity.
  • Ability to setup discounts for product prices within the opportunity.
  • Ability to auto-update opportunity value based on the products price.
  • Ability to describe the product to better understand the product itself.

Pivot Reports

  • Ability to create pivot based report within management reports.

Last Opened and Favorites

  • Ability to access last opened opportunities, leads, accounts and contacts over global search.
  • Ability to mark opportunities, leads, accounts and contacts as favorites.

Email Notifications

  • Ability to receive an email notifications on updates on the opportunities and leads: update, moves, qualifications, assignments.
  • Ability to receive an email notifications on updates on the accounts and contacts: update, creation or deletion.
  • Ability to receive an email notifications on updates on the activities: update, creation or deletion.

Small Enhancements

  • UI update for each entity detail.
  • Update of the currency will update all ACTIVE opportunities values.
  • Auto-fill functionality for Twitter.
  • Ability to use Google search for searching social media accounts.
  • Ability to use contact list when going to contact over search.
  • Ability to see number of contacts/accounts in Accounts and Contacts (Placement)
  • Ability to move the opportunity within the pipeline over detail.
  • Usability improvements within the admin customization.
  • And many more other small enhancements.

Bug Fixes

  • Time in Sales step wrong calculation.
  • Quality of profile image for the contact and accounts taken from social media.
  • And many more small bug fixes.