Release Notes 2023

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 inactive Accounts and Contacts from the “Active” views in the Accounts and Contacts menus without having to delete them. We are also excited to introduce Speech to Text. Users can write emails, and notes or update any rich text-enabled field in Pipeliner simply by speaking! We’ve improved the user experience for linking related records by creating Quick Add and Advanced Add options. We are also improving continuously our application and adding various other small enhancements and fixes throughout the whole application.

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 are also improving continuously our application and adding various other small enhancements and fixes throughout the whole application.

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.

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 application.

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 drilldown option to the Mass Email Statistics report tabs. You can now use Drilldown to open a list of those recipients who have opened, clicked or unsubscribed from a Mass Email. We’ve made some additional improvements to display the status of all personalization fields within any email. As a direct response to customer feedback, we’ve added additional options to trigger both In App and Email Notifications when an Activity is scheduled for a user - or when one of their Activities is updated by another user. We are also improving continuously our application and adding various other small enhancements and fixes throughout the whole application.

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 Account 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 User Role and can be applied to Accounts, Contacts, Leads, Opportunities and Quotes. Additional enhancements as support for opening records in a new tab, allowing users to easily navigate between related records without losing their current place in the app. When creating new records for Leads, Opportunities, and Quotes, users have a new option to select the step in which the record will be created. We are also improving continuously our application and adding various other small enhancements and fixes throughout the whole application.

Pipeliner CRM 4.15.0 introduces brand new Step Activities. By adding a Sales Activities Checklist to each step of the Pipeline, Pipeliner Admins can assist teams by providing step-by-step guidance using contextualized notifications which give specific suggestions on what actions users need to take in order to follow the company’s established process/strategy. Additional enhancements when using the List Views throughout Pipeliner allows users to easily resize columns by clicking on the "Fit Column Widths" button and allow horizontal scrolling if lots of fields are selected. Users who rely on our Office 365 or Google calendar integrations now have a new option which allows them to choose whether to sync private appointments or not. This release has added the ability to use Quotes in Reports and Dashboards as well as export Quote data. We are also improving continuously our application and adding various other small enhancements and fixes throughout the whole application.

Pipeliner CRM 4.14.0 introduces brand new Quotes Management feature which allows you to manage the process of preparing and sending quotes to your customers and prospects. Pipeliner Administrators now import the values for validated fields (Drop-downs, Multi select checkboxes, Radio) instead of entering each value individually. It’s also possible to add/replace/update existing values by first exporting, then editing and then re-importing updated values. These options are available for out-of-the-box fields as well as custom fields. We improved also Reports & Dashboards, added Multi Currency Values, improved Insights, and added Tags on Record Creation and more. We are also improving continuously our application and adding various other small enhancements and fixes throughout the whole application.