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 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.