Brand New Custom Entities, Reporting, Email, Online Form Various Improvements, and more...
Brand New Custom Entities, Reporting, Email, Online Form Various Improvements and more (v5.0.0)Milos Krocian2023-09-27T08:18:02+00:00
Pipeliner CRM v5 “Michelangelo” Release Notes
Brand New Custom Entities, Reporting, Email, Online Form Various Improvements, and more…
September 27th, 2023
We are happy to announce our newest release of Pipeliner CRM “Michelangelo”. This release includes another exciting batch of new features for our app as well as other improvements to existing functionality.
Please note that some of these features are only available for our Business, EnterpriseEnterpriseEnterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment., or Unlimited Tiers.
Brand New Custom Entities
The “Custom Entities” module 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.
Custom Entities are “stand-alone” when first created. UserUserUser means a person who uses or consumes a product or a service, usually a digital device or an online service.-defined fields can be added in the same way as they are to out-of-the-box main entities. Linking custom entities to main entities is achieved using Lookup fields. ⤵
Features fully supported in version 5.0 (September 2023)
The features listed below are fully supported in the version 5.0 release:
Supported Feature Name
Admins can configure the Entity level Permission for each User Role level in the same way as for Pipeliner main entities with the same Sales Unit/Record access levels.
Fields & Forms
Fields (all fields including calculated, lookup & rollup fields)
Field Permissions (same setting as the Pipeliner main entities)
Create new entity
Admin can create a New Entity, rename the entity. Default fields: Name, Owner, Sales Unit Custom entity types: Every Custom entity can have unlimited Form Types
Documents + the Document Management add-on is supported for custom entities, when enabled in Admin › Entities in the custom entity settings.
Activities are supported for Custom entity, when enabled in Admin › Entities in the custom entity settings.
Notes are supported for Custom entity, when enabled in Admin › Entities in the custom entity settings.
Records of the custom entity are searchable. Admins can enable Global search on individual user-defined fields of the custom entity.
Users can set a custom entity as a Favorite.
Users can view records of the custom entity on a List View. Custom entity List Views support Inline Edit and Search functionality.
In-App + Email notifications are supported for changes of ownership and Newly Linked items for custom entities.
Record Detail/Create new record
Users can edit Custom Entity record in record Detail.
Bulk Update + Change Ownership
Users can select several records and bulk update dataDataData is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. on those records.
Users can export data to CSV/xlxs format.
Users can access data in Drilldowns (eg. in Reports).
Features partially supported in version 5.0 (September 2023)
The following features are partially supported in version 5.0 and will be enhanced/improved in following releases:
Partially supported Feature Name
Users/Managers can create reports based on the Custom entity. SpreadSheet, Pivot Table, Advanced Report and Charts are supported in Custom Entity Reports.
Users can’t add columns relating to entities that are linked to the custom entity via Lookup fields. For example, currently it is not possible to use custom entity fields to an AccountAccountAccount 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. report even though there may be a relationship between Account + the custom entity.
Users can import custom entity records.
When importing custom entities, users automatically link these records to different entities via Lookup fields. Eg. user can’t import custom entity records and automatically link them to related Accounts.
Users can filter records by fields that belong to that custom entity. Eg. user can filter a custom entity by Name (default field) or any user-defined custom entity field.
Users can’t filter custom entities by related records. Eg. User is in Account list view can’t filter Accounts by a linked custom entity field.
Features not yet supported in version 5.0 (September 2023)
The following features are not yet supported:
Usupported Feature Name
Users don’t have access to a Feeds tab on Custom Entity. Custom entities don’t generate Feed events on Pipeliner out-of-the-box entities.
Personalization objects based on custom entities are not available within emails, Automatizer, Email sequences.
Users can’t send emails directly to the custom entity or link existing email to the custom entity.
Admins can’t create Processes that will include Custom Entities.
Custom entity lookup fields can be updated in Automatizer Processes on existing entities via Actions Update Record/Create Record.
Admins can’t customize Interface settings. Therefore Record Tooltip + Compact View + List view Sidebar features aren’t supported.
Compact view isn’t supported, because the Interface feature isn’t supported.
List View › Side Bar
Sidebar in list views & drilldowns to preview record isn’t supported, because the Interface feature isn’t supported.
Record tooltip isn’t supported because the Interface feature isn’t supported.
Admin can’t create Processes with sales steps & Sales step activities for a Custom entity.
Admin can’t create Tags for Custom Entity in Administration.
Integrations (Automation Hub)
Integrations like Zendesk, Hubspot, Jira don’t support Custom Entities.
Users can’t archive records of Custom entities, records can be only deleted.
Admins can’t build Email Sequences from custom entities.
Users can’t send text to the custom entity, users can’t link existing text with custom entity.
Admins can’t build Approval processes for custom Entities.
Users don’t have an option to create/select different form views other than system view.
Users/Admin can’t build document templateTemplateTemplate is a generic file with a framework showing the standard sections or features of a specific kind of document, used to create a new document of the same type faster and easier. via Office 365 Add-on or Google Add-on.
Outlook, Document Template, LinkedInLinkedInLinkedIn is a social network for the business community. don’t support custom entities.
Users can’t see custom entities in Mobile Android, iOS application.
If your report schedule could result in reports being sent out at the weekend, you can prevent this by selecting “Send report only on a working day”. ⤵
Fullsize Screenshots ⤵
Linking emails based on domain
It is now possible to enable an option in a user’s Email Integration Settings to link emails from Contacts whose email address is not yet saved against a record in Pipeliner based on their company’s domain (as long as the website — the default, system “Home Page” field — has been filled in for the Account).
For example, if a user receives an email from a new Contact(firstname.lastname@example.org), ordinarily that email would not be saved into Pipeliner as there is no matching email address. If a user has enabled the new option “Link e-mails to Accounts based on Domain”, the integration would look for an Account with a domain/website such as pipelinersales.com (or pipelinersales.co.uk) and, if one is found, the email would be linked to that Account record in Pipeliner. ⤵
The following domains are excluded from this behaviour. Even if an Account has a domain/website that includes one of the following, the email will not be captured by the integration:
Additional Fonts + Font Size options
In “Rich Text” emails, users can now select additional “Fonts” and “Font Sizes“. These options are available when creating standard or mass emails, in email signatures and also when creating emails using Automatizer or in Email Sequences. ⤵
HTML tel Tag
When an “HTML” email is sent from Pipeliner with the “tel” tag included, when a recipient clicks on the “tel” tag, a call will be initiated from the browser. Previously, clicking resulted in no action. ⤵
Fullsize Screenshots ⤵
Online Forms Improvements
Pre-fill parameters is a new option for developers to allow them to easily configure their embedded form in order to Personalize it via pre-fill parameters. The same approach can be used for link building when you send “Online Forms” via a 3rd party system — for example, by including pre-fill parameters in the URL you can send personalized Online forms via 3rd party tools such as Mailchimp or Hubspot MarketingMarketingMarketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase.. ⤵
More details of how to use Pre-fill parameters and work with Online forms is provided in this article.
Additional Formatting Options
Users now have the option to adjust image header padding via custom “Online” form styles. ⤵
It’s now possible to center text in the “Header” of the Online Forms. ⤵
Fullsize Screenshots ⤵
As part of our ongoing usability enhancement program, we’ve updated the following features.
For those customers extracting data from Pipeliner to enrich and then re-import the updated data, it is now possible to use the unique “Record ID” as the match value in the “Deduplication” field.
For example, if you export Contacts to send for enrichmentEnrichmentEnrichment means the act or process of upgrading the value or improving the quality of something (such as a product, service or function) that induces the target beneficiary (customers, employees, etc.) to have a better experience, or derive a deeper meaning, connection and attachment to the product or function. by an agency, make sure to include the “Contact ID” field in the export. When importing the enriched data, select “Contact ID” in “Import Settings” › “Deduplication” field to accurately match the imported data to the correct record already in Pipeliner. ⤵
If there are no better options to choose from in your data, you can now also select “Name” as the “Deduplication” Field to use as the match when importing data. For example, it is possible to choose “Contact Name” to attempt to identify duplicated records based on a matching “Contact Name” on an existing record in Pipeliner.
Optimisation of field display when using filters
If a Pipeliner space contains lots of custom fields or even system fields with similar names — such as “Name”, it can sometimes be difficult to ensure users are selecting the right field so we’ve optimized the search and the display so that sections which do not contain a field with a similar name to the search term will not display in the flyout and section headers remain static as users scroll downwards through the list. ⤵
Printing from Preview
From a document preview, it’s now possible to print PDF, IMAGES, DOCX or XLXS files directly or to send the selected file by email. It is not necessary to download first. ⤵
Automation Hub › Documentation
To help customers to better assess the options in the Automation Hub each app includes a link to the app-specific documentation from the Knowledge-base. ⤵
Entity Names Changes
All customers will now have the ability to change the names of System Entities from the Settings tab of the “Entity” in the Admin Module. ⤵
Menu Name Change in Admin Module
The “Fields & Forms” menu has been renamed to “Entities“. Where you see “Fields & Forms” mentioned in any KB article, please now click on the “Entities” tab until we have the chance to update all articles. ⤵
Fullsize Screenshots ⤵
Pipeliner CRM is getting better and better with each new release. If you’re curious, about what other releases we had, please visit our “Release Notes” section.
Theory Made Real
Based on proven economic principles, Pipeliner CRM is a tool for everyone. Read more
Learn More About Pipeliner CRM
Take a no-obligation 14 day trial of Pipeliner CRM.
No credit card info required – just experience for yourself how it could impact your sales.
A top CRM that has all the features and flexibility you can possibly need and still is easy to learn, administer, configure and use. Hanneke Gieles • Business Development • Prowareness WeOn Groep BV
Test it. Keep it. Use it. Love it. Jens Leonhaeuser • Owner • Steilpass
I highly suggest using Pipeliner, it is a tool that has absolutely sky-rocketed our business to where it needs to be. Patrick Bauer • CEO • Amherst Brands
One of my favorite parts as a sales managerSales ManagerSales Manager is an executive who leads a sales unit, team or department by setting goals and meeting targets, formulating plans and policies, designating tasks, and developing salespeople. is using Pipeliner CRM to run sales campaigns that drive our team to have fun and use the system in a way that drives sales. Luke Wittenbraker • Sales & Marketing DIrector • Mactech
With simple training and general intuition this CRM blows many others out of the water, plus it is a fraction of the cost. Our Franchise units simply love it. Eduardo Pinzon • Director of Operations • Crestcom
Its features and functionality make it a great CRM at a great price point. Catherine Austill • Advisor • Graphic Partners
It is the best CRM on the market today, don't be fooled by big box or free products. Margye Sullivan • VP • Envision2BWell Inc.
I have used other CRM's and this has to be the most user-friendly program I have ever used. Denise Schmidt • Sales OperationsSales OperationsSales Operations is a collection of aligned business processes, strategic implementations and other activities aimed at achieving organizational goals, specially in the areas of sales revenue, market coverage and growth. • First Tactical