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, EnterpriseEnterprise Enterprise (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. UserUser User 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. ⤵

Brand New Custom Entities

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 Feature Description
Permissions 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 Supported Features:

  • Forms
  • Fields (all fields including calculated, lookup & rollup fields)
  • Web Resources
  • Field Permissions (same setting as the Pipeliner main entities)
  • Settings
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 Documents + the Document Management add-on is supported for custom entities, when enabled in Admin › Entities in the custom entity settings.
Activities Activities are supported for Custom entity, when enabled in Admin › Entities in the custom entity settings.
Notes Notes are supported for Custom entity, when enabled in Admin › Entities in the custom entity settings.
Global Search Records of the custom entity are searchable. Admins can enable Global search on individual user-defined fields of the custom entity.
Favorites Users can set a custom entity as a Favorite.
List Views Users can view records of the custom entity on a List View. Custom entity List Views support Inline Edit and Search functionality.
Notifications 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 dataData Data 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.
Export Users can export data to CSV/xlxs format.
Drilldown Users can access data in Drilldowns (eg. in Reports).
Brand New Custom Entities
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 Feature Description
Reports Supported:

  • Users/Managers can create reports based on the Custom entity. SpreadSheet, Pivot Table, Advanced Report and Charts are supported in Custom Entity Reports.

Unsupported

  • 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 AccountAccount Account 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.
Imports Supported

  • Users can import custom entity records.

Unsupported

  • 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.
Filtering Supported

  • 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.

Unsupported

  • 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 Feature Description
Feeds 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 Personalization objects based on custom entities are not available within emails, Automatizer, Email sequences.
Emails Users can’t send emails directly to the custom entity or link existing email to the custom entity.
Automatizer
  • 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.
Interface Admins can’t customize Interface settings. Therefore Record Tooltip + Compact View + List view Sidebar features aren’t supported.
Compact View 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 Record tooltip isn’t supported because the Interface feature isn’t supported.
Processes Admin can’t create Processes with sales steps & Sales step activities for a Custom entity.
Tags Admin can’t create Tags for Custom Entity in Administration.
Integrations (Automation Hub) Integrations like Zendesk, Hubspot, Jira don’t support Custom Entities.
Archive Users can’t archive records of Custom entities, records can be only deleted.
Email Sequences Admins can’t build Email Sequences from custom entities.
Text Messages Users can’t send text to the custom entity, users can’t link existing text with custom entity.
Approval Processes Admins can’t build Approval processes for custom Entities.
Form Views Users don’t have an option to create/select different form views other than system view.
Document Templates Users/Admin can’t build document templateTemplate Template 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.
Add-ons Outlook, Document Template, LinkedInLinkedIn LinkedIn is a social network for the business community. don’t support custom entities.
Mobile Users can’t see custom entities in Mobile Android, iOS application.
Online forms User can’t use online forms with Custom Entities.
Fullsize Screenshots ⤵

Reports and Charts Improvements

Pivot Reports › Resizing columns

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. ⤵

Sales Reports and Charts Improvements

Check our Knowledge Base article to get more information about Pivot Reports ›

Pivot and Standard Reports › Sorting

Sorting is now adjusted from the option beside individual fields. ⤵

Pivot and Standard Sales Reports › Sorting

This sorting option is also mirrored in standard (spreadsheet-style) reports.

Check our Knowledge Base article to get more information about Pivot and Standard Reports ›

Charts

Multi Line“, “Stacked Column“, “Multi-column” and “Stacked Bar” charts support date fields in Segment (Y) axis. ⤵

Sales Charts

And “Single Line” Text fields — for example, “Account Name” or “Contact Name” — can now also be used in Charts.

Check our Knowledge Base article to get more information about Charts ›

Scheduled Reports › New send option

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”. ⤵

Scheduled Sales Reports › New send option

Fullsize Screenshots ⤵

Email Improvements

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 (someone@pipelinersales.com), 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. ⤵

Link e-mails to Accounts based on Domain

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:

  • gmail.com
  • yahoo.com
  • outlook.com
  • Hotmail.com
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. ⤵

"Rich Text" emails

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. ⤵

HTML tel Tag in emails

Fullsize Screenshots ⤵

Online Forms Improvements

Pre-fill parameters

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 MarketingMarketing Marketing 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.

Various Improvements

Importing

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 enrichmentEnrichment Enrichment 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. ⤵

field to accurately match the imported data to the correct record

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 CRM 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. 

Optimisation of field display when using filters

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. ⤵

Printing from Preview

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. ⤵

Automation Hub › Documentation

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. ⤵

Entity Names Changes

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. ⤵

Menu Name Change in Admin Module

Fullsize Screenshots ⤵
Pipeliner CRM In The News! Version Release Notes

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.

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