Pipeliner CRM Release Notes

Pipeliner CRM 5.4.0 introduces brand-new History Reports. Users can now create a new type of report: Report with Historical 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.. Creating these reports is fundamentally the same as any other type but they are designed to allow users to track changes made to values over a period using date comparisons or historical trends. Additionally, customers have been asking for the option to use more advanced calculations in fields in Pipeliner so that calculations work not only with numbers, but also... Read More

Pipeliner CRM 5.3.0 introduces Reports enhancements, users can now summarise related data “on the fly” by creating a “Summary Value” field directly within a report rather than needing an Admin to create a Rollup field and place it on the Form for every record. To further extend the usefulness of these relationships, we’ve added the option to create Lookup fields (or update existing fields) to have a “Primary” (or main) record. Webhooks are now supported for Custom Entities and for... Read More

Pipeliner CRM 5.2.0 introduces enhanced Custom Entities with improvements such as full Automatizer support by using triggersTriggers Triggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale., in Filter Conditions and in Actions in processes. Users can send emails to Accounts & Contacts and link them to Custom Entities, or send emails to all 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./contact lookups located on the custom entity or any other entity. Personalization markers also fully support custom entities. We’ve added the ability to create complex “custom” filter expressions using combinations of AND and OR criteria with... Read More

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... Read More

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... Read More

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. Read More