Product Lime CRM Desktop Client Version 11.1.2770 Date published 2023-02-08 Platform Windows Availability Manual installation and Automatic Updates.
Product Lime CRM Desktop Client Version 11.1.2783 Date published 2023-02-10 Platform Windows Availability Manual installation and Automatic Updates.
Service Lundalogik Data Component (LDC) Version 12.9.2725 Date published 2022-12-20 Platform Windows Included in Lime CRM Server 2022.3.1015
This version of LDC will make Lime CRM Desktop Client load and save data faster and more resilient.
Service Lundalogik Data Component (LDC) Version 12.9.2738 Date published 2023-01-20 Platform Windows Download https://builds.lundalogik.com/api/v1/builds/ldc/versions/12.9.1738/file/ Included in Lime CRM Server 2022.3.1048
This version of LDC will make Lime CRM Server more secure and resolve some bugs.
This is a patch release of đľđąLime CRM 2022.3.1015 Rysy.
If upgrading to this release from previous Rysy release. Itâs required to do a complete upgrade: Lime CRM Server Upgrade Guide
When installing Rysy itâs recommended to install the latest patch release.
Full release notes of LDC can be found here: LDC 12.9.2738 Release Notes.
Some of our customers are affected by a low deliverability of email, and you might be affected. Some e-mails sent to recipients using Microsoft Outlook are ending up in spam or quarantine. We are investigating the root cause of the issue and have opened a dialogue with Microsoft.
Low deliverability means email will still reach the recipient, but might end up in a spam folder or being quarantined.
Email deliverability is a unique trade secret for each email service. In principal it is a combination of the content of the email and the reputation of the sender. As it is today, our sending IPs have suddenly seen a sharp drop in reputation for Microsoftâs rating. Sending IPs gain good reputation by, over time, sending large volumes of email that arenât reported as spam. We have a large span of sending IPs and we continuously measure their reputation. We have strict sending rules to keep our IPs good reputation. We have not seen events that could have trigger a lowering  of our IPs reputation. We are working on bringing more IPs online, but they must first be âwarmed upâ (gain good reputation) before they can be used effectively.
From Lime CRM Server 2022.3 (Rysy) and later, usage data of the Lime CRM web client is automatically gathered with the purpose of ensuring, maintaining and improving products and services. No personal data is ever captured. It is possible to opt-out by following the instructions below.
When installing Lime CRM Server 2022.3 (or later), a row in the configuration file (config.yml) is added by the installer. To opt-out, simply remove the value in the appId config and restart the Lime CRM webserver.
Perform the following steps to do so:
config.yml file located in the %LIME_HOME_PATH%\LIME Pro Server\Web Server\configs (usually C:\ProgramData\Lundalogik\LIME Pro Server\Web Server\configs) directory:plugins: â> limepkg_product_analytics: sectionappId value
This release is named after the highest mountain in Poland. To celebrate our new Engineering department in Krakow, Poland.
We have made some major improvements of LDC. LDC is used by Lime CRM Desktop Client for server communication. We have only tested these changes with latest Desktop Client version. So if using Desktop Client with this Lime CRM Server we only support Lime CRM Desktop Client version of 11.1.2700 or higher.
This version of LDC will make Lime CRM Desktop Client load and save data faster and more resilient.
More technical details: LDC 12.9.2720.
Live Docs is a must-have for anyone who works with documents in Lime CRM. It gives the user much smoother, faster and intuitive work flows for all things related to files in general and MS Office documents in particular.
Some of the highlighted features include:
Read more about Live Docs and how it works.
Some features donât require you to activate Live docs. These features are available straight out-of-the-box:
Read more how these feature works and how to configure them.
We have also been working hard on making Lime CRM smoother in how you navigate. Basically, it now behaves the way you think it should behave in terms of navigation.
We believe you will find it simpler and more intuitive to navigate Lime CRM from this day forward đ
Have you ever needed to link a record that doesnât yet exist? Now you can create that record straight from a field. We call it âinline createâ. If you canât find the record you want to link, simply click âCreateâ at the bottom of the list and create all records at once. That makes it possible to, for instance, create a contact person in the same go as you are writing a history note.
Read more how this feature works and how to configure it.
Sometimes the simplest of features is the best one. âDuplicateâ will make a lot of workflows much easier. Already have a deal card that almost has all the values set? Already have a work order but want to split it into two? Now you can using âDuplicateâ.
Lime CRM will only copy values from fields, not records under tabs. If you want to exclude a field from being copied (for instance Customer number or Ticket number), you can set the label Key on the field using LISA.
Bulk actions just became a lot easier. Tick the boxes and select your action from the action menu.
Select your records using tick boxes and do your action from the action menu.
An import went wrong or maybe you are just cleaning out âjunk recordsâ? Delete them all in one go, straight from the table.
Delete more than one record at a time.
More helpful texts when no suggestions are found.
More helpful texts when the search doesnât find anything.
Now you donât need to be an admin in order to save a filter set. Anyone can save a filter set in their own list of filters.
All users can now save filter sets.
If you add a column, field or widget in Lime admin, you donât need to refresh the client. This makes it much faster, easier and smoother to design the client the way you want to. Have Lime admin on one part of the screen and the client on the other. See changes happen instantly!
Some like the side panel big, some like it small. Now, you no longer have to choose.
We have a completely new start page ready for you. Or actually, we have multiple start pages for you. Here are some key features of the new start page:
The new start pages looks better, is easier to configure and provides smoother layout options.
Create as many start pages as you like. Here. a start page designed for Sales.
API
Now you can use Document Templates in your customizations. This makes it possible to create workflows such as âClick a button to create a document from a template, save it as PDF and open the document card.â
These are the two APIs:
Create document from template is appropriate when you want to create a file and a document card.
Create file from template is appropriate when you just want the file.
Oh, one more thing. I almost forgot. Just add as_pdf=True to get your file straight as pdf. đĽ
Check out the docs.
Example code that creates a document card from the template âandersâ.
USE ANY LIMETYPE AS A DOCUMENT TEMPLATE
This feature is a bit hardcore but can come in handy for customers with complex need when it comes to Document templates. You can replace the template picker with a custom component, which could look for templates in a completely different place than normal. For example use a lime type called documenttemplate for your document templates. By doing so, we can add option queries, support object access and much, much more.
This is not to be considered or used as a standard solution. More of a âway outâ for customers with complex needs.
All fields do not make sense in the create new dialog. Why even display integration fields, read-only fields, inactivation fields and such? And some fields are not that important. Now you can create a light and slim âcreate new experienceâ where you only show the necessary fields. The user experience just turned twice as good!
A small deal holds very different information from a big deal. A product of type Electricity holds different info than the product Broadband. Introducing Object variants. Now you can setup different card views depending on the type, the variant,of the lime object. And itâs all no-code.
With great powers come great responsibilities. We have therefore created some guidelines to help you create great designs for your customers, using variants.
Browsing tables on mobile devices has never been a pleasure.
Now you can use a list view instead of a table view takes much better use of the phone screen. Moving things around and removing redundant things open up space for what you need.
The table view does not use the screen space well on mobile screens
By using the list view, we give more space for your data.
We have had the ability to use other views for tabs. You might have seen that you read History in a flow and can browse Documents or Persons in a list.
But now you can do it in, what we call, the Global Explorer (where you end up if you click Browse). This is a big shift in design. Now you can explore all your customers, deals or tickets not only using a table but also using a list. Or a flow.
Long-term, this opens up for big possibilities. If you'd like to learn more about views and the possibilities that now are open, continue reading here).
Switch to the list view (or any other available view) for that matter (red box). Create new records from where you browse (blue box).
Sometimes an uncommon filter is just what you need and now the filter possibilities are much greater.
We introduce a power user feature: GOD MODE; where you can build any filter that our backend supports. And we have made even more filters possible in column filters.
GOD MODE! * THE CODE EDITOR
Some filters are not possible to build using column filters. Even though our backend supports it. But now you can toggle on a code editor and edit the filter there and then. Edits take effect instantly and your JSON is validated as you edit. A bit hardcore but will hopefully make consultantâs days a lot easier.
Some filters that previously have been hard to get into CRM are now super-easy to do by just editing a part in the code editor:
God Mode. Makes it possible for technically skilled people to be in full control of the filter and build filters that are not possible using column filters.
MORE POSSIBILITIES IN COLUMN FILTERS
We have these new operators, available in your column filters:
IS NOT makes it possible to filter out records.
BETWEEN for text fields can come in handy for zip codes.
A NEW FILTER OPERATOR
A lot of the new filters are negative filters, using:
The ! (NOT) operator. This operator can be used in Lime query to turn a query into a not statement. For example:
"op": "!", "exp": { "key": "dealstatus", "op": "IN", "exp": [ "agreement", "rejection" }We have re-built the dock, which is the menu to the left (or the bottom on phone) in the web client. The biggest changes are technical and visual but we also introduced some new features:
The old dock
The new dock.
TL;DR: exclude limetypes to make the re-index go hundreds or even thousand times faster.
Sometimes you need to do a re-index to make the search work properly. For customers with huge databases, this can take time. A LOT of time. It can actually take days to complete a full re-index with many negative consequences that follow. đ°
When we examined these big databases, it turned out that often one or two single limetypes make up >95% of the records in the database. And they often didn't need to be searchable*, i.e. indexed. Such a limetype can for example be participant, invoicerow or articlerow. By excluding these limetype from being indexed, indexing went from taking days to taking minutes instead! đ
Excluding limetypes from being indexed is not something that we think you should do for every customer. But if you have customer solutions where this đ is true, this is a super-easy and impactful performance thing you can do, just by a single setting in the config.
Have a look in our documentation) on how to configure.
**Non-searchable roughly means that it will not be found using the* đ *in the top left of the web client. It will still be possible to browse the table and to filtering there.*
Itâs now possible to manage Users and Groups in Lime Admin. Enable this with the feature flag useLimeAdminForUsersAndGroupsset to true. In Lime Admin it can then be found at System > Security.
We also added a User and Groups API. Which doesnât require the feature flag. API documentation can be found in the solutions Lime CRM API Documentation > Admin API.
Manage your users in Lime Admin.
Side panels will now open on top of one another with Stacked Cards.
Now we open each card side panel on top of the other. This makes it easier to back and fourth in the stack.
Enable this with the feature flag useStackedCardsset to true.