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Release Notes

2023.2 – Vaalserberg

Release notes

⚡ Features

Aggregates

Aggregates can add new data to the table and thus drive insights based on information that is otherwise stored in tabs; customers without customer visit, which products customers have bought, number of open tickets, etc. The easiest way to think about Aggregates is "Info Tiles in the table".

You can show and filter on Aggregates and also include them in the filter set you build.

aggregates

Limitations
  • You can create filter sets that include Aggregates. However, these filter sets are not supported to be used in Add-ons that use filter sets, such as Info Tiles or Call Out.
  • Bulk actions can only be done if records are "manually selected", if an Aggregate is included in the view or filter set. In other words, use the checkboxes, not "Select all" if you have an Aggregate in the table.
  • Aggregates that are created in Lime Admin can only be used in the web client. (Aggregates can be accessed via our API, but then the Aggregate needs to be defined in the query.)

Find the Filter Sets You Are Looking For

Browsing and navigating between filter sets can be tedious. Some solutions have 50+ filter sets. And that is only counting the Company table.

With the new filter set picker we make it a breeze to browse, search, find and use the filter sets that are relevant to you. No configuration, no user or group management, no admin work. Just use it and the experience will be more user-adapted.

filter-sets

Document Templates: Image Support and XLSX + PDF Support

Document templates have received two major features.

Images

Now you can insert images of products, coworkers or something else in your template. It's not harder than writing {{coworker.picture}} , and you are done.

images-support

Support Excel And Pdf File Types

Use any file type (not only docx) as a template. Great for those Terms of conditions.pdf or Quote calculation.xlsx. Docx is still the only format that support merge codes.

xlsx-and-pdf-support

Stacked Cards

An innovative solution with a design that explains itself so well. Adds that extra flavor and conveys that user-friendliness is one of our corner stones.

stacked-cards

Adding Customer's Logos To The Web Client

Add a link to an image in Lime Admin and 💥, you are good to go! If you want it permanently in a customer's solution, please read the docs.

customers-logo

New Bulk Create Workflow

Bulk create is the feature you use when you want to create, for example, several history notes or to-dos for a set of records. It is also the feature you use when you attach Persons to a Marketing activity. You turn the feature on for the lime types where you want it and configure which lime types you want to create. Now it supports:

  • Hide Fields In Create New Dialog
  • Variants
  • Inline Create

This makes workflows such as "create marketing activity when adding participants" possible.

bulk-create

Faster

We have replaced the whole frontend framework from Angular.js with Stencil. This makes the web client go much faster.

Actions - Beta

We have created a solution for you where you only need to create the logic of an action and we take care of the rest. Actions are straight-forward things that the user is encouraged to do, here and now. "Assign me", "Close ticket" or "Send with E-sign" are typical actions. They have never looked better than now.

So now you can stop putting ugly web component buttons in the Overview tab and use Actions instead!

The Action Bar

The first thing you will notice is the Action bar. The Action bar is present in all tabs and scales great on different screen sizes.

action-bar

The Bulk Action Bar

Bulk actions are way easier to find since they also get to use the action bar.

bulk-action-bar

Actions Everywhere

Once you add an icon to a lime type, it will be accessible from all views which support actions. The List view, for example.

action-everywhere

Read more in our docs.

Change Application Languages in Lime Admin

Users is encouraged to provide filter set names, table names, fields names etc. in all active languages. Now it's possible to change active langauges in Lime Admin and make it workflows easier for users.

You need to set the feature switch useLimeAdminForLanguageSettings to true.

languages

🐞 Bugfixes

  • Table freezes after applying filter
  • Support inline-create when creating document from template
  • Sorting does not work after you have moved a column
  • Change object values that aren't part of the object form
  • Postpone component: postpone button is disabled when StartDate and DueDate hold the same value.
  • Inline create breaks form after saving
  • It is not possible to change filters in the history panel on any card.
  • Option fields do not work with option queries
  • You can save even though fields are set as required through Variants
  • Inline create breaks form

Changelog

⚠️ Breaking Changes

Application configuration file location

Application configuration file (application_config.yaml) must now be placed in the root of C:\ProgramData\Lundalogik\LIME Pro Server folder, instead of anywhere within the folder.

The Installer

Add support fro mjs type files

The desktop client would not work properly due to mjs type was missing in the types list of the nginx config so the mimetype got set to text/plain.

Ensure Celery nodes get unique names

To support Celery running on two on-premise servers on the same network the node names must be unique. If two or more replicas are to work together they must mingle and gossip (sublime setup).

Fix installation when HOMEDRIVE is not a local drive

The installer will interrupt the upgrade if HOMEDRIVE is not a local drive.

If JAVA_HOME is set, the installer will check if it points to a version that is supported by Elastic Search shipped in version that is installed. If not, it will interrupt the installation.

Reinstall RabbitMQ when upgrading

From now on, the installer will reinstall RabbitMQ when upgrading so no manual actions are necessary.

Lime CRM

Cleanup job does more

In this release, the cleanup job will also remove files that have been uploaded but not attached to any entity. This is to avoid having files that are not used in the system.

Additionally, there are system jobs periodically prune files that are marked as deleted.

Last but not least, files that were locked are unlocked after 24 hours.

Performance changes

  1. SQL changes - different locking level
  2. Introduced a draft file status - Files uploaded but not attached will be removed when
  3. SCIM change - extra fields for handling long names (when deleting accounts)
  4. S3 md5 checksum fixes
  5. Support multipart file uploads

Included services and frameworks

Below is a list as originally shipped with 2023.2:

  • LDC - 12.9.2019
  • LISA - 12.8.35
  • Elastic Search - 7.17.14 (shipping Java from Oracle Corporation in version 21+35-2513)
  • Ngnix for Windows - 1.23.3.4 SnapDragonfly
  • NSSM - 2.21-134
  • WinSW 2.12.0
  • Microsoft ODBC Driver 18 for SQL Server (MSODBCSQL18) - 18.3.2.1
  • Microsoft Visual C++ 2015 x86 Redistributable (VC Redist) - 14.36.32532.0
  • Microsoft Visual C++ 2015 x64 Redistributable (VC Redist) - 14.36.32532.0
  • Microsoft OLE DB Driver 19 for SQL Server - 19.3.2
  • Erlang OTP - 26.1.1
  • RabbitMQ Server - 3.12.6
  • Microsoft Handle (sysinternals) - 5.0

Version 2020.2.371 (2.76.0)

Released September 21, 2020

⚠️ Breaking changes!

With this release of Lime CRM the add-ons Infotiles, Newsletter, GDPR and Lime Event are no longer included in the base installer. To (keep) use(ing) these add-ons they should be added to your solution as requirements.

✨ Highlighted Features

📁 File based document storage

Lime CRM can be configured to store documents on disk instead of in the database. Shout out to Tommy Hallman Lindh for implementing this feature!

🔐 Login in using AzureAD for the Web Client

Support for AzureAD while logging into the Web Client. This will enable customers to use security and convenience features such as single sign-on, multi-factor authentication, and enforced password policies.

✏️ A brand new Lime Admin

A brand new version of Lime Admin, providing a visual UI for configuring the web client and add-ons. When creating add-ons to Lime CRM, you can automagically get a custom UI for the add-on to simplify configuration.

💄 Improved UI in the Web Client

Many minor UI improvements in the Web Client; to provide a simpler and easier to use interface:

  • Related view is now wider and pops out to make it easier to know where you are in the web client.

  • The table view is now adjusting to screen size in a much better way, making it easier to grasp the information shown. The rows are also tighter to get a better overview of the data shown in the table.

  • The activity feed has been redesigned to include soft borders, more highlighted headings and improved relation pickers.

🛠️ Application Configuration

When configuring Lime CRM we have so far had to pick between either lime-config or lime-data based config. lime-config is file based and server instance unique; perfect for server configuration such as ports, timeouts etc. lime-data powers Lime Admin and is stored in the database. Albeit convenient it comes with some trade offs; secrets such as API-keys or passwords are best kept out of the database and URLs for integrations can become problematic when for example restoring a production database to a test environment.

With Lime 2020.2 we are expanding lime-config to include application level configuration. One can now configure unique configurations for each app running on a Lime Server. This is perfect for API-keys, Passwords or URLs. Full documentation can be found here.

👩‍🔬 EXPERIMENTAL: A completely re-designed object card

A completely new layout of the object card in the Web Client behind a feature switch. The new design includes the following:

  • Related information is now presented in tabs
  • The tabs have counters indicating the number of items in them
  • You now have the possibility to create custom tabs to meet specific customer needs (on-premise only until we have isolated apps)
  • There are now three different slots where customized widget/actions can be reached (on-premise only until we have isolated apps)
  • The visual design is more minimalistic and cleaner and
  • The overall usability is improved

👨‍🔬 EXPERIMENTAL: Speed improvements for the Desktop Client on-premise

A Redis caching backend can now be configured and The Lime CRM data structure is cached. We have seen speed improvements between 3x-10x for common read operations in the Desktop Client. Read more here

🔨 Highlighted Improvements and Bug fixes

Lime Core

  • Improvements to Object Access. Several bugs where to few objects where returned has been fixed
  • Makes the task-handler debuggable in VSCode
  • The API documentation now supports having a colon in a fields local name.
  • The API documentation can now be used while developing, served over http
  • The search indexer no longer crashes while indexing fields with over 10000 characters, instead these fields are ignored
  • BeginsWithOperator now works with Lime Objects,
  • You can use much larger DSL while writing tests

Lime Web Client

  • Search in option queries now handle capital letters
  • The table view is now updated when updating an object not part of the current filter
  • Editing an existing history note will no longer update the date for when the history note was originally created
  • User is now returned to previous page after logging in again

Lime CRM Desktop Client 11.1.2950

Product Lime CRM Desktop Client Version 11.1.2950 Date published 2023-08-16 Platform Windows Availability Manual installation and Automatic Updates.

This release is a wrap-up release backporting improvements and stability fixes from Insider.

Fixes

  • Refactored field-path resolution for consistent handling of empty values and errors.
  • Worked around stability issue during shutdown.
  • Decouple lifetime handling for COM-events to resolve memory leaks.
  • Detect and log navigations that include redirects.
  • Updated WebView2 SDK
  • Workaround race-condition between injected script and navigation initiated via location.replace
  • Use hardcoded GUID for todo-filter to better handle switching between languages.
  • Reintroduced workaround for crash in VBA during shutdown.
  • Ensure cached settings are cleared.
  • Load filters and views before records to preserve active settings.
  • Avoid returning NULL-string via IDispatch due to stability issue in WebView2.
  • Improved robustness for refreshing records with subset of class-fields loaded.
  • Avoid potential deadlock due to held locks while triggering events.
  • Unified visibility handling.

Lime CRM Desktop Client 11.1.2952

Product Lime CRM Desktop Client Version 11.1.2952 Date published 2023-08-22 Platform Windows Availability Manual installation and Automatic Updates.

This release is a wrap-up release backporting improvements and stability fixes from Insider.

Known Issues

  • Race-conditions for web-based login via AzureAD.
  • Compatibility problems with LDC-writes, ie. very old backend versions or where feature is explicitly activated.

Fixes

  • Refactored integration to workaround issues with window.open

Lime CRM Desktop Client 11.1.2956

Product Lime CRM Desktop Client Version 11.1.2956 Date published 2023-08-22 Platform Windows Availability Manual installation and Automatic Updates.

This release aims to resolve issues reported for the fast-tracked release due to compatibility problems with MS WebView2 116.

Known Issues

  • Customizations that use Application.MousePointer for certain events may result in lingering wait cursor, which makes it impossible to follow links in lists.
  • Records with validation errors cannot be deleted.
  • Using Controls.GetValue without explicit default value for linked fields that are Null will return Null instead of Empty which may result in errors “Invalid use of Null”.

Fixes

  • Fixed compatiblity issue with LDC-writes and records that have been pre-created in backend.
  • Removed automatic cleanup of MousePointer to reenable workaround for SuicidalCode.
  • Workaround for issues with JSON displayed in login-dialog due to race-conditions during HTTP-redirect for AzureAD.

Lime CRM Desktop Client 11.1.2961

Product Lime CRM Desktop Client Version 11.1.2961 Date published 2023-08-23 Platform Windows Availability Manual installation and Automatic Updates.

This release aims to resolve issues reported for the fast-tracked release due to compatibility problems with MS WebView2 116.

Fixes

  • Resolved underlying issue for lingering wait cursor.
  • Avoid triggering AfterRequery when records have been disconnected.
  • Avoid API access and events for closed inspector to avoid compatibility issues with VBA for AutoRelateAll.

Lime CRM Desktop Client 11.1.2963

Product Lime CRM Desktop Client Version 11.1.2963 Date published 2023-08-24 Platform Windows Availability Manual installation and Automatic Updates.

This release aims to resolve issues reported for the fast-tracked release due to compatibility problems with MS WebView2 116.

Fixes

  • Skip validation for deleted record.
  • Avoid unnecessary copying of strings.
  • Improved robustness for return values for missing linked values.
  • Restored compatibility for using Control.GetValue for missing linked values, ie. “Invalid use of Null”

Lime CRM Desktop Client 11.1.2968

Product Lime CRM Desktop Client Version 11.1.2968 Date published 2023-08-25 Platform Windows Availability Manual installation and Automatic Updates.

This release aims to resolve issues reported for the fast-tracked release due to compatibility problems with MS WebView2 116.

Fixes

  • Mask personal details for saved emails sent via shared accounts.
  • Text shortcuts are now persisted between session.
  • Refined internal management of (wait) cursor to resolve issues related to modal dialogs and popup menus in events.

Lime CRM Desktop Client 11.1.2974

Product Lime CRM Desktop Client Version 11.1.2974 Date published 2023-08-30 Platform Windows Availability Manual installation and Automatic Updates.

This release aims to resolve issues reported for the fast-tracked release due to compatibility problems with MS WebView2 116.

Fixes

  • Added error reporting for saving documents.
  • Fixed bug in validation from API that broke email integration for cards with validation errors (introduced in 11.1.2963)
  • Extended logging and debugging tools during login.
  • Refactored state handling for login to improve robustness for faulty backends and performance issues.
  • Implemented proper cursor handling for search list.

2023.1 – Hvannadalsnjúkur – Patch 2

New versions (2023.1.1566)

  • LDC 12.9.1927 -> 12.9.1945

LDC

  • LADI (Lime AD Integration) didn't work after applying Patch 1. Reverted back to old method to get user SID to maintain compatibility with SIDs stored in database via LADI.

Nginx

  • 429 Too Many Requests when trying to login. The rate limit setting for the login page was so strict that it was was easy to exceed it by everyday use. It now allows normal usage but will still stop excessive login attempts.