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Lime CRM 2022.2 - Hoverla

Description

❤️🇺🇦❤️

This release is dedicated to the people of Ukraine during this extremely troublesome time.

Our thoughts are with you!

❤️🇺🇦❤️

Hoverla, the highest mountain in Ukraine at 2 061 m above sea level, is located in a beautiful area close to the Romanian border. For Ukrainians, climbing Hoverla isn’t merely a recreation, but an act of patriotism: every year on July 16th, the day of adoption of Declaration of State Sovereignty of Ukraine, many non-governmental organizations reach the peak and raise the flag of Ukraine.

⚠️ Breaking Change

This release deprecates TLSv1.1 as this protocol itself is deprecated and insecure. This requires a Lime CRM Desktop Client version of 10.18.962 or higher. The ERP Connector must also be upgraded to v9.2.3 or higher, if using an on-premise ERP system. It can also affect any integration using the REST API.

Features

🚀 Speed

The web client is overall much faster. Search is done faster, startup is faster, cards load faster. Brace yourself!

🥳 New object card

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The new object card has been completely replaced with a new, better one. Top features being:

  • Loads faster.
  • Looks better.
  • Distribute fields better by specifying height end width in Lime Admin.
  • Ability to create big text fields.
  • Ability to place web components anywhere on the card.
  • Ability to load a section as expanded.
  • Ability to discard inputs.

📅 Better column filters

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We have upgraded the table view with a shiny new version and the top new features are:

  • More advance (and easier to understand) column filters. For instance having dynamic date filters.
  • The possibility to adjust width of columns.
  • Re-order columns using drag and drop.
  • Display a field (cell) using a web component.
  • Filter can also be used on related tabs, e.g. filters from the deal table can be used on the deal tab on a company card.

ℹ️ Filter description

Tired of long filter set names such as “Lost deals that have been updated the last 60 days”? Introducing Filter set descriptions. A good description will help the user understand why they are seeing what the see and how the filter set should be used.

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🚛 Bulk download and update

You can now update or download your records in bulk. No further explanation needed.

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🎨 Color

A new splash of colors have been added! The menu has lost its teal color but all cards now show their own colors in the header.

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🌶️ Hot keys

Key commands now have keyboard shortcuts, such as Ctrl/Cmd + O to go to a global table or esc to close a side panel. A list of the most commonly used:

Keyboard shortcut (Windows) Keyboard shortcut (Mac) Action
Ctrl + D Cmd + D Navigate to dashboard
Ctrl + K Cmd + K Navigate to global search
Ctrl + E Cmd + E Open menu for creating a new object
Ctrl + O Cmd + O Open menu for navigating to object explorer
Ctrl + S Cmd + S Save object
Ctrl + Enter Cmd + Enter Save and close dialog when creating object
Ctrl + Shift + E Cmd + Shift + E Create new related object

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You can also create your own custom keyboard shortcuts and bind it to a web client command. Read more about it here.

📞 Contact info

Call or email straight from the person or company without having to navigate to the specific object. Less clicks = more precious time saved!

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⚙️ Lime CRM Admin

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Lime CRM Admin has received a huge facelift. Top features being:

  • Just looks way better.
  • Much easier to navigate and see hierarchy.
  • Alphabetical sorting.
  • Not able to add same field twice to a view.
  • No need to call a section untitled if you don’t want to name it.
  • Interface for parts that previously were found in the section Limetype extensions.
  • Export and import configurations for more than one table.
  • Improved interface for designing cards.
  • More helpful validation.
  • Color and icon picker for tables, custom tabs and info tiles.

🙏 Create users without the desktop client

We now support the user field in the web client. Thus making it possible to attach a user to a coworker card.

🙋 Beta: All users can save filter sets

Now you don’t need to be an admin in order to save a filter set. Anyone can save a filter set in their own list of filters.

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Improvements

  • German is now a supported language for the web client. Sehr schön! 🇩🇪 🍻
  • We show the side panel every time a relation link is clicked and after a new record has been created.
  • Refresh button now available for all tables.
  • Better UI when selecting columns.
  • Option fields now allows key input to faster find your option.
  • Reliance and performance of Tasks and Scheduled Tasks has been greatly improved.
  • Card headers now respect date formatting.

  • Removed support for TLS 1.1. TLS 1.2 is now required.

Bugfixes

  • Hhov (behind feature switch - treat_time_as_time_of_day).

Included service and frameworks

  • Elastic Search 5.6.16
  • JDK 8.1
  • Ngnix 1.21.0.1 WhiteHorse
  • Erlang R16B03
  • RabbitMQ 3.2.4
  • SQL Native Client 11
  • Vcredist 2019

Lime CRM 2023.1 - Møllehøj

Product: Lime CRM Status: Cancelled

Description

To celebrate our Danish colleagues this release is named after the highest mountain in Denmark, Møllehøj! To be honest, maybe it’s not a mountain, more like a hill. A great hill though! Just like this release.

Features

⚡ Faster Save

We added the possibility to turn of database customizations on save. This will reduce the complexity and database traffic when saving objects. The benefits are:

  • Faster save
  • Reduced risk of deadlocks in the database
  • Less load on the database

This feature can be enabled with the feature flag run_sql_customizations_on_update set to false. It will then disable these SQL customizations:

  • csp_beforeupdate, csp_afterupdate, csp_afterdataupdate and csp_afterupdatecompleted.
  • SQL for update.
  • Update if relation has changed.

The main replacement at the moment where logic should be moved instead is Custom Limeobject.

📅 User Preferences: Date Formats

Select how you want to present time and dates. For example 2023-03-31 or 31.03.2023 for dates and 13:37 or 1:37 PM for times.

🍬 Some small goodies

  • Possibility to add prepare_update() hook for Custom Limeobject, which runs before the database transaction starts. Which could reduce the risk of deadlocks in the database when saving.

Bugfixes

We never have bugs, so I guess this section will always be empty

🧰 Included services and frameworks

  • LDC - 12.9.????
  • LISA - 12.8.35
  • Elastic Search - 5.6.16
  • Java Development Kit (JDK) - 8u111
  • Ngnix for Windows - 1.23.1.1 SnapDragonfly
  • NSSM - 2.21-134
  • Microsoft ODBC Driver 18 for SQL Server (MSODBCSQL18) - 18.0.1.1
  • Microsoft Visual C++ 2010 x86 Redistributable (VC Redist) - 10.0.40219.0
  • Microsoft Visual C++ 2015 x64 Redistributable (VC Redist) - 14.0.23026.1
  • Microsoft SQL Server 2012 Native Client (SQLNCLI) - 11.4.7462.66
  • Erlang OTP - 25.0.2
  • RabbitMQ Server - 3.10.5

Erlang and RabbitMQ needs to be manually uninstalled to get upgrade. Check version first, if it’s the same versions installed no action is needed. It’s optional to upgrade. If upgrading, both Erlang and RabbitMQ needs to be upgraded. Instructions can be found here: Uninstall Erlang and RabbitMQ when doing Lime CRM Server upgrade

Lime CRM 2021.1 - Kangchenjunga

Description

We continue to honor the diversity among the coworkers at Lime by dedicating a release to a mountain of their homeland. The dangerous and mighty Kangchenjunga, the highest mountain in India and third highest in the world, stands in stark contrast with this release. The first release of 2021 is a smaller release containing bugfixes but also some much wanted functionality.

Features

👨‍👩‍👧‍👦 Azure AD: Create Users and Groups

The Azure AD integration has gained the ability to create users and groups. By configuring your Azure AD you can automatically have the appropriate users, in the corrected groups, created in Lime CRM when they join your company. The functionality is easy and fast to configure.

❤️ Lime Admin Love

Lime admin has received some UI love. For instance an always expanded left menu and save buttons always visible at the top.

Lime%20CRM%202021%201%20-%20Kangchenjunga%20e3363edc88af45bfa9fceefa209163c9/Untitled.png

🔄 Export + import of views

Now you can export and import all views for a solution at the click of a button. Saves you a lot of time when migrating configuration (or doing a backup of your views)

Lime%20CRM%202021%201%20-%20Kangchenjunga%20e3363edc88af45bfa9fceefa209163c9/Untitled%201.png

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👩‍🔬 Experimental features

With this release we release a number of features as experimental. They can be added by installing the associated extra packages or enabling a feature switch. Experimental features are not quite ready for everyday use yet, but can be tested and played with.

✨ Experimental: New Object Card

We've rebuilt the Overview tab on the object card completely. This makes the card look better and load faster. We're using something called limel-form now, thus using the same technology we use for custom forms. This will enable us to provide awesome feature for this tab in a not very distant future

Lime%20CRM%202021%201%20-%20Kangchenjunga%20e3363edc88af45bfa9fceefa209163c9/2021-04-22_08.44.58.gif

🤓 Experimental: Create Advanced Filters

Now you can build practically any filter set you like in Lime Admin using the add-on Filter "Editor". You need some Lime Query skillz, so it's mainly targeted at application consultants and tech-savvy project managers.

Build advanced filters by writing raw Lime Queries

Build advanced filters by writing raw Lime Queries

🚀 Experimental: Web Client Bulk Update

With the new bulk update feature you can now update a property of several lime objects in one go!

Quickly update one or several properties in a table

Quickly update one or several properties in a table

💾 Experimental: Web Client Data Export

Exporting data from Lime CRM is a very useful feature, to easily continue working with your data in other systems. You can now export several lime objects to a CSV or Excel file in one go! It is possible to configure which groups have export access in Lime Admin.

Export data from a table to CSV or Excel

Export data from a table to CSV or Excel

📄 Experimental: Document templates in Web Client

With document templates you can can create new Word documents in Lime CRM based on templates with incorporated data from Lime CRM.

Lime%20CRM%202021%201%20-%20Kangchenjunga%20e3363edc88af45bfa9fceefa209163c9/2021-04-22_17.12.19.gif

Bugfixes and Minor Improvements

  • String fields of the type text are now supported in the webclient
  • Corrected date formats in web client
  • Client no longer crashes when system properties are used as first column in tables
  • Corrected a lot of annoying UI bugs
  • Various file improvements and fixes, including added object access for file endpoints
  • Support for additional operators for set fields when using QueryObjects
  • Fix for the task handler restarting

Included service and frameworks

  • Elastic Search 5.0.0
  • JDK 8.1
  • Ngnix 1.15.3.1 Crow
  • Erlang R16B03
  • RabbitMQ 3.2.4
  • SQL Native Client 11
  • Vcredist 2019

Version 12.15.1.67

Released October 26, 2016.

New features

Web Client

  • Notify users when information is updated on object (LCWC-115)

Users are notified when changes have been made to object and when trying to leave object without saving * Support for multiline text fields/controls - single line fields (LCWC-113)

Simplified way of reading and writing long lines of text * Thousand delimiters for decimal controls (LCWC-18)

More easily see values through thousand delimiters

Improvements

Web Client

  • Allow the use of “Booked customer visit” when creating activity (LCWC-133)

Now possible to add activitytype “Booked customer meeting” * Fix input field zooming in iOS10/Safari (LCWC-121) * Open and close card sections with keyboard (LCWC-118)

Possible to open and close separators on object-page using keyboard * After creating new related limeobjects, return to the list (LCWC-75)

When creating a new related limeobject, the user is returned to the list of related objects directly

Bug fixes

  • Application metadata changes are incorrectly cached (PRO-1557)

Datastructure changes in LISA are now directly reflected after a refresh in the browser. * Search indexer fails when it encounters an unknown limetype (PRO-1553) * Search queries do not reflect changes in metadata (PRO-1528) * Administrators should be allowed to unlock files locked by other users (PRO-1522)

Administrators are allowed to unlock files locked by other users in the desktop client. * limefu database delete should not be available (PRO-1481) * LDC ignores sys_session_timeout setting, hardcoded @ 72h (PRO-1472)

Fixed an issue where the session timeout setting was not used

Web Client

  • Saving a new document when using drag n drop does not refresh document list (LCWC-107)
  • It's easy to miss if create activity fails (LCWC-89)

When creating an activity (e.g. sales call) for an object, and the creation fails, the UI now displays a warning that the activity failed to be added * Dates in activity feed should use moment formatting (LCWC-11)

Nicer-looking formatting of dates in the activity view (e.g. “August 5, 2016”)

Version 12.17.4.26

Released December 28, 2016.

Improvements

  • JSON error logging support (PRO-1680)
  • Block certain applications during installation to prevent service uninstallation problems (PRO-1665)
  • Support entering of service number in hosted LISA (PRO-1664)

Service number can be input for hosted customers * Add the inactive attribute on Option and in the API (PRO-1627) * IPv6 support (PRO-1626)

The server now supports ipv6 * Limefu improvements (PRO-1625)

Improved documentation for all limefu commands. * Improved search performance in webclient (PRO-1599) * Run text file imports in low priority mode (PRO-1588) * API is always enabled (PRO-1587) * Improve scheduler reliability on startup (PRO-1583) * Improved error message when upgrading databases and RabbitMQ is not running (PRO-1562)

Web Client

  • Notify user when leaving the app without saving changes in limeObjectCard (LCWC-138)

When has made changes to an opened card and tries to close the tab or to change URL, she or he will be prompted to confirm the action.

  • When creating a new object with relation to coworker, active user should automatically be attached (LCWC-58)

When creating a new object, the currently logged in user is automatically attatched as coworker.

Bug fixes

  • Lime CRM Server could stop responding to requests. (PRO-1653)
  • Unable to use limefu if Swedish is not one of the active languages (PRO-1650)
  • Migration status shown as OK when outdated (PRO-1649)
  • Saving activities does not trigger post-processing logic (PRO-1595)

csp_afterupdate is run when a new activity is added in the web client * Sign in form application list not always populated (PRO-1591)

The user is no longer sometimes unable to select application when using IE11 * Webfront service cannot start when data directory is not on C: drive (PRO-1561)

Installing Lime CRM Server now possible on other drive than C: * Auto import does not update the search index (PRO-1474)

Imported objects show up in the search queries in the web application * “limefu database upgrade” may create objects in the wrong database schema (PRO-1318)

Web Client

  • Scroll on iOS does not work properly when creating new related object (LCWC-228)

  • Empty search view in some cases, iOS/safari (LCWC-183)

When entering search mode on iOS/safari, the search result were empty in some cases. Now they are displayed.

  • Search debouncing is always 0 ms (LCWC-176)

Fewer useless requests means faster handling of useful requests, especially in hosting

  • Lime-spinner causes CPU to reach 100% in Internet Explorer (LCWC-175)

  • Edge: Input fields in related sometimes have height of four rows. (LCWC-170)

In Edge and IE11 the user will now have correct height of textarea fields on related cards and in closed sections that are opened up.

  • Date/time picker: you can't input time using English locale (LCWC-154)

It's now possible to set time in the datepicker when using English locale.

  • Text is overflowing in card header (LCWC-48)

Each card headers title will now have a maximum amount of three rows.

  • Clicking on a todo in the list to display the card will only work if the todo table is named “todo” (LCWC-42)

  • Option fields should show inactive options when they are the current selection (LCWC-10)

Inactive options in option controls are not possible to select in the web client

Version 12.19.3.97

Released February 8, 2017.

New features

  • Possible to search for data in option fields (PRO-433)

Possible to show and search for information in option-fields.

Web Client

  • Link to object page in the card header for a related object (LCWC-285)

Adds a link to the “main object page” in the top of the card when opening a related object. This link will open the object's full page.

  • Suggest related objects when adding new activities (LCWC-217)

Easier to attach activities to person and deal when adding an activity when relations are automatically suggested.

  • Email address links in search results (LCWC-136)

Possible to click on an e-mail adress in search results which will open an empty e-mail with the e-mail adress added.

  • Belongs-to controls should show a list of suggestions before a search criteria is given (LCWC-55)

The suggestions will make it much easier to attach a related object.

  • Phone number links in search results (LCWC-22)

Phone numbers are now clickable in search results.

Improvements

Web Client

  • Keyboard navigation for relation controls (LCWC-283)

The user can now use the arrow keys and Enter to select in the suggestions box.

  • Use search view format for related item lists (LCWC-226)

Items are shown using the search view for the respective type.

  • Allow data from related objects in search results (LCWC-191)

It's now possible to show data from related objects in search results, for example the company name in search results for person.

  • Formatted decimalfields in search results (LCWC-126)

Decimal fields are formatted in the same way as on cards, which will make it easier to see the actual value of the field in search results.

  • Formatted date and time in search results (LCWC-125)

Search result items can now include nicely formatted dates/times, e.g. “Q3 2017” or “2017-09-01”.

Bug fixes

  • Files are not considered accessible by the ACL (PRO-1722)

  • Installation fails on certain servers (PRO-1720)

  • System properties cannot be used as keys when importing (PRO-1715)

  • Importing decimals or integers with empty values should populate entries with the defaultvalue. (PRO-1714)

If an empty string is mapped to a number-field, the defaultvalue set in lisa will be set as value.

  • Installation may fail due to COM security initialization timing (PRO-1711)

  • Import fails for types having record access enabled (PRO-1710)

  • Imports created with limeclient.py cannot import to option fields (PRO-1705)

  • Importer does not display required fields. (PRO-1703)

Importer GUI displays all required fields.

  • limefu importer list –state failes (PRO-1702)

Bugfix such that limefu cmd: limefu importer list –state <state> works.

  • Only administrators can open document files when the document table has an access query (PRO-1701)

  • Files that have been deleted could show up in the desktop client (PRO-1700)

  • Lime CRM Server may become unresponsive due to there being no available database connections (PRO-1698)

  • Lime CRM Importer can't import decimal-numbers with comma (PRO-1697)

Possible to import decimal numbers with comma via lime-import.

  • Cannot save objects with XML properties longer than 128 characters (PRO-1669)

Possible to save objects in the webclient containing xml-properties.

Web Client

  • Cannot fetch more todo items on dashboard (LCWC-298)

  • Belongsto control dropdown should be displayed on top of other controls (LCWC-284)

The line from the numeric controls used to be shown on top of the dropdown.

Version 12.20.1.115

Released March 1, 2017.

New features

  • Possible to search for related information (PRO-1503)

It's now possible to search for related information, such as company name when searching for persons.

Web Client

  • Support set fields in web client (LCWC-288)

It is now possible to use set-fields on the object page in the web client.

  • Category-search in global search (LCWC-110)

Introducing a category search in the web client! This makes it possible to search for specific object-types, through the selection of that type in the category bar.

Improvements

  • Search Indexer Robustness (PRO-1724)

  • Searching for “special”-characters should be prioritized in search results (PRO-1686)

Gives more correct search results when including a search string with special characters.

  • Fulltext search support for integer fields (PRO-1505)

Possible for users to search for integer fields in the web client.

  • Exact match on first- or lastname should yield better searchresult (PRO-1288)

Users will get better results when searching for persons.

Web Client

  • Sort the steps in the salespipe widget according to the order of the options in “dealstatus” (LCWC-320)

Options in salespipe widget is sorted according to order of options in LISA

Bug fixes

  • Incorrect filename when downloading files using Edge/IE (PRO-1727)
  • Installation fails on certain servers (PRO-1720)
  • The setting 'updateonchanges' for relation fields is ignored (PRO-1718)
  • Browser instructed to open downloaded files (PRO-1682)

Files are now being downloaded instead of opened directly in browser. * If you add an option field to a Lime type without updating the index, search results may turn up empty in the web client (PRO-1745)

Web Client

  • In salespipe; total number of deals always with English number formatting (LCWC-314)

The total number of deals in the salespipe widget is now formatted according to the logged-in user's language

  • Cannot search for special characters in IE11 (e.g. åäö) (LCWC-312)

Version 12.22.1.150

Released March 22, 2017.

New features

  • REST API for simple integrations (PRO-1674)

Lime CRM supports integration through a number of modern CRUD REST APIs that can be accessed over HTTPS.

Web Client

  • Salespipe on dashboard - step 2 (LCWC-54)

The user can now drill down into the different stages of a dashboard's sales pipe.

Improvements

  • Add new limefu commands for managing elastic search indexes (PRO-1734)

Makes it possible to select which limetypes to index, which will make it possible to speed the creation of index in large databases.

Web Client

  • Replace user name icon with avatar icon (LCWC-349)
  • Keep the badges for showing no of hits when searching in category (LCWC-325)

When searching in a specific category, hit counts for all categories will now be shown in the category tabs menu.

  • Suggest parent-relations in belongsto-pickers (LCWC-296)

When managing a related object, suggestions for belongs-to relations now include relations from the parent object.

  • Suggestions should always be visible when clicking on related control. (LCWC-260)

On mobile and tablet display widths, relation fields will now be scrolled to the top of the viewport when suggestions are displayed.

Bug fixes

Web Client

  • Fetch is always called on belongsto even when descriptive on the accessor could be used (LCWC-345)

Better search performance

  • Suggestions when attaching related objects does not suggest according to activity feed (LCWC-305)

Suggested relations when creating new activity is based on existing activities.

Version 12.24.0.207

Released May 4, 2017.

New features

  • New limefu command limefu config generate-default for listing all available configuration options and their default values.

Web Client

  • Custom activitytypes (LCWC-248)

It is now possible to add customer specific activities to the activity feed.

  • Separated list and search views (lime-webclient#17)

Making it possible to configure search results separately from related lists.

Improvements

  • Support overwriting of data in lime-data.
  • Limetypes having fields with label “First name” and “Last name” will now get “First name” + “Last name” as descriptive.
  • Improves the freetext search boost by boosting different limetypes differently.
  • limefu search index command is using paginated fetch no longer causes locking of the database.
  • Authentication is handled in Lime CRM Webserver instead of in LDC.
  • Responses are only gzipped in Lime CRM Webfront.

Web Client

  • Better debouncing of search requests. (LCWC-331)
  • Optimized salespipe overview. (LCWC-352)
  • If relation list is closed, open it when new related object is created. (lime-webclient#15)
  • Removes time in the activities in the activity feed if activity only has date. (crm-feature#3)
  • Improved view performance. (lime-webclient#27)
  • Adds a generic mechanism that can be used to warn the user about unsaved changes before leaving the current page. (lime-webclient#26)

Fixes

  • Properly handle requests with invalid session IDs or when a database cannot be found.
  • Database engines are now cached to avoid creating new ones each request (performance improvement).
  • You can no longer delete a shared option that is the default value for any field.
  • The search indexer no longer leaks unused connections.
  • Links in the API no longer have the wrong domain name due to inproper caching.
  • Profiling support to Lime CRM Webserver.

Web Client

  • The result of an older search query can be returned after the result of a newer search query, and replace it. (LCWC-330)
  • Category bar is showing when no search has been made and you dont have any recently visited results. (LCWC-332)
  • The api endpoints for lime-view are incorrectly registered and therefore unreachable. (LCWC-357)
  • The order of activity is undefined but should be the same as their matching options. (LCWC-359)
  • Make sure suggestions and search on new activity are displayed. (lime-webclient#13)
  • Salespipe header is always in plural and limetype name in lower case. (lime-webclient#16)
  • Restores missing property labels in the overview headers. (lime-webclient#39)
  • When an error occurs for an item in the search, that item is skipped, and the rest is returned, instead of returning an error for the entire search (lime-webclient#37)
  • Property selection by name respects given priority of names in salespipe. (lime-webclient#35)

Version 12.25.3.261

Released June 1, 2017.

Improvements

  • The update status for a database/application has changed from OK/OUTDATED/INVALID to OK/NEEDS UPGRADE. The web client's logon form will only list databases that have the status “OK”. (12.25.1.243)
  • A Lime CRM server will now accept a database that is of a newer version than itself. This will enable us to decouple the upgrading of databases from the activating/registration of new versions of Lime CRM in the hosting environment. (12.25.1.243)

Changes

  • Geography fields are inactivated in the database. (12.25.1.243)

Fixes

  • Desktopclient will no longer crash on logon after adding a api-key to a user.
  • Disable database registry cache if os is not compatible. This means that limefu and the Search Indexer wont fail on Windows Server 2008. (12.25.2.255)
  • The search indexer now reloads itself when an index is updated. This prevents the search indexer for being out of sync with an app's limetypes. (12.25.1.243)
  • Access control excludeds types with all types of record access on them. (12.25.1.243)
  • Fixes issue where url cache was not aware of the application name, resulting in invalid api links. (12.25.1.243)

Web Client

  • Fixes a bug where, under certain circumstances, no dirty-warning would be shown for a new related object when left before created. (Lundalogik/lime-webclient#40)
  • Fixes a bug where a user also had to have create access on the origin object in order to be able to create a related object on that origin object. (Lundalogik/crm-feature#7)