Release notes¶
Features¶
⚡Automations¶
Automations is our take on "if this, then that" and it is the perfect tool when you want something to happen automatically. Automations requires no coding and are created in a visual point-and-click tool.
Examples of Automations:
- Create a "status change" when a deal is closed.
- Send notifications upon work order assignment.
- Enroll a lead into an automated flow upon creation.
- Record a timestamp when a ticket is closed.
Read more about Automations and how to configure it.
🚀 Add Info Tiles in no time¶
Now you can add and preview your Info Tiles right where you want them; on the start page or on a card. No need to first configure the Info Tile and then add it where you want it.
📜 Detailed logging¶
When things do not go as expected, it can be very valuable to have logging of what has happened. We now bring a detailed log to:
- Authentication. Failed and successful logins.
- User and group provisioning. Provisioning is a synchronization of users and/or groups from authentication provider to Lime CRM.
↔️ Resize to you needs¶
Resize the Side panel, Activities (or what you have in the Split view) and Quick Note to suit your needs.
📄 Format text with the Rich Text Editor¶
Now you can write formatted text in just about any text field in CRM using the Rich Text Editor. It is used by default in Activities as well as in Emails but you can put it on any field on a card.
Simply add the component limel-text-editor
to a field and you are done.
🐞 Bugfixes¶
- Performance improvement to
Begins with
filter in Explorer. - Disappearing web components in tables.
- Fix sorting in Activities.
- Read-only yes/no fields gets set to true when Variant is changed.
- Moving cursor in Rich Text Editor.
- External links in Activities now opens in a new tab.
- Hidden tabs are visible.
- Card variants cannot use unique Suggestions (a.k.a. Option queries).
- Navigating to a filter set brings the user to "All {lime type}" with a filter spplied instead of the correct filter set.
- Info modal: Group picker looks empty.