What’s new? v4.52 A better CRM

v4.52.0 — Lists open with a single click again Clicking a row had stopped opening the record. On desktop you had to hit the underlined name exactly, and in CRM Opportunities there was no way in except switching to board view. It was lost when adapting the lists to phones in…

v4.52.0 — Lists open with a single click again

Clicking a row had stopped opening the record. On desktop you had to hit the underlined name exactly, and in CRM Opportunities there was no way in except switching to board view. It was lost when adapting the lists to phones in the previous release, and it affected all of them: Projects, Clients, Contacts, Tickets, Invoices, Quotes, CFDIs, Taxpayers, Employees, Electronic Signature and the CRM ones. It’s now fixed, and in addition Ctrl+click (⌘ on Mac) or the middle mouse button open the record in a new tab.

CRM — an opportunity’s amount accepts any figure. The field only allowed multiples of a thousand: typing 880 gave an error saying the nearest valid values were 0 and 1000. It now accepts any amount, with cents.

CRM — choosing the lead now enables the create button. The list appeared with the first item highlighted without anyone having chosen it, so selecting it —the natural thing to do— registered nothing and “Create opportunity” stayed disabled with no explanation. Now nothing appears preselected, the chosen lead is shown confirmed at the top and stays there even if you then search for something else.

CRM — transcribe and apply OCR from the lead or opportunity record. If you upload a meeting’s audio, the documents panel now offers to transcribe it without having to look for it in Documents, and shows right on the row whether it’s in progress or already finished.

Automatic research is enabled again where it should be. Configuration and keys are resolved from the central panel; before, each instance looked at its own environment variables first, and that silently disabled it.

No migrations. Update backend and frontend together.

crm pipeline Plugins

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