Changelog
This page documents the update history for the CRM solution. New entries are added at the top with each release.
2026-04-05
Backup files:
Changes:
- Fixed table Summary aggregation display issue
- Configured role-based permissions
- Added Lookup page for searching across multiple tables in one view
- Fixed installation script error:
plugin-disable-pm-addnot found - Added lead assignment button
- Fixed error when clicking opportunity filter
2026-03-27
Backup files:
Changes:
Dashboard improvements
- Added V1-style dashboard
- Improved existing dashboard styles
- Charts and KPI cards now support click events: parameterized navigation and popup drill-through
Bug fixes
- Fixed issue where two JS Blocks in the Opportunities Pipeline tab could not filter in sync
Quotation enhancements
- Added quotation approval workflow
- Added approval test data
Customer management
- Added customer merge feature and related pages
Base data
- Improved department data
2026-02-23
Backup files:
- nocobase_crm_v2_backup_260223.nbdata
- nocobase_crm_v2_sql_260223.zip
Changes:
- Initial release of CRM 2.0
- 7 core modules: Leads, Contacts, Customers, Opportunities, Quotes, Orders, Activities
- 5 AI Employees: Scout (lead scoring), Viz (data insights), Ellis (email assistant), Dex (customer health), Lexi (translation)
- Multi-currency support with exchange rate management
- 15 dashboards (Sales Manager / Sales Rep / Executive views)