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-add not 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)