Version History
Here you can find the changelog of LeadSquared CRM since it was posted on our website on 2016-12-22.
The latest version is 19.9.1 and it was updated on soft112.com on 19 April, 2024.
See below the changes in each version:
version 19.9.1
posted on 2024-03-21
Bug fixes
version 19.6
posted on 2024-02-14
Journeys - Request joint meetings with your manager and block dates for leave or official activities in your plan for easier approval.
Offline forms support for opportunity work areas.
Opportunity smart view filter customization.
Lead CFS provides ‘Add new lead’ capability.
Enhancements in menu builder, lead details customization, dynamic form activity audio recording, and more.
UI/UX improvements
Bug fixes
version 19.4
posted on 2024-01-30
Form enhancements
Bug fixes
version 19.3
posted on 2024-01-17
Introducing 'Journeys,' a sales initiative allowing users to create plans, assign leads, and automate tasks after manager approval.
Streamline details view by showing only relevant tabs and actions with our new ‘Lead details customization’ feature.
Users can now use Dynamic forms to add new data in the system even when they are offline.
Opportunity smart view filter customization.
Bug fixes
version 19.2
posted on 2023-12-12
Homepage - 'Key Lead Metrics' for exploring lead count history, gaining insights, and informed decision-making. Additionally, Mavis smart views are now supported in the counter widget, and admins can select opportunity types in the Opportunity widget configuration.
Dynamic forms - Support for 'Call pre-submission event in each tab' setting.
UX and UI enhancements.
Bug fixes
version 18.8
posted on 2023-10-16
Homepage (CASA) now includes support for ‘Distance travelled’ widget.
Supported territory assignment for sales managers and extended CRUD restrictions to include Check-In and Check-Out, resulting in improved data control.
UX and UI enhancements
Bug fixes
version 18.7
posted on 2023-09-17
During in-person meetings, users can now record the details they gather from the client while filling out the form.
UX and UI enhancements.
Geofencing is supported for the 'Start' button within My Trips.
Bug fixes
version 18.6
posted on 2023-08-25
Bug fixes and improvements.
version 18.3
posted on 2023-07-26
Bug Fix.
version 18.2
posted on 2023-07-18
Support for geofencing activities on opportunities.
Activity smart views now have support for custom filters.
Support for adding activities on opportunities in bulk.
Enhanced homepage with a ‘Smart views counter’ widget and other improvements.
'Save previous tab data' and 'Allow only current location in Lead’s Address’ settings support in forms.
Performance optimization and enhancements
Location improvements
Bug fixes
version 14.7
posted on 2022-05-09
Explore Near Me - User can view nearby businesses on map and add them as Leads in the system
Support for ‘Strict search’ in Leads
Forms UI updates
Bug fixes
version 14.6
posted on 2022-04-25
Our latest update comes with the new UI UX for Dynamic forms to ensure a seamless experience
Supports ungrouping of CFS fields in Dynamic forms so that fields can be placed in any order the customer wants
Bug fixes
version 14.5
posted on 2022-04-11
Support for Partial Search in Leadlist and Lead Smartviews
Ability to recognize and convert text from an image
Support for Preview field in Dynamic forms
UI updates
Bug fixes
version 14.4
posted on 2022-03-28
- Customised swipe actions for Lead and Opportunity cards
- [Leadlist and Lead Smartview] Support for search in filtered results
- Bug/Crash fixes
version 14.3
posted on 2022-03-14
- Activity Audio Recording enhancements
- [Task Smart View] Addition of 'Completed on' category in filter
- [Task in Dynamic forms] updates in Effort estimate field, Reminder field
- Bug/Crash fixes
version 14.1.1
posted on 2022-02-17
- Activity Audio Recording flow enhancements
- Fix for Duplicate task created on submission of Task completion form
- Bug/Crash fixes
version 14.1
posted on 2022-02-14
- [Dynamic forms] Support for ‘Tasks’
- [Accounts] Support for Custom Tabs
- [Opportunities] Support for ‘Restrict Operations on Closed Opportunities (Won/Lost)’ setting
- Bug/Crash fixes
version 14.0
posted on 2022-01-31
- [Activity Audio recording] OTP Verification
- [Activity Audio recording] Users are allowed to post limited number of activities of particular activity type in specific period of time
- [Location Accuracy Improvement] Work area : Real time location tracking between check-in and check out
- [Update lead location] Display the updated label name of the field
- Bug/Crash fixes
version 13.9
posted on 2022-01-17
- [All filters] Support for ‘Defined week’ tenant setting
- Lead list now supports -sorting by custom and system Lead fields
- Fixed Cloud call button in Opportunity Details
- Bug/Crash fixes
version 13.8
posted on 2022-01-03
- [Task Smart views Filter] Addition of 'Task Owner' category
- [Additional settings] ‘Hide Lead age’ setting supported
- [Edit Task and Task details] Support for ‘CompletedBy’ field
- Bug/Crash fixes
version 13.7
posted on 2021-12-13
- Support for Custom Tabs in Smart views
- Support for ‘Set current date as default value’ setting in Activity DateTime field in Dynamic forms
- Bug/Crash fixes
version 13.6
posted on 2021-11-29
- Location Accuracy increased
- Launching App on tapping on Notification without actions
- Bug/Crash fixes
version 13.5
posted on 2021-11-15
- Geofenced Activity creation for Lead
- Restrict users to check-in/check-out before a fixed time
- Bug/Crash fixes
version 13.4
posted on 2021-10-25
Added support for scoped storage
UX and UI updates across app
User API changes
Able to submit the dynamic form even if date-time mandatory field is empty
Bug/Crash fixes
version 13.3
posted on 2021-10-18
Improved location accuracy
Two users are not allowed to complete the same task (using setting)
Enable/Disable cluster view in Leads Near Me
UI Improvements
Bug Fixes
version 13.2
posted on 2021-10-04
- Ability to extract data by scanning QR code, Bar code and documents
- Filter tasks based on scheduled date in smart views
- Bug Fixes
version 13.1
posted on 2021-09-20
User can filter opportunities based on Sales groups
Ability to open ‘URLs configured in Notification action’ in device browser
Bug fixes
version 13.0
posted on 2021-09-06
Lead and Opportunity Smart view filter updates
CFS field updates in Dynamic form
UI enhancements
Bug Fixes
version 12.9
posted on 2021-08-23
View the nearest upcoming task to your current location by sorting Tasks based on distance
Bug fixes and improvements
version 12.8
posted on 2021-08-09
Faster sync mechanism
Bug fixes and improvements
version 12.7
posted on 2021-07-26
Ability to sort Leads by Lead fields in Lead smart view
Custom Lead Filters in Task smart views
Custom date filter in Lead smart view
Ability to add Task from Accounts
Dynamic form updates
OneDrive support in Attachments
version 12.6
posted on 2021-07-07
View only relevant data in Opportunity card by customizing it
Additional layer of security provided using Two Factor Authentication
Image supported in Nudges
Microsoft Azure SSO supported
Bug fixes
version 12.5.1
posted on 2021-06-24
CFS field support in Lead forms
Dynamic form updates
Bug fixes
version 12.4
posted on 2021-06-07
Sort tasks in ascending or descending order
Support for ‘On load’ condition in Form’s rules
Bug fixes
version 12.2
posted on 2021-05-10
Support for custom fields in Opportunity Smart view filter
Advance condition support in Task smart views
LOS field support in Lead Smart view filter
Bug fixes
version 12.1
posted on 2021-04-26
Onboard users by Email and set password using Phone number(using settings)
View details of Duplicate lead while adding in Dynamic form
Home screen Quick actions available
Ability to view Hyperlinks in Opportunity/Account details
Form Updates
Bug fixes
version 11.7
posted on 2021-02-27
- Add account activities and view them in the Activities and Sales Activities tabs in Accounts
- UI updates
- Bug fixes
version 11.6
posted on 2021-02-12
- Support for Opportunity Bulk Status update
- Support for Opportunity duplicate detection in forms
- UI updates
- Bug fixes
version 11.5
posted on 2021-01-29
- Face-to-face sessions can now be tracked and multiple recordings of the session can be posted in activity.
- Signature field support in forms
- Custom date field support in opportunity filter
- Sort support in accounts
- UI/UX updates
- Bug fixes
version 11.4
posted on 2021-01-15
Cloud call connector integration
Opportunity details deep linking
Opportunity updates
UX/UI updates
Bug fixes
version 11.3
posted on 2021-01-04
- Now View all your attachment in one place under the documents tab in Lead and opportunity details
- Filter your opportunity list on the basis of the opportunity stage
- UI updates
- Bug fixes
version 11.2.1
posted on 2020-12-15
- UI Updates
- Set Accounts as homepage
- Opportunity sort options and List view update
- Forms support OTP via LAPPs
- Bug fixes
version 11.0
posted on 2020-11-02
- Account Details update
- Opportunity custom tabs support
- Support for Task type and status filter setting in Smartviews
- Bug Fixes
version 10.9
posted on 2020-10-13
- Account Updates
- Opportunity updates
- Now find leads near you in shorter radiuses
- Camera Improvements
- Bug Fixes
version 10.8
posted on 2020-09-27
Support for new forms settings
Opportunity updates
Bug Fixes
version 10.7
posted on 2020-09-11
View your Accounts in the Account List and Smartviews
Set Opportunity list and smartviews as HomePage
Bug Fixes
version 10.6
posted on 2020-08-25
Support for Opportunities in forms
Camera updates
Performance optimizations
UI updates
Bug Fixes
version 10.5
posted on 2020-08-04
- Opportunity management is now on LeadSquared!
- Track all opportunities associated to a Contact in the "Opportunities" Tab
- Add and edit different Opportunity types using default forms
- Post Activities, Tasks and Notes against an Opportunity
- Filter, sort and search on Opportunity lists
- Work on Opportunity SmartViews
- UI updates
- Bug Fixes
version 10.4
posted on 2020-06-15
Notes Updates
UI Updates
Bug Fixes
version 10.3
posted on 2020-05-21
Performance optimisation
Set your Smartview or Custom App as your home page
Company logo in the side menu
UI Updates
Bug Fixes
version 10.1
posted on 2020-04-02
Configure password on the app
Bug Fixes
version 10.0.2
posted on 2020-03-23
Dynamic form activities will now be hidden from the default activity list
Bug Fixes
version 10.0
posted on 2020-03-16
Security updates
Forms updates
Bug Fixes
version 9.9.1
posted on 2020-02-11
Check-in/out updates
Bug Fixes
version 9.8
posted on 2020-01-22
-Forms Improvement
-Bug Fixes
version 9.6
posted on 2019-11-25
- Check-in without location tracking
- Support for mailmerge in iframes
- UI updates
- Bug Fixes
version 9.5.1
posted on 2019-11-18
- Account details can now be viewed from Lead details!
- UX improvements
- Bug Fixes
version 9.4
posted on 2019-10-28
- Forms load faster with this update!
- Forms support for LAPPS, multi-select dropdowns, and Large dropdowns
- Bug Fixes
version 9.3
posted on 2019-10-07
- Now map a Lead to an Account in default forms
- LAPPs support in forms
- Now verify phone numbers and emails using OTP verification in forms
- Bug Fixes
version 9.2
posted on 2019-09-16
- Now apply forms on Lead pop up to collect call disposition
- Set values in form fields using APIs, mail-merge and calculations
- Bug Fixes
version 4.5
posted on 2016-12-15
Capture lead from call,Capture outcome of call as a note,Navigate to task screen from call popup,Bug fixes and Crash fixes