# Changelog

This page documents the update history for the CRM solution. New entries are added at the top with each release.

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## 2026-04-05

**Backup files**:
- [nocobase_crm_v2_backup_260406.nbdata](https://static-docs.nocobase.com/nocobase_crm_v2_backup_260406.nbdata)

**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

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## 2026-03-27

**Backup files**:
- [nocobase_crm_v2_backup_260327.nbdata](https://static-docs.nocobase.com/nocobase_crm_v2_backup_260327.nbdata)

**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

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## 2026-02-23

**Backup files**:
- nocobase_crm_v2_backup_260223.nbdata

**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)
