Changelog
Dated list of what Customermates has shipped: view sharing, CSV and XLS import, general availability and the first public release, with links to the source.
This page lists dated, shipped changes with links to their source, newest first, and the full history is in the GitHub repository.
8 November 2026: Share saved views and dashboards
Saved list views and dashboard views can be shared. Choose Share… in a view's menu to show it to everyone in the workspace or to selected roles, or choose Anyone with the link to publish a read-only public link that opens without signing in. Everyone sees a shared view with their own access, and a public link never shows more than its creator can see.
Publishing a public link needs the Create permission on the Public links row of a role, and Allow public links in General turns every public link of the workspace off and on again. See saved views, public list links, dashboard views and public dashboard links.
Shipped in pull request 289, merged on 8 November 2026.
2 November 2026: Import CSV and XLS files
Add from file on a record list accepts a JSON export of the same list, an Excel workbook (.xlsx or the legacy .xls) or a CSV file (.csv). A spreadsheet can be up to 10 MB and each sheet up to 5,000 data rows. An Excel or CSV import starts a wizard in which you pick the sheet, map the columns, check the preview and choose between new and existing records. See how to import or export records.
Shipped in pull request 273, merged on 2 November 2026.
1 November 2026: General availability
Customermates is generally available, after beta and testing since March 2026. The core is open source: code outside ee/ is licensed under AGPL-3.0-only, and files under ee/ use the Customermates Commercial License. The source is on GitHub, and the licensing terms are explained in Is self-hosting free, and do I need a license?.
You can use Customermates Cloud, which has a free trial, or run Customermates yourself with Docker; see Self-hosting.
27 March 2026: v1.1.0, first public release
The first public release, tagged v.1.1.0 on GitHub. Its release notes highlight contacts, organizations, deals, tasks and services, team permissions and audit logs, the REST API and n8n support.
The MCP server at /api/v1/mcp, which AI clients such as Claude connect to, reports its version as 1.1.0 in its server card at <BASE_URL>/.well-known/mcp/server-card.json. See MCP.