Install an update

See when a new version is out, read what changed, and follow its steps. Nothing updates itself.

WhereSettings›Tools›Health›Updates

A release is a new version of the app, with notes and sometimes a change to the database. You decide when to take one. The Updates card on Health lists every release newer than yours and the steps to install it.

Steps

  1. Open Settings, Tools, Health and find Updates. It says the version you are on and where your database is.
  2. Read each newer release: its date, its notes and what it needs. A security fix is marked Security fix: install soon.
  3. Under To install it, follow the steps in order.
  4. Most releases ask you to run some numbered database files in the Supabase SQL editor, in number order. They are in the migrations folder of the install folder (download it again with your license ID for the newest one), and in your own copy of the code.
  5. Then redeploy the site so the app is the new version. Some releases also ask you to redeploy the server programs.
  6. Come back to Updates. It should say You have the newest release.

If your code is a copy of the template

Taking a release is three lines in your copy's folder (the first only once):

git remote add upstream https://github.com/Enaybil/high-stakes-crm.git
git fetch upstream --tags
git merge vX.Y.Z

Use the version the release names. Then push, and the site rebuilds by itself. The UPDATING.md file in your copy says the same.

With Claude Code, type /update in your copy instead: it does the same, and first checks what you changed so nothing of yours is replaced without asking. See Customize your copy and take updates safely.

Good to know

  • Settings, Tools, About shows your version and the database schema number.
  • Each database file records its own number, so About and Health move as you run them.
  • Looking for updates only asks the seller's site for its list of releases. Nothing about your system is sent.
  • After a new version goes up, a tab that was open reloads itself once to pick it up.
  • Support and updates count from your license activation. See Your license.

If something goes wrong

  • "The database is behind." The app is newer than the database. See Health says the database is behind.
  • "Could not look for updates just now." The seller's site did not answer. It is not a problem with your system; try again later.
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