Change Log

New Features

• Added Pipeline External Endpoints.
  • Opportunities
    • GET Opportunities
    • GET Opportunity
    • POST Opportunity
    • PUT Opportunity
    • PATCH Update Opportunity Status
    • DELETE Opportunity
  • Configuration
    • GET Pipelines
    • GET Pipeline
    • POST Pipeline
    • PUT Pipeline
    • PATCH Update Opportunity Status
    • DELETE Pipeline
  • Activities
    • GET Activities
    • POST Activity
    • PUT Activity
    • DELETE Activity
  • Webhooks
    • GET Webhooks
• Stages in the Sales funnel reports chart is now following the assigned colour from the configuration.
• Added Pipeline Webhooks and Global Pipeline Webhooks. Options to include webhooks on Pipeline Add,Edit,Delete and Opportunity Add,Edit,Delete.
• Included all fields from CRM company and contact when adding contact and company on Opportunity form.
• Added created_at and updated_at on advanced filter.
• Included created_at on opportunity export.

Bug Fixes

• Pipeline Inconsistent view betwen users (Fixed a bug on 'search by' field where related records with no company/stage/division is set are not included in the result).
• Fixed the alignment of dropdown options for the won/lost reason modal.
• Ordering of stages in the sales funnel report chart is now following the order in the pipeline configuration.
• Fixed an issue where opening a contact link redirects to another contact.
• Linebreaks are now being rendered on opportunity activity.
• Pipeline import now showing an error if uploaded file requires a UUID and a text string is provided.

Improvements

• Sales funnel reports graph updates: changed funnel chart to 3dfunnel, added a 3d donut chart.
• UI Improvements on pipeline configuration page.

New Features

• Add support for preview of WEBP images

Bug Fixes

• Fix content-type for uploaded files

New Features

• Can now display SVG

• Manage assets on different modules

Improvements

• Improve UX on folder selection

• UI improvements

New Features

• CRM History Tab
• External APIs for CRM Activities

Improvements

• Dashboard
  • Search by event description
  • Filter by Module
• CRM Bulk Archive / Restore

Bug Fixes

• Dashboard Date Period filter
• CRM Custom Fields external link

New Features

• Upgraded the instance duplication process with enhanced error handling capabilities
• Revamped event stream flow for improved user interaction

Improvements

• Enhancements to UI and UX
• Improved the filter functionality for Instance Metrics by implementing date range options
• Implemented code optimizations to enhance overall system performance

New Features

New CLI Commands:

• data clean
• data import
• data export
• data pull

New Features

• When adding a company or contact while adding Opportunity, the contact/company will be automatically selected

Improvements

• Downloading CSV from board view includes custom fields for the selected pipeline.
• Downloading CSV from table view includes custom fields across all pipelines.
• Downloading CSV template now has a row with '* Required' for each required columns.
• Added columns Order and Submission Database Item ID
• Better column names for downloaded CSV Template

Bug Fixes

• Opportunity History logs now only shows changed values. Fixed displaying of values
• Fixed a bug on Advanced Filter where target conversion date is not filtering correctly

New Features

• Add row-action-settings attribute for ins-table component for dynamic row actions.

NOTES
Please do a hard refresh to see the updates.

Bug Fixes

• Fix File (Multiple) file upload

Bug Fixes

• Fix Media File and File Multiple uploading video files