Change Log

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

Improvements

• Add Max File Size (MB) for Media and File Multiple field types

Bug Fixes

• Fix no items found error in Export Data when ID is the filter field

Bug Fixes

• Create component modal instead of using sweet alert for the update opportunity status to follow required options for won or lost on the pipeline configuration
• Add validation and error messages while creating company and contact on opportunity add/edit
• Cannot add opportunities - Fixed a bug where default layout for the endpoint was not set
• Removed the code that updates the date and time based on the instance localization
• Added , as thousand separators on report values