Change Log

New Features

• layout property added for all CMS API Endpoints

Bug Fixes

• Fixed issue where using the CMS Globals partial inside the public/emails folder causes an error: content_for tag not supported in searchable pages

New Features

Event Stream API Endpoints:

• Get Events
• Create Event

Bug Fixes

• Fixed issue where images and icons in CMS Globals are not rendered in Content pages
• Fixed issue where addresses in CMS Globals are not rendered in Content pages

New Features

Data from CMS global values can now be accessed within the codebase

New Features

Integrations - Event Stream API Key

Improvements

Removed the order_number field from the following endpoints to improve data integrity:

• Add Order
• Update Order

New Features

• Products can now be created in the Ecommerce module
• Products in the Ecommerce module can now be edited
• Products in the Ecommerce module can now be displayed in a list

New Features

• API Endpoint: Adding an Activity to an Opportunity
• Opportunities can now be searched by Company Name
• 'Company' and 'Contact' are now hyperlinked on an Opportunity Card
• Added new status of 'Withdrawn' to Opportunities

Bug Fixes

• Fixed missing divisions on the dropdown menu
• Fixed inconsistency of displayed dates with respect to the Instance Settings
• Fixed issue where users cannot search for contact names on the 'Lead Referred By' and 'Contact' dropdown fields

Improvements

• The export file now displays the name (not just the UUID) for the following:
  • Opportunity
  • Owner
  • Lead Source
  • Lead Referred By
  • Company
  • Contact
  • Division
  • Pipeline
  • Stage
  • Won Reason
  • Lost Reason
• Default time period for 'Opportunities per Month' graph in 'Reports' was changed to 'This Year'
• Tabs now write to the URL for deep linking
• 'Company Name' column is now available for export
• Setting for the 'Table' or 'Board' view now persists to the user's last selection, even after leaving the application

New Features

Added the following fields to the Add Order and Update Order API Endpoints:

• order_reference
• user_uuid
• company_id
• company_uuid

New Features

• Database Items can now be imported and exported into and from the Instance.

Improvements

• Error logs for importing Database Items are now displayed on the 'Import Items' modal.