Change Log

New Features

• Opportunities now feature a 'Related Contacts' tab that can be used to assign contacts to an opportunity
• You can now filter by pipeline name in the table view for opportunities

Bug Fixes

• Resolved an issue where the export function was not able to export all pipeline records
• Resolved an issue where the history log for an opportunity was not being created

Improvements

• The Instance now warns users trying to add custom fields to a pipeline if they are using a field name that has already been taken
• The 'Target Conversion Date' column is once again featured in the 'table view' option for opportunities
• You can now search for opportunities using the company name they are related to
• You can now search for opportunities by pipeline name

New Features

• The stripe_id field has been added to the 'Company' table

Bug Fixes

• Resolved an issue where the outdated Console SSO Key standard is still being used upon Instance creation
• Resolved an issue where a user could not log in to a newly-duplicated Instance via single sign on (SSO) from the Console

New Features

• The following fields have been added to the ecommerce_payment table:
  • bank_name
  • bank_bsb
  • bank_last_four_digits
  • payment_method_name
• A new table, ecommerce_payment_method, was created

New Features

The following font icons have been created and are now available for use:
 - icon-pinterest
 - icon-pinterest-square
 - icon-filter-2

New Features

• Categories now have a 'History' tab. The tab currently tracks events such as archiving, enabling, and disabling a category.
• Products now have a 'History' tab. The tab currently tracks events such as archiving, enabling, and disabling a product.
• Orders now have a 'System Info' tab displaying information about when the order was created and updated. It also displays who last updated the order.

Bug Fixes

• Resolved the faulty button state shown when a payment is saved
• Resolved an issue where the total amounts displayed on an order's detail's panel and the same order's 'Order Total' field do - not match when you are editing the order
• Addressed date and time error whenever a payment is being updated
• Resolved issues with the filter being unsuccessfully applied to a list of orders and breaking the orders list
• Addressed an issue where the search feature indicated that no results were found even though testing revealed that the database contained the target items

Improvements

• The 'Import' button now goes into a 'loading state' whenever an order file is being uploaded to indicate that the system is processing the import

Bug Fixes

• Addressed an issue with the reset password functionality

New

• A new field, opportunity_uuid, has been added to the Orders table
   

Bug Fixes

• Resolved issue where users could not integrate Stripe with their Instances using 'Integrations' on the Instance Admin
• Orders can now be assigned any monetary value where previously, the value needed to be over $1.00
• Addressed an issue where the Stripe screen appeared blank on Integrations in the Instance Admin
• Resolved an issue where errors occurred during product creation or editing when attempting to upload a main image for the product.
• Fixed an issue where you could not create a category unless a custom field were created for it
   

Improvements

• Stripe keys are now stored in the Instance configuration database instead of being saved against a constant in the Instance to improve security
• Customers are now stored in the CRM database as opposed to being stored in a separate database in Ecommerce
   

Breaking Changes

• Updated Order API Endpoints
  • Get Order
  • Get Orders
  • Add Order
  • Update Order

Improvements

• Related Records Performance: Performance improvement for Related Records.

• GraphQL Empty Values: Allow empty values option for GraphQL filters.

• Module Exports: Export modules no longer include app files.

• Data Export Encryption: Added GPG encryption to data export GraphQL.

• Instance Default Flags: Added default flags to instances.

• JSONB Resolver Filters: More filter types for jsonb resolver.

• User Context: external_id now available in context.current_user.

Bug Fixes

• Addressed the issue where the CLI tool inaccurately flagged some partials as 'never included,' despite being used in the Instance.
   

Improvements

• The audit logic now supports the function liquid tag 

New Features

• The stripe_id field has been added to the CRM Contact table