Change Log

New

• 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

• 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• Resolved an issue where the outdated Console SSO Key standard is still being used upon Instance creation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

• 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

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

New

• 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

Bug Fixes

• Fixed an issue where the Stripe API returned a 'false' Live Mode setting, even though the setting was set to 'true' in the Instance Admin

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

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

New

• You are now able to view all opportunities across all pipelines in a table view
• You now have the ability to assign a form submission/database item ID to display the data in the opportunity
• A celebration animation has been added whenever an opportunity is marked as won
• Deep links have been added to all tabs within an opportunity
• You can now create a contact/company (stored in the CRM) while creating an opportunity
• You now have the ability to clear options from dropdowns
• You can now assign an order to an opportunity
• A field for specifying the 'status' when creating a new opportunity was added
• The system now remembers user preferences
   

Bug Fixes

• Addressed issues with the sales target reports
• Pricing now shows the correct decimal places
• Updated the empty state of the history tab
• Fixed an issue that prevented some users to scroll down to the bottom to see all options
• Removed unnecessary dates in the date filter
• Fixed loading of opportunities when the cards are moved from one column to another
• Resolved an issue that prevented the search parameter reset
• Fixed an issue that sometimes made multiple cards move to a board instead of the selected one
• Added a check to ensure the user is logged in before requesting data to avoid a hung state
   

Improvements

• Updated the available items in the action menu
• Updated board view scrolling
• Updated opportunity history
• Updated breadcrumbs