Change Log

Bug Fix

• 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

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

New Features

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

New Feature

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

NOTE: Please do a hard refresh to see the updates.

Bug Fix

• Fix File (Multiple) file upload

Bug Fix

• Fix Media File and File Multiple uploading video files

Improvement

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

Bug Fix

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

Bug Fix

• 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

Bug Fix

• Fix sorting on edit profiles

Bug Fix

• Pipeline Reports - Sales funnel report not showing stages
• Opportunity Board View - Selected Pipeline stages still showing after deactivating pipeline in the configuration

Improvement

• Added "Add Opportunity" Button on Board View when there are no opportunities created
• Show empty state if there is no active pipeline on sales funnel report.

Bug Fix

• Fix login page styling issue

New

• Lost and Won reasons can now be set to non-mandatory. This can be enabled or disabled in the respective pipeline configuration.

Breaking Changes

• Renamed "system_fields" to "pipeline_system_field" and also renamed the Field Properties "field_label" -> "value" and "type" -> "system_field".
• Created a migration file to get contents of table "system_fields" to populate the table "pipeline_system_field" including their UUID.
• Added a property "stage_weighting" on table "pipeline_stage" to be used for sorting of stages.
• Removed the property "stage_order" from table "pipeline".

Bug Fix

• Fixed a bug where custom fields are not being displayed.

Improvements

• Various UI and UX updates