Change Log

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

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

New

• A message preview screen has been added for creating or editing SMS content

Bug Fixes

• Resolved an issue with the company logo not being displayed in Globals even though an image has been uploaded for it
• Resolved an issue where the company logo image was broken on the site front end
• Addressed issue with the search feature not returning the correct results
• Resolved user interface issue where users could not scroll to the bottom of the page when editing an Auth Policy
• Fixed inconsistencies between metadata description and SEO (Open Graph) titles
• Addressed issues with the metadata description not being updated whenever a page is edited

Breaking Changes

• On Collections rename the metadata from database_name to source_name
• On Pages rename the metadata from schema to schema_content

Improvements

• Update GUI Favicon to use the latest icon
• Help and error message updates

Bug Fixes

• Fix 429 status code error with cli command logs
• Fix linting issue with "Partial never included audit" warning.

New

• A new tab, 'Related Data,' has been created to enable you to view the database items created or updated by a contact on the Instance Admin. It can also be used to track form submissions 
• The following fields have been added to the Company and Contact tables:
  • owner_company_uuid
  • owner_contact_uuid
     

Improvements

• Administrators of the Instance Admin are now included in the list of contacts

New

• A File Explorer is now available for easier viewing of Partials, Pages, and Layouts
• You can now create and manage Authorization Policies in the CMS
• 'Layouts' is now a top-level menu item
• You can now use folders to organize your layouts
• You can now use the 'Clear Option' feature to clear input fields that are not mandatory
• 'Files' have been renamed to 'Web Files'
• 'Web Files,' in turn, has now been made a top-level menu item
• The tabs in 'Globals' now write to the URL for deep linking
• You can now use the CMS to create SMS and Email layouts
   

Bug Fixes

• Addressed the issue where fields such as Address 2 were not being displayed
• Fixed console errors in 'Locations' in 'Globals'
• Addressed the incorrect listing order of 'Social Links' in 'Globals' even though the values were in the correct order on the site front end, and when a user edits 'Social Links' in the Instance Admin
• Resolved the issue where Google Maps was not loading in the Instance Admin
   

Improvements

• 'Database Driven Pages' have been renamed to 'Collections'
• The section to copy Liquid snippets has been removed when creating a collection
• Sitemap fields are now required when creating or editing collections, and sitemaps are enabled
• The Phone and Fax fields have been updated to accept regular string inputs
• You may now remove a company logo in 'Globals' where previously, only the replacement of the logo was possible
• You can now utilize folders to organize your Partials
• You are no longer required to supply metadata for pages and partials from the codebase to be displayed in the Instance Admin
• The tab containing fields that do not meet the specified form conditions is now highlighted when creating Pages
• The following fields for creating a Page have been made optional:
  • Priority
  • Order
  • Change Frequency
• When creating a Page, The Open Graph title and description now get updated every time the value in the Meta Title field is updated

Improvements

• The init option has been restructured to use backend resources more efficiently

New

• Two-factor Authentication is now available 
• The CRM now has the capability to import and export addresses exclusively
   

Bug Fixes

• Resolved an issue where the display of search results was affected by pagination

New

• Secure Zones and Groups have been removed
• The Default Field Value field displayed when creating a profile field has been removed
   

Bug Fixes

• Addressed issue where the correct options for the Field Type and UI Element fields for creating a Profile were not being displayed

New

• You can now use the init command on the Insites CLI tool