Change Log

Bug Fixes

• Fix bug where you cant update Globals
• Fix bug where you cant update Collection when you have VCL enabled

Security

• Reflected XSS Vulnerability Fixed

New Features

• Insites Subscription Management
  • The Console now offers plans for Console accounts, each with specific limitations designed to optimize user experience and enhance security measures. These limitations will help manage and control access to various features within the Console ecosystem.

Improvements

• Enhancements to UI and UX

Bug Fixes

• Several bug fixes have been implemented across the entire system.

New Features

• Added Pipeline External Endpoints.
  • Opportunities
    • GET Opportunities
    • GET Opportunity
    • POST Opportunity
    • PUT Opportunity
    • PATCH Update Opportunity Status
    • DELETE Opportunity
  • Configuration
    • GET Pipelines
    • GET Pipeline
    • POST Pipeline
    • PUT Pipeline
    • PATCH Update Opportunity Status
    • DELETE Pipeline
  • Activities
    • GET Activities
    • POST Activity
    • PUT Activity
    • DELETE Activity
  • Webhooks
    • GET Webhooks
• Stages in the Sales funnel reports chart is now following the assigned colour from the configuration.
• Added Pipeline Webhooks and Global Pipeline Webhooks. Options to include webhooks on Pipeline Add,Edit,Delete and Opportunity Add,Edit,Delete.
• Included all fields from CRM company and contact when adding contact and company on Opportunity form.
• Added created_at and updated_at on advanced filter.
• Included created_at on opportunity export.

Bug Fixes

• Pipeline Inconsistent view betwen users (Fixed a bug on 'search by' field where related records with no company/stage/division is set are not included in the result).
• Fixed the alignment of dropdown options for the won/lost reason modal.
• Ordering of stages in the sales funnel report chart is now following the order in the pipeline configuration.
• Fixed an issue where opening a contact link redirects to another contact.
• Linebreaks are now being rendered on opportunity activity.
• Pipeline import now showing an error if uploaded file requires a UUID and a text string is provided.

Improvements

• Sales funnel reports graph updates: changed funnel chart to 3dfunnel, added a 3d donut chart.
• UI Improvements on pipeline configuration page.

New Features

• Add support for preview of WEBP images

Bug Fixes

• Fix content-type for uploaded files

New Features

• Can now display SVG

• Manage assets on different modules

Improvements

• Improve UX on folder selection

• UI improvements

New Features

• CRM History Tab
• External APIs for CRM Activities

Improvements

• Dashboard
  • Search by event description
  • Filter by Module
• CRM Bulk Archive / Restore

Bug Fixes

• Dashboard Date Period filter
• CRM Custom Fields external link

New Features

• Upgraded the instance duplication process with enhanced error handling capabilities
• Revamped event stream flow for improved user interaction

Improvements

• Enhancements to UI and UX
• Improved the filter functionality for Instance Metrics by implementing date range options
• Implemented code optimizations to enhance overall system performance

New Features

New CLI Commands:

• data clean
• data import
• data export
• data pull

New Features

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

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

Bug Fixes

• 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

New Features

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

NOTES
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