3.8.0
- ADDED AI assistants connected through Groundhogg's abilities can build and edit flows that use the Create Deal, Move Deal and Deal Entered Stage steps.
- ADDED AI assistants can create pipelines, rename, archive and restore them, and add, rename, reorder and delete their stages.
- SECURITY The pipeline page's older admin-ajax actions now require a valid nonce, and check that the user may edit the specific deal or pipeline, so sales reps can no longer move or close deals they don't own.
- FIXED Create Deal ignored a fixed "close by" date and used the default delay instead.
- FIXED Deleting a stage could renumber the stages of other pipelines.
- FIXED Emailing a deal's contacts could CC the wrong owner.
- FIXED Choosing a pipeline in the Create Deal, Move Deal and Deal Entered Stage steps didn't always select its first stage.
- FIXED The pipeline revenue chart counted deals from the wrong dates on sites outside UTC.
- FIXED The quick stats comparison label read ".vs prev" instead of "vs. prev".
- OPTIMIZED The pipeline report tables load stages and owners in one query instead of one per row.
3.7.0
- RENAMED Deal Moved → Deal Entered Stage. It fires whenever a deal lands in the target stage, and you can now require that it arrived from a specific stage.
- ADDED Filter contacts by their deals.
- ADDED AI assistants connected through Groundhogg's abilities can find, create and manage deals and pipelines.
- FIXED Deal notes showed times shifted by the site's UTC offset.
- FIXED Linking a company to a deal could re-queue every contact on it through the Deal Entered Stage trigger.
- FIXED Prices written with thousands separators, such as 1.500, were read as the wrong amount when creating a deal.
- FIXED The WordPress admin footer is now hidden only on the pipeline page.
- FIXED Translations now load correctly in the add-on's scripts and pages.
- UPDATED Requires Groundhogg 4.9, WordPress 6.9 and PHP 7.4.
3.6.5
- FIXED Compatibility with Groundhogg 4.5.15's new API permissions checks.
3.6.4
- FIXED Broken pipelines performance report
3.6.3
3.6.2
- FIXED Incorrect sanitization of values > $999.00
3.6.1
- FIXED Reports show data only from active pipelines
- FIXED WordPress DB error warning in new reports
3.6
- IMPROVED New and updated reports to make pipeline reporting more meaningful
- ADDED Won/Lost to the Move Deal action
- ADDED Age column to the deals table
- TWEAKED Better support for decimals in the product interest
- TWEAKED various UI additions and improvements
3.5.1
- FIXED Deal owner not reassigned if user is deleted.
3.5
- ADDED New trigger and action icons for Groundhogg 4.0
- DEV General compatibility with 4.0
3.4.2.1
- FIXED Refresh button in the pipeline causing deals to show more than once.
- FIXED Creating a new deal from the stage view not showing the deal in the stage until refresh.
3.4.2
- ADDED New deal replacement codes! When using the deal replacements the most recently active deal will be used. If there is not active deal, any recent deal will be used. If there are no deals the default fallback or nothing will show.
- {deal_custom_field} to add custom fields from deals
- {deal_products}
- {deal_value}
- {deal_title}
- FIXED Contact deals no showing in the contact record for admins when the deal owner is another user.
3.4.1
- IMPROVED How deal filters work in the pipeline view.
3.4.0.1
- FIXED Script dependency missing for tasks in deals
3.4
- ADDED Tasks for deals. Deal tasks will appear in the dashboard tasks widget.
- ADDED Deals API docs.
- FIXED Some deal filters causing the pipeline view to break
3.3.4
- IMPROVED Refactored the search filters to be compatible with the new framework.
- FIXED Refresh deals button not refreshing deals.
3.3.3
- TWEAKED The Assign Deal Owner setting in the Create Deal action will now change the contact owner unless "The contact owner" is selected.
- FIXED Deal/pipeline table views.
- FIXED Deal value not calculating correctly from Create Deal action when quantity is greater than 1.
3.3.2
- Fixed Won/Lost sometimes not triggering Deal Moved benchmark
3.3.1
- Fixed Manage Pipeline link in pipeline report page.
3.3
- New and improved reports for pipelines!
3.2
- Added new icons for funnel steps
- Added Pipeline/Stage segmentation for the deal search filters
- Improved the UI for the Create Deal, Move Deal, and Deal Moved steps
3.1
- Added Deal Closed filter
- Added Deal Created Filter
3.0.14
- Upon first opening a pipeline only load deals that are in progress.
- Only load closed deals if "show closed deals" is enabled
3.0.13
- Fixed issue of product interest loading as a string instead of an array
3.0.12
- Increased deal load limit from 100 to 500 to improve pipeline load speed
- Fixed deal filters not working when lots of deals are present
3.0.11
- New UI for the deals card to match new 2.6 design
3.0.10
- Fixed Move Deal action not working.
- Fixed direct link to deal from contact record not working.
3.0.9
- Fixed pipeline admin is resized when the admin sidebar is collapsed
3.0.8
- Fix bug of deal card opening after moving in Firefox
3.0.7
- Tweaked load in deals asynchronously
- Tweaked don't reload the whole UI when changing the pipeline title
- Fixed last activity time showing "52 years ago" after updating
3.0.6
- Added legacy notes migration path which was overlooked
- Added primary number and mobile number to the contact list in the deal view
- Added quick edit functionality to the contact list in the deal view
- Fixed several PHP notices in the reporting screen
3.0.5
- Fixed upgrade path not working when there are thousands of deals.
3.0.4
- Fixed product interest not saving if adding a product from autocomplete and then adding a new row
3.0.3
- Fixed JS errors for deals with not contacts
3.0.2
- If only one contact is associated with a deal show their full name on the deal card.
- Fixed notes being added through the create-deal step being unformatted.
- Fixed upgrade path failing sometimes due to fatal error.
- Fixed create-deal step associating multiple contacts to the same deal.
3.0.1
- All new elegant and responsive UI for pipelines and deals
- Sort deals by value, priority, and last activated
- Improved notes and results tracking for deals
- Duplicate pipelines and their stages
- Custom fields for deals
- Move deals between pipelines
- Filter deals by contact and deal search filters
- Associate multiple contacts to a single deal
- Move deal from an action in a pipeline
- Improved permissions control for Sales managers and representatives
- Send emails to all contacts associated with a deal, or just one contact
2.3.1
- Added info cards to the deal card
- Fixed deals display not working properly with sales manager and representative roles.
2.1.4
- Fixed contact editor not found error displayed in the console.
2.1.3
- Added Phone # to deal if available
- Fixed priority order works correctly now
- Fixed scroll issue preventing seeing deals near the bottom of the page
- Made stage headers sticky for easier management
2.1.1
- Tweaked some CSS
- Added support for contact notes in the deal popup.
2.1
- Added support for Groundhogg version 2.2.
- Added sales pipeline graphs in the Groundhogg dashboard.
- Removed sales pipeline graphs form the WordPress dashboard.
2.0.6
- Updated Plugin to support high values(up to 13 characters) for the price.
2.0.5
- Added Currency format options.
2.0.4
- Added functionality to search deals on the pipeline page.
2.0.3
- Added functionality to manage tags from the deal screen.
2.0.2
- fixed extension causing update issue.
2.0.1
- Added translations files.
2.0
- updated plugin for Groundhogg Version 2.0.
1.0