Insites Docs Change Log

Change Log

Date Period

Ecommerce v5.10.4

August 08, 2025

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New Features

  • Added the ability to continuously add order items.
  • New endpoint for adding multiple order discounts.
  • New product table field - is_sale_price_tax_included.
  • New quote_item table field - unit_price_includes_tax.
  • New order_item table fields - is_use_sale_price , unit_price_includes_tax.
  • New product_variant table fields - is_tax_included , is_variant_sale_price_tax_included.

Improvements

  • Added loading for notify/confirm popups.
  • Contact/Company content and form layout updates.
  • Quote Item Tax Fields layout updates. Improved calculations. Fixed display values.
  • Order Item Tax Fields layout updates. Improved calculations. Fixed display values.
  • Product Fields layout updates. Improved calculations. Fixed display values.
  • More fields options for Products table display fields.
  • Various Product tabs and variants and form improvements.
  • Tax and total calculation improvements on products and variants.
  • More display field options and more accurate display values on products and variants.
  • Add loading to modal and notification/dialog on Order Payment.
  • Order Billing contact various improvements.
  • Order Billing company various improvements.
  • Order Billing address various improvements.
  • Order Item UI improvements.
  • Updated Order list default Search by field.
  • Add ability to add shipping package on create Order.
  • Event stream UI updates.
  • Add ability to delete shipping information (company/contact/address).
  • Add ability to delete order note
  • Add ability to delete billing information (company/contact/address).
  • Order Shipping/Billing company/contact/address form layout update.
  • Fixed filters on mobile.
  • Fixed order values showing extra decimals.

Bug Fixes

  • Fixed issue where media files are not included when creating order from a quote.
  • No value showing on Quote Company Name.
  • Fixed issue on downloaded PDF's content values.
  • SEO data for ecommerce doesn't reflect properly.
  • Fixed issue where some Custom fields drop-up options are hidden.
  • Fixed validation errors when adding order items.
  • Exporting orders has "Billing Lattitude" where it should be "Billing Latitude".
  • Fixed issue where Freight method and freight option when adding shipping package from endpoint.

Insites Components v2.15.4

August 01, 2025

Bug Fixes

  • Fixed an issue where the Prev(<) and Next(>) buttons were not working in the ins-gallery component
  • Minor bug fixes

CRM v5.12.4

August 01, 2025

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New Features

  • Sponsor information from Events is now displayed under the Events tab on Company records.
  • Allowed users to delete their Twilio configuration.
  • Triggered a webhook when custom fields on a Contact were edited.
  • Triggered a webhook when custom fields on a Company were edited.

Bug Fixes

  • Fixed an issue where the default_address could not be updated via the Update Company v2 API.
  • Added missing id to the v2 API response of the Task Comment endpoint.
  • Corrected documentation for the following v2 API endpoints: Get Task Comments, Get Contact Relationships, Get Contact Addresses, Get Company Relationships, Get Company Addresses, and Get System Fields.
  • Fixed an issue where a contact without a profile could not be updated via the v2 API.
  • Fixed a bug where profiles could not be removed when adding contacts.
  • Fixed missing data in the Twilio Configuration Update email.
  • Fixed an issue with the login redirect flow.
  • Various minor bug fixes.

Improvements

  • Updated the format of the custom fields data columns.
  • Various UI and UX improvements.

Breaking Changes

  • Updated the webhook payload to a more structured format, now aligned with the v2 API response object.

Data v5.6.0

July 18, 2025

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New Feature

  • UI for setting Database File Path.
  • Ability to delete Image Versions.

Improvements

  • Add option for exporting created_at and updated_at
  • UI and UX Improvements.

Bug Fixes

  • Fix filtering on date time fields.
  • Fix image version saving of height and width.
  • Fix tooltips on Media field type.

Insites Components v2.15.3

July 09, 2025

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New Features

  • New component: ins-input-search
    • Search input box component that dynamically generates search options.
  • ins-table
    • Multiple Tags - allow multiple tags for tag columns.
    • Timezone Overlay - overlay for multiple timezone for type: date_time columns.
  • ins-timeline-item - Use hex colors for timeline item.
    • Attributes
      • hex-color
      • font-hex-color
      • border-hex-color
      • background-hex-color
  • ins-filter - Customize date and time format for with-date-filter attribute.
    • Attribute: date-time-format

Ecommerce v5.10.3

July 04, 2025

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New Features

  • Included custom fields in quote customizable columns.
  • Included additional fields in quote customizable columns.
  • Added a custom field quick view for quotes and orders.
  • Webhooks are now triggered when a quote's custom field is updated.
  • Webhooks are now triggered when an order's custom field is updated.
  • Webhooks are now triggered when creating or updating an order via the v1 API.
  • Webhooks are now triggered when creating or updating an order via the v2 API.
  • Webhooks are now triggered when creating or updating a quote via the v1 API.
  • Webhooks are now triggered when creating or updating a quote via the v2 API.

Improvements

  • A quote webhook is now sent when a quote item is updated.
  • Implemented various UI and UX improvements.

Bug Fixes

  • Added missing address values to the quote PDF.
  • Fixed a missing ID in an API example response.

Breaking Changes

  • Removed tracking_code from the quote schema.

Forms v5.5.5

July 01, 2025

Improvement

  • Add edit link for CMS Layout

Bug Fix

  • Fix workflow form submission details

Events v5.5.1

June 27, 2025

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New Features

  • Sample Ticket PDF Layout
    • A new, customizable ticket PDF layout is now available for events, enabling users to preview the exact design in the PDF.
  • Bulk Download and Generate Ticket PDF Action
    • Users can now efficiently download and generate multiple ticket PDFs simultaneously, streamlining the ticket management process.
  • v2 API Endpoints
    • We are excited to introduce a completely new set of Events v2 API endpoints.
    • These new endpoints cover:
      • Events
      • Event Speakers
      • Event Sponsors
      • Event Expenses
      • Event FAQs
      • Discounts
      • System Fields.
    • They offer improved data structures, enhanced functionality, better performance, and greater flexibility for integrating and programmatically managing your event-related data.

Improvements

  • Event Name in Table Fields
    • Users can now include the Event Name directly in table views, making it easier to identify and manage events at a glance.
  • Independent Ticket List Settings
    • The global ticket list and event-specific ticket views now have independent filter and display field settings, allowing for more tailored data presentation.
  • "Draft" Status for Events
    • Events can now be saved as a "Draft," providing flexibility to prepare event details before making them public.

Bug Fixes

  • Delete Ticket Flow Enhancement
    • The ticket deletion process has been improved to gracefully handle scenarios where the associated event no longer exists.
  • Device Time for Check-in Details
    • The check-in process now accurately records the device's local time, ensuring consistent and reliable time tracking for ticket attendance.

Forms v5.5.4

June 27, 2025

Bug Fix

  • Fix issue when saving changes from Form -> Settings

Forms v5.5.3

June 26, 2025

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Bug Fixes

  • Fix regenerate form code issue on edit form initialization.
  • Fix form builder single file upload (file and image versions).

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