Change Log

New Feature

• Add option to search by product SKU when adding product on orders.
• Allow editing auto generated slug on products.

Improvements

• Show regular price in product variant table
• Updated default search by option on products list
• Updated default search by option on quotes list
• Updated default search by option on discount list
• Changed quote date data type from date to date time
• Add the ability to remove shipping company
• Add the ability to remove shipping contact
• Add the ability to remove shipping address
• Add the ability to remove company
• Add the ability to remove contact
• Add the ability to remove billing company
• Add the ability to remove billing contact
• Add the ability to remove billing address
• Add the ability to remove note
• UI Improvements

Bug Fixes

• Fixed Broken Open graph image on Product pages
• Delete unused fields on products schema
• Fixed variant option values not being prefilled on edit form
• Fixed bug when editing quote item
• Fixed computation bug on quote items
• Fixed computation bug on quote items

Breaking Change

• Quotes Schema: quote_date is removed, replaced by quote_date_time

New Features

• Added API v2 endpoints for Contacts and Companies.
• Added API v2 endpoint for System Fields.
• Implemented API v2 endpoints for global features such as Activities, Attachments, and Tasks.
  You can check out the v2 API documentation under API > Insites API Endpoints.

Bug Fixes

– Fixed an issue where using the array contains condition in advanced filters caused table data to not display.

Improvements

• Removed unnecessary toast error messages for better user experience.

Breaking Changes

• Removed unused tables:
  • case
  • constant
  • crm_activity
  • crm_company_column
  • crm_contact_column
  • user_preference

Improvements

• Enhanced Instance Usage Data
  • The charts and data related to instance usage have been significantly enhanced to offer a more detailed and comprehensive view of resource consumption.
  • We've also introduced a more comprehensive view of your CRM module usage, offering insights into how data is consumed across different features and functionalities within the module. This detailed breakdown allows you to understand data flow and identify areas of high usage. To benefit from this enhancement, you'll need to update your CRM module to version 5.12.0 or a later version.
• UI and UX Enhancements Throughout the Console

New Features

Insites API Endpoints

• How to access
  • via URL: {{Instance URL}}/admin/api
  • via Insites Admin -> API -> Insites API Endpoints
• Features:
  • View and test available external APIs in the version of Insites modules currently installed in your instance. (NOTE: You can only test GET requests.)
  • APIs standardize field naming convention.
  • Better user experience, more documentation, and greater API consistency.

New Features

• Event Expenses Tab
  • This dedicated tab within the module provides a structured interface for organizers to meticulously track and manage expenditures associated with an event.
• Added "Event Stream" to Event's Tabs
  • Users now have access to the "Event Stream" tab, which displays the history of actions taken on an event and its internal data.
• Added Event Webhooks
  • Now available, event webhooks automatically send notifications to designated URLs when specific actions occur (e.g., adding an event, ticket, or expense). This facilitates seamless integration with external tools and automates workflows.
• Tickets and Sponsors to have to "price" + "tax" fields
  • The ticket and sponsor price is now divided into "price/value" and "tax," providing enhanced financial clarity and more detailed revenue reports. This change supports the new data added in the Event headers.
• Ability to create a ticket, that is not assigned to a CRM contact
  • Users can now create tickets within the IIA that are not immediately associated with a specific CRM contact, accommodating scenarios of unattached ticket sales.
• Customizable Ticket table columns
  • Users can tailor the ticket table view by selecting and arranging columns to display relevant information according to their needs.
• Added a new System Field: "Expense Category"
  • A new system field, "Expense Category," has been introduced with additional values, applicable in the new Event Expense tab.

Improvements

• Financial Metrics in Event Header
  • Key financial data, such as event, ticket, and sponsors revenue & expenses, are now included in the event header for quick access.
• Expanded Table Columns for Events
  • Ticket-related data (Total Capacity, Remaining Capacity, No. of Attendees) are now available in the list of event table columns.
• Data Consistency When Updating Event Types
  • Updating an event type now automatically clears relevant fields to prevent inconsistencies or conflicts with outdated data.
• New System Info Tab
  • Provides system details such as the created date, updated date, and the last editor of an event.
• Toggle Value Persistence
  • Two fields have been added to the Event table to store toggle values for the List and Details pages: use_meta_title_as_open_graph_title (added in the External API) and use_meta_description_as_open_graph_description (added in the External API).
• End Date Validation
  • Ensures that the event end date cannot precede the start date, maintaining schedule accuracy.
• Enhanced Tickets Table
  • Attendee contact information, including name, company, and email, is now available with clickable external links to CRM records.
• Total Tickets Sold Field
  • This new field is added to the list of available event column options.
• Mandatory Discount Code
  • Discount codes are now required on the discount form, ensuring completeness when creating discount items.
• Timezone Overlay Component
  • Time and date data in the module now use the new CRM module's Timezone Overlay component.
• Added Database Fields
  • Events
    • use_meta_title_as_open_graph_title (added in the External API)
    • use_meta_description_as_open_graph_description (added in the External API)
    • last_updated_by_administrator_uuid
  • Sponsors
    • tax (added in the External API)
  • Tickets
    • tax (added in the External API)
    • contact_crm_contact_type_uuid (added in the External API)
    • contact_phone_country_code (added in the External API)
    • contact_phone_number (added in the External API)
• External API Updates
  • Added Event Expenses APIs
  • Events
    • Added revenue_and_expenses data in Get Event API.
    • Added datetime format in the event add and update APIs to ensure consistency with the modules's datetime storage practices.
    • Updated Add Event API to accept an array of expenses so users can also add expenses when creating a new event.

Bug Fixes

• The problem with datetime not saving properly has been resolved.
• Uploaded files and images are now visible when you reopen a drawer with an upload field on the Add Event page.
• Updated FAQs tab empty state text.
• Added Events SEO page.
  • To use the events SEO page, include it in your liquid file using {%- include 'modules/insites_events/seo', type: 'event' -%}. Ensure the slug of the event is within context.params.slug2 of the URL.
• Issues with incorrect remaining event tickets data have been corrected.
• It’s now possible to remove an event timezone if necessary.

Breaking Change

• Modification in Filter Options Utility File
  • The get filter options utility file has been updated to use the "function" tag instead of "exports" to avoid caching issues.
  • If you were including the file like this: {%- include "modules/insites_events/controllers/utilities/advanced_filters/get_filter_options" -%}, you should now call it using: {%- function system_field_options = "modules/insites_events/controllers/utilities/advanced_filters/get_filter_options" -%}.
  • Please also update references from context.exports.filter_options._system_field_names to the new function name, "system_field_options"

New Features

• Added opportunities and orders total at the top right section.
• Added a record of the contact company when a relationship was created.
• Added a notes field for relationships.
• Added "Target Conversion Date" and "Date Created" columns in the Opportunities tab.
• Added a custom field pane in the Company and Contacts sections. Enabled "Show In Custom Field Quick View" in custom field settings to activate this feature.
• Added custom fields to the column settings of the Company and Contacts tables.
• Displayed instance time and UTC in the Localization page.
• Added support for the new Google Places API.

Improvements

• Various UI improvements.

New Features

• full-height - modal content is scrolling when the height exceeds the height of the screen.
• New attribute for ins-button.
  • options-only - if options and icon are set, it will hide the label and only show the icon.
• New attribute for ins-tag.
  • outlined
  • outline-color
• New attributes for ins-credit-card.
  • Added tag
    • tag-icon
    • tag-light
    • tag-outlined
    • tag-color
    • tag-font-color
    • tag-background-color
  • Added option button.
    • options
    • options-icon
    • options-color
  • Allow label customization.
    • expired-label
    • label
• ins-gallery
  • New event: insChange - returns when gallery slide is change.
  • New method: activate(index) - for manually updating active gallery slide.

New Features

• Products slug must be unique.
• Customizable columns for products.
• New External endpoint to handle creating multiple order items.

Improvements

• Updated Empty state message on Brands.
• Fixed tab name to be more descriptive.
• Various improvements on the orders list.
• Added confirmation dialog when deleting a discount.

Bug Fixes

• Fixed bugs on products variants where editing variants creates a new variant.
• Fixed product SEO and Schema contents not being added properly on the page.

New Features

• Additional Statuses for Order.
• Updates on order item fields.

Improvements

• Include product details in the response when creating and updating an order via webhook.
• Product UI Improvements.
• Shipping Package Improvements.
• Order Item Improvements.

New Features

• Import and export capability for Brands.
• API Endpoints for Brands.
• Custom Fields for Quotes.
• Ability to create an Order from a Quote.
• Delete and disable discount statuses.
• You can now create shipping packages for Orders.
• New freight fields are now available.
• Additional Statuses for Quotes and Orders.
• Function to add/edit custom fields on orders via API.

Bug Fixes

• Improved order item form validation.
• Update header text on CSV Import Template for creating products.
• Phone number display bug fixed.