Change Log

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.

Improvement

• Add edit link for CMS Layout

Bug Fix

• Fix workflow form submission details

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.

Bug Fix

• Fix issue when saving changes from Form -> Settings

Bug Fixes

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

New Features

• Enabled webhook trigger on v1 API.
• Updated shipping amount and quote total calculations based on shipping packages

Improvements

• Send quote webhook update when updating quote item,discount and shipping.
• Contact Company validation improvements
• Contact Contact validation improvements
• Shipping Company validation improvements
• Shipping Contact validation improvements
• Billing Company validation improvements
• Billing Contact validation improvements
• Delete Modals heading updates

Bug Fixes

• Removed rounding of values on quote items to avoid miscalculation.
• Change localization API call from insites/core/localisation to insites/core/localization
• Categories - Assign Product removed assigned products on the list and removed autofill in input fields
• Discounts UI updates
• Item tax now included when creating an order from a quote
• Item price now included when creating an order from a quote
• Quote custom field values now included when creating an order from a quote
• Included item image when creating an order from a quote
• Fixed map on billing address
• Fixed map on shipping address
• Fixed bug where address values does not show when editing
• Item image now included when creating an order from a quote
• Order default status set to Open for newly created order
• Shipping address search fixed
• Fixed custom field time causing error

New Features

• Enabled webhook trigger on v1 API.
• Implemented Quote webhooks.

Improvements

• Updated v1 API to use line_item_total directly from the payload if provided, instead of computing it.
• Added "Quote Date", "Quote Company Name", and "Quote Contact Name" to customizable columns in Quote.
• Included id field in all v2 API endpoints.

Bug Fixes

• Resolved inconsistencies and bugs in the v2 API documentation.
• Fixed issue where item pricing in Quote PDF exceeded two decimal places.
• Fixed missing date in Quote PDF.
• Fixed missing details in Quote PDF.

Breaking Changes

• On v2 API renamed order parameter to sort_order to avoid confusion with ecommerce order in the documentation.

New Features

• The v2 API endpoint return value now includes the ID.

Breaking Changes

• The order parameter on v2 API endpoints has been renamed to sort_order.

New Features

• Added API v2 endpoints for Contact Address, Company Address, Assign Contacts to Company, and Event Stream.
  See the updated v2 API documentation under API > Insites API Endpoints.

New Feature

• API v2 is now available. You can check out the v2 API documentation under API > Insites API Endpoints.
  Note: API v2 requires CRM v5.12.0 or above, and API v5.1.0 or above.
• Added the ability to search by SKU in quotes.
• User table settings (page number, records per page, search, search by) now persist until you move to another feature.

Bug Fixes

• Fixed an issue causing Stripe account updating errors.

Breaking Change

• Updated the cart schema:
  • cart
    • uuid (type: string)
    • contact_uuid (type: string)
    • discount_code_uuids (type: array)
  • cart_item
    • uuid (type: string)
    • cart_uuid (type: string)
    • product_uuid (type: string)
    • quantity (type: integer)
    • variant_uuid (type: string)