Insites Docs Change Log

Change Log

Date Period

CRM v5.11.6

January 16, 2025

Bug fixes

  • Resolved an issue causing the new component update message to loop indefinitely.

Improvements

  • Made City and Postal Code mandatory fields for addresses.

New feature

  • Added "Created Date" to column selections.
  • Added the ability to create and assign a contact to a company during company creation.
  • Added Filter by Status to the System Logs page.
  • Added a copy function to emails and phone details.
  • Added the ability to filter by custom fields.
  • Added import and export functionality for activities.

Breaking changes

  • Updated the payload for add and update activity in the Activity API. For details, refer to the latest documentation here.
  • Removed the API for contact and company activities as activities API are now centralized.

Console v5.9.6

January 14, 2025

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New Features

  • Enhanced Pagination
    • We've introduced memory-saving pagination options. Your preferences for pagination settings in Instances, Folders, and People will now be saved, ensuring a consistent experience that won't default back to previous settings.
  • Category Filtering
    • Easily navigate Marketplace items with our new category filters, allowing you to quickly find what you're looking for based on specific categories.
  • Redirecting URL for Domains
    • If your domain has a redirecting URL, you can specify it for the domains added to your instances. This is particularly important for Single Sign-On functionality, as redirects can prevent SSO from completing successfully. The Console will be using the redirecting URL as the primary domain in the SSO flow, so you can avoid encountering issues such as 302 redirect responses, ensuring a seamless login experience.

Improvements

  • We've refined several design elements across the entire system for a more intuitive and visually appealing user experience.

Bug Fixes

  • Resolved several minor bugs to enhance system stability and performance.

Data v5.5.3

January 14, 2025

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New Features

  • External APIs
    • Get Database Item

Data v5.5.2

January 13, 2025

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New Features

  • External APIs
    • Get Database
    • Get Database List
    • Add Database Item
    • Update Database Item
    • Delete Database Item

Ecommerce v5.9.0

January 10, 2025

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New Features

  • Quotes
    • Create Quote
    • Edit Quote
    • Quote Lists
    • Delete Quote
    • Create Quote Item
    • Edit Quote Item
    • Quote Items Lists
    • Delete Quote Item
    • Create Quote Discount
    • Edit Quote Discount
    • Quote Discounts Lists
    • Delete Quote Discount
    • Generate Quote PDF
    • Quote, Quote Items, Quote Discounts External endpoints
  • Added field is_fixed_tax_amount on order_items

Data v5.5.1

December 20, 2024

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Improvements

  • Add Database via JSON - added documentation link
  • Reports - Numbers now have comma separator

Bug Fixes

  • Fix database items Date and Date Time fields filtering issue
  • Fix Default Value of Database JSON and YAML Configuration
  • Fix event stream Database Item link

CRM v5.11.5

December 13, 2024

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New Features

  • Twillio Integration for easy sending of SMS
  • API Endpoints for Tasks

Improvements

  • Included custom fields to webhooks
  • Improved email layout on admin invitations
  • Added a message when components fail to load
  • Various UI and UX Improvements

Security

  • Updated component versions
  • Added security headers on API Endpoints

Forms v5.5.1

December 13, 2024

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Improvements

  • Send Test Email with Email Subject
  • UI and UX Improvements

Bug Fixes

  • Fix form not submitting when using multiple conditional visibilities on one field

IMPORTANT NOTE

  • This update will NOT BE BACKWARDS COMPATIBLE to the previous versions of the Forms Module (v5.4.2 and below). Updating your module might potentially break your existing forms.

Forms v5.5.0

December 09, 2024

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New Features

  • Forms Submission are now API requests
  • New Email Notification WYSIWYG Editor
  • Ability to preview your Form
  • Ability to send Test Emails
  • Option to make Database Field Groups to Form Steps

Improvements

  • More Form Configurations
  • Fields Conditional Visibilty re-work
  • Various UI and UX Improvements

Breaking Changes

  • This updated version is NOT BACKWARDS COMPATIBLE to the previous versions of the Forms Module (v5.4.2 and below)
  • Updating your module may break your existing forms

Components v2.15.0

December 09, 2024

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New Components

  • ins-radio-group
  • ins-checkbox-group
  • ins-alert-box

 

Improvements

  • Added description attribute to Data Entry components.

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