Insites Docs Change Log

Change Log

Date Period

Data v5.5.1

December 20, 2024

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

 

Improvements

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

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 is now an API request
  • New Email Notification WYSIWYG Editor
  • New Preview Form
  • Send Test Emails
  • Option to make Database Field Groups to Form Steps

 

Improvements

  • More Form Configurations
  • Fields Conditional Visibilty rework
  • UI and UX Improvements

 
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.

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.

Ecommerce v5.8.1

December 06, 2024

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New Features

  • Added Brand fields for categorizing products
  • Added Discount API Endpoints
  • Display the discounts on an order
  • Discount type and Discount value are required and can't be updated
  • Discounts - Add a field for usage limit per user
  • Discounts - Usage count can no longer be updated manually
  • Discounts - Discount type has new options
  • Advanced Search
  • Advanced Search UI updates
  • Add an option to clear the Order status

Improvements

  • Updated the sending of webhooks from frontend to the liquid
  • Various Order UI updates
  • Removed the "user_id" field in the payment methods table
  • Products - Update UI fields to only handle numerical values
  • Discounts schema new fields - usage_limit_per_user, minimum_cart_value
  • Product schema new fields - brand_uuid, brand_name
  • Cart schema new field - discount_code_uuids
  • Order schema new field - discount_code_uuids
  • Order Item schema new field - product_sku

Bug Fixes

  • Added decimals on prices
  • Sorting by Order Total is now working correctly
  • Sorting of the Order Number is now working correctly
  • Order Inconsistencies on localization have been fixed
  • Various Order Form bug fixes

Breaking Changes

  • The product variant schema was renamed from 'is_product_on_sale' to 'is_on_sale'
  • Discounts schema renamed 'is-applicable_to_product' to 'is_applicable_to_all_products'

Console v5.9.5

December 04, 2024

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New Features

  • Account Switcher
    • We are excited to introduce the new Switch Account feature! You can now use a single email address to access multiple accounts. This enhancement allows users to seamlessly switch between different accounts without the need to log out of the Console. Invite a user to join your team, and once they accept, they can effortlessly switch between your account and any of their other accounts.
  • Dynamic Instance Status Updates
    • We're also introducing real-time updates for the progress of creating instances. With this enhancement, you'll now receive toast notifications within the Console detailing each instance creation stage. These updates include information on the setup of the base instance, the installation of modules, and the completion of final configurations. Additionally, the instances table will automatically refresh once the instance is ready, ensuring you have the latest information at your fingertips.
  • Instance Billing Plan Updates
    • Would you like to update the billing plan for your production instance? We've introduced a new feature that lets you quickly request an update to your instance's billing plan. You'll find a new "Details" tab on the Manage Instance page. You will see the "Change Instance Plan" button within this tab. Click on it, and you'll be redirected to select a new billing plan for your instance. Once you've saved your selection, we will process your request, and the changes will automatically be applied to your instance after the process is complete.

Improvements

  • We have enhanced the overall user interface and user experience of the Console.

Bug Fixes

  • Resolved some minor bugs.

CRM 5.11.4

November 13, 2024

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Improvements

  • Updated the UI for "My Tasks" and "All Tasks" pages to enhance user experience.
  • Added a cancel button in system logs for import/export actions that may become stuck.

NOTE

  • The cause of data import/export tasks becoming stuck is under investigation.

Bug Fixes

  • The issues with the changelog links not functioning correctly have been resolved.
  • Fixed an error where the Event Stream would fail to load.
  • Addressed a bug where redirects were not working as expected.
  • The "Invalid Date" error in the Contact's Date of Birth field has been fixed.
  • Fixed the Tax Registered field to save boolean values properly, preventing errors.
  • Fixed an issue that prevented exporting a company without applying filters.
  • The bug preventing the deletion of administrator accounts has been resolved.
  • Fixed adding "[Staging]" to the email subject.

Pipeline 5.9.2

November 12, 2024

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Improvements

  • Include all contacts as options for opportunity owner
  • Various CSS and wording updates
  • External API Updates
    • Updated search by value instead of contains
    • Removed items on response.
    • Added stages properties on GET pipelines
    • Added per_page on response

Bug Fixes

  • Fixed broken Related Contact view link
  • Infinite loading on fields when adding a task to an opportunity
  • Errors when marking opportunity as 'lost'
  • Errors appear when navigating to Pipelines->Opportunities
  • System Fields are not showing all options on the modal.
  • Activity import is not showing some successfully imported and failed items on the logs.

Console v5.9.4

November 08, 2024

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New Features

  • Tags
    • We've added a tagging feature to your account, allowing you to more effectively categorize and search for instances and folders.
  • Search By Field
    • We have introduced a new search feature in the Instance list that allows you to filter by specific fields such as name, UUID, folder name, and URL.

Improvements

  • Enhanced User Interface and Experience
    • Folders now appear at the top when searching the Instances list.
    • Deleting an instance within a folder will redirect you to the folder's instance view instead of the root page.
    • Additional UI/UX improvements.

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