Insites Docs Change Log

Change Log

Date Period

Data v5.5.4

February 17, 2025

Bug Fixes

  • Fixed a bug where exports failed when sorting was applied.
  • Fixed a bug in the boolean filter option where the default value was null.
  • Aligned the date and time localisation in CRM.

New features

  • Added "Quotes" of ecommerce as datasource.

Improvements

  • UX Improvements

Console v5.9.7

February 12, 2025

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New Features

  • Detailed Reporting on Data Objects
    • We now provide a comprehensive breakdown for Production instances of all data objects across all Insites Modules for production instances. This enhancement enables you to see the number of data objects used throughout your entire instance. Please ensure that your CRM module is updated to at least version 5.11.7.
    • Modules including:
      • API
      • Assets
      • CMS
      • CRM
      • Databases
      • Ecommerce
      • Events
      • Forms
      • Locator
      • Permissions
      • Pipelines
  • Edit Tag Text and Color
    • Users now have the flexibility to personalize and organize their tags more effectively by editing the title text and color of existing tags.

Improvements

  • Active Account Display
    • Users can now see the account they are currently logged into.
  • Inviting Existing Users within the Console
    • When inviting a user who is already associated with another account, their existing name and contact number will be displayed. You will not be able to modify or add new details for that user, as their primary information is retained.
  • Several updates to the UI and UX across the Console.

Bug Fixes

  • Fixed bugs in the instance creation and duplication processes to enhance performance.

Ecommerce v5.9.1

January 24, 2025

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New Features

  • Quotes import and export
  • Multiple shipping packages can be added for quotes
  • New Database order_discounts

Improvements

  • PDF Layout has been updated
  • Updated layout for quote items
  • Item/Discount/Shipping Package List are now clickable

Bug Fixes

  • Displaying all details on quotes sidebar
  • Quotes display fields are now draggable

Breaking Changes

  • Order database field discount_code_uuids has been deprecated. We are now using the database order_discount to store discounts for orders.

Locator v5.1.4

January 17, 2025

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Improvements

  • Aligned date and time to use the system timezone and IIA localization settings.
  • Added more data source options in Custom Fields.
  • Implemented UI and UX improvements.

Bug Fixes

  • Fixed a bug when using a single quote in GeoJSON.
  • Fixed a bug where 'Use Meta Title as Open Graph Title' was not being saved.
  • Fixed a bug where 'Use Meta Description as Open Graph Description' was not being saved.
  • Fixed a bug where Open Graph Title and Open Graph Description did not update when the corresponding fields were updated, if the respective toggles were enabled.

CRM v5.11.6

January 16, 2025

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New Features

  • 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.

Improvements

  • Made City and Postal Code mandatory fields for addresses.

Bug Fixes

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

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
    • General
      • Create Quote
      • Edit Quote
      • Delete Quote
      • Quote Lists
    • Quote Items
      • Create Quote Item
      • Edit Quote Item
      • Delete Quote Item
      • Quote Items Lists
    • Quote Discounts
      • Create Quote Discount
      • Edit Quote Discount
      • Delete Quote Discount
      • Quote Discounts Lists
    • Other
      • Generate Quote PDF
      • External Endpoints: Quote, Quote Items, Quote Discounts
  • 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

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