Insites Docs Change Log

Change Log

Date Period

CRM v5.13.2

January 16, 2026

New Features

  • Import and Export Contact Profile Fields

Improvements

  • Update Contact and Company CSV column names for importing and exporting Custom Fields

Bug Fixes

  • UI & UX Fixes
  • Fix search errors when keywords have symbols ?, & and =
  • Fix event stream redirects to CRM Contact

CRM v5.13.1

January 07, 2026

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New Features

  • Webhooks now support three modes:
    • Changes only
    • Changes with snapshot
    • Full object (default)
      This provides more flexibility and control over webhook payloads.

Improvements

  • Profiles are now included in the v2 API return values, ensuring more complete and accurate data retrieval.
  • Profile updates now trigger webhooks, providing more up-to-date event notifications for external integrations.

Permissions v5.3.0

December 16, 2025

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Improvements

  • Profile Visual Builder
    • Refined the user interface to offer a smoother and more streamlined building experience.
    • Enabled the ability to delete profile fields for the first time to improve data management.
    • Introduced a new File Path Selector field that opens a drawer for easy path selection.
    • Added a dedicated Event Stream tab to track changes and activity logs for each permission.

Bug Fix

  • Fix view contacts button redirect page.

Ecommerce v5.11.0

December 05, 2025

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New Features

  • Update advanced filter to have validation for integer fields.
  • Ability to add discounts on Orders.
  • Include Custom Fields on Custom Column for Orders.
  • Add Custom Fields on Advanced Filter on Orders and Quote.
  • Order additional search Options: Order Company Name, Billing Company Name, Shipping Company Name.
  • Fixed navigation and confirmation modals on Discounts restriction tab.
  • New endpoint for getting discount using discount code: GET /ecommerce/api/v2/discounts/{discount code}
  • Autofill Order company/contacts details when uuid is supplied on API payload.
  • New Cart [Beta].
  • New Freight Supplier [Beta].
  • HOTFIX: Added unit_price_includes_tax field to Order Items and Quote Items (v2 API).

Improvements

  • Update Quote and Order Date columns to the latest standards.
  • Add Shipping Address Label on customisable column.
  • Fixed displaying of boolean values on table.
  • Various UI improvements.
  • HOTFIX: Added the shipping address label to quote display fields.
  • HOTFIX: Enabled the shipping address label filter on quotes.
  • HOTFIX: Included Order Items and Quote Items in webhook payloads.

Bug Fixes

  • Fixed Product's media type to accept other file types.
  • quote's item_tax and item_price have no value.
  • Add item button disappears after using the search bar.
  • The Address Label for both the Shipping and Billing Addresses is empty when the Order is created via a Quote.
  • Wrong phone number on created quote.
  • HOTFIX: Fixed an issue where the shipping address label filter didn’t work correctly.

Breaking Change

  • the field discount_code_uuids in carts schema is not being used. Cart discounts are now stored on a different schema cart_discount.
  • cart_item new fields: product_variant_uuid, sub_total, item_tax, line_item_total, product_name, product_sku, product_price, product_price_includes_tax, tax_type, tax_amount.

Assets v5.1.2

December 01, 2025

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Bug Fixes

  • Resolved an issue preventing assets from being archived.

New Features

  • Added the ability to delete assets.
  • Introduced folder deletion capability.
  • Implemented event stream for asset-related activities.

Improvements

  • Various UI Improvements.

CRM v5.13.0

December 01, 2025

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New Features

  • Integrated a new AI-powered Intercom chatbot that helps users find answers quickly and connect with our support team.
  • Add Company Name in Contacts export CSV.

Improvements

  • Update confirmation modal styling.
  • Added an alert box for Insites Components loading errors.
  • Update workflow email template text.
  • Added Stripe hyperlink for CRM contacts and company field.
  • Rename "Version Control" to "Git Repository".

Bug Fixes

  • Fix the CRM contacts advance filter for the Email and Contact UUID platform fields.
  • Fix list page time tooltip styling.
  • Fix searching of CRM contact by status.
  • Fix breadcrumbs pagination.
  • Fix CRM activities API pagination.
  • Fix login page error handling.
  • HOTFIX: Fixed an issue where contact search was not working.

Insites Components v2.15.5

October 28, 2025

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Bug Fixes

  • Fixed ins-input-search web component event listeners and styling issues

Data v5.6.2

October 28, 2025

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New Features

  • System now saves filter and display field settings for each instance administrator
  • Duplicate database item
  • New UI Element for Data Source and Data Source (Multiple) field type: Search

Improvements

  • Database visual builder select folder UI and UX
  • Recently deleted items UI and UX
  • Recently deleted items UI and UX
  • Viewable files for UI Element Media - File and Media - Image
  • API optimizations
  • Edit and view database item UX

Ecommerce v5.10.6

October 07, 2025

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New Features

  • Added the ability to add discount for events.
  • HOTFIX: Order details are now updated when Order Item was added.

Improvements

  • All endpoints optimization.
  • HOTFIX: Standardise decimal places to 4 on calculations and storage
  • HOTFIX: Updated Addresses to be similar to CRM Addresses

Bug Fixes

  • Automatically calculate line_item_tax on Quote Items.
  • In Quotes, the mobile phone number coming from the CRM contact is adding an additional ‘+’ (Note: some have dirty data, format can be fixed by re-selecting the contact/company and saving it.)
  • Added the ability to continuously add Order items.
  • Sorting fixed on Categories.
  • Updated contents of controller endpoints.
  • Fixed Products advanced filter for categories.
  • HOTFIX: Fixed bug where incorrect data is being sent on the webhook when adding Order Item
  • HOTFIX: Fixed bug where creating Order with Quote is triggering update order instead of create order.
  • HOTFIX: Fixed bug where creating Quote Items with Quote is resulting to wrong tax and subtotal computation.
  • HOTFIX: Fixed bug where you cannot upload media files on Products Media

CMS v5.7.0

September 30, 2025

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Bug Fixes

  • Fixed issue where VCL did not create a file in the main repository.
  • Fixed timeout error when saving collections.
  • Updated image liquid code in the toolbox to return the URL.
  • Fixed error preventing saving with an empty list layout due to missing open graph image.
  • Fixed collection validation not working.
  • Fixed error when deleting a layout.
  • Fixed CMS page save error related to the 'Add to System Sitemap' toggle.
  • Fixed issue where IIA removed additional extensions in partials.
  • Fixed broken UI on Safari.

Improvements

  • Various UI improvements.

Breaking Changes

  • Removed Authorization Policies page. This page has been moved to the API module v5.2.0+.

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