More fields options for Products table display fields.
Various Product tabs and variants and form improvements.
Tax and total calculation improvements on products and variants.
More display field options and more accurate display values on products and variants.
Add loading to modal and notification/dialog on Order Payment.
Order Billing contact various improvements.
Order Billing company various improvements.
Order Billing address various improvements.
Order Item UI improvements.
Updated Order list default Search by field.
Add ability to add shipping package on create Order.
Event stream UI updates.
Add ability to delete shipping information (company/contact/address).
Add ability to delete order note
Add ability to delete billing information (company/contact/address).
Order Shipping/Billing company/contact/address form layout update.
Fixed filters on mobile.
Fixed order values showing extra decimals.
Bug Fixes
Fixed issue where media files are not included when creating order from a quote.
No value showing on Quote Company Name.
Fixed issue on downloaded PDF's content values.
SEO data for ecommerce doesn't reflect properly.
Fixed issue where some Custom fields drop-up options are hidden.
Fixed validation errors when adding order items.
Exporting orders has "Billing Lattitude" where it should be "Billing Latitude".
Fixed issue where Freight method and freight option when adding shipping package from endpoint.
Insites Components v2.15.4
August 01, 2025
Bug Fixes
Fixed an issue where the Prev(<) and Next(>) buttons were not working in the ins-gallery component
Minor bug fixes
CRM v5.12.4
August 01, 2025
New Features
Sponsor information from Events is now displayed under the Events tab on Company records.
Allowed users to delete their Twilio configuration.
Triggered a webhook when custom fields on a Contact were edited.
Triggered a webhook when custom fields on a Company were edited.
Bug Fixes
Fixed an issue where the default_address could not be updated via the Update Company v2 API.
Added missing id to the v2 API response of the Task Comment endpoint.
Corrected documentation for the following v2 API endpoints: Get Task Comments, Get Contact Relationships, Get Contact Addresses, Get Company Relationships, Get Company Addresses, and Get System Fields.
Fixed an issue where a contact without a profile could not be updated via the v2 API.
Fixed a bug where profiles could not be removed when adding contacts.
Fixed missing data in the Twilio Configuration Update email.
Fixed an issue with the login redirect flow.
Various minor bug fixes.
Improvements
Updated the format of the custom fields data columns.
Various UI and UX improvements.
Breaking Changes
Updated the webhook payload to a more structured format, now aligned with the v2 API response object.
Data v5.6.0
July 18, 2025
New Feature
UI for setting Database File Path.
Ability to delete Image Versions.
Improvements
Add option for exporting created_at and updated_at
ins-filter - Customize date and time format for with-date-filter attribute.
Attribute: date-time-format
Ecommerce v5.10.3
July 04, 2025
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.
Forms v5.5.5
July 01, 2025
Improvement
Add edit link for CMS Layout
Bug Fix
Fix workflow form submission details
Events v5.5.1
June 27, 2025
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.
Forms v5.5.4
June 27, 2025
Bug Fix
Fix issue when saving changes from Form -> Settings
Forms v5.5.3
June 26, 2025
Bug Fixes
Fix regenerate form code issue on edit form initialization.
Fix form builder single file upload (file and image versions).