Change Log

New Features

• Email Designs for Email Notifications
  • Default Template
    • Use built-in Insites Forms email template.
  • CMS Layout
    • Customizable email - assign your own Layout from Insites CMS and create your own content via ins-editor.
  • Visual Editor
    • Drag-and-Drop editor with built-in email sections.

Improvements

• Email Notifications UX
  • Add sections and descriptions.
  • Toolbox
    • Configurations for Database Fields are in line with the Fields tab.
      • Sorting
      • Labeling
      • Active Fields
  • Send Test Email based on selected email design.

Bug Fixes

• Forms List - Fix Resource Column Sorting
• Add / Edit Form
  • Fix Alert Messages - Error Message
  • Fix Form Preview
  • Fix Send Test Email in Autoresponder

Requirement

• IMPORTANT NOTE: Update Insites CRM module to v5.12.1 or above before UPDATING to this version.

Breaking Changes

• This updated version is NOT BACKWARDS COMPATIBLE to the previous versions of the Forms Module (v5.4.2 and below)
• Updating to this module version will break existing forms. You will need to recreate your forms using the new form builder.

New Features

• Global Tickets View
  • A new global view for all tickets has been added on the Events sidebar, providing a single location to see all tickets within the module.
• Ticket PDF Layout Management
  • Introducing a "Ticket PDF Layout" section within Event Tabs, allowing you to design the base layout for your PDF tickets.
  • A starting layout has been created for you to explore the customization features. You have full control to update or reset it whenever you want.
• Ticket PDF Generation
  • PDF tickets are now automatically generated upon creation or modification of ticket details
  • Each ticket includes a unique QR code for easy scanning at events.
• QR Check-in
  • A dedicated QR code scanning page has been added for streamlined ticket verification at events.

Improvements

• Event Name Slugification
  • Event names are now automatically converted to a URL-friendly slug for the slug field
• Short Description Update
  • The "Short Description" field in Events has been converted to an HTML field.
  • Note: This is not a breaking change, but you may need to update how the short description is displayed in your application to accommodate HTML content.
• UI/UX Enhancements
  • Various user interface and user experience updates have been implemented.
• Added Database Fields
  • Events
    • ticket_layout
  • Event Tickets
    • ticket_pdf
    • ticket_scanned_date
    • ticket_scanned_by_administrator_uuid

New Features

• Added API v2 endpoints for Contact Custom Fields and Company Custom Fields.
• You can now add and update custom fields for contacts and companies via custom_field.<property>.
  See the updated v2 API documentation under API > Insites API Endpoints.

Bug Fixes

• Fixed inconsistencies in the v2 API documentation.

Improvements

• Improved Database Object Usage Breakdown Performance

Breaking Changes

• Removed unused database table:
  • insites_brand

New Feature

• Add option to search by product SKU when adding product on orders.
• Allow editing auto generated slug on products.

Improvements

• Show regular price in product variant table.
• Updated default search by option on products list.
• Updated default search by option on quotes list.
• Updated default search by option on discount list.
• Changed quote date data type from date to date time.
• Add the ability to remove shipping company.
• Add the ability to remove shipping contact.
• Add the ability to remove shipping address.
• Add the ability to remove company.
• Add the ability to remove contact.
• Add the ability to remove billing company.
• Add the ability to remove billing contact.
• Add the ability to remove billing address.
• Add the ability to remove note.
• UI Improvements.

Bug Fixes

• Fixed Broken Open graph image on Product pages.
• Delete unused fields on products schema.
• Fixed variant option values not being prefilled on edit form.
• Fixed bug when editing quote item.
• Fixed computation bug on quote items.
• Fixed computation bug on quote items.

Breaking Change

• Quotes Schema: quote_date is removed, replaced by quote_date_time.

New Features

• Added API v2 endpoints for Contacts and Companies.
• Added API v2 endpoint for System Fields.
• Implemented API v2 endpoints for global features such as Activities, Attachments, and Tasks.
  You can check out the v2 API documentation under API > Insites API Endpoints.

Improvements

• Removed unnecessary toast error messages for a better user experience.

Bug Fixes

• Fixed an issue where using the array contains conditions in advanced filters prevented the table data from being displayed.

Breaking Changes

• Removed unused tables:
  • case
  • constant
  • crm_activity
  • crm_company_column
  • crm_contact_column
  • user_preference

Improvements

• Enhanced Instance Usage Data.
  • The charts and data on instance usage have been significantly enhanced to offer a more detailed and comprehensive view of resource consumption.
  • We've also introduced a more comprehensive view of your CRM module usage, offering insights into how data is consumed across different features and functionalities within the module. This detailed breakdown lets you understand data flow and identify high usage areas. To benefit from this enhancement, you'll need to update your CRM module to version 5.12.0 or a later version.
• UI and UX Enhancements Throughout the Console.

New Features

Insites API Endpoints

• How to access
  • via URL: {{Instance URL}}/admin/api
  • via Insites Admin -> API -> Insites API Endpoints
• Features:
  • View and test available external APIs in the version of Insites modules currently installed in your instance. (NOTE: You can only test GET requests.)
  • APIs standardize field naming convention.
  • Better user experience, more documentation, and greater API consistency.

New Features

• Event Expenses Tab
  • This dedicated tab within the module provides a structured interface for organizers to meticulously track and manage expenditures associated with an event.
• Added "Event Stream" to Event's Tabs
  • Users now have access to the "Event Stream" tab, which displays the history of actions taken on an event and its internal data.
• Added Event Webhooks
  • Now available, event webhooks automatically send notifications to designated URLs when specific actions occur (e.g., adding an event, ticket, or expense). This facilitates seamless integration with external tools and automates workflows.
• Tickets and Sponsors to have to "price" + "tax" fields
  • The ticket and sponsor price is now divided into "price/value" and "tax," providing enhanced financial clarity and more detailed revenue reports. This change supports the new data added in the Event headers.
• Ability to create a ticket, that is not assigned to a CRM contact
  • Users can now create tickets within the IIA that are not immediately associated with a specific CRM contact, accommodating scenarios of unattached ticket sales.
• Customizable Ticket table columns
  • Users can tailor the ticket table view by selecting and arranging columns to display relevant information according to their needs.
• Added a new System Field: "Expense Category"
  • A new system field, "Expense Category," has been introduced with additional values, applicable in the new Event Expense tab.

Improvements

• Financial Metrics in Event Header
  • Key financial data, such as event, ticket, and sponsors revenue & expenses, are now included in the event header for quick access.
• Expanded Table Columns for Events
  • Ticket-related data (Total Capacity, Remaining Capacity, No. of Attendees) are now available in the list of event table columns.
• Data Consistency When Updating Event Types
  • Updating an event type now automatically clears relevant fields to prevent inconsistencies or conflicts with outdated data.
• New System Info Tab
  • Provides system details such as the created date, updated date, and the last editor of an event.
• Toggle Value Persistence
  • Two fields have been added to the Event table to store toggle values for the List and Details pages: use_meta_title_as_open_graph_title (added in the External API) and use_meta_description_as_open_graph_description (added in the External API).
• End Date Validation
  • Ensures that the event end date cannot precede the start date, maintaining schedule accuracy.
• Enhanced Tickets Table
  • Attendee contact information, including name, company, and email, is now available with clickable external links to CRM records.
• Total Tickets Sold Field
  • This new field is added to the list of available event column options.
• Mandatory Discount Code
  • Discount codes are now required on the discount form, ensuring completeness when creating discount items.
• Timezone Overlay Component
  • Time and date data in the module now use the new CRM module's Timezone Overlay component.
• Added Database Fields
  • Events
    • use_meta_title_as_open_graph_title (added in the External API)
    • use_meta_description_as_open_graph_description (added in the External API)
    • last_updated_by_administrator_uuid
  • Sponsors
    • tax (added in the External API)
  • Tickets
    • tax (added in the External API)
    • contact_crm_contact_type_uuid (added in the External API)
    • contact_phone_country_code (added in the External API)
    • contact_phone_number (added in the External API)
• External API Updates
  • Added Event Expenses APIs
  • Events
    • Added revenue_and_expenses data in Get Event API.
    • Added datetime format in the event add and update APIs to ensure consistency with the modules's datetime storage practices.
    • Updated Add Event API to accept an array of expenses so users can also add expenses when creating a new event.

Bug Fixes

• The problem with datetime not saving properly has been resolved.
• Uploaded files and images are now visible when you reopen a drawer with an upload field on the Add Event page.
• Updated FAQs tab empty state text.
• Added Events SEO page.
  • To use the events SEO page, include it in your liquid file using {%- include 'modules/insites_events/seo', type: 'event' -%}. Ensure the slug of the event is within context.params.slug2 of the URL.
• Issues with incorrect remaining event tickets data have been corrected.
• It’s now possible to remove an event timezone if necessary.

Breaking Change

• Modification in Filter Options Utility File
  • The get filter options utility file has been updated to use the "function" tag instead of "exports" to avoid caching issues.
  • If you were including the file like this: {%- include "modules/insites_events/controllers/utilities/advanced_filters/get_filter_options" -%}, you should now call it using: {%- function system_field_options = "modules/insites_events/controllers/utilities/advanced_filters/get_filter_options" -%}.
  • Please also update references from context.exports.filter_options._system_field_names to the new function name, "system_field_options"

New Features

• Added opportunities and orders total at the top right section.
• Added a record of the contact company when a relationship was created.
• Added a notes field for relationships.
• Added "Target Conversion Date" and "Date Created" columns in the Opportunities tab.
• Added a custom field pane in the Company and Contacts sections. Enabled "Show In Custom Field Quick View" in custom field settings to activate this feature.
• Added custom fields to the column settings of the Company and Contacts tables.
• Displayed instance time and UTC in the Localization page.
• Added support for the new Google Places API.

Improvements

• Various UI improvements.

New Features

• full-height - modal content is scrolling when the height exceeds the height of the screen.
• New attribute for ins-button.
  • options-only - if options and icon are set, it will hide the label and only show the icon.
• New attribute for ins-tag.
  • outlined
  • outline-color
• New attributes for ins-credit-card.
  • Added tag
    • tag-icon
    • tag-light
    • tag-outlined
    • tag-color
    • tag-font-color
    • tag-background-color
  • Added option button.
    • options
    • options-icon
    • options-color
  • Allow label customization.
    • expired-label
    • label
• ins-gallery
  • New event: insChange - returns when gallery slide is change.
  • New method: activate(index) - for manually updating active gallery slide.