Change Log

New Features

• Enabled webhook trigger on v1 API.
• Implemented Quote webhooks.

Improvements

• Updated v1 API to use line_item_total directly from the payload if provided, instead of computing it.
• Added "Quote Date", "Quote Company Name", and "Quote Contact Name" to customizable columns in Quote.
• Included id field in all v2 API endpoints.

Bug Fixes

• Resolved inconsistencies and bugs in the v2 API documentation.
• Fixed issue where item pricing in Quote PDF exceeded two decimal places.
• Fixed missing date in Quote PDF.
• Fixed missing details in Quote PDF.

Breaking Changes

• On v2 API renamed order parameter to sort_order to avoid confusion with ecommerce order in the documentation.

New Features

• The v2 API endpoint return value now includes the ID.

Breaking Changes

• The order parameter on v2 API endpoints has been renamed to sort_order.

New Features

• Added API v2 endpoints for Contact Address, Company Address, Assign Contacts to Company, and Event Stream.
  See the updated v2 API documentation under API > Insites API Endpoints.

New Feature

• API v2 is now available. You can check out the v2 API documentation under API > Insites API Endpoints.
  Note: API v2 requires CRM v5.12.0 or above, and API v5.1.0 or above.
• Added the ability to search by SKU in quotes.
• User table settings (page number, records per page, search, search by) now persist until you move to another feature.

Bug Fixes

• Fixed an issue causing Stripe account updating errors.

Breaking Change

• Updated the cart schema:
  • cart
    • uuid (type: string)
    • contact_uuid (type: string)
    • discount_code_uuids (type: array)
  • cart_item
    • uuid (type: string)
    • cart_uuid (type: string)
    • product_uuid (type: string)
    • quantity (type: integer)
    • variant_uuid (type: string)

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.