Insites Docs Change Log

Change Log

Date Period

Events v5.5.3

September 17, 2025

New Features

  • Create Venue v2 Endpoint
    • A new API endpoint was created to allow for the creation of venues using the updated v2 Endpoints architecture. This provides a more robust and scalable way to manage venue data.
  • Get Venues v2 Endpoint
    • A new API endpoint was implemented to retrieve venue data using the v2 Endpoints architecture, enabling more efficient data fetching and filtering.
  • Add a new system field for Sponsor Category
    • A new field was added to the system to track and categorize sponsors, which will improve data organization and reporting.
  • Edit Event Details for Ticket
    • Users can now directly edit Event details from the ticket view, which streamlines the workflow for managing tickets.
  • Bulk Update Tickets feature
    • A new feature was introduced that allows for the simultaneous update of multiple tickets, which significantly reduces the time and effort required for administrative tasks.
  • Assign Contact to Ticket without CRM requirement
    • The process for assigning a contact to a ticket has been updated. It is no longer a requirement for the contact to already exist in the CRM, which provides more flexibility.

Improvements

  • Update v2 Endpoints for Controllers
    • The new v2 endpoints have been updated to ensure they function correctly as controllers, which improves their reliability and integration with other system components.
  • Update the order parameter to sort_order for GET requests
    • The parameter used for sorting data in GET requests was changed from order to sort_order for better clarity and consistency across the v2 APIs.
  • Separate queries for table data and counts to improve performance
    • The database queries for fetching table data and item total were separated to reduce the load on the server and improve the application's overall performance.
  • Prevent reference_code sharing in group tickets
    • The reference_code has been removed from the group ticket flow. This is because the group ticket process uses a different creation query that generates multiple tickets, which makes it challenging to ensure a unique reference_code for each one. If you need to add a unique reference_code to a group of tickets, you can use the Update Ticket API after the group tickets have been created. This will let you assign a unique reference code to each ticket individually.
  • Improve the QR code data density
    • We've improved the QR code data density by shortening the data embedded within the QR code. This makes the codes more scannable and reliable, ensuring they can be read more easily by devices.
  • Sample Ticket Dynamic Data
    • A dynamic data used for sample tickets was added to be more representative and useful for testing and demonstrations.
  • Tax Updates Alignment
    • The tax calculation and display logic for Event Sponsors and Event Expenses has been updated to align with the requirements of the Event Tickets. This change ensures consistent and accurate financial reporting across all event-related transactions.

Breaking Changes

  • Renamed Event Venue Area to Event Pricing Division
    • The Event Venue Area table and its related fields have been renamed to Event Pricing Division.
    • We created new migrations for all of these updates to ensure no data is lost in the IIA environment.
    • For existing users, if you're using manual queries for event pricing data, you'll need to update the table and field names to align with the recent changes. Any existing code or integrations relying on the old naming convention will need to be updated.
  • Removed Discounts on Events
    • The Discounts tab has been removed from the Events module. All related code and functionality for event-specific discounts have been deleted and will be moved to the Ecommerce module, allowing for global discount management across all services.

Bug Fixes

  • We addressed various bugs to improve the module's stability and user experience, fixing issues with form buttons, UI display, data duplication, and a general TypeError.

API v5.2.1

September 08, 2025

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Bug Fixes

  • Fixed an issue where the example controller request was not working.
  • Fixed incorrect preview for the example controller request.
  • Fixed incorrect preview for the example HTTP request.
  • Fixed an issue where the "Copy" function returned different text than shown in the preview.

Breaking Changes

  • Changed controller usage from include to function.

CRM v5.12.5

September 08, 2025

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Improvements

  • Improved loading performance for contacts, companies, and activities.
  • Updated v2 API documentation with controller access examples.

Ecommerce v5.10.5

September 04, 2025

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New Features

  • New field processing_fee on quote and orders.
  • New field minimum_cart_value on discount.
  • Added Payment Status and Shipping Status in Orders custom display fields.
  • V2 API Endpoint Controllers.

Improvements

  • Rename fields on import for better readability.
  • Use product variant when adding a product on an item for a quote or order if Use Product Variant is enabled on the product.
  • Order item list improvements.

Bug Fixes

  • Missing Quote Company Email, Quote Company Phone Number on the list page of quote.
  • Missing Order Company Email, Order Company Phone Number on the list page of order.
  • Quote Date not being updated when generating PDF.
  • Wrong item name displayed on the PDF.
  • Phone number country code is being save along with the Phone number.
  • Quote subtotal calculation fixed.
  • Display Order Payment Status and Order Shipping Status Fields in custom column.
  • Wrong date format of Order Date.
  • Sale price not assigned to the order item when adding a variant on an order.
  • Fixed 2 Shipping displayed in the display fields and added Discount field.
  • Custom field File uploads not added to the created order.
  • Custom field select data source multiple not showing the values.
  • Wrong total values displayed on order list.

Data v5.6.1

September 02, 2025

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New Features

  • Added v2 API endpoints for Databases and Database Items.
  • See v2 API documentation under API > Insites API Endpoints.

Improvements

  • Improved query performance for Databases and Database Items.

API v5.2.0

August 28, 2025

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New Features

  • API v2 Controllers are now accessible. Please refer to the documentation site for usage instructions.
  • Introduced a new view for GraphQL. You can now view, create, edit, and delete your GraphQL queries.

Improvements

  • Renamed "API Endpoints" to "Custom API Endpoints" for clarity.
  • Custom API Endpoints created in different modules are now displayed.
  • Removed the requirement for metadata for Custom API Endpoints to appear in the IIA. Note: Your endpoint must have a .json format to be shown in the IIA.
  • Added a delete function for Custom API Endpoints.
  • Removed Reports view. Its not functional and not related to Custom API Endpoints.
  • Various UI improvements.
  • Various improvements to v2 API documentation.

Bug Fixes

  • Fixed an issue where the breadcrumb link for the home page was not working.
  • Array payloads are now displayed correctly.
  • Fixed an issue where all values in the sample request were enclosed in quotes.
  • Various bug fixes.

Breaking Changes

  • Removed the Archive and Restore functions from Custom API Endpoints. All previously archived endpoints have been restored.
  • API Keys have been replaced by Authorization Policies.

Events v5.5.2

August 20, 2025

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New Features

  • Ticket Pricing and Grouping
    • Added a new feature to define ticket pricing and grouping, allowing for more flexible event ticket management. This new feature introduces a more flexible and robust system for managing event tickets by redesigning the underlying data structure.
    • Redesigned Data Flow
      • The core of this feature is a conceptual change. The event_venue_area table has been reframed as a "Pricing Division" to better reflect its purpose in the new system. While the table name was not changed to prevent breaking changes, its functionality has been significantly expanded. Users still have the control how many people can avail the tickets.
      • A new "Pricing Division Tiers" table has been added to the database. This table allows for multiple price points to be associated with a single Pricing Division, giving event organizers the ability to offer different ticket prices (e.g., Early Bird, General Admission, VIP) within the same area.
      • To support this new model, several fields were added and deleted from the existing event_venue_area and event_ticket tables. IMPORTANT NOTE: Two new migration files were created to update the database schema, ensuring a smooth transition for existing data.
    • User Interface and Display
      • The ticket form has been updated with new fields and dedicated sections. A new accordion was also added to the drawer form to highlight the price, tax, and total details.
      • With the new fields introduced in the data tables, additional column display options have been added to the Events and Tickets list tables.
      • To ensure all users can see these new fields, a migration was created to reset the current column lists for all accounts. This ensures that the new display options are immediately available and align with the updated data structure.
    • New Integrations
      • We have also introduced 2 new row actions on the Tickets table for managing group tickets:
        • Edit Group
        • Delete Group
      • Additionally, a new feature has been added that allows you to change the type, division, and tier of existing tickets. When these changes are made, the tickets_remaining count is automatically updated across all related tables, including event, division event_venue_area, and event_pricing_tier, ensuring data consistency.
    • V2 API Endpoints
      • New V2 API endpoints for event tickets have been added to the system.
      • The new API-to-controller setup is now complete, ensuring that client-side data retrieval (via API) and server-side rendering (via controller) are handled with optimal efficiency.

Improvements

  • Event and Ticket Management
    • Updated the Event's Details and Venue Tabs.
    • Added the ability to clear a field in the dropdown for an event form.
    • Added additional options for Ticket's Confirmation Status.
    • Added new search and filter options for the Tickets List table.
    • Added new fields to the available columns to display in the Tickets List table.
  • Data and Integrations
    • Added an event in the event stream when deleting an Event.
    • The email address is now shown in the CRM Contact Fields data source.
    • Purchaser fields are now shown in the Ticket form.

Bug Fixes

  • Event and Ticket Data
    • Fixed the issue with the total_tickets_sold field in the Event columns.
    • Corrected the Event's geojson data when editing.
    • Fixed the issue with Custom Fields datetime.
    • Fixed various "Type Error" issues.
  • System and UI
    • Fixed the Attendee Company field toggle to a text box when not using a CRM Company.
    • Fixed the Paginated List Delete flow for both bulk and row actions.
    • Removed page and size parameters from the get_filter_options function which prevented some lists being displayed correctly.

Breaking Changes

  • Table Updates
    • event_venue_area
      • Added
        • name
      • Removed
        • is_individual_ticket_enabled
        • individual_ticket_price
        • individual_ticket_price_2
        • individual_ticket_price_3
        • is_group_ticket_enabled
        • group_ticket_price
        • group_ticket_price_2
        • group_ticket_price_3
    • event_ticket
      • Added
        • reference_code
        • row
        • seat
        • event_venue_area_uuid
        • event_pricing_tier_uuid
        • price_includes_tax
        • tax_type
        • purchased_by_company_uuid
        • contact_company_phone_number
        • contact_company_phone_country_code
        • contact_company_email
    • event_pricing_tier (NEW)
      • uuid
      • event_uuid
      • event_venue_area_uuid
      • capacity_type
      • name
      • price
      • price_includes_tax
      • tax_type
      • tax
      • availability_start_date
      • availability_end_date

For further information about the Event Tickets object please see the API V2 Documentation at {{your_instance_URL}}/admin/api/events/event-tickets/overview

Ecommerce v5.10.4

August 08, 2025

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New Features

  • Added the ability to continuously add order items.
  • New endpoint for adding multiple order discounts.
  • New product table field - is_sale_price_tax_included.
  • New quote_item table field - unit_price_includes_tax.
  • New order_item table fields - is_use_sale_price , unit_price_includes_tax.
  • New product_variant table fields - is_tax_included , is_variant_sale_price_tax_included.

Improvements

  • Added loading for notify/confirm popups.
  • Contact/Company content and form layout updates.
  • Quote Item Tax Fields layout updates. Improved calculations. Fixed display values.
  • Order Item Tax Fields layout updates. Improved calculations. Fixed display values.
  • Product Fields layout updates. Improved calculations. Fixed display values.
  • 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

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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

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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.

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