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.
Events v5.5.0
May 20, 2025
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
CRM v5.12.1
May 12, 2025
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.
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.
CRM v5.12.0
May 05, 2025
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
Console v5.9.8
May 02, 2025
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.
API v5.1.0
April 17, 2025
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.
Events v5.4.2
April 07, 2025
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"
CRM v5.11.8
March 27, 2025
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.
Insites Components v2.15.2
March 24, 2025
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.