The following fields are now included when exporting an order:
Order ID
Opportunity UUID
The following fields have been made available for importing orders into your Instance:
Order Number
Opportunity UUID
Improvements
You can now use the 'Order Number' to search for orders using the advance search feature
29 February 2024
Insites CMS v5.5.3
Bug Fixes
Resolved an issue where partials weren't visible on the Instance Admin after saving code from a local machine because partials were expected to be saved within the modules/ins_cms directory. Now, all partials, except for Insite-exclusive ones, are displayed on the Instance, regardless of their location.
Fixed the issue where authorization policies were being deleted because of the VCL
29 February 2024
Insites Data v5.3.1
Bug Fixes
Resolved an issue where the link to a particular CRM contact in a database item details page directs you to the wrong contact.
28 February 2024
Insites Data v5.3.0
New
A link is now displayed when using a 'Data Source' field to link to a company in the CRM. The link allows you to view company details.
You now have the option to download all files from 'File (Multiple)' fields in a database item
A 'System Details' tab has been added to the database items. It allows you to view the following information about a particular database item:
Created At
Updated At
Last Updated By
Deleted At
You can now use advanced searching, sorting, and filtering features when viewing database items
A 'History' tab has been added, allowing you to view the history details of a database item
Improvements
The Instance now saves the application state, including applied filters, pagination settings, and user search results.
The form for adding 'Metadata' when creating a field has been removed.
28 February 2024
Insites CRM v5.8.4
New
A new module, 'Events,' has been created and can now be accessed via the main menu
The 'Events' module is now included in the 'Insites Modules' list within 'Settings'
26 February 2024
Insites CMS v5.5.2
Bug Fixes
Resolved an issue where Globals data do not load on a new Instance
Resolved an issue that caused pages to freeze whenever a user tried to open files inside a folder
Resolved an issue where SMSs could not be created
Improvements
The system now displays 'Created at' and 'Updated at' details when viewing a file using the Explorer
Folders are now collapsed by default when you navigate to the CMS Explorer
The 'Insites External Email Layout' has been added as one of the layouts you can use when creating an email in the CMS