Change Log

New Feature

• Additional Statuses for Order
• Updates on order item fields

Improvements

• Include product response when creating and updating order
• Product UI Improvements
• Shipping Package Improvements
• Order Item Improvements

Breaking Change

• Order Created and Order Updated response format has been changed to include other related records

New Features

• Import and export capability for Brands.
• API Endpoints for Brands.
• Custom Fields for Quotes.
• Ability to create an Order from a Quote.
• Delete and disable discount statuses.
• You can now create shipping packages for Orders.
• New freight fields are now available.
• Additional Statuses for Quotes and Orders.
• Function to add/edit custom fields on orders via API.

Bug Fixes

• Improved order item form validation.
• Update header text on CSV Import Template for creating products.
• Phone number display bug fixed.

New Features

• Enabled date-time to show multiple time zones on hover. Please configure your localization settings to use this feature.
• Made user settings persist until navigating to a different section of the IIA.

Improvements

• Added links for selected data source items.

Bug Fixes

• Fixed issue where empty notes displayed as "null".
• Fixed issue where mandatory address fields were not highlighted.
• Fixed error when assigning a contact to a company during creation.
• Fixed issue where system logs displayed Insites Core instead of Insites CRM.
• Fixed issue where SendGrid emails displayed incorrect values.
• Fixed issue where Instance Configuration Email Notifications is not saving.

New Features

• Added timezone overlay for insites table.

Bug Fixes

• Resolved an issue where passing the :has-error="false" prop on the ins-input-file component still resulted in a red input box.

New Features

• Added "Quotes" of ecommerce as datasource.

Improvements

• UX Improvements

Bug Fixes

• Fixed a bug where exports failed when sorting was applied.
• Fixed a bug in the boolean filter option where the default value was null.
• Aligned the date and time localisation in CRM.

New Features

• Detailed Reporting on Data Objects
  • We now provide a comprehensive breakdown for Production instances of all data objects across all Insites Modules for production instances. This enhancement enables you to see the number of data objects used throughout your entire instance. Please ensure that your CRM module is updated to at least version 5.11.7.
  • Modules including:
    • API
    • Assets
    • CMS
    • CRM
    • Databases
    • Ecommerce
    • Events
    • Forms
    • Locator
    • Permissions
    • Pipelines
• Edit Tag Text and Color
  • Users now have the flexibility to personalize and organize their tags more effectively by editing the title text and color of existing tags.

Improvements

• Active Account Display
  • Users can now see the account they are currently logged into.
• Inviting Existing Users within the Console
  • When inviting a user who is already associated with another account, their existing name and contact number will be displayed. You will not be able to modify or add new details for that user, as their primary information is retained.
• Several updates to the UI and UX across the Console.

Bug Fixes

• Fixed bugs in the instance creation and duplication processes to enhance performance.

New Features

• Quotes import and export
• Multiple shipping packages can be added for quotes
• New Database order_discounts

Improvements

• PDF Layout has been updated
• Updated layout for quote items
• Item/Discount/Shipping Package List are now clickable

Bug Fixes

• Displaying all details on quotes sidebar
• Quotes display fields are now draggable

Breaking Changes

• Order database field discount_code_uuids has been deprecated. We are now using the database order_discount to store discounts for orders.

Improvements

• Aligned date and time to use the system timezone and IIA localization settings.
• Added more data source options in Custom Fields.
• Implemented UI and UX improvements.

Bug Fixes

• Fixed a bug when using a single quote in GeoJSON.
• Fixed a bug where 'Use Meta Title as Open Graph Title' was not being saved.
• Fixed a bug where 'Use Meta Description as Open Graph Description' was not being saved.
• Fixed a bug where Open Graph Title and Open Graph Description did not update when the corresponding fields were updated, if the respective toggles were enabled.

New Features

• Added "Created Date" to column selections.
• Added the ability to create and assign a contact to a company during company creation.
• Added Filter by Status to the System Logs page.
• Added a copy function to emails and phone details.
• Added the ability to filter by custom fields.
• Added import and export functionality for activities.

Improvements

• Made City and Postal Code mandatory fields for addresses.

Bug Fixes

• Resolved an issue causing the new component update message to loop indefinitely.

Breaking Changes

• Updated the payload for add and update activity in the Activity API. For details, refer to the latest documentation here.
• Removed the API for contact and company activities as activities API are now centralized.

New Features

• Enhanced Pagination
  • We've introduced memory-saving pagination options. Your preferences for pagination settings in Instances, Folders, and People will now be saved, ensuring a consistent experience that won't default back to previous settings.
• Category Filtering
  • Easily navigate Marketplace items with our new category filters, allowing you to quickly find what you're looking for based on specific categories.
• Redirecting URL for Domains
  • If your domain has a redirecting URL, you can specify it for the domains added to your instances. This is particularly important for Single Sign-On functionality, as redirects can prevent SSO from completing successfully. The Console will be using the redirecting URL as the primary domain in the SSO flow, so you can avoid encountering issues such as 302 redirect responses, ensuring a seamless login experience.

Improvements

• We've refined several design elements across the entire system for a more intuitive and visually appealing user experience.

Bug Fixes

• Resolved several minor bugs to enhance system stability and performance.