Insites Docs Change Log

Change Log

Date Period

Data v5.4.3

July 02, 2024

Bug Fixes

  • Fix File (Multiple) file upload

Data v5.4.2

June 28, 2024

Bug Fixes

  • Fix Media File and File Multiple uploading video files

Data v5.4.1

June 26, 2024

Improvements

  • Add Max File Size (MB) for Media and File Multiple field types

Bug Fixes

  • Fix no items found error in Export Data when ID is the filter field

Pipelines v5.8.10

June 24, 2024

Bug Fixes

  • Create component modal instead of using sweet alert for the update opportunity status to follow required options for won or lost on the pipeline configuration
  • Add validation and error messages while creating company and contact on opportunity add/edit
  • Cannot add opportunities - Fixed a bug where default layout for the endpoint was not set
  • Removed the code that updates the date and time based on the instance localization
  • Added , as thousand separators on report values

Permissions v5.2.1

June 21, 2024

Bug Fixes

  • Fix sorting on edit profiles

Pipelines v5.8.9

June 19, 2024

Improvements

  • Added "Add Opportunity" Button on Board View when there are no opportunities created
  • Show empty state if there is no active pipeline on sales funnel report.

Bug Fixes

  • Pipeline Reports - Sales funnel report not showing stages
  • Opportunity Board View - Selected Pipeline stages still showing after deactivating pipeline in the configuration

CRM v5.10.2

June 18, 2024

Bug Fixes

  • Fix login page styling issue

Pipelines v5.8.8

June 14, 2024

New Features

  • Lost and Won reasons can now be set to non-mandatory. This can be enabled or disabled in the respective pipeline configuration.

Improvements

  • Various UI and UX updates

Bug Fixes

  • Fixed a bug where custom fields are not being displayed.

Breaking Changes

  • Renamed "system_fields" to "pipeline_system_field" and also renamed the Field Properties "field_label" -> "value" and "type" -> "system_field".
  • Created a migration file to get contents of table "system_fields" to populate the table "pipeline_system_field" including their UUID.
  • Added a property "stage_weighting" on table "pipeline_stage" to be used for sorting of stages.
  • Removed the property "stage_order" from table "pipeline".

Insites CRM 5.10.1

May 29, 2024

Bug Fix

  • Fix generated workflow email content Form Submission Details

Insites CRM 5.10.0

May 27, 2024

New Features

  • Sitemap reset button
  • Import/Export relationships

Breaking changes

  • Update sitemap, will now only include pages with sitemap enabled.
    • Update database_name to source_name
    • Update list_enabled to is_list_layout_enabled
    • Update details_enabled to is_details_layout_enabled
    • Update default code of sitemap

Improvements

  • Emails design improvments
  • UI Improvements

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