Change Log

Improvements

• ins-table - Add class name in row-actions based on the row action name

Bug Fixes

• Fix loading issue

New Features

• Email Sending Without Liquid: The email_send GraphQL mutation now includes an email argument, allowing sending email without Liquid and removing the necessity of using app/emails directory.

• API Call Sending Without Liquid: The api_call_send GraphQL mutation accepts a new api_call argument to send API calls without Liquid.

• SMS Sending Without Liquid: The sms_send GraphQL mutation gained an sms argument, enabling sending SMS without Liquid.

Improvements

• array_overlaps Performance: The array_overlaps filter received optimization enhancements for better processing speed.

Bug Fixes

• User Profile Updates: Resolved a bug when updating user profiles where a deleted profile of the same type exists.

Bug Fixes

• Fixed old tasks not showing in new UI
• Fixed unable to edit and view task

New Features

• Trailing Slash Redirect: New redirect_trailing_slash config option allows instances to automatically redirect URLs ending with a slash to their non-slash equivalent.

Improvements

• Users Query Performance: Enhanced performance for the users query when working with related_records.

Bug Fixes

• pos-cli data clean: The pos-cli data clean command now properly restores app/config.yml feature flags back to their default settings.

New Features

• Marketplace Categories
• Instance's Event Stream Filter
  • The Event Stream of Instances now includes enhanced filtering options. You can filter logs by action, user, and date range, and also search within log descriptions for specific terms.

Improvements

• Enhanced UI and UX for a more seamless interaction, and updated multiple email data to provide more detailed notifications

Improvements

• Locations add/edit form updated to new standard.
• Categories add/edit form updated to new standard.
• Locations import/export improvements.
• Categories import/export improvements.
• Other UI Improvements.

Bug Fixes

• System logs for enquiries import is showing Insites Events instead of Insites Locator.
• Can't select menu item on table bulk action.
• Enquiries not showing all records on initial load.
• System Fields 'Add Fields' button moves when hovering on tab header scroll bar.
• Fixed System Fields Categories button not adjusting to correct position.

New Features

• Customize the display fields on the opportunities table view
• Customize the display fields on the opportunities card view
• Send webhook when moving opportunity to another column
• Updating opportunity does not refresh due to webhook being blocked by CORS
• Add task to an opportunity

Improvements

• Align System Fields button position same as the CRM
• Aligned Activity UI and database with CRM
• Reports UI improvements
• System fields UI improvements
• Breadcrumbs link update

Bug Fixes

• Fixed sorting issues on table view
• Fixed an issue where clicking 'Download CSV' multiple times resulted in duplicate headers.
• Can't create opportunity after creating contact/company
• Card hyperlink color does not reset after being clicked
• Sorting issue on System fields
• Clicking Add Opportunity from CRM Company opens the Opportunity Add page and populating the fields with different opportunity details
• Sorted filter options in alphabetical order
• Custom field date is now being displayed with localisation
• Fixed importing opportunity does not set custom fields
• Added word "Refresh" hyperlinked on the toast notification when import is finished
• Fixed bulk delete on table view

New Features

• Ability to delete contacts
• Ability to delete companies
• Search field for get contacts public endpoint
• Search field for get company public endpoint
• Public endpoint to get Administrators
• Public endpoint to get System Fields
• Filter on contacts export
• Filter on companies export

Improvements

• Improved contacts loading
• Renamed Contact Unique Content tab to Personal Info tab
• Renamed Company Unique Content tab to Company Info tab
• Renamed Company and Contact History tab to Event Stream tab
• Matched return value of GET and POST public endpoint of companies
• UI Improvements

Bug Fixes

• Fixed bug where you can enter string on activity duration
• Fixed bug where action items goes to wrong tab
• Fixed error when loading event stream
• Line break now shows on notes
• Various minor bug fixes

Deprecations

• Removed timezone and daylight saving time, insites now display time based on device

New Features

• Instance Domains
  • Production instances now have the capability to request custom domains. To obtain a custom domain, just submit a request with your desired domain name. We will take care of the process for you. Once everything is set up, the domain will appear in your list as soon as it becomes active.

Bug Fixes

• Addressed bugs to improve performance and reliability.

New Features

• array_uniq Filter: A new filter that provides an alternative to the existing uniq filter. Unlike uniq, array_uniq prevents the flattening of input parameters, offering greater control over data structure preservation.

Bug Fixes

• Module Deployment: Resolved a deployment problem affecting projects with complex module dependencies, where modules used within migrations of other modules would trigger missing file errors on initial deployment.