Insites Docs Change Log

Change Log

Date Period

Data v5.4.4

August 06, 2024

changelog image

Bug Fixes

  • Fix histories for add, edit and delete database items

Locator v5.1.2

August 05, 2024

changelog image

New Features

  • Enquiries Import and Export
  • Location External Endpoints
  • Enquiries External Endpoints

Bug Fixes

  • Fixed filtering with date period using "All"

CMS v5.5.4

July 31, 2024

changelog image

Bug Fixes

  • Fix bug where you cant update Globals
  • Fix bug where you cant update Collection when you have VCL enabled

Security

  • Reflected XSS Vulnerability Fixed

Console v5.8.0

July 31, 2024

changelog image

New Features

  • Insites Subscription Management
    • The Console now offers plans for Console accounts, each with specific limitations designed to optimize user experience and enhance security measures. These limitations will help manage and control access to various features within the Console ecosystem.

Improvements

  • Enhancements to UI and UX

Bug Fixes

  • Several bug fixes have been implemented across the entire system.

Pipeline v5.9.0

July 31, 2024

changelog image

New Features

  • Added Pipeline External Endpoints.
    • Opportunities
      • GET Opportunities
      • GET Opportunity
      • POST Opportunity
      • PUT Opportunity
      • PATCH Update Opportunity Status
      • DELETE Opportunity
    • Configuration
      • GET Pipelines
      • GET Pipeline
      • POST Pipeline
      • PUT Pipeline
      • PATCH Update Opportunity Status
      • DELETE Pipeline
    • Activities
      • GET Activities
      • POST Activity
      • PUT Activity
      • DELETE Activity
    • Webhooks
      • GET Webhooks
  • Stages in the Sales funnel reports chart is now following the assigned colour from the configuration.
  • Added Pipeline Webhooks and Global Pipeline Webhooks. Options to include webhooks on Pipeline Add,Edit,Delete and Opportunity Add,Edit,Delete.
  • Included all fields from CRM company and contact when adding contact and company on Opportunity form.
  • Added created_at and updated_at on advanced filter.
  • Included created_at on opportunity export.

Bug Fixes

  • Pipeline Inconsistent view betwen users (Fixed a bug on 'search by' field where related records with no company/stage/division is set are not included in the result).
  • Fixed the alignment of dropdown options for the won/lost reason modal.
  • Ordering of stages in the sales funnel report chart is now following the order in the pipeline configuration.
  • Fixed an issue where opening a contact link redirects to another contact.
  • Linebreaks are now being rendered on opportunity activity.
  • Pipeline import now showing an error if uploaded file requires a UUID and a text string is provided.

Improvements

  • Sales funnel reports graph updates: changed funnel chart to 3dfunnel, added a 3d donut chart.
  • UI Improvements on pipeline configuration page.

Assets v5.1.1

July 25, 2024

changelog image

New Features

  • Add support for preview of WEBP images

Bug Fixes

  • Fix content-type for uploaded files

Platform Update

July 10, 2024

New Features

  • Dynamic Layout Property: The page layout property now supports Liquid syntax to dynamically determine the layout.

  • Default Layout Configuration: New default_layout option in app/config.yml allows specifying a default layout for all pages.

  • Manual Management Updates: Ability to update manually_managed status via update_all mutations for views, layouts, and pages.

  • GeoJSON Validation: New reject_null_geojson_coordinates config option that raises validation errors for null GeoJSON coordinate values.

  • Records Update Tracking: records_update_all mutations now include _index_update attribute for customizations synchronization.

  • Internal API Calls: api_call_send gained an internal attribute enabling API calls to the same instance without counting toward API call limits.

Improvements

  • WebSocket Subscriptions: Subscription denials now trigger the rejected callback.

  • Database Export Performance: Significantly increased export performance for large instances.

Bug Fixes

  • Array Compact: Fixed nil handling for array compact operations.

  • Instance Exports: Resolved edge cases affecting exports of older instances lacking explicit feature flag configurations.

Assets v5.1.0

July 08, 2024

New Features

  • Can now display SVG

  • Manage assets on different modules

Improvements

  • Improve UX on folder selection

  • UI improvements

CRM v5.10.3

July 08, 2024

New Features

  • CRM History Tab
  • External APIs for CRM Activities

Improvements

  • Dashboard
    • Search by event description
    • Filter by Module
  • CRM Bulk Archive / Restore

Bug Fixes

  • Dashboard Date Period filter
  • CRM Custom Fields external link

Console v5.7.0

July 08, 2024

New Features

  • Upgraded the instance duplication process with enhanced error handling capabilities
  • Revamped event stream flow for improved user interaction

Improvements

  • Enhancements to UI and UX
  • Improved the filter functionality for Instance Metrics by implementing date range options
  • Implemented code optimizations to enhance overall system performance

Filter by

Date Period

131-140 of 491