Insites Docs Change Log

Change Log

Date Period

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".

Platform Update

June 10, 2024

New Features

  • Validations Feature Flag: Introduced validations_for_graph_queries to add more validations for GraphQL queries.

  • admin_asset_update_all Mutation: New mutation enabling updates to the manually_managed property for assets.

Improvements

  • Background Jobs Sorting: Added sorting capability to admin_background_jobs GraphQL query.

  • Deploy/Sync Speed: Enhanced deployment and sync speed for large schemas.

  • Related Records Performance: Better performance when filtering by related_records.

  • html_to_text: Optional newline removal in html_to_text function.

  • Markdown Override: Markdown override support enabled.

  • Admin Assets Query: Now supports filtering and sorting by virtual_deleted_at.

Bug Fixes

  • Legacy Page Router: Corrected exact_match: false for complex scenarios.

  • ElasticSearch Warnings: Removed misleading ElasticSearch mapping warnings.

  • WebSocket current_user: current_user GraphQL query now functional in WebSocket contexts.

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

Insites Pipelines 5.8.7

May 22, 2024

New Features

  • Feature Request: Open list items in a new tab
  • Ability to add filter by names rather than UUIDs
  • Save the users preference of the search by field
  • Allow import of activities

Bug Fix

  • Check reporting by month
  • Fix stuck opportunities/filter
  • Functionality Bugs

Improvement

  • UI Updates
  • Graphql optimizations

Insites Data 5.4.0

May 17, 2024

New Feature

  • Export database items settings

Insites Events 5.4.1

April 26, 2024

New Features

  • Advanced Filters are now available when viewing Events
  • Ability to Search Events across various fields
  • Ability to set the columns of data you would like to display on Events
  • Advanced Filters are now available when viewing Venues
  • Ability to Search Venues across various fields
  • Ability to set the columns of data you would like to display on Venues
  • Added API Endpoint to get a discount by its 'Code'

Improvements

  • Updated the Import Tickets process and error logging
  • General UI and UX improvements

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