Insites Docs Change Log

Change Log

Date Period

Insites CRM 5.8.3

February 20, 2024

New Features

  • The stripe_id field has been added to the 'Company' table

Bug Fixes

  • Resolved an issue where the outdated Console SSO Key standard is still being used upon Instance creation
  • Resolved an issue where a user could not log in to a newly-duplicated Instance via single sign on (SSO) from the Console

Insites Ecommerce 5.6.2

February 16, 2024

New Features

  • The following fields have been added to the ecommerce_payment table:
    • bank_name
    • bank_bsb
    • bank_last_four_digits
    • payment_method_name
  • A new table, ecommerce_payment_method, was created

Insites Components v2.13.1

February 14, 2024

New Features

The following font icons have been created and are now available for use:
 - icon-pinterest
 - icon-pinterest-square
 - icon-filter-2

Insites Ecommerce 5.6.1

February 13, 2024

New Features

  • Categories now have a 'History' tab. The tab currently tracks events such as archiving, enabling, and disabling a category.
  • Products now have a 'History' tab. The tab currently tracks events such as archiving, enabling, and disabling a product.
  • Orders now have a 'System Info' tab displaying information about when the order was created and updated. It also displays who last updated the order.

Bug Fixes

  • Resolved the faulty button state shown when a payment is saved
  • Resolved an issue where the total amounts displayed on an order's detail's panel and the same order's 'Order Total' field do - not match when you are editing the order
  • Addressed date and time error whenever a payment is being updated
  • Resolved issues with the filter being unsuccessfully applied to a list of orders and breaking the orders list
  • Addressed an issue where the search feature indicated that no results were found even though testing revealed that the database contained the target items

Improvements

  • The 'Import' button now goes into a 'loading state' whenever an order file is being uploaded to indicate that the system is processing the import

Insites CRM 5.8.2

February 07, 2024

Bug Fixes

  • Addressed an issue with the reset password functionality

Insites Ecommerce 5.6.0

February 06, 2024

New

  • A new field, opportunity_uuid, has been added to the Orders table
     

Bug Fixes

  • Resolved issue where users could not integrate Stripe with their Instances using 'Integrations' on the Instance Admin
  • Orders can now be assigned any monetary value where previously, the value needed to be over $1.00
  • Addressed an issue where the Stripe screen appeared blank on Integrations in the Instance Admin
  • Resolved an issue where errors occurred during product creation or editing when attempting to upload a main image for the product.
  • Fixed an issue where you could not create a category unless a custom field were created for it
     

Improvements

  • Stripe keys are now stored in the Instance configuration database instead of being saved against a constant in the Instance to improve security
  • Customers are now stored in the CRM database as opposed to being stored in a separate database in Ecommerce
     

Breaking Changes

Insites CLI Tool v5.5.3

February 03, 2024

Bug Fixes

  • Addressed the issue where the CLI tool inaccurately flagged some partials as 'never included,' despite being used in the Instance.
     

Improvements

  • The audit logic now supports the function liquid tag 

Insites CRM 5.8.1

February 01, 2024

New Features

  • The stripe_id field has been added to the CRM Contact table

Insites Pipelines 5.8.5

February 01, 2024

New Features

  • You are now able to view all opportunities across all pipelines in a table view
  • You now have the ability to assign a form submission/database item ID to display the data in the opportunity
  • A celebration animation has been added whenever an opportunity is marked as won
  • Deep links have been added to all tabs within an opportunity
  • You can now create a contact/company (stored in the CRM) while creating an opportunity
  • You now have the ability to clear options from dropdowns
  • You can now assign an order to an opportunity
  • A field for specifying the 'status' when creating a new opportunity was added
  • The system now remembers user preferences

Bug Fixes

  • Addressed issues with the sales target reports
  • Pricing now shows the correct decimal places
  • Updated the empty state of the history tab
  • Fixed an issue that prevented some users to scroll down to the bottom to see all options
  • Removed unnecessary dates in the date filter
  • Fixed loading of opportunities when the cards are moved from one column to another
  • Resolved an issue that prevented the search parameter reset
  • Fixed an issue that sometimes made multiple cards move to a board instead of the selected one
  • Added a check to ensure the user is logged in before requesting data to avoid a hung state
     

Improvements

  • Updated the available items in the action menu
  • Updated board view scrolling
  • Updated opportunity history
  • Updated breadcrumbs

Insites CMS 5.5.1

January 23, 2024

New

  • A message preview screen has been added for creating or editing SMS content

Bug Fixes

  • Resolved an issue with the company logo not being displayed in Globals even though an image has been uploaded for it
  • Resolved an issue where the company logo image was broken on the site front end
  • Addressed issue with the search feature not returning the correct results
  • Resolved user interface issue where users could not scroll to the bottom of the page when editing an Auth Policy
  • Fixed inconsistencies between metadata description and SEO (Open Graph) titles
  • Addressed issues with the metadata description not being updated whenever a page is edited

Breaking Changes

  • On Collections rename the metadata from database_name to source_name
  • On Pages rename the metadata from schema to schema_content

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