Insites Docs Change Log

Change Log

Date Period

Insites CRM 5.5.3

August 30, 2023

New Features

  • You can now add an Opportunity to the following entities via the ACTIONS dropdown button:
    • Company
    • Contact
  • You can now import and export URL Redirects in bulk

Bug Fixes

  • Fixed an issue where selecting an item on the ACTIONS dropdown button did not redirect to the correct CRM tab

Insites CMS 5.3.2

August 23, 2023

Improvements

When creating a CMS Page, you will now find that values entered in the 'Metadata' tab are displayed as preview values in the 'Open Graph' tab for the following fields:

  • Open Graph Title
  • Open Graph Description

Insites CMS 5.3.1

August 18, 2023

Bug Fixes

  • Resolved issue in displaying the Details of a database - driven Page
  • Fixed issue with SEO metadata wherein the canonical is displayed as empty in the web page source code even if the metadata has been provided. Fixes were applied to:
    • Dynamic pages
    • Database-driven pages

Insites Data 5.1.3

August 18, 2023

Bug Fixes

  • Resolved the issue where values from a database data source were not appearing in the dropdown list of a Data Source field

Insites Ecommerce 5.4.1

August 17, 2023

New Features

  • The following values can now be edited in the Instance Admin:
    • Order Value
    • Tax
    • Shipping Value
    • Total Value
  • The following fields have been added to the 'Order' schema:
    • Order Contact UUID
    • Order Company UUID
    • Shipping Contact UUID
    • Shipping Company UUID
    • Billing Contact UUID
    • Billing Company UUID

Bug Fixes

  • Fixed the mismatch between the status dropdown options and their corresponding input fields

Improvements

  • You can now delete Orders
  • The following fields in the 'Order Contact' tab are no longer required fields
    • First Name
    • Last Name

Figma - Insites Components

August 15, 2023

New Features

  • Added colours as local variables
  • Button Group
  • Component properties updated, see the Button Group documentation page for more details.
  • Colours updated to use the new local variables.
Buttons
  • Component properties updated, see the Buttons documentation page for more details.
  • Colours updated to use the new local variables.
Carousel
  • Colours updated to use the new local variables.
  • Updated buttons to use the new component.
  • Auto layout wraping feature updated for thumbnails.
Gallery
  • Component properties updated, see the Gallery documentation page for more details.
  • Colours updated to use the new local variables.
  • Auto layout wraping feature updated for thumbnails.
Heeading
  • Colours updated to use the new local variables.
  • Updated buttons to use the new component.
Loader
  • Update to use local variables for colour.
Accordion
  • Update to use local variables for colour.
  • Component properties updated, see the Accordion documentation page for more details.
  • Added placeholder to add custom content for the header.
Drawer
  • Update to use local variables for colour.
  • Component properties updated, see the Drawer documentation page for more details.
  • Added placeholder to add custom content for the header.
Dropdown
Header
  • Update to use local variables for colour.
  • Component properties updated, see the Header documentation page for more details.
Header User
Modal
  • Update to use local variables for colour.
  • Component properties updated, see the Modal documentation page for more details.
  • Added placeholder to add content for the modal.
Sidebar
  • Update to use local variables for colour.
  • Component properties updated, see the Sidebar documentation page for more details.
  • Added placeholder to add content for sidebar items and footer.
Steps
  • Update to use local variables for colour.
  • Component properties updated, see the Steps documentation page for more details.
Tabs
  • Update to use local variables for colour.
  • Component properties updated, see the Tabs documentation page for more details.
Card Select
  • Update to use local variables for colour.
  • Component properties updated, see the Card Select documentation page for more details.
  • Added placeholder to add content for the modal.
Check Card
  • Update to use local variables for colour.
  • Component properties updated, see the Check Card documentation page for more details.
  • Added placeholder to add content for the modal.
Checkbox
Code Editor
Credit Card
Date and Time
Image Picker
Input
  • Update to use local variables for colour.
  • Component properties updated, see the Input documentation page for more details.
Input Multiple
Markdown
Phone
  • Update to use local variables for colour.
  • Component properties updated, see the Phone documentation page for more details.
Radio
  • Update to use local variables for colour.
  • Component properties updated, see the Radio documentation page for more details.
Select
  • Update to use local variables for colour.
  • Component properties updated, see the Select documentation page for more details.
Select Group
Select Option
  • Update to use local variables for colour.
  • Component properties updated, see the Select Option page for more details.
Slider
Stepper
Switch
  • Update to use local variables for colour.
  • Component properties updated, see the Switch documentation page for more details.
Tel
  • Update to use local variables for colour.
  • Component properties updated, see the Tel documentation page for more details.
Textarea
Upload
  • Update to use local variables for colour.
  • Component properties updated, see the Upload documentation page for more details.
WYSIWYG Editor
Card
  • Update to use local variables for colour.
  • Component properties updated, see the Card documentation page for more details.
Charts - Sparkline
Filters
Filter Items
Info Table
Progress Bar
  • Update to use local variables for colour.

Insites Pipelines 5.8.4

August 14, 2023

New Features

  • You are now able to view History Logs related to an Opportunity

Bug Fixes

  • A scrollbar was added to the Reports filter so that all menu items can be viewed and selected 

Improvements

  • The drawer for viewing History Logs was widened for easier viewing

Insites CRM 5.5.2

August 08, 2023

Bug Fixes

  • Fixed issue with the system not being able to upload documents (files) for a custom field in a CRM Contact

Insites Pipelines 5.8.3

August 08, 2023

Bug Fixes

  • Fixed issue where data was not loading in the 'History' tab in the Pipeline Opportunities

Insites Forms 5.2.1

August 04, 2023

Bug Fixes

  • Fixed pagination issue on the 'All Forms' page
  • Fixed bug where toggle button labels are not being displayed on the form
  • Fixed issue where the following fields would not update when the Required field is filled out (front end and back end consistency):
    • Less Than
    • Greater Than
    • Less Than Or Equal To
    • Greater Than Or Equal To
  • Fixed issue where the conditional visibility is using the previous value of the input field instead of the current value
  • Fixed bug where the + and - buttons do not update visibility unless a value is provided directly 

Improvements

  • Improved the UI by using the Number input type for the default value

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