Change Log

New Features

• Select activities in the Pipeline are now logged in the Event Stream
• Pipeline Opportunities now have a 'History' tab

Bug Fixes

• Fixed an issue where the dropdown filter only displays ten items. The dropdown filter item now displays all available Pipelines across all tabs and pages in the Pipeline

Improvements

• Opportunities in the Pipeline can now be associated with multiple Contacts

New Features

• The Stepper UI component can now be used for the following fields:
• Integer
• Float

Bug Fixes

• Fixed issues with 'rows per page' and pagination features not working on the page that displays all available forms
• Fixed issue with the hidden field not getting saved in the form builder
• Fixed issue where visibility and pre-filled logic for hidden fields kept being regenerated in the form code
• Fixed bug where the UI was preventing form code regeneration after a field was deleted from the database

Improvements

• Stepper field labels have been made optional
• You can now set the button colour for the following buttons:
    - SAVE
    - NEXT
    - BACK

New Features

• The Stepper UI element is now available for use on the following fields:
• Integer
• Float

Breaking Changes

• The default file path used in Content, Layouts, and Partials has been changed from modules/insites_cms/public/views/... to modules/ins_cms/public/views/.... Pages created in the module from v5.2.5 below will not be displayed in the list page
• The Locations address fields in Globals have been changed to utilise multiple fields instead of one JSON file. 

Please refer to our documentation on How to Handle Breaking Changes to help you in updating to a new module in your Instance.

Bug Fixes

• Fixed the issue where addresses from Globals are not displayed on the email template

Improvements

• Added more fields for importing and exporting Content

New Features

• The forms now support conditional logic
• The forms now support question logic
• It is now possible to use conditional validation on the forms
• The forms can now be prefilled using query strings located in the URL
• The forms now support conditional visibility
• Hidden fields can now be added to the form - additional fields displayed and used while not saved on the database

Bug Fixes

• Issue fixed where a form cannot be submitted whenever an image or file is attached to the following fields:
  • Array Multiple
  • Media File
  • Media Image
• Fixed the issue where fields were only using the left column when creating two-column fields on the stepper form
• Fixed the issue where the drawer for the Markdown UI element does not close when you save the field

Improvements

• Added 'Archive' row action link for Ecommerce Products

Breaking Change

• All fields in the Databases module that use a  Contact or Company field to connect to other database tables (Data Source) now use the UUID instead of ID as the Data Source field.

Please refer to our documentation on How to Handle Breaking Changes to help you in updating to a new module in your Instance.

Bug Fixes

• Fixed issue where the module could not access the API endpoints.

Breaking Changes

• Updated the way the Insites Core looks up addresses in the CRM. Update applied from Insites Core v5.5.0 to the latest version.
• You will also need to update the CMS module to v5.3.0.

Please refer to our documentation on How to Handle Breaking Changes to help you in updating to a new module in your Instance.

Bug Fixes

• Fixed an issue where a user's input in the CRM Globals was not displayed in the Email Layout.

Improvements

• You can now upload the following additional file types:
  • PDF
  • HTML

New Features

• Documents can now be added to a Company in the CRM
• You can now view the Profiles assigned to a Contact in the CRM
• You can now archive Companies and Contacts in the CRM using a CSV file
• The Companies CSV import file now has a new column: Is Archived
• The Contacts CSV import file now has a new column: Is Archived
• You can now view a Contact's related Opportunities using the CRM.
• You can now view a Company's related Opportunities using the CRM.

Bug Fixes

• Fixed issue where unrelated companies appeared when Contacts were exported

Improvements

• The system has undergone improvements in its URL handling. It now automatically appends the https:// prefix to any valid URL. Inputs that start with www are now read as valid inputs
• An Administrator can now also be stored in the CRM as a Contact and vice versa
• Company name displayed when viewing Contact details in the CRM is now hyperlinked to the company

New Features

• Added a 'Custom Fields' feature to the following Ecommerce components:
  • Products
  • Categories
  • Orders
• Added import/export feature to the following Ecommerce components:
  • Products
  • Categories
  • Orders