Change Log

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

Bug Fixes

• Fixed issue wherein the code from developers' local machines do not update in the Instance Admin when editing database driven pages

Announcing the release of the Insites Forms v5.0.0

Bug Fixes

Fixed issue where the GraphQL queries for Globals could not be found

New Features

• Added the following pages:
  • Configuration
  • Categories
• New API Endpoints
  • Stripe
  • Categories

Bug Fixes

• Fixed issue where Stripe keys do not load the first time the Instance attempts to load them

Improvements

• Additional optional values are now available for Order and Payment statuses
• The Stripe module is now integrated with Ecommerce

###Improvements

• Removed connection of stripe sidebar menu to Stripe Module

Improvement:

• You can now right-click on Companies and Contacts in an Opportunity and open them in a new tab