Change Log

Bug Fixes

• Fixed old tasks not showing in new UI
• Fixed unable to edit and view task

New

• Marketplace Categories

• Instance's Event Stream Filter

  • The Event Stream of Instances now includes enhanced filtering options. You can filter logs by action, user, and date range, and also search within log descriptions for specific terms.

Improvements

• Enhanced UI and UX for a more seamless interaction, and updated multiple email data to provide more detailed notifications

Bug Fixes

• System logs for enquiries import is showing Insites Events instead of Insites Locator
• Can't select menu item on table bulk action
• Enquiries not showing all records on initial load
• System Fields 'Add Fields' button moves when hovering on tab header scroll bar
• Fixed System Fields Categories button not adjusting to correct position

Improvements

• Locations add/edit form updated to new standard
• Categories add/edit form updated to new standard
• Locations import/export improvements
• Categories import/export improvements
• Other UI Improvements

Bug Fix

• Fixed sorting issues on table view
• Fixed an issue where clicking 'Download CSV' multiple times resulted in duplicate headers.
• Can't create opportunity after creating contact/company
• Card hyperlink color does not reset after being clicked
• Sorting issue on System fields
• Clicking Add Opportunity from CRM Company opens the Opportunity Add page and populating the fields with different opportunity details
• Sorted filter options in alphabetical order
• Custom field date is now being displayed with localisation
• Fixed importing opportunity does not set custom fields
• Added word "Refresh" hyperlinked on the toast notification when import is finished
• Fixed bulk delete on table view

Improvements

• Align System Fields button position same as the CRM
• Aligned Activity UI and database with CRM
• Reports UI improvements
• System fields UI improvements
• Breadcrumbs link update

New Features

• Customize the display fields on the opportunities table view
• Customize the display fields on the opportunities card view
• Send webhook when moving opportunity to another column
• Updating opportunity does not refresh due to webhook being blocked by CORS
• Add task to an opportunity

New Features

• Ability to delete contacts
• Ability to delete companies
• Search field for get contacts public endpoint
• Search field for get company public endpoint
• Public endpoint to get Administrators
• Public endpoint to get System Fields
• Filter on contacts export
• Filter on companies export

Bug Fixes

• Fixed bug where you can enter string on activity duration
• Fixed bug where action items goes to wrong tab
• Fixed error when loading event stream
• Line break now shows on notes
• Various minor bug fixes

Improvements

• Improved contacts loading
• Renamed Contact Unique Content tab to Personal Info tab
• Renamed Company Unique Content tab to Company Info tab
• Renamed Company and Contact History tab to Event Stream tab
• Matched return value of GET and POST public endpoint of companies
• UI Improvements

Deprecation

• Removed timezone and daylight saving time, insites now display time based on device

New

• Instance Domains

  • Production instances now have the capability to request custom domains. To obtain a custom domain, just submit a request with your desired domain name. We will take care of the process for you. Once everything is set up, the domain will appear in your list as soon as it becomes active.

Bug Fixes

• Addressed bugs to improve performance and reliability.

Bug Fixes

• Fix error state styling ins-markdown-editor.
• Fix ins-table pagination responsiveness.
• Fix ins-modal responsiveness.
• Fix ins-sidebar default full-logo and icon-logo on mobile.
• Fix input text not clearing after pressing Enter or clicking + in ins-input-multiple.

Breaking Changes

• If you have updated any of these components styling and responsiveness. We advise to check for CSS conflicts because of the fixes that we've done.
  • ins-markdown-editor
  • ins-modal
  • ins-table

NOTES:

• Please do a hard refresh to see the updates.
• You can also use our versioning of our components https://docs.insites.io/web-components/versions.
  • Previous version: v2.14.1

Improvement

• Added new font icons
  • icon-facebook-solid
  • icon-google-solid
  • icon-google-square
  • icon-insites-solid
  • icon-insites-square
  • icon-linkedin-solid
  • icon-phone-square
  • icon-pinterest-solid
  • icon-rss-solid
  • icon-rss-square
  • icon-share-solid
  • icon-share-square
  • icon-share-2-solid
  • icon-share-2-square
  • icon-social-x-solid
  • icon-sort

Deprecation

• Deprecated icons
  • icon-facebook-stroke
  • icon-google-stroke
  • icon-linkedin-stroke
  • icon-twitter-stroke
  • icon-youtube-stroke

NOTE: Please do a hard refresh to see the updates.

New

• Instance Billing Plans

  • Our Instance Billing Plans are designed to support your production environments, allowing you to seamlessly run your applications and business tools. These flexible plans include a range of overage items based on a usage-based model, ensuring that your billing reflects the actual usage of various features included in your chosen plan.

Improvements

• Improved UI and UX

Bug Fixes

• Several bug fixes have been implemented across the entire system.

New Features

• Import and export payment records

Improvements

• Various UI Improvements
• Update various UI screens

Bug Fixes

• Missing % sign on product quick view
• Fixed contact links in Billing, Shipping, and contact tabs on the Order page
• Misspelled fields on the 'Product Details' tab when creating a product
• Restored the liquid snippet section on the bottom of the 'Metadata,' 'Schema,' and 'Open Graph' tabs
• Removed unnecessary liquid logs