Change Log

New

• The following fields are now included when exporting an order:
  • Order ID
  • Opportunity UUID
• The following fields have been made available for importing orders into your Instance:
  • Order Number
  • Opportunity UUID
     

Improvements

• You can now use the 'Order Number' to search for orders using the advance search feature

Bug Fixes

• Resolved an issue where partials weren't visible on the Instance Admin after saving code from a local machine because partials were expected to be saved within the modules/ins_cms directory. Now, all partials, except for Insite-exclusive ones, are displayed on the Instance, regardless of their location.
• Fixed the issue where authorization policies were being deleted because of the VCL

Bug Fixes

• Resolved an issue where the link to a particular CRM contact in a database item details page directs you to the wrong contact.

New

• A link is now displayed when using a 'Data Source' field to link to a company in the CRM. The link allows you to view company details. 
• You now have the option to download all files from 'File (Multiple)' fields in a database item
• A 'System Details' tab has been added to the database items. It allows you to view the following information about a particular database item:
  • Created At
  • Updated At
  • Last Updated By
  • Deleted At
• You can now use advanced searching, sorting, and filtering features when viewing database items
• A 'History' tab has been added, allowing you to view the history details of a database item
   

Improvements

• The Instance now saves the application state, including applied filters, pagination settings, and user search results.
• The form for adding 'Metadata' when creating a field has been removed.

New

• A new module, 'Events,' has been created and can now be accessed via the main menu
• The 'Events' module is now included in the 'Insites Modules' list within 'Settings' 

Bug Fixes

• Resolved an issue where Globals data do not load on a new Instance
• Resolved an issue that caused pages to freeze whenever a user tried to open files inside a folder
• Resolved an issue where SMSs could not be created
   

Improvements

• The system now displays 'Created at' and 'Updated at' details when viewing a file using the Explorer
• Folders are now collapsed by default when you navigate to the CMS Explorer
• The 'Insites External Email Layout' has been added as one of the layouts you can use when creating an email in the CMS

New

The following API endpoints can now be used for Ecommerce payments:

• Get Payment
• Get Payments
• Add Payment
• Update Payment

New

• Opportunities now feature a 'Related Contacts' tab that can be used to assign contacts to an opportunity
• You can now filter by pipeline name in the table view for opportunities
   

Bug Fixes

• Resolved an issue where the export function was not able to export all pipeline records
• Resolved an issue where the history log for an opportunity was not being created
   

Improvements

• The Instance now warns users trying to add custom fields to a pipeline if they are using a field name that has already been taken
• The 'Target Conversion Date' column is once again featured in the 'table view' option for opportunities
• You can now search for opportunities using the company name they are related to
• You can now search for opportunities by pipeline name

New

• 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

New

• 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