Insites Docs Change Log

Change Log

Date Period

Forms v5.5.4

June 27, 2025

Bug Fix

  • Fix issue when saving changes from Form -> Settings

Forms v5.5.3

June 26, 2025

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Bug Fixes

  • Fix regenerate form code issue on edit form initialization.
  • Fix form builder single file upload (file and image versions).

Ecommerce v5.10.2

June 24, 2025

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New Features

  • Enabled webhook trigger on v1 API.
  • Updated shipping amount and quote total calculations based on shipping packages.

Improvements

  • Send quote webhook update when updating quote item,discount and shipping.
  • Contact Company validation improvements.
  • Contact Contact validation improvements.
  • Shipping Company validation improvements.
  • Shipping Contact validation improvements.
  • Billing Company validation improvements.
  • Billing Contact validation improvements.
  • Delete Modals heading updates.

Bug Fixes

  • Removed rounding of values on quote items to avoid miscalculation.
  • Change localization API call from insites/core/localisation to insites/core/localization.
  • Categories - Assign Product removed assigned products on the list and removed autofill in input fields.
  • Discounts UI updates.
  • Item tax now included when creating an order from a quote.
  • Item price now included when creating an order from a quote.
  • Quote custom field values now included when creating an order from a quote.
  • Included item image when creating an order from a quote.
  • Fixed map on billing address.
  • Fixed map on shipping address.
  • Fixed bug where address values does not show when editing.
  • Item image now included when creating an order from a quote.
  • Order default status set to Open for newly created order.
  • Shipping address search fixed.
  • Fixed custom field time causing error.

Ecommerce v5.10.1

June 18, 2025

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New Features

  • Enabled webhook trigger on v1 API.
  • Implemented Quote webhooks.

Improvements

  • Updated v1 API to use line_item_total directly from the payload if provided, instead of computing it.
  • Added "Quote Date", "Quote Company Name", and "Quote Contact Name" to customizable columns in Quote.
  • Included id field in all v2 API endpoints.

Bug Fixes

  • Resolved inconsistencies and bugs in the v2 API documentation.
  • Fixed issue where item pricing in Quote PDF exceeded two decimal places.
  • Fixed missing date in Quote PDF.
  • Fixed missing details in Quote PDF.

Breaking Changes

  • On v2 API renamed order parameter to sort_order to avoid confusion with ecommerce order in the documentation.

CRM v5.12.3

June 10, 2025

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New Features

  • The v2 API endpoint return value now includes the ID.

Breaking Changes

  • The order parameter on v2 API endpoints has been renamed to sort_order.

CRM v5.12.2

June 04, 2025

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New Features

  • Added API v2 endpoints for Contact Address, Company Address, Assign Contacts to Company, and Event Stream.
    See the updated v2 API documentation under API > Insites API Endpoints.

Ecommerce v5.10.0

May 30, 2025

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New Feature

  • API v2 is now available. You can check out the v2 API documentation under API > Insites API Endpoints.
    Note: API v2 requires CRM v5.12.0 or above, and API v5.1.0 or above.
  • Added the ability to search by SKU in quotes.
  • User table settings (page number, records per page, search, search by) now persist until you move to another feature.

Bug Fixes

  • Fixed an issue causing Stripe account updating errors.

Breaking Change

  • Updated the cart schema:
    • cart
      • uuid (type: string)
      • contact_uuid (type: string)
      • discount_code_uuids (type: array)
    • cart_item
      • uuid (type: string)
      • cart_uuid (type: string)
      • product_uuid (type: string)
      • quantity (type: integer)
      • variant_uuid (type: string)

Forms v5.5.2

May 23, 2025

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New Features

  • Email Designs for Email Notifications
    • Default Template
      • Use built-in Insites Forms email template.
    • CMS Layout
      • Customizable email - assign your own Layout from Insites CMS and create your own content via ins-editor.
    • Visual Editor
      • Drag-and-Drop editor with built-in email sections.

Improvements

  • Email Notifications UX
    • Add sections and descriptions.
    • Toolbox
      • Configurations for Database Fields are in line with the Fields tab.
        • Sorting
        • Labeling
        • Active Fields
    • Send Test Email based on selected email design.

Bug Fixes

  • Forms List - Fix Resource Column Sorting
  • Add / Edit Form
    • Fix Alert Messages - Error Message
    • Fix Form Preview
    • Fix Send Test Email in Autoresponder

Requirement

  • IMPORTANT NOTE: Update Insites CRM module to v5.12.1 or above before UPDATING to this version.

Breaking Changes

  • This updated version is NOT BACKWARDS COMPATIBLE to the previous versions of the Forms Module (v5.4.2 and below)
  • Updating to this module version will break existing forms. You will need to recreate your forms using the new form builder.

Events v5.5.0

May 20, 2025

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New Features

  • Global Tickets View
    • A new global view for all tickets has been added on the Events sidebar, providing a single location to see all tickets within the module.
  • Ticket PDF Layout Management
    • Introducing a "Ticket PDF Layout" section within Event Tabs, allowing you to design the base layout for your PDF tickets.
    • A starting layout has been created for you to explore the customization features. You have full control to update or reset it whenever you want.
  • Ticket PDF Generation
    • PDF tickets are now automatically generated upon creation or modification of ticket details.
    • Each ticket includes a unique QR code for easy scanning at events.
  • QR Check-in
    • A dedicated QR code scanning page has been added for streamlined ticket verification at events.

Improvements

  • Event Name Slugification
    • Event names are now automatically converted to a URL-friendly slug for the slug field.
  • Short Description Update
    • The "Short Description" field in Events has been converted to an HTML field.
    • Note: This is not a breaking change, but you may need to update how the short description is displayed in your application to accommodate HTML content.
  • UI/UX Enhancements
    • Various user interface and user experience updates have been implemented.
  • Added Database Fields
    • Events
      • ticket_layout
    • Event Tickets
      • ticket_pdf
      • ticket_scanned_date
      • ticket_scanned_by_administrator_uuid

CRM v5.12.1

May 12, 2025

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New Features

  • Added API v2 endpoints for Contact Custom Fields and Company Custom Fields.
  • You can now add and update custom fields for contacts and companies via custom_field.<property>.
    See the updated v2 API documentation under API > Insites API Endpoints.

Bug Fixes

  • Fixed inconsistencies in the v2 API documentation.

Improvements

  • Improved Database Object Usage Breakdown Performance.

Breaking Changes

  • Removed unused database table:
    • insites_brand

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