Insites Docs Change Log

Change Log

Date Period

Insites CRM 5.4.2

June 13, 2023

New Features

Integrations - Event Stream API Key

Insites Ecommerce 5.1.1

June 07, 2023

Improvements

Removed the order_number field from the following endpoints to improve data integrity:

Insites Ecommerce 5.1.0

June 06, 2023

New Features

  • Products can now be created in the Ecommerce module
  • Products in the Ecommerce module can now be edited
  • Products in the Ecommerce module can now be displayed in a list

Insites Pipelines 5.8.0

June 02, 2023

New Features

  • API Endpoint: Adding an Activity to an Opportunity
  • Opportunities can now be searched by Company Name
  • 'Company' and 'Contact' are now hyperlinked on an Opportunity Card
  • Added new status of 'Withdrawn' to Opportunities

Bug Fixes

  • Fixed missing divisions on the dropdown menu
  • Fixed inconsistency of displayed dates with respect to the Instance Settings
  • Fixed issue where users cannot search for contact names on the 'Lead Referred By' and 'Contact' dropdown fields

Improvements

  • The export file now displays the name (not just the UUID) for the following:
    • Opportunity
    • Owner
    • Lead Source
    • Lead Referred By
    • Company
    • Contact
    • Division
    • Pipeline
    • Stage
    • Won Reason
    • Lost Reason
  • Default time period for 'Opportunities per Month' graph in 'Reports' was changed to 'This Year'
  • Tabs now write to the URL for deep linking
  • 'Company Name' column is now available for export
  • Setting for the 'Table' or 'Board' view now persists to the user's last selection, even after leaving the application

Insites Ecommerce 5.0.6

June 01, 2023

New Features

Added the following fields to the Add Order and Update Order API Endpoints:

  • order_reference
  • user_uuid
  • company_id
  • company_uuid

Insites Data 5.1.0

May 30, 2023

New Features

  • Database Items can now be imported and exported into and from the Instance.

Improvements

  • Error logs for importing Database Items are now displayed on the 'Import Items' modal.

Insites CRM 5.4.1

May 24, 2023

New Features

Added the following API Endpoints:

Insites Permissions 5.1.0

May 23, 2023

Bug Fixes

  • Fixed various console errors

Improvements

  • History log now shows latest user that updated Permissions
  • Forms updated to latest design standard
  • Updated drawer display to be wider

Insites Ecommerce 5.0.5

May 23, 2023

Improvements

Added amount_due field in Update Order API Endpoint

Insites Pipelines 5.7.4

May 22, 2023

Bug Fixes

Fixed speed issue when loading pages containing forms

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