Change Log

New Features

• Save custom date on 'Table' view filter.
• 'Company' column added to the Opportunities 'Table' view.
• Hyperlink added to company name in 'Opportunity Details.'

Bug Fixes

• Remove hard-coded words in the Pipeline Reports user interface.
• Fixed 'Sales Target' data to display the amount entered into the 'Edit Sales Target Chart' form.
• Adjusted the 'Graph' to ensure data consistency with the information presented in the 'Table.'
• Fixed the cross-browser issue when displaying graphs

Bug Fixes

• Fixed Liquid errors on the Insites Dashboard.
• Fixed Liquid errors on the Settings menu.

Bug Fixes

• Fixed page parameter issue for the filters when switching between the 'Board' and 'Table' views.
• Fixed issue in Opportunity Reports where the figures are not being displayed on hover.

New Features

• Show UUID in the 'Opportunity Details' page section.
• Add new condition for importing files.

Bug Fixes

• Fixed issue when adding a Custom Field to a Pipeline.
• Fixed 'undefined' issue in the 'ACTIONS' button.
• Fixed data display issue in the form when editing an Opportunity.
• Fixed 'Status' filter item.
• Fixed Opportunity status options.
• Button styling fixes.
• Fix issues with default order styling when listing Pipeline Opportunities.
• Fixed issue with the Sales Funnel not displaying all Opportunities

Improvements

• Styling; Added comma to sales numbers.

New Features

• Orders list page
• Update order page
• Add Order API endpoint

Please visit the Insites API Documentation for more details.

Improvement

• Updates done to Pipeline Reports user interface.

New Features

• Update Insites Fonts

New Features

• Users now get a warning message before deleting a Pipeline Stage.

Improvements

• Visual updates to Reports.
• Users are prevented from importing records if the company provided has been archived.

Bug Fixes

• Bug fixes on Opportunity fields.
• Opportunity owner issue fixed by using custom fields.

Announcing the release of Insites Ecommerce v5.

New Features

• Created External API Endpoint for Updating Address in CRM Company / Contact

Please visit the Insites API Documentation for more details.

Bug Fixes

• Fixed Custom Field loading
• Fixed 'Forgot password' email issue
• Fixed 'Resend email' issues

Improvements

• User experience modified for Console SSO
• Updates done to sitemap code
• Documents tab added for CRM Contacts and Companies
• Updated Custom Field layout