Insites Docs Change Log

Change Log

Date Period

Insites CRM 5.5.0

July 13, 2023

New Features

  • Documents can now be added to a Company in the CRM
  • You can now view the Profiles assigned to a Contact in the CRM
  • You can now archive Companies and Contacts in the CRM using a CSV file
  • The Companies CSV import file now has a new column: Is Archived
  • The Contacts CSV import file now has a new column: Is Archived
  • You can now view a Contact's related Opportunities using the CRM.
  • You can now view a Company's related Opportunities using the CRM.

Bug Fixes

  • Fixed issue where unrelated companies appeared when Contacts were exported

Improvements

  • The system has undergone improvements in its URL handling. It now automatically appends the https:// prefix to any valid URL. Inputs that start with www are now read as valid inputs
  • An Administrator can now also be stored in the CRM as a Contact and vice versa
  • Company name displayed when viewing Contact details in the CRM is now hyperlinked to the company

Insites Ecommerce 5.3.0

July 13, 2023

New Features

  • Added a 'Custom Fields' feature to the following Ecommerce components:
    • Products
    • Categories
    • Orders
  • Added import/export feature to the following Ecommerce components:
    • Products
    • Categories
    • Orders

Insites CMS 5.2.5

July 07, 2023

Bug Fixes

  • Fixed issue wherein the code from developers' local machines do not update in the Instance Admin when editing database driven pages

Insites Forms 5.0.0

July 04, 2023

Announcing the release of the Insites Forms v5.0.0

Insites CMS 5.2.4

June 23, 2023

Bug Fixes

Fixed issue where the GraphQL queries for Globals could not be found

Insites Ecommerce 5.2.0

June 23, 2023

New Features

  • Added the following pages:
    • Configuration
    • Categories
  • New API Endpoints

Bug Fixes

  • Fixed issue where Stripe keys do not load the first time the Instance attempts to load them

Improvements

  • Additional optional values are now available for Order and Payment statuses
  • The Stripe module is now integrated with Ecommerce

Insites CRM 5.4.4

June 23, 2023

###Improvements

  • Removed connection of stripe sidebar menu to Stripe Module

Insites Pipelines 5.8.1

June 23, 2023

Improvement:

  • You can now right-click on Companies and Contacts in an Opportunity and open them in a new tab

Insites CMS 5.2.3

June 19, 2023

New Features

Bug Fixes

  • Fixed issue where using the CMS Globals partial inside the public/emails folder causes an error: content_for tag not supported in searchable pages

Insites CRM 5.4.3

June 18, 2023

New Features

Event Stream API Endpoints:

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