Change Log

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• Users are prevented from importing records if the company provided has been archived.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

New Features

API Endpoints created

• Creating an Opportunity
• Updating an Opportunity
• Adding an activity to an Opportunity
• Add an option to provide a reason when marking an Opportunity as 'Won.'
• Add an option to provide a reason when marking an Opportunity as 'Lost.'

Please visit the Insites API Documentation for more details.

Improvements

• You can now use filters to organise information in your Pipeline.
• Opportunities can now be filtered by status.

Please visit the Insites User Guide for more details.

Bug Fixes

• Pagination errors.
• Table sort errors.

New Features

• admin_page_update_all Mutation: New GraphQL mutation for batch page updates.

• Hash Filters: Introduced hash_keys and hash_values Liquid filters.

• www_form_encode Filter: New Liquid filter for form encoding.

• Unescape JavaScript Filter: Added capability to unescape JavaScript content.

• Deploy/Sync Deletion: Allow deletion operations during deploy and sync processes.

Improvements

• CSV Sanitization: to_csv filter now includes a sanitize option.

• Session Management: sign_in tag now allows session timeout specification.

• WebSocket Security: WebSockets now require CSRF token validation.

• hCaptcha: Added invisible option for hcaptcha spam protection.

• GraphQL Enhancements: records_create includes table in return type; activities now support sorting.

• Template Flexibility: Allow include/render/function in local remote contexts; layout can be specified as Liquid.

Bug Fixes

• Timeout Error Handling: Intercept open and write timeout errors.

• Try Block Errors: Ensure errors always raise inside try blocks.

Announcing the release of the Insites Pipeline.