Insites Docs Change Log

Change Log

23 February 2024

Insites Ecommerce v5.6.3

New

The following API endpoints can now be used for Ecommerce payments:

22 February 2024

Insites Pipeline v5.8.6

New

  • Opportunities now feature a 'Related Contacts' tab that can be used to assign contacts to an opportunity
  • You can now filter by pipeline name in the table view for opportunities
     

Bug Fixes

  • Resolved an issue where the export function was not able to export all pipeline records
  • Resolved an issue where the history log for an opportunity was not being created
     

Improvements

  • The Instance now warns users trying to add custom fields to a pipeline if they are using a field name that has already been taken
  • The 'Target Conversion Date' column is once again featured in the 'table view' option for opportunities
  • You can now search for opportunities using the company name they are related to
  • You can now search for opportunities by pipeline name

20 February 2024

Insites CRM v5.8.3

New

  • The stripe_id field has been added to the 'Company' table
     

Bug Fixes

  • Resolved an issue where the outdated Console SSO Key standard is still being used upon Instance creation
  • Resolved an issue where a user could not log in to a newly-duplicated Instance via single sign on (SSO) from the Console

16 February 2024

Insites Ecommerce v5.6.2

New

  • The following fields have been added to the ecommerce_payment table:
    • bank_name
    • bank_bsb
    • bank_last_four_digits
    • payment_method_name
  • A new table, ecommerce_payment_method, was created

14 February 2024

Insites Components v2.13.1

New

The following font icons have been created and are now available for use:
 - icon-pinterest
 - icon-pinterest-square
 - icon-filter-2

13 February 2024

Insites Ecommerce v5.6.1

New

  • Categories now have a 'History' tab. The tab currently tracks events such as archiving, enabling, and disabling a category.
  • Products now have a 'History' tab. The tab currently tracks events such as archiving, enabling, and disabling a product.
  • Orders now have a 'System Info' tab displaying information about when the order was created and updated. It also displays who last updated the order.
     

Bug Fixes

  • Resolved the faulty button state shown when a payment is saved
  • Resolved an issue where the total amounts displayed on an order's detail's panel and the same order's 'Order Total' field do - not match when you are editing the order
  • Addressed date and time error whenever a payment is being updated
  • Resolved issues with the filter being unsuccessfully applied to a list of orders and breaking the orders list
  • Addressed an issue where the search feature indicated that no results were found even though testing revealed that the database contained the target items
     

Improvements

  • The 'Import' button now goes into a 'loading state' whenever an order file is being uploaded to indicate that the system is processing the import

07 February 2024

Insites CRM v5.8.2

Bug Fixes

  • Addressed an issue with the reset password functionality

06 February 2024

Insites Ecommerce v5.4.5

Bug Fixes

  • Fixed an issue where the Stripe API returned a 'false' Live Mode setting, even though the setting was set to 'true' in the Instance Admin

03 February 2024

Insites CLI Tool v5.5.3

Bug Fixes

  • Addressed the issue where the CLI tool inaccurately flagged some partials as 'never included,' despite being used in the Instance.
     

Improvements

  • The audit logic now supports the function liquid tag 

01 February 2024

Insites CRM v5.8.1

New

  • The stripe_id field has been added to the CRM Contact table
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