Insites Docs Change Log

Change Log

Date Period

Insites CRM 5.10.1

May 29, 2024

Bug Fix

  • Fix generated workflow email content Form Submission Details

Insites CRM 5.10.0

May 27, 2024

New Features

  • Sitemap reset button
  • Import/Export relationships

Breaking changes

  • Update sitemap, will now only include pages with sitemap enabled.
    • Update database_name to source_name
    • Update list_enabled to is_list_layout_enabled
    • Update details_enabled to is_details_layout_enabled
    • Update default code of sitemap

Improvements

  • Emails design improvments
  • UI Improvements

Insites Pipelines 5.8.7

May 22, 2024

New Features

  • Feature Request: Open list items in a new tab
  • Ability to add filter by names rather than UUIDs
  • Save the users preference of the search by field
  • Allow import of activities

Bug Fix

  • Check reporting by month
  • Fix stuck opportunities/filter
  • Functionality Bugs

Improvement

  • UI Updates
  • Graphql optimizations

Insites Data 5.4.0

May 17, 2024

New Feature

  • Export database items settings

Insites Events 5.4.1

April 26, 2024

New Features

  • Advanced Filters are now available when viewing Events
  • Ability to Search Events across various fields
  • Ability to set the columns of data you would like to display on Events
  • Advanced Filters are now available when viewing Venues
  • Ability to Search Venues across various fields
  • Ability to set the columns of data you would like to display on Venues
  • Added API Endpoint to get a discount by its 'Code'

Improvements

  • Updated the Import Tickets process and error logging
  • General UI and UX improvements

Insites CRM 5.9.0

April 25, 2024

New Features

  • CRM Webhooks - integrate your applications and automate processes with real-time data exchange triggered by specific events
  • New Contact field "Lead Source"
  • New Contact field "Nationality"
  • New Contact field "Prefix"
  • New Contact field "Stripe ID"
  • New Contact field "Owner Contact" and "Owner Company"
  • Orders tab in Contacts
  • Events tab in Contacts
  • System Info tab in Contacts
  • New Company field "Lead Source"
  • New Company field "Stripe ID"
  • New Company field "Owner Contact" and "Owner Company"
  • Orders tab in Contacts
  • System Info tab in Contacts
  • Advanced Search, Filters and Customisable Columns
  • Relationships tab in CRM Contacts and Companies

Improvements

  • UI Improvements

Breaking Changes

  • Updated Sitemap
    • Update database_name to source_name
    • Update list_enabled to is_list_layout_enabled
    • Sitemap will only include pages with sitemap enabled.
    • To add page sitemap, you can add metadata is_sitemap_enabled: "true" or enabled it through IIA

Insites CLI Tool v5.6.0

April 22, 2024

Improvements

  • Update GUI pages
    - Migrate pages to a Single App
    - Add theming option
    - Add system pages
  • Migrate GraphQL page
    - Update GraphQL page to use new GraphiQL version
  • Migrate Liquid page
    - Update Liquid page to use CodeMirror
  • Update Logs page
    - Update Logs page to use JSON tree and CodeMirror
    - Add copy option to JSON tree
    - Add select option for programming languages
    - Add show metadata option

Bug Fixes

  • Address issue with CLI logs not showing the actual logs but the interval count instead

Insites Events 5.4.0

April 19, 2024

New Features

  • Discount Codes
  • Export Events
  • Import tickets to an Event
    • Ticket Number Column is for editing a Ticket's details. If ticket number is added the import feature will update the ticket with the corresponding number.
    • Users cannot assign a ticket number.
  • Allow editing of capacity of event venue area
  • Allow Online Event type to sell tickets

Improvements

  • Event Venue Areas UI Updates
  • System Fields UI Updates
  • Venues UI Updates
  • Update Add Ticket external endpoint to process multiple items without the timeout issue
  • Update DateTime fields format

Bug Fix

  • Have the user reupload the image when editing a Speaker/Sponsor on an Add page to avoid add function issues.
  • Fix remaining capacity not updating correctly because two venues have the same area name.
  • Fix Events Import issue
  • Update Event Venue Select Lookup field component

Insites Components v2.13.4

April 15, 2024

Bug Fixes

  • Fix ins-input-table columns buttons styling
  • Fix ins-button-select small attribute

Insites Components v2.13.3

April 05, 2024

Bug Fix

  • Fix replace-line-breaks attribute for ins-markdown on bullet points and numbered lists.

 

Improvements

  • Added options-data attribute for ins-input-select and ins-button-select component.
  • Added compact attribute for ins-credit-card component.

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