Change Log

New Features

• The v2 API endpoint return value now includes the ID.

Breaking Changes

• The order parameter on v2 API endpoints has been renamed to sort_order.

New Features

• Added API v2 endpoints for Contact Address, Company Address, Assign Contacts to Company, and Event Stream.
  See the updated v2 API documentation under API > Insites API Endpoints.

Improvements

• Engine Modernization: The Insites engine internals were upgraded to incorporate the latest versions of Rails, Ruby, Liquid, and associated internal dependencies.

• Enhanced Error Handling: The record_update mutation now delivers more user-friendly error messages when a record ID belongs to a different table than what was specified via the table parameter.

Bug Fixes

• Upload Property Handling: Corrected a bug in the record_update mutation that prevented it from correctly processing properties designated as upload type.

New Feature

• API v2 is now available. You can check out the v2 API documentation under API > Insites API Endpoints.
  Note: API v2 requires CRM v5.12.0 or above, and API v5.1.0 or above.
• Added the ability to search by SKU in quotes.
• User table settings (page number, records per page, search, search by) now persist until you move to another feature.

Bug Fixes

• Fixed an issue causing Stripe account updating errors.

Breaking Change

• Updated the cart schema:
  • cart
    • uuid (type: string)
    • contact_uuid (type: string)
    • discount_code_uuids (type: array)
  • cart_item
    • uuid (type: string)
    • cart_uuid (type: string)
    • product_uuid (type: string)
    • quantity (type: integer)
    • variant_uuid (type: string)

New Features

• Email Designs for Email Notifications
  • Default Template
    • Use built-in Insites Forms email template.
  • CMS Layout
    • Customizable email - assign your own Layout from Insites CMS and create your own content via ins-editor.
  • Visual Editor
    • Drag-and-Drop editor with built-in email sections.

Improvements

• Email Notifications UX
  • Add sections and descriptions.
  • Toolbox
    • Configurations for Database Fields are in line with the Fields tab.
      • Sorting
      • Labeling
      • Active Fields
  • Send Test Email based on selected email design.

Bug Fixes

• Forms List - Fix Resource Column Sorting
• Add / Edit Form
  • Fix Alert Messages - Error Message
  • Fix Form Preview
  • Fix Send Test Email in Autoresponder

Requirement

• IMPORTANT NOTE: Update Insites CRM module to v5.12.1 or above before UPDATING to this version.

Breaking Changes

• This updated version is NOT BACKWARDS COMPATIBLE to the previous versions of the Forms Module (v5.4.2 and below)
• Updating to this module version will break existing forms. You will need to recreate your forms using the new form builder.

New Features

• Global Tickets View
  • A new global view for all tickets has been added on the Events sidebar, providing a single location to see all tickets within the module.
• Ticket PDF Layout Management
  • Introducing a "Ticket PDF Layout" section within Event Tabs, allowing you to design the base layout for your PDF tickets.
  • A starting layout has been created for you to explore the customization features. You have full control to update or reset it whenever you want.
• Ticket PDF Generation
  • PDF tickets are now automatically generated upon creation or modification of ticket details.
  • Each ticket includes a unique QR code for easy scanning at events.
• QR Check-in
  • A dedicated QR code scanning page has been added for streamlined ticket verification at events.

Improvements

• Event Name Slugification
  • Event names are now automatically converted to a URL-friendly slug for the slug field.
• Short Description Update
  • The "Short Description" field in Events has been converted to an HTML field.
  • Note: This is not a breaking change, but you may need to update how the short description is displayed in your application to accommodate HTML content.
• UI/UX Enhancements
  • Various user interface and user experience updates have been implemented.
• Added Database Fields
  • Events
    • ticket_layout
  • Event Tickets
    • ticket_pdf
    • ticket_scanned_date
    • ticket_scanned_by_administrator_uuid

New Features

• Asset Management Flag: Allow setting manually_managed flag for assets from GraphQL mutations.

• User Schema Query: admin_user_schema query returns the schema of the user defined in app/user.yml.

Improvements

• Batch Record Operations: The records_update_all mutation now enables rapid migration of records between tables.

• Custom Record IDs: records_create_rc accepts id argument for record input to create a record with a specific ID.

Bug Fixes

• Asset URL Parameter: Fixed an edge case where the asset_url function failed to append the updated_at query parameter.

New Features

• Added API v2 endpoints for Contact Custom Fields and Company Custom Fields.
• You can now add and update custom fields for contacts and companies via custom_field.<property>.
  See the updated v2 API documentation under API > Insites API Endpoints.

Bug Fixes

• Fixed inconsistencies in the v2 API documentation.

Improvements

• Improved Database Object Usage Breakdown Performance.

Breaking Changes

• Removed unused database table:
  • insites_brand

New Feature

• Add option to search by product SKU when adding product on orders.
• Allow editing auto generated slug on products.

Improvements

• Show regular price in product variant table.
• Updated default search by option on products list.
• Updated default search by option on quotes list.
• Updated default search by option on discount list.
• Changed quote date data type from date to date time.
• Add the ability to remove shipping company.
• Add the ability to remove shipping contact.
• Add the ability to remove shipping address.
• Add the ability to remove company.
• Add the ability to remove contact.
• Add the ability to remove billing company.
• Add the ability to remove billing contact.
• Add the ability to remove billing address.
• Add the ability to remove note.
• UI Improvements.

Bug Fixes

• Fixed Broken Open graph image on Product pages.
• Delete unused fields on products schema.
• Fixed variant option values not being prefilled on edit form.
• Fixed bug when editing quote item.
• Fixed computation bug on quote items.
• Fixed computation bug on quote items.

Breaking Change

• Quotes Schema: quote_date is removed, replaced by quote_date_time.

New Features

• Added API v2 endpoints for Contacts and Companies.
• Added API v2 endpoint for System Fields.
• Implemented API v2 endpoints for global features such as Activities, Attachments, and Tasks.
  You can check out the v2 API documentation under API > Insites API Endpoints.

Improvements

• Removed unnecessary toast error messages for a better user experience.

Bug Fixes

• Fixed an issue where using the array contains conditions in advanced filters prevented the table data from being displayed.

Breaking Changes

• Removed unused tables:
  • case
  • constant
  • crm_activity
  • crm_company_column
  • crm_contact_column
  • user_preference