Filter and Search Options for Database Item Exports. Learn More

Filter and Search Options for Database Item Exports

July 09, 2024

Managing your database items is easier and more efficient than ever before. With these new features, you can precisely tailor your exports to include only the data you need, saving you time and streamlining your workflow. Whether you're sorting through extensive datasets or seeking specific information, our enhanced export capabilities empower you to extract the insights you require effortlessly.

New Feature
  • Export database items settings

Sitemap Reset, CRM Relationship Import/Export, and UI Improvements

July 09, 2024

New Features
  • Sitemap Reset Button: Reset your sitemap configurations effortlessly.
  • Improved Import/Export Relationships: Streamline relationship management with enhanced import/export capabilities.
Breaking Changes
  • Enhanced Sitemap Functionality: Sitemap will now exclusively include pages with sitemap enabled.
  • Refined Naming Conventions
    • Renamed "database_name" to "source_name" for clarity.
    • Transitioned from "list_enabled" to "is_list_layout_enabled."
    • Changed "details_enabled" to "is_details_layout_enabled" for coherence.
  • Updated Default Sitemap Code: Enhanced default code for better performance.
Improvements
  • Email Design Overhaul: Enjoy refined email layouts.
  • UI Enhancements: Experience a smoother and more intuitive user interface.

Enhanced Event and Venue Management Plus Discounts

July 09, 2024

Advanced filters, enhanced search, and customizable columns for Events and Venues, plus a new API endpoint for discount codes, streamlined ticket import process, and improved UI/UX.

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

New Fields, Tabs and Webhooks for CRM

July 09, 2024

We are excited to introduce a suite of enhanced CRM features designed to streamline your workflow and provide deeper insights. These updates include new contact and company fields such as Lead Source, Nationality, Stripe ID, and Owner Contact/Company. Additionally, we have added Orders, Events, and System Info tabs to the Contacts section, along with advanced search capabilities, customizable columns, and a Relationships tab for both contacts and companies. These enhancements enable more efficient data management and real-time automation through CRM webhooks.

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
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 Docs Get Started

Getting Started

Insites is an Application Development Platform that brings together all the tools and building blocks in one platform, allowing you to easily create engaging and sophisticated applications in lighting speed.


The Insites Console is the starting point and home for all the projects you build with Insites. You can manage all your applications from this central location, creating both Staging and Production Instances. Invite your team to collaborate on projects together, manage billing, install Apps from the Marketplace, and find Insites experts from the Partner Directory.


To get started with Insites, follow this step-by-step guide that takes less than ten minutes. We can’t wait to see what you create!

Create an Insites Console Account

Your journey with Insites starts with the creation of an Insites Console account. Go to https://console.insites.io/sign-up to create your account. After providing your details, check your email inbox for an account activation email and click on the 'Activate Account' link. Clicking on the link verifies and activates your Insites account and opens the Insites Console.

Insites console signup form

Invite Your Team

Invite your team to collaborate with you and leverage their skills and expertise to build, support, and improve applications hosted on Insites. To add your teammates to the Insites Console, go to the 'People' tab and select + Invite User. They will receive an email invitation and simply need to accept and create a password.

Insites console users list

Create an Instance

For each of your applications you can create instances in one of two environments, Staging or Production. Create multiple instances per application to follow your development standards. For example, use staging Instances to develop and test applications, then push to a production Instance.

To create an Instance, go to the 'Instances' tab within the Console and click on the + Create Instance button and fill out the relevant details. To keep projects organized and manage permissions for your team you can group instances together in folders.

Insites console instance list item

Install an Application

You can start your application from scratch or leverage pre-built templates and Apps from the Marketplace.

For many situations, it may be faster and more cost-effective to buy an application and then customize it, rather than build it from the ground up.

To install an App, navigate to the 'Marketplace' tab within the Console and select Purchase on the relevant App. You can install multiple Apps on an Instance, and installation only takes a few minutes.

Free to use template for insites console users

Congratulations

Well done on completing the steps and getting started with Insites. We are excited to have you onboard. You can view our detailed documentation at https://docs.insites.io and API Docs at https://apidocs.insites.io. If you need assistance our friendly support team are on standby for any questions you may have.

Don’t forget to check out the Insites Partner Directory for expert help with any of your applications, or if you are interested in selling your Applications on the marketplace contact us for details. Have a great day and build something special!

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