Improved Forms with Test Email Feature and Critical Bug Fixes. Learn More

Improved Forms with Test Email Feature and Critical Bug Fixes

December 17, 2024

Improvements

  • Send Test Email with Email Subject
  • UI and UX Improvements

Bug Fixes

  • Fix form not submitting when using multiple conditional visibilities on one field

IMPORTANT NOTE

  • This update will NOT BE BACKWARDS COMPATIBLE to the previous versions of the Forms Module (v5.4.2 and below). Updating your module might potentially break your existing forms.

Enhanced CRM with Custom Fields Twilio Integration and Security Updates

December 17, 2024

New features

  • Twillio Integration.
  • Tasks API.

Improvements

  • Included custom fields to webhooks.
  • Improved email layout on admin invitation.
  • Added a message when component fails to load.
  • UI and UX Improvements

Security

  • Updated component versions.
  • Added security headers on APIs.

New Additions and Enhancements in Components

December 13, 2024

New Components

  • ins-radio-group
  • ins-checkbox-group
  • ins-alert-box

Improvements

  • Added description attribute to Data Entry components.

New Features and Improvements in the Forms

December 12, 2024

New Features

  • Forms Submission is now an API request
  • New Email Notification WYSIWYG Editor
  • New Preview Form
  • Send Test Emails
  • Option to make Database Field Groups to Form Steps

Improvements

  • More Form Configurations
  • Fields Conditional Visibilty rework
  • UI and UX Improvements

IMPORTANT NOTE

  • This update will NOT BE BACKWARDS COMPATIBLE to the previous versions of the Forms Module (v5.4.2 and below). Updating your module might potentially break your existing forms.

Improved Task Flow, API Updates and UI Refinements in Pipeline

November 21, 2024

Improvements

  • Include all contacts as options for opportunity owner
  • Various CSS and wording updates
  • External API Updates
    • Updated search by value instead of contains
    • Removed items on response.
    • Added stages properties on GET pipelines
    • Added per_page on response

Bug Fixes

  • Fixed broken Related Contact view link
  • Infinite loading on fields when adding a task to an opportunity
  • Errors when marking opportunity as 'lost'
  • Errors appear when navigating to Pipelines->Opportunities
  • System Fields are not showing all options on the modal.
  • Activity import is not showing some successfully imported and failed items on the log
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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