Insites
Smarter tracking and better visibility in your CRM dashboard.
Released 2025-03-27
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Level up your UI: new features in Insites components.
Released 2025-03-24
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Customizable product columns and unique slugs for better control.
Released 2025-03-21
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Enhanced Order Management & Expanded Statuses in Ecommerce
Released 2025-03-07
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Enhanced Quotes, Orders & Brand Management in Ecommerce
Released 2025-02-21
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New Features

  • Added opportunities and orders total at the top right section.
  • Added a record of the contact company when a relationship was created.
  • Added a notes field for relationships.
  • Added "Target Conversion Date" and "Date Created" columns in the Opportunities tab.
  • Added a custom field pane in the Company and Contacts sections. Enabled "Show In Custom Field Quick View" in custom field settings to activate this feature.
  • Added custom fields to the column settings of the Company and Contacts tables.
  • Displayed instance time and UTC in the Localization page.
  • Added support for the new Google Places API.

Improvements

  • Various UI improvements.

New Features

  • full-height - modal content is scrolling when the height exceeds the height of the screen.
  • New attribute for ins-button.
    • options-only - if options and icon are set, it will hide the label and only show the icon.
  • New attribute for ins-tag.
    • outlined
    • outline-color
  • New attributes for ins-credit-card.
    • Added tag
      • tag-icon
      • tag-light
      • tag-outlined
      • tag-color
      • tag-font-color
      • tag-background-color
    • Added option button.
      • options
      • options-icon
      • options-color
    • Allow label customization.
      • expired-label
      • label
  • ins-gallery
    • New event: insChange - returns when gallery slide is change.
    • New method: activate(index) - for manually updating active gallery slide.

New Features

  • Products slug must be unique.
  • Customizable columns for products.
  • New External endpoint to handle creating multiple order items.

Improvements

  • Updated Empty state message on Brands.
  • Fixed tab name to be more descriptive.
  • Various improvements on the orders list.
  • Added confirmation dialog when deleting a discount.

Bug Fixes

  • Fixed bugs on products variants where editing variants creates a new variant.
  • Fixed product SEO and Schema contents not being added properly on the page.

New Features

  • Additional Statuses for Order
  • Updates on order item fields

Improvements

  • Include product response when creating and updating order
  • Product UI Improvements
  • Shipping Package Improvements
  • Order Item Improvements

Breaking Change

  • Order Created and Order Updated response format has been changed to include other related records

New Features

  • Import and export capability for Brands.
  • API Endpoints for Brands.
  • Custom Fields for Quotes.
  • Ability to create an Order from a Quote.
  • Delete and disable discount statuses.
  • You can now create shipping packages for Orders.
  • New freight fields are now available.
  • Additional Statuses for Quotes and Orders.
  • Function to add/edit custom fields on orders via API.

Bug Fixes

  • Improved order item form validation.
  • Update header text on CSV Import Template for creating products.
  • Phone number display bug fixed.