CRM v5.15.0 makes profiles a core part of the Contacts list, lets relationship records start and end dates, and improves security throughout the module.
The Contact Advanced filter can now filter by profile membership and by any field within a contact's assigned profiles. Display Fields can show profile fields as columns, and a new Profiles column lists every profile a contact has. Profile Media - File and Media - Image fields can now be uploaded and saved, not just displayed.
CRM Relationships now include a start and end date-time, so you can record when a relationship began and ended.
Every nested object reference in the CRM v2 external API now returns the id, uuid, and reference label for every method. Date range filter pills, the Birth Date column, and time pickers now follow your instance's localization date and time formats. The Companies list now has combined phone columns, the Companies export includes the address filter, and Contacts and Companies exports show readable values next to their UUID columns. The Delete Company modal now shows the actual record counts before you confirm.
Shared admin scripts now use axios 1.19.0 instead of outdated 0.x versions. CDN dependencies are pinned to fixed versions with Subresource Integrity hashes. File upload limits are now set once and enforced consistently.
Regenerating the instance API key now always returns a complete key and rejects attempts that cannot produce one, instead of overwriting your existing key. If you regenerated your instance API key on version 5.14. x,x, regenerate it again after upgrading and update any integration that uses it.
The Contact and Company Event Stream tab now shows the correct number of events. Advanced filters are no longer lost when the sort order uses a non-base field. Looking up an unknown administrator now returns a 404 instead of an empty result. New contacts can no longer be created in an unclear archived state, and linked-record custom fields no longer show blank if the linked record has no name.
Try Insites for as long as you like with our free starter plan and free staging instances.
Then purchase a production instance when you are ready to go live.
