3.0.9

After a lot of activity surrounding the 3.0.8 series, we’re proud to bring you 3.0.9 which just about gets us to 3.1, which we expect we’ll see by the fall.

Field Improvements and New Field
Adding links is something we’ve long planned to update and in this release, we’ve added a new field type called “link” which allow you to take input from users which include a label and a url, which in turn you can display on a profile as a link. Designed to be general enough for social media, websites and even public emails we’ve also added components to display icons alongside the field.

Additionally, we’ve updated the taxonomy field preferences which allows taxonomies to be used on both user profiles and general form fields regardless of how you first registered the taxonomy. When adding a taxonomy to your form, you can select which object (user or post) it should write to. Further, you can now choose a multi-select or checkboxes on a form-by-form basis so you can decide how best to represent your choices based on the current context.

Event Statuses
Whenever someone registers for an event in Presspoint, the receipt is, well… a receipt. But we’ve had a lot of requests to make receipts for events feel more like tickets since that is the usual way people think of an event. So, we did that and we also added a status field just for events so, now you can track whether an event is ticketed, waiting an rsvp, confirmed for attending and, finally, attended or a “no show.”

Dashboards
This is a big one. 3.0 separated settings from the notion of a “dashboard” and made the dashboard it’s own thing. For many of our customers we’ve worked with them to build customized dashboards based on widgets that track important metrics used on a daily basis by internal teams. However, the default dashboard has always been rather static. Further, often times we’ve built custom “profile” dashboards that show important information for specific users of the site whenever they login to their account.

With this release we’ve made these features more accessible via the UI. When visiting the Settings you’ll now see that the “Reports” setting is now “Reports & Dashboards” and when you go deeper you’ll find that you can create both general dashboards and profile dashboards. Additionally, you can assign profile dashboards to a particular individual or organization type.

Building dashboards for the moment is still pretty much an API endeavor that requires some code but, essentially, you can create dashboard widgets and those widgets can execute whatever PHP code you desire. On our tutorial page, we’ll be adding some code snippets for you to use.

Profile Tab Management
How do you add a dashboard to a profile? And if you can add a dashboard to a profile, how do you make it the first thing someone sees when they log in? And what if you want to remove the History tab altogether? Previously, this was fully an API-only endeavor but, with this release we’ve added profile tab management to the profile template editing screen and you can move tabs around, re-name them and, depending on which tab comes first, that will be your default starting point.

Relationships: Primary Contact Management
If you have primary contacts who manage other profiles, then you may find the latest relationship UI component especially useful. Educating your users about how to manage other profiles while logged in requires some work so, we are hoping to reduce that a bit by enabling “switch profile” prompts when a user who manages other profiles logs in. When you enable the option “Switch Profile Modal” (Settings > Relationships) you have the option of displaying a modal window that asks the user if they want to continue to their profile or switch to another profile from a list. You can optionally choose to have the modal show once on initial login or, each time the user visits the primary tab. If the user switches to another profile, we’ve placed a link back to their profile at the top-left of every other related profile they are editing.

Relationships: Include Related Users in Search
If you need to run a report for a certain type of user but see their primary contacts or other relationships in the search and either modify, email or export the information about that relationship… now you can. While there’s still some work we’d like to do on this (eg. including only relationships of a certain type) for the present, this is a big leap forward – especially for complex membership arrangements.

Recurring Payment Updates
Sometimes with recurring payments you may not want to send a notification to the user. However, in previous versions that was a global setting that could not be modified though you could send a different auto-responder on an item-by-item basis. We’ve begun to extend the item-specific options and first on the list is the ability to not send a notification if you so choose. More to come in the next couple of releases.

Bug Fixes and Maintenance
As usual, there were lots of minor bugs fixed and improvements made that we won’t mention. But, as always, please let us know if you ever see anything amiss or, you have a feature that you’re hoping to see.

And last… thank you as always for trusting us with your endeavor!

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