After more than a year of listening to feedback, we are pleased to announce that Presspoint 3.0 is now available as a free update for all current license holders.
Presspoint 3.0 is a giant leap forward for the platform with over 12 major new features, an updated UI and optimizations that have allowed the platform to handle installations managing hundreds of thousands of users simultaneously. While CRM functionality is our core offering, 3.0 more fully represents Presspoint’s goal to be an integrated business-management platform on WordPress for those who choose to model their organizational infrastructure within WordPress.
The first thing you will notice is that Presspoint has improved upon the overall UI with hundreds of small improvements across the application from replacing modal windows with slideout panels, auto refreshing of lists and displays and consolidating styles and defaults across the board. While Presspoint still feels like WordPress we’re working through every cycle forward to improve Presspoint’s operation so that the platform continues to put the end user first with simple design presentations that are intuitive to use.
Better Relationship Mapping
Connect Individuals and Organizations or make connections between Individuals and Individuals or Organizations and Organizations. Set primary contacts and set reciprocal tags like “Employer > Employee” or “Parent > Child”. Using the permission protocols you can allow users in the system to access the profiles of their relationships so, you can allow Parents to edit the profiles of their children or a the primary contact of an organization can update the organizational record. Lastly, you can search relationships and then perform actions on those relationships like providing access points or sending an email.
Auto-Recurring, Manual-Recurring and Installment Payment Plans
Membership sites can create payment plans that reflect the complexity of their business rules regardless of whether payment is made via credit card or offline payment options like checks and cash. Presspoint manages the schedules by which payments are queued and processed and when plans lapse, Presspoint transitions member statuses to control access to your membership benefits.
With the Presspoint query system you can now restrict pricing to specific subsets of your user database to create member vs. non-member pricing options. In combination with our Relationships API you can also choose to extend pricing to the relationships of those who qualify for special pricing.
In Presspoint, you can easily log notes and attach any action that a user performs on your site (eg. make a purchase or donation, register for an event or submit a form). While these have been preset actions you’ve always had the option to create custom actions as a developer. In 3.0, custom actions are now part of Presspoint’s core where you can declare new actions, build custom fields to describe the action and set permissions around its use.
Until now, searches on profile data have been more flexible than searches made on Actions. With Presspoint 3.0 you can now search the individual fields of the included Actions as well as your custom Actions. So now, if you want to know how many people submitted a form in the last month and answered “blue” as their favorite color, you can.
We’ve optimized the search and reporting interface and added enhancements to specify who can view and edit saved searches. Further, we’ve improved the way imports, exports and bulk edits perform – optimizing search and query protocols to make searches faster and more powerful.
In 3.0 we’ve added a number of new field options like single and multi-file uploads, avatars, terms & conditions and hyperlink displays. Furthermore, we’ve completely re-architected our field options to enable even more powerful fields to come.
Responding to the many requests for better forms we re-architected our form structure to make our form builder perform under a number of diverse environments. As such, we’re please to announce that Presspoint forms can be used to build visual read-only profiles of any shape or size (eg. profile cards for directories), paginate forms and manage forms where the user can choose to save a draft and return later to finalize the submission. During the beta period, we’ve also seen customers use Presspoint forms as a page builder for landing pages in addition to serving up a form.
We’ve updated the internal profile structure and display to include a more modern presentation of key elements like account settings, actions, recurring payments and related users. Further, we’ve synchronized the view between the WordPress admin area and the theme for better predictability and functionality for admin users as well as site users.
While Email will be the primary focus with Presspoint 4.0 we took time in 3.0 to improve the API integration with MailChimp so that you can now use your drag-and-drop templates with Presspoint. Further, we enhanced the speed and reliability of processing email and included our own SMTP integration so that you can allow Presspoint to send email with services like SendGrid and Amazon SES.
Commerce dominated 3.0’s focus though so much of the work was in the foundational code driving the system. While recurring payments and restricted payments take center stage you’ll also notice that Presspoint receipts have received a huge amount of design attention making them a proper receipt for both admins and users alike. Further, we created a proper invoicing system capable of building, sending and settling invoices all from the backend. Then, we broke out discounts into their own line items as adjustments so that you can search discounts applied as easily as you search for the items that were purchased. Last, but not least, we organized our financial exports so that they are accounting package (eg. Quickbooks) “ready”, capturing credit card fees, organizing gross and net calculations for easy reference and adding fields for income and cash reporting for those using accrual accounting methods.
Recurring and Improved Events
For those using our Events module, you can now create events that recur automatically by day, week, month or year. When new events are created, the system generates actual events for the calendar that you can individually manipulate as needed. Set schedules, pause execution then reset or resume as desired. Along with the recurring events we made substantial improvements to the event calendar presentation which will continue throughout the 3.0 cycle.
In 3.0 we separated Presspoint settings from the concept of a dashboard and built out an API to house a drag-and-drop dashboard builder. While 3.0 will ship with basic dashboard support, we will quickly be adding capabilities to help you build your own executive-style dashboards to visually track just about anything at a glance.
We hope you’ll find 3.0 useful and we look forward to your feedback!