3.0.6

This release fixes a number of issues and offers some significant upgrades for the commerce component of Presspoint. Additionally, it lays the groundwork for some really great new user management features coming soon in 3.0.7. Invoices Invoicing was introduced in 3.0 and while it’s been a useful way to generate receipt items from the administration area, there’s still much to be done. This release now allows you to set Income and Deposit dates as well as Check date and number as appropriate. Additionally, we’ve improved the UI of the cart experience and locked the cart after an invoice is paid. Much more is planned in the coming weeks. Cart and Checkout Along with the work done on invoices, this release saw a marked improvement to the basic design of the Cart system with streamlining of the cart on mobile and better support for the user experience. Additionally, you can now control the text styling of the “Add a Donation” option under cart settings. Directories and Public Profiles On the API side, we’ve begun to add filters that will allow developers to easily replace the profile cards and public profiles and create sustainable, custom views independent of the Presspoint layout engines. General UI and UX On the forms table and the profiles tables, we’ve added small enhancements to clarify which form is which. More to come in this area throughout 2017. Bugs and Other Enhancements We fixed about 20 bugs and issues in this release as well as ensuring Presspoint works seamlessly with the latest version of WordPress. Additionally, minor enhancements and fixes were added to Events and...

3.0.5

3.0.5, while a point release, is a fairly light release in terms of features but all subscribers (especially those on 3.0.4 and 3.0.4.1) are encouraged to update as soon as possible. There a number of significant fixes and updates that, while not critical, should be addressed by site owners through the upgrade. Geographic Updates As we continue to improve overall functionality, the Google Maps integration received additional updates to aid in the sustainability of geocoding and mapping. Automation Updates Presspoint’s automation engine is aware of the current site context and will auto-shutoff if it detects that the url has changed. This is a common scenario when using integrated staging evironments and is a critical component so that you are not duplicating your automation across multiple sites. This release has improved upon the auto-shutoff routines by including notifications and the option to accept multiple urls as input. You can locate these settings under “Automation” from your general Presspoint settings screen. Payment Plans We updated payment plans to allow for the option to not send any notifications for upcoming payments or successful/failed payments. General Cart Updates This release included improvements to the inventory tracking to better support endpoint usage for payment buttons and allows you to drag/drop sort your payment gateways. We hope this release is useful and thank you, as always, for using...

3.0.4

This release carries some important upgrades and enhancements and all 3.0 subscribers are encouraged to upgrade as soon as possible. Usernames and Passwords When non-admins update their username and password Presspoint will now automatically force a refresh of credentials, logging the user out and requesting that they login again. Administrators updating account credentials will be unaffected. Further, by default Presspoint has automatically written the user_nicenames (eg. Author URL slugs) to follow the pattern of the name displayed for individuals and organizations. A new setting now allows you to choose which pattern is observed: the display name (Presspoint default) or the username (WordPress default). Choosing the latter will preserve expected patterns for sites that produce substantial content and wish to preserve existing author urls. Presspoint Endpoints “Pages” By default, Presspoint creates particular endpoints to handle the cart functionality along with login, logout and profile links. Further, optional endpoints are generated automatically for forms and other resources. Typically these urls appear with the virtual directory of ‘/paupress/’. In the past, these generated the default WordPress posts query and rendered either a long query string or the title of a blogpost for the page title. This release properly scopes the page title and minimizes the generated query to reduce system load and provide a better user experience for site visitors. Google Maps API Key Option Until recently, Google Maps’ APIs did not require an API Key to be included to display or geolocate addresses. With the new requirements, we have added an option to include a Google Maps API Key. Existing users with active maps are grandfathered into the new agreement without the...

3.0.3

The second public update in the 3.0 cycle contains the following enhancements and fixes: Adding Contacts We’ve begun to enhance some of the basic usage patterns in Presspoint and we finally made the “Add Contact” (Presspoint Menu) and the “New User” (WordPress Admin bar Menu) links active modal implementations of the quick search/quick add functionality. Furthermore, the Dashboard Quick Search has been updated to allow you to easily add users from the dashboard as well. Import Improvements Continue As part of our overall push to improve imports, we’ve made importing actions even easier by showing field previews before uploading a file and improving general visibility of fields while importing. Further, we’ve also included the ability to import multiple relationships and even add related users on import rather than requiring that they first existed in the database. Again, there is much more planned for the coming weeks. Relationship Enhancements Besides being able to auto-create new relationships and add multiple relationships on imports, we improved the visibility of reciprocity on the relationships in the profile so, now it’s more obvious what type of relationship you are viewing. Additionally, we improved the information around the settings so that it’s more clear how reciprocity works and how you manage relationships types. Theme Compatibility Presspoint has always aspired to be turnkey for both site owners and developers alike. However, the world of WordPress themes is unpredictable at best. Over the course of this upgrade period we’ve assisted several sites in working with challenging themes and as a result we’ve implemented new functions and settings to let you set the level at which Presspoint writes it reserved endpoints...

3.0.2

The first public update in the 3.0 cycle contains the following enhancements and fixes: Dashboard The Dashboard now contains the first default widgets to help you track your users and perform quick searches more effectively. As the 3.0 cycle continues, we’ll add more widgets as well as the ability to create your own. Import All Actions The import process has been overhauled to allow for importing of all actions in the system. This is the first of several cycles where we’ll be enhancing imports with planned upgrades including the ability to set import templates. Profile Card Formatting Profile cards are really useful ways to display a small amount of information about a user in a directory or anywhere else you would like (eg. at the bottom of the user’s content). With the upgrade, you can now set additional options like where the card should link to, what it should like (with custom css classes) and how it should open (on-page or in a modal window). Directory Enhancements Directories have always been a useful component of Presspoint’s functionality but as we’ve come to hear, directories can be both visual and operational. As part of the 3.0 cycle we’ll continue to extend the abilities of Directories. In this update, we’ve added the ability to completely remove any pagination or search features to enhance the ability to display directories visually in conjunction with Profile Cards. Notes Upgrade The default note functionality in Presspoint is now a custom action that you can extend however you choose. Before, the types of notes was a useful but un-editable list. Instead of providing a UI to...

3.0

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. Improved UI 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...

2.1.9

After just releasing 2.1.8.9 a number of subscribers noticed issues with some of our features. Subsequently, we are releasing the following feature enhancements: Relationships: Added links to the relationship profile field for easy navigation between records. Merge Tags: We’ve always allowed merge tags for email communications but after the latest security protocols forced us to make some changes to how these are used, we found it quite easy to make merge tags available in regular content as well so… now you can also personalize your content using Presspoint data. And of course, there were some straightforward fixes too. Namely, we fixed a bug that mangled non UTF-8 characters and a small bug that prevented the Show Admin Bar field from retaining the “false” argument that kept users from seeing the WordPress admin bar. That’s it for now. Next update we’ll begin talking about our 3.0 release which, again, is going to be...

2.1.8.9

We’re please to announce version 2.1.8.9, which contains several important updates for compatibility with WordPress 4.5 through 4.5.2. First, WordPress’ continued focus on security and reliability on their backend processes started generating automatic emails on profile updates. Since Presspoint primarily manages user profiles, it was imperative that we block automatic notices from going out. As we continue to watch these changes with WordPress we will begin building out options to support these at the discretion of site administrators. Second, we rewrote significant portions of the Forms API to ensure that required fields are correctly scoped. Prior to the version 2.1.8 series there were possible instances where certain required fields (especially the taxonomy multiselect option) might not correctly prevent submissions. Third, we updated the password reset protocols in Presspoint to be even more reliable and user-friendly. Now, password resets are sent with multiple urls as an HTML email to preserve your site’s branding. Finally, 2.1.8.9 contains approximately 30 other bug fixes and small updates that are designed to improve the overall system. And last… while these updates may seem small, they are indicative of far more substantial updates that will be announced very soon. We can’t say too much now but we’re going to be making a huge leap forward pretty soon and we can promise you, Presspoint is going to be better than ever in 2016. Thank you, as always, for being a...

2.1.7

The current release of 2.1.7 (now 2.1.8.3) coincides with the release of WordPress 4.4 “Clifford” (and the released security version 4.4.1) and is an important security release that fixes vulnerabilities in Presspoint and WordPress. While the main focus is stability and security, there are still quite a few welcome changes as we work towards our upcoming 2.2 release that promises to deliver some substantial improvements to Presspoint overall. Regarding this release, here are the changes you may expect to see: Directories: For the longest time the only view you had of public directories was the default table view. Now you can create “mini profiles” – miniature public profiles in the profile section that allow you to layout each profile like a card – including adding avatars and columns. Exports: We’ve continued to improve exports and in this version we’ve defaulted addresses to be more readable in the export file. Fixes: Lastly, we’ve fixed a ton of bugs as we gear up to make a solid push for...

2.1.6

The current release of 2.1.6 coincides with the release of WordPress 4.3 “Billie” and fixes a number of issues in the current 2.1 cycle. While a relatively small release, this is part of the groundwork for our upcoming 2.2 release that promises to deliver some substantial improvements to Presspoint overall. Regarding this release, here are the changes you may expect to see: Forms: We’ve updated the forms to completely omit hidden fields which improves the display of forms and prevents the possibility of a data leak. Email addresses are required for matching users when a form is set to update user information. Additionally, we’ve fixed a couple of bugs around form validation on both the front end and back end that will improve the user experience overall. Exports: We’ve added some additional filters and defaults to exported actions so that the information returns captures the topline information for a particular action or field. Password Resets: We’ve improved the way that password retrieval is handled so that the system remembers where the request was initiated from. Email: Lastly, we’ve fixed a few issues with merge tags and email headers had crept in since the 2.1.5 update where we re-architected how emails are processed within the post edit screens. So that’s about it for now. 2.2 is on the way and with it we’re expecting to release recurring payments, an action builder, significant form and email improvements and much...
Cancel