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...

3.0.8.4

On our way to 3.1, we’ve made some additional and substantial improvements to the 3.0 infrastructure and user experience. In this release: New Fields We’ve added a new field which allows you to capture a digital signature and store it against a form. The signature allows you to draw, edit and accept an actual signature on either a desktop or mobile application. Field Updates The Display Name Field has served as a great read-only view of a full user name regardless if the user is an individual or an organization. However, it was directly compiled from the formatted display name and limited to First Name and Last Name or Organization Name. In this update, you can build your own dynamic usernames for display to include additional fields. Obvious examples would be to add a prefix (eg. Mr.), a suffix (eg. Esq.), or a middle name but you can add whatever fields you like. Automation Updates Automation is the epicenter for recurring payments and comprehensive member management. Going forward, it will power even more actions throughout Presspoint. One of the challenges with maintaining automation with a distributed application like Presspoint is guarding against the eventuality when you copy your database over to a development environment to make updates or explore new features – you definitely don’t want automation running in two places at the same time as it would mean duplicate charges and emails being sent. Previously our auto-off option was based on whitelisting of particular urls that automation was approved for but, with wildcard subdomains and other situations, this proved to be difficult to correctly maintain. Therefore, we’ve switched...

3.0.8

As we approach 3.1, we’ve taken some time to overhaul pieces of the 3.0 infrastructure to continue to improve upon the user experience and operation of Presspoint. In this release: Profile Improvements Across all tabs, profiles on the front end of the site have been updated and improved. Sidebars have been optimized and several bugs have been resolved. Now, all tabs serve as endpoints so that you can provide links directly to a particular tab upon login, if you so wish. Restricted Content Content restrictions have improved with an added feature to enable an “excerpt” view that will allow you to display teaser content for a post or page using the WordPress “excerpt” field. Import/Export The import interface has been updated and documentation is current, which can be found under the 3.0 documentation. Export of actions and forms now include all data for the action and form. Refunds Previously, refunds of items that were acquired with a zero value could not be refunded, which was problematic if you were offering limited tickets to an event and wanted Presspoint to manage the inventory. With the update you can now refund inventory independent of amount. Credits Credits in Presspoint Commerce now allow for full crediting of a transaction including tax and shipping charges. Further, all credits are reported as adjustments so are fully trackable regardless if you follow a cash-based or accrual-based accounting system. Form Management When choosing a form to add to a profile in Presspoint you now have the option to first choose which form you wish to add and then can follow a simple process to instantiate the...

3.0.7

In this release we focused on Reporting improvements as well as front-end presentation regarding Profiles and Directories. Reporting & Operation Improvements If you’ve ever had to import or export a large amount of data with Presspoint, you’ve no doubt had to “batch” your operation. As of right now, you no longer need to do that. Presspoint has a new built-in manager to automatically batch your imports and exports so that you can start the operation and walk away. Speed Improvements Presspoint is a big application and it will add “weight” to your site load. However, as we’ve grown we’ve also looked for ways to lessen the impact that Presspoint has on the overall site. With this version we’ve taken further steps to reduce load and processing time so, you should definitely see an improvement regarding speed and responsiveness. Profile Management Presspoint has always maintained a public view of profiles so that your users can have a public presence on your site – if this was something you chose to show. In the latest version, we’ve added a number of tools to enhance that option. Frontend Presentations Now the filtering tools that you see on the history tab on the backend are available for users on the front end as well. Personal Portfolios With the latest version, there’s a new option to add files to a personal portfolio allowing sites to display photo galleries (or document galleries) on public profiles. Under Profile Setup in Presspoint Settings, you’ll find the option which creates a new tab on the profile navigation. Cover Images Cover images are most familiar on social media sites...

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...
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