oh yeah oh no Version Releases - Presspoint CRM

3.4

MailChimp We’ve re-written the MailChimp integration from the ground up to ensure that MailChimp works for you and ensures that the actions you take in the CRM are best optimised for easy segmentation and delivery of emails to your database. If you are at all concerned that your database has gotten out of sync with MailChimp OR you just want to do some summer-cleaning (or winter-cleaning for those of you in the southern hemisphere) then follow these simple steps to sync up your database with MailChimp: Go to Reports and click Reset Search to ensure a fresh start. Then select “Subscribe to email updates,”  choose “No” as the value and click “Search” – this will return all those who are currently unsubscribed and is a good starting point. When the results display, select the “Edits” tab and pull up the same “Subscribe to email updates” and set the value to “no” and click “Edit” – this will batch-process all MailChimp subscribers to ensure that they are, in fact removed from your MailChimp list. You do not need to adjust the number of rows in your search to include them all on one page – Presspoint will handle each page of your report. When the process is done, go back to the Search tab and do the same thing for “Yes”. If you have results for “empty” – that’s up to you to decide if they should be “yes” or “no” Forms & Fields Our work to improve the way you build forms and what you can do with them is ongoing. In this installment, we’ve improved the ability to...

3.3.1

With the release of 3.3.1 we are making a concerted effort to improve documentation overall for Presspoint. To that end, the major improvements in this release are mentioned below but the “how-to” lies in the links to the accompanying support articles. Directories In this release, we updated the management screens for Directories to make them appear more like forms. Additionally, we extended the ability of directories to show either users or “actions” (aka post types) so now, if you want to show a searchable directory of your contacts/users OR a searchable directory of, say, your latest blog posts, pages or another custom post type, you absolutely can. Custom Post Meta Data & Updated Content Submissions Creating custom fields is a hallmark of Presspoint user profiles and Presspoint Actions – but what about the normal post types in WordPress? Now, you can collect data through custom fields on all post types and control how those fields appear when users submit content from the front end. More to come in this space as we go deeper into WordPress with Presspoint functionality. New Form Features Presspoint has harbored lots of hidden features in its forms but now we’re starting to make those more visible as we improve form features overall. Check out the ability to paginate forms, save draft versions, show pop-up forms and place your submit button wherever you like! Offer Credits & Coupons as Membership Beneifts Many users managing memberships with Presspoint are aware that you can add a coupon template to a recurring payment or, if you prefer, to any purchase in Presspoint. This is useful if you want...

3.2

Update: 3.2.4, 3.2.2 and 3.2.1 are minor releases with compatible enhancements and critical fixes which have been merged into the narrative for 3.2 below. Version 3.2 features several major feature updates with more to come in 2018. Account Management Following a wider trend, Presspoint passwords are now just one field with an ‘eye’ icon to show the password for verification. Alerts Alerts can be added to any action in the system and administrators can choose to send an email reminder on a specific date, to a specific person with a link back to a specific action. This is useful if you want to make sure that you followup on a particular note or form, or, if you want to ensure that someone attends to an item on a particular date. If you happen to be the person whom the alert is sent to, you will also see the alert appear on a special menu within your profile and you can choose to dismiss the alert or allow it to persist. Alerts have been part of the system for awhile now but they’re officially supported as a beta component. This means that the system is ready for use but we’re still actively refining both interfaces and processes. To get started, go to Actions in Presspoint Settings and scroll down to you see the checkbox to enable Alerts – check it and save the options and you’ll now see a new submenu at the top called “Alerts”. On the Alerts menu you can choose which actions are now able to have alerts attached to them. From there, when editing an action with alerts...

3.1

After nearly a year improving upon the 3.0 release we are pleased to announce that Presspoint 3.1 is now ready for download. While not a feature-rich release it is certainly dense with nearly half the files receiving updates and over 90 adjustments, fixes and enhancements were made in total. We listened to a lot of feedback over the last 12 months and this release checks off a lot of items. The whole aim of 3.1 was to improve the speed and reliability of the 3.0 series so that we could immediately jump in to 3.2 which will deliver substantive improvements to the commerce and email...

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...
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