Release Notes - 31st January 2011
We've brought you some more exciting additions to the Insight platform. We've continued to build on our social networking features - this time bringing you Instant Messaging - and a whole raft of other features and improvements. As always if you have any questions please don't hesitate to contact us.
Building on the work we've already done to bring you Connections
, we've added a feature which allows your logged-in users to see which of their Connections are online, and to be able to have instant message conversations with them. This feature is similar to the instant messaging functionality you'll find in Facebook or Gmail.
Once you've added an "Instant Messaging" component to a layout, a footer bar will appear on all pages that use that layout. In the bottom right hand corner, there's a button to pop up a list of all Connections who are online, and then all you need to do is click a Connection's name to start a conversation with them.
In the Connections list, a user can opt to "Go offline" which disconnects them from the Instant Messaging system and makes them appear offline to their Connections. This preference is remembered until the next time they open the Instant Messaging window.
A user will appear to their Connections as "online" (green) while they are active on the site. This will change to amber after a period of inactivity. If a user logs out, or is inactive for an extended period, they are disconnected from the Instant Messaging system and will appear offline to their Connections.
A user can have multiple chats concurrently, though only three chat windows will display at any given time.
Currently, the Instant Messaging component appears as a footer bar in the chosen layout; it does not appear in the position the component is entered. Watch a video demonstrating this feature
Dynamic Personalized Mailings
We've added some features which mean you can make your mailings even more relevant to the individuals they are being sent to.
Previously, the article list and calendar components available for use within mailings produces a static list of articles which meet the supplied criteria and are publicly visible at the time of the composition of the mail.
We have extended this so that you can now embed article and event lists into mailings which are dynamic and personalized - i.e. they take the list of articles that meet the criteria at send time and personalized according to what content the user is allowed to view. This means that the mail will include up-to-date content specific to the recipient.
You could use this to quickly compile a "template" that would display the latest news relevant to each user and reuse this mailing.Watch a video demonstrating the dynamic personalized mailing components
Label Printing from Query Results
We've added a function that allows you to export a PDF of your query results in some popular label formats. Beneath your results in the Query Wizard, select "Print PDF labels from these results", where you can then select the label format and desired font size.
Improvements to User Quick Find
We've extended the Quick Find in the Web Office so that you can now search for Users and Organizations by Name, City/County and Postcode. We've also tidied up the interface so that it's clearer what you're searching for
New Display Option for Profile Editor Component
Often you'll want to make it as easy as possible for people to register on your site by only requiring them to provide a small amount of information. But then how do you get them to complete their profile details later?
We've added a new option to the "Profile Editor" component that allows you to display fields only if they are blank. This means, for example, that the component can appear to a logged-in user on your front page, encouraging them to fill in missing details. Once all the fields are completed, the component doesn't display any more!
Payment Group Options can now be Hidden or Admin Only
When setting up your Payment Groups, you can make the user options Mandatory, Selected/Unselected by default or Disabled.
We have added two more possible states so that these options can now also be Hidden (i.e. they don't appear at all) or Admin only (they only appear to an Administrator editing the registration in the Web Office).
Other Features and Bug Fixes
Let us know what you think of the features in this release.
- There is now an option to restrict the new Connections and Private Messaging features only to those above a certain age. You'll find this from the "Settings" tab, by selecting "Comments & Connections" under the General area.
- There's a new "Billing" area under the Web Office "Settings" tab where you can view your monthly statements, and enter your billing card and billing contact details.
- We've fixed a bug that was preventing saving of user records with Connections visibility set to 'No-one'.
- Shop item querying now includes the ability to filter based on fulfilment account name.
- We've made some performance improvements to the Resources area of the Web Office.
(Author: Endis Insight Support
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