Scheduled Maintenance - 6 Feb 2012

Release Notes - 17th January 2012

Our first release of 2012 brings some great extensions to tagging, new mini layout components and a raft of improvements to the shop. As always, if you have any questions please don't hesitate to contact us.

More Tagging

Up until now tagging has been available on audio/video recordings, articles and events. You can now tag the full range of media items, including images and document files.

We have also extended the range of lists and feeds that you can now filter based on their tags to include the following:

• Calendar (events list) component
• Media list component
• Media XML Feed
• Article list component

New mini-layout components for the media list

• Bible reference
• Download count
• Length (duration) of the recording
• Download link, allowing website visitors to download the file rather than play in situ.

Improvements to the Group Members tab

For those of you with hundreds or even thousands of members, it can often take a few clicks to find who you're looking for on the Members tab in a group.

We've had a simple name filter to the top of this tab to help you more quickly find who you need to. The existing browsing functionality of the tab is unchanged - so if you've got nice small groups, or you just liked it the way it was, then you're in luck!

Creating new users in the user picker

Often admins need to search for a site member to add to a group or a rota and then find that the person they are searching for doesn't yet exist in the database. Up until now, this has meant dropping what you are doing in order to create the user, before you can go back and add them.

We've taken away this headache by allowing you to create new users directly from the user picker pop-up so that your flow of work isn't interrupted. Look out for the "Create and select a new user" task.

Enhancements and fixes to the shop

Removal of the 'donation' item type

The 'donation' item type in the shop provided a means through which sites could request donations from customers at the checkout stage - but many have found this confusing. To simplify things, we have added some flexible additional settings that are available on all shop items to provide the functionality that was originally only available by designating an item as a donation.

• When to take payment.
• On request. This was the standard behaviour for physically shipped items. Payment is taken when the items are shipped.
• On order placement. The standard behaviour for digital items and donations. Payment is taken as soon as the checkout process is complete so that digital content could be downloaded straight away.
• Whether shipping is required. Digital items or donations don't require any physical products to be sent to the customer and so don't need shipping nor therefore a delivery address to be entered or a delivery method selected. Items that do not require shipping will also not be counted when calculating delivery costs.
  
• Show on cart page. When this is selected, the item will appear on the trolley page as an option in addition to the items selected so that your customers have one last chance to select them.
• Overridable price label. Normally prices for physical items appear with the designation "price" - but for a donation you might want to say "amount" or "donation", for example.

Previously, these options were selected correctly for you, depending on whether the item was physical, digital or a donation. Rather than force you to now set them manually every time you create a new item, we've put three "Add a new..." tasks on the Items tab - for physical, digital and donation items. These will preselect all the normal defaults for you - but of course you can change these as you wish for your special cases.

For those of you who use batch order processing, items that do not require shipping can now be picked up and paid for during the batch order process.

Editing of shop delivery charges

In recent months we've made it possible for you to cancel individual items from orders, but what you couldn't do was to edit the delivery charge (which may have changed substantially if significant items had been removed from the order - or the order cancelled altogether).

We've closed this gap now - and you can now edit the delivery charge manually by clicking the usual pencil icon next to the delivery charge on the order screen.

Cancelling the entire order will now also cancel the delivery charge.

Other fixes

• In the event of a card failure when taking payment for a shop order, the order status was inadvertently replaced with the payment processor's error message. This has been fixed.
• If a delivery method was deleted, any orders that had previously been made using that delivery method erroneously showed that they had an amount outstanding. This is now fixed.
• We have now reinstated the "Minimum spend" setting when you set up your own payment processor. This allows you to ensure that any card processing charges that you incur are covered by the value of any transactions in the shop. Note that this minimum applies to each card transaction and if the customer selects a mixture of "take payment on order placement" and "take payment on request" items then these will be split across two transactions - with the minimum applying to each.
• Logged in users going through the shop checkout weren't asked for an address if their user record contained a partial address. We now force everyone to fill in any address details that are required that we don't already have.
• If digital products had paid-for files which were "available separately" but the paid-for file was then removed, the "Separate Price" column still appeared (albeit blank) on the item track listing. We've fixed this so that the "available separately" option is correctly removed when there are no paid-for files.
• In rare cases, refund amounts were calculated very slightly incorrectly for order lines that had discounts applied. This has been corrected.

Other Features and Bug Fixes

• In popular forums where the thread list extended to multiple pages, there was a problem navigating back to the first page after navigating to subsequent pages. This is fixed now.
• We've fixed the bug which meant that you couldn't produce a printable version of some large rotas.
• If you tried to access a forum directly which required login (e.g. by following a link in an email) you'd get an error. This is fixed.
• We've fixed an issue whereby after copying a payment group, the group tree didn't always update to allow you to see your new group.
• A document file uploaded in the Web Office can have a maximum size of 50MB. However, a server configuration issue meant that there were problems uploading any files above approximately 29MB. This is now fixed and files up to 50MB can now be successfully uploaded.
• When reaching a 'Page not Found' error page (e.g. because a URL was typed incorrectly or a page was deleted) we now correctly return the 404 status code to the web browser.

Release Notes - 5 October 2011

• Popular shops may have noticed the occasional duplication of shop order numbers. This should be a thing of the past.

• In the assignment option report, we now correctly allocate assignments across relevant options, even if the receivable is zero value.

• The user who saves a specific payment group registration will now be reported more accurately.

• Payment Group Draft Registrations will now work correctly when an address is required.

• The Ratings Mini-Layout component now shows the link text, even when the rating is not available.

• It is now possible to delete emails and stop them from sending on schedule.

• Moving a shop order to the Order Archive, and sending confirmation emails, should no longer present the occasional error.

Release Notes - 27th July 2011

We've been doing some 'behind the scenes' work to make your experience of Insight even better and developed a few new features too. As always, if you have any questions please don't hesitate to contact us.

Improved Session Timeout Behaviour

Main Tabs in the Web Office can now be Bookmarked

View Shop Order History

Suppress Emails for Shop Orders and Payment Group Registrations

Notes on Orders Visible to Customers

Order History Export

Other Features and Bug Fixes

• There's a new task on the user record allowing you to create a registration in any payment group that you select.
• Notes fields added to payment group registrations can now be made global so that they can be queried in the Query Wizard.
• When editing payment group registrations, you can now set the approval date to be a date in the past, and receivables will be dealt with correctly according to your settings.
• When creating a shop order via the task on a user record, the order is now created in the main Web Office frameset, rather than in a pop-up.
• We've always had a read-only view of the user record - for people who have permission to view, but not edit, the user's details. Some of you have found this view to be helpful for copying and pasting details out of the Web Office, so we've now made it available on all editable records via the "Read Only View" task at the bottom of the user record. Those who have permission to edit the details can return to the editable view by pressing the "Edit Details" button.
• In the shop, the batch packing list now shows the user's details and order notes.
• 'Visibility' and 'Publisher' have been added to the list of available columns when querying for shop items.
• When resuming your computer after hibernation, or attempting to log-in after a long period of inactivity, some of you were finding you had to enter your password twice before it was accepted. This is now fixed.
• Shop names containing apostrophes caused errors in dropdown menus and in the Query Wizard - this has been fixed.
• Article lists filtered by tag in emails were only working for a limited time, but not if the email was later re-sent (for example a scheduled mail). This is now fixed, but you will need to edit and re-save the tag list for any which have stopped working.
• The outstanding amount on shop orders was still including the value of cancelled items. We've corrected this.

Patch Release - 13th July 2011

New option to stop confirmation emails being sent for PG registrations and shop orders