New Features
- Segment Actions (private beta):
- Added support for actions on segments that can be triggered when people are added and removed.
- Our first action is the ability to add and remove a tag from people records.
- Membership Enhancements:
- Added support for a grace period (in days) on membership records. The MDP will automatically calculate an expiry date while still retaining the expected end date.
- A membership is still considered active while in grace period.
- Note: grace periods are not currently supported by WooCommerce. A new plugin (still in development) will add native support.
- Added a new "Delayed" status on membership records starting in the future.
- Added support for editing membership assignments from the Person > Membership page.
- Replaced the "Billing" column with "Managed externally" on the memberships listing. The new column includes hyperlinks for WooCommerce, Staxbill or an icon for cascaded memberships (⚡️).
- When creating an organization membership, added the ability to automatically grant the owner a membership assignment.
- When renewing an organization membership, added the ability to copy all assignments from the previous record.
- Added Expires At, In Grace, and Category fields to Segments.
- Added support for a grace period (in days) on membership records. The MDP will automatically calculate an expiry date while still retaining the expected end date.
- When creating a new person, added the option to specify if the user role is automatically assigned (useful for preventing confirmation emails from being sent immediately).
Improvements
- Segments (private beta):
- Added Communication Preferences.
- Various improvements and bug fixes based on both internal/external feedback from users.
- Staxbill Integration: Added the option to specify a "Terms and Conditions / Privacy policy" checkbox on the onboarding payment screen.
Bug fixes
- Relationships API: Fixed issue when trying to use the
filter[active_eq]=true|false
filter on connections. This issue does not impact the more commonly usedfilter[active_at]
filter.
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