New Features
- AI Person Summary (Beta): Added an AI-generated summary card to the person profile that provides a quick read on a person's membership, engagement, and recent activity. Admins can choose which data feeds the summary and weight touchpoint categories by importance and recency. Summaries are cached and can be regenerated on demand.
Improvements
- Insights Reports:
- Added new Person Tags and Organization Tags tables with one tag per row, making it easier to count records per tag and build tag dashboards. The existing comma-separated
Tagscolumn is unchanged. - Change logs now include
item_uuid, so changelog entries can be joined to other reporting tables. - WooCommerce order data now includes the manual Batch ID.
- Added new Person Tags and Organization Tags tables with one tag per row, making it easier to count records per tag and build tag dashboards. The existing comma-separated
- Tags: Added a Tags export to the People and Organizations list views, and a new "Tags In Use" table on the Tags settings page showing record counts per tag. People, organization, and group tags link directly to the filtered list view.
- Identifying Numbers: People and Organizations can now be configured to display a service identity (such as a bar or registration number) in place of the Wicket identifying number in list views, profile headers, and search results, with an optional custom column label.
- Membership Bundles: Added a new
bundle_managerMDP security role, which is automatically granted to a membership bundle's owner (scoped to their organization) and removed when they're no longer the owner. - Moodle Integration: Added a touchpoint for course unenrollment, recorded when a user's enrollment is removed in Moodle.
- Admin UI:
- Change Logs and Role History can now be accessed directly from the sidebar navigation in person/organization profile view. The sidebar navigation is also now grouped into sections to reduce clutter.
- Service Identities: Namespace options are now sorted alphabetically in the dropdown.
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