Release date - November 4, 2024
What's in this release:
- Manage Payment Methods on the Customize Your Purchase Plan Page
- New Dashboard Filter and Report Filter
- Allow Clients from the Free Subscription to Purchase the Exact Number of Desired Seats
Manage Payment Methods on the Customize Your Purchase Plan Page
What's new?
You can now manage your payment methods on the Customize Your Purchase Plan page, including adding multiple payment methods such as credit card and bank account methods, verifying your bank account, editing payment methods, deleting payment methods, and more.
Who can use the new feature?
Users with admin permissions.
Related article
How to Manage your Payment Method
New Dashboard Filter and Report Filter
What's new?
Now, you can add dashboard filters to your dashboard to filter the data by configuring the datasets used in the dashboard, and for reports as well.
The widgets that use the filter's datasets will be highlighted and display an icon. The filter for these widgets will be automatically enabled, and the data will be automatically refreshed.
- If you can edit the dashboards and reports, you can add, edit, and delete the dashboard filters and report filters, as well as disable or enable the filters.
- When you toggle the filter on or off, your settings will be saved for all users accessing the dashboard or report.
- When you toggle the filter on or off, your settings will be saved for all users accessing the dashboard or report.
- If you cannot edit the dashboards and reports, you will not be able to add, edit, or delete the dashboard filters and report filters; but you can disable or enable the filters.
- When you toggle the filter on or off, your settings will not be saved, and refreshing the page will clear your settings.
- When you toggle the filter on or off, your settings will not be saved, and refreshing the page will clear your settings.
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Allow Clients from the Free Subscription to Purchase the Exact Number of Desired Seats
The Customize your purchase plan section now has tool tip to help clients adjust the default minimum number of seats on their own, allowing them to purchase the only exact number of seats they need. This tip is available for the Next Ticket, Attendance, Bots only, Extra Bundle User, and Admin User seats. It also has a link to a help article with the instructions for modifying the minimum number of seats for allocation.
All users synced from the upgrading client's AAD are now assigned the free Dashboard only role by default. The previous default role assignment was the User role. Starting with Release 2.22, clients will not be automatically charged with the User role price anymore.
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