This article describes the changes and resolved issues for this version of the product.
What's New Overview
- What's New Inside Fall Release – 30 Webinar
- Enhancements & Updates
- UI Conversions
- Resolved Issues
- Patch Releases (30.1 & 30.2)
Enhancements & Updates
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NetForum applications now support CardPointe Payment Gateway (from CardConnect) as a payment processing platform. The CardPointe Payment Processing platform supports all the existing NetForum payment handling functionalities: Credit Card & ACH Payment processing, Refund processing, Processing of Level 2 and 3 transaction data of credit card, Automatic credit card updating, and Stored payment for Credit Card and ACH.
Refer to the Setting up CardPointe Hosted Payment Gateway in NetForum article for setup-related details.
If you need assistance setting-up CardPointe Payment Gateway for your web application, please get in touch with your Customer Success Manager.
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A new netForumProcessorVantiv project has been added to the NetForum integrations to support the latest Worldpay (formerly known as Vantiv/Litle) SDK (cpnSdkForNet.dll). With this implementation, additional support has been added to comply with the card consent requirements for the storage of Visa and MasterCard payment credentials.
To use the latest version of Worldpay SDK (cnpSdkForNet.dll version 12.30) to process transactions using the Vantiv payment gateway, customers will need to get new Vantiv credentials (Username & Password) for their existing Merchant Account (used for Litle payment gateway). Existing Usernames/Passwords will only work for the old netForumProcessorLitle Project (LitleSDKforDotNet.dll version 8.25).
For more information on setting up and configuring the latest version of the Vantiv payment gateway, refer to the Upgrading Your Existing NetForum Litle/Vantiv Payment Gateway/Merchant Account article.
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UI/UX Enhancement: The Payment Information sub-form available on the following payment locations on eWeb has been improved with a more intuitive and easier-to-use payment interface. This enhancement applies to the Credit Card and ACH payment method types available in eWeb. As a part of this enhancement, a new system option (EwebCheckoutCreditCardAcceptImages) has been introduced for the Credit Card payment method that controls the display of the credit card type icon(s) on the eWeb payment check-out (Refer to the system option for more details). The enhanced Payment Information sub-forms now also contain images illustrating where the required details can be found on the Credit Card (for CVV) and Check (for Account and Routing number). Note that this UI/UX improvement is one of a few successive steps toward improving the customer check-out experience. More UI/UX updates to follow in future releases!
- Add to Cart > Check-Out process > Shopping Cart | Payment page
- Online Store > Browse store categories > Make a Donation
- Online Store > Browse store categories > Make a Pledge
- My Profile > My Account Links > My Saved Payment Info > Add Saved Payment link > Payment Method Information page
- My Profile > My Account Links > My Memberships > Enrolled link > Membership Auto Renewal page
Important: This enhancement applies to the eWeb baseline application. If your eWeb application is customized, then this update might not be reflected in your eWeb application. Please check with Customer Support to see if your customization needs to be updated to take advantage of this new enhancement.
- Invalid Email Functionality Update: If an Individual has an Email address marked as invalid (Individual profile > Contact info tab > Email addresses child form > Edit Individual Email form > invalid checkbox is checked), the system now clears the Invalid checkbox when the Email address is updated through eWeb or xWeb.
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The Recognize Revenue and Inventory Transaction tasks have been updated to use the netForumStartTask (Scheduled Task Framework). Previously, these tasks were handled by stand-alone extensions that ran immediately on the browser session and did not provide the ability to track the task execution status; users had to rely on notification Emails for information about the task status.
With this update, the users can now track the status and view the scheduled task's history with the help of a new child form, 'Task History,' available on the Accounting Period profile under the Scheduling tab. This enhancement applies to both (hosted and cloud) environments.- Recognize Revenue task (Accounting Period profile > recognize revenue icon > Recognize Revenue form)
- Inventory Transaction task (Accounting Period profile > inventory trans icon > Add Inventory Transaction form)
Refer to the Recognize Revenue Scheduled Task and Inventory Transaction Scheduled Task articles for more information.
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The Add/Edit Membership Renewal Task forms (Admin > Task Scheduler) have been updated with the Include/Exclude Auto-Pay drop-down field. This drop-down field allows filtering of the auto-pay membership records from the membership renewal task to prevent auto-pay memberships from being renewed when not intended. The Include/Exclude Auto-Pay drop-down field is required; by default, this field will be in the 'Please Select' state. The user must select the appropriate option before scheduling the membership renewal task.
- Select the Include Auto-Pay Memberships option if you want all memberships to be renewed through the membership renewal process.
- Select the Exclude Auto-Pay Memberships option if you want memberships with auto-pay enabled to be excluded from the membership renewal process.
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reCAPTCHA functionality update: The Payment Information pages on eWeb have been updated to show the reCAPTCHA window/icon based on the Payment method selection on the Payment Information page. Depending on your preference between hosted and non-hosted payment options, the reCAPTCHA window/icon will either display on the same page (in case of non-hosted payment) or on a pop-up window (in case of hosted payment).
Note: The reCAPTCHA version V2 or V3 visible on the Payment Information page is based on the reCAPTCHA version set in the AllowedReCaptchaVersions system option.
Suppose the Payment method field is set with a non-hosted payment option. In that case, the reCAPTCHA window will display at the bottom of the Payment Information page (as shown below).
Suppose the Payment method field is set with hosted payment option. In that case, the reCAPTCHA window will appear on the Hosted Payment pop-up window once you click the Enter Payment Details button on the Shopping Cart | Confirm your order page (as shown below).
Note: This enhancement applies to all the supported payment method types (Credit Card and ACH) for the following pages on eWeb.
- Shopping Cart | Payment page
- Make a Pledge (anonymous user/logged-in user)
- Make a Donation (anonymous user/logged-in user)
- Add/Edit My Saved Payment Info
- My Profile - My Automatic Payments
For information on enabling and using the reCAPTCHA functionality, refer to the Enabling reCAPTCHA Functionality article. - Execute SQL Task functionality: This release provides the ability to execute SQL commands to support custom SQL jobs for customers hosted in the cloud (Azure Environments). Cloud customers can now execute Stored Procedures available in the database using the Execute SQL Task. For more information, refer to the Execute SQL Task topic.
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Form Designer: A browser-specific issue (for Google Chrome and Microsoft Edge) has been addressed as part of this release, where the user was unable to add controls to a newly added form (Toolkit > Forms > Add Form), i.e., on an empty form. After opening the form designer and saving the form, the system now displays the controls under the Designed form controls child form (Toolkit > Forms > Dynamic Form profile > Controls tab) once they were added to a newly added form, e.g., the "DesignArea" control on the empty form.
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The 'Classic UI' and '2017 UI' profile menus (Toolkit module > Forms group item> Find/List/Query Forms > Dynamic Form profile) have been merged as a 'UI' profile menu to make it consistent for all the Dynamic Form profiles. Additionally, the 'Classic UI designer' link label on the menu has been changed to 'Form designer'. The Classic and 2017 UI menu links are now listed under the UI profile menu as applicable.
Note: The menu links available under the UI profile menu are based on the type of form being used.
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The CKEditor Html Body toolbar now contains the Font Size toolbar option. This toolbar option allows you to adjust the font size of the Html Body text.
Note: To use CKEditor as an Html editor in iWeb, you must set the Html editor field (My Profile menu > My Preferences form > Appearance section) with the CKEditor option.
- The user assistance links (Communities, Ideas Portal, and Contact Us) on the User Profile page now open in a new tab. Previously, these links opened in the active tab that you were on.
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Security Update:
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The deprecated HTTP headers (X-Content-Security-Policy and X-Webkit-CSP) have been removed from the NetForum project.
- The HTTP response headers that help identify the server and application architecture have been removed in this release.
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Performance has been improved when loading Query and Query Central pages containing many saved queries.
- The Azure Cache for Redis instances has been upgraded to the latest version (Redis version 6).
- Framework Update: As a part of this release, the code snippet that deals with dynamic Sub-form selection has been improved to handle dynamic Sub-form selection more efficiently in the iWeb and eWeb applications.
- Deploy Tool Update: Upgraded .NET framework used by the Deploy Tool to take advantage of the latest .NET 4.8 improvements.
UI Conversions
Below is the list of pages converted to the Current UI:
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| Events |
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| Queries - Baseline |
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Resolved Issues
The following list contains issues that were fixed in NetForum Fall Release (30). The TFS/Azure issue number is included for your reference.
| TFS/Azure ID | Product Area | Description |
|---|---|---|
| 136423 | Accounting | For an Installment Payments Order, if the balance on the associated invoice is written off (after a partial payment), the system no longer displays an outstanding balance on the Summary child form of the Order profile. |
| 96365 | Accounting | When adding a deferred discount product, if you miss selecting the Deferred Expense Account field and try to Save, the system now displays an error message requiring you to choose the deferred account. Previously, you were allowed to save without the Deferred Expense Account field selected. |
| 131183 | Accounting | The system now correctly parses the ac_payment_info and ac_payment fields on all confirmation templates that use these fields. |
| 101254 | Accounting |
For an invoice that has multiple line items, the system now allows you to do multiple 'void with adjustment' transactions (Invoice profile > Add profile menu > Void menu link > Void Invoice form). Previously, when attempts were made to do 'void with adjustment' for additional invoice line items after one line item had already been 'void with adjustment,' the system generated the "Invoice detail has been voided or adjusted and cannot be added to the invoice." error message. |
| 141090 | Accounting |
Authorize.net gateway only: Voiding an invoice (Invoice profile > Add profile menu > Void menu link > Void Invoice form) that contains a transaction made with an ACH payment method using the Authorize.net payment gateway no longer generates a 'Credit could not be granted on the void' error. The invoice now gets voided, and a credit to the ACH payment method is generated.
Note: You must wait a day to settle the transaction on the payment gateway side before voiding the invoice. |
| 141297 | Accounting |
Intacct integration only: If a deferred Event Price has a department dimension code different from what is defined in the GL Account setup for the associated Revenue account, the system now correctly respects that override when revenue is recognized. The Ledger Entries For Batch child form (Batch profile > Ledger tab) now displays the correct department dimension code for the credit and debit ledger entries, and the Miscellaneous transactions created now set the department dimension code of the event price instead of the department dimension of the Revenue GL Account. This applies only to systems with the following system option configuration:
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| 124500 | Advertising | When adding an insertion order (Advertising > Insertion Orders group item > Add Insertion Order form), the Issue drop-down field will no longer include issues whose Ad Space Close Date (Subscriptions > Issues group item > Subscription Issue profile) is in the past (i.e. the Ad Space Close Date of the subscription issue is less than the Order Date on the Add Insertion Order form). |
| 106406 | Baseline Reports/Queries | The G/L Transactions By Account & Period report now displays information related to the Transaction Date, Transaction Number, Customer Number, and Customer Name fields for Use Credit and Return transaction entries. |
| 140954 | Events |
Query Central: When a query is scheduled and delivered via Email, the receiver of the Email will now be able to see the full server path hyperlink in the Additional Information area, and clicking the link will redirect to the query result file. This fix is specific to the NetForum Cloud. |
| 122962 & 124125 | Events | When registering an individual for an event that has event-specific demographics via the Individual Event Registration Wizard (Event profile > Add profile menu > Individual registration wizard link > Individual Event Registration Wizard), the system no longer generates an exception error on the Demographics/Housing step of the registration process. Additionally, if you return to the Demographics/Housing step from the Review/Payment step (to review/edit the demographics details), the system correctly retains the initial values entered. |
| 139534 | eWeb | BluePay Hosted Gateway only: eWeb users can now update their Saved Credit Card information linked to BluePay Hosted Gateway using the Enter Payment Details button on the Update Payment form (eWeb > My Profile > My Account Links > My Saved Payment Info link > My Saved Payment Information page > My Saved Credit Cards section > Edit button). Previously, the Update Payment form was not populating the Hosted Payment page to allow updating the Credit Card information. |
| 112986 & 140602 | Fundraising | Voiding a verbal pledge installment invoice no longer updates the Pledge Amount field available on the Constituent profile > Donations tab > Verbal Pledges child form. Previously, the Pledge Amount field was increased by the amount voided. |
| 140164 | General |
The Product Price Attribute section has been re-enabled on the Add Price form (Current UI). Users can now add price attributes while adding price details to an item. The following Current UI forms are covered as a part of this update:
Note: The Product Price Attribute section is unavailable on the Edit Price form. Users can update the price attributes using the Price Attributes grandchild form on the above path. |
| 135499 | Membership | With the AllowMultipleMembershipsPerAssociation system option set to true, the system no longer allows rejoining via a terminated membership on the "My Memberships" page of eWeb when the customer already has an active membership of the same member type with the same association. |
Patch Release (30.1)
| TFS/Azure ID | Product Area | Description |
|---|---|---|
| 142104 | eWeb |
Google Analytics 4 Update: The e-commerce purchase data now gets listed on the E-commerce purchases report (Login to Google Analytics > Reports > Monetization > E-commerce purchases) in Google Analytics. Note: To access detailed data and view the actual pages hit in the Reports section, you will need to wait 24 to 48 hours. |
| 142059 | xWeb |
The xWeb security update implemented in Release 28 will now include a search for potential signatures of prohibited content within the parameters during the execution of the xWeb's ExecuteMethod web service. Previously, the system's scanning process was limited to identifying specific prohibited keywords such as "GRANT, DENY, etc." resulting in the unintentional blocking of safe content such as emails containing "GRANT" as part of a name (for example, grant.test@test.com). |
Patch Release (30.2)
| TFS/Azure ID | Product Area | Description |
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| 142526 | Accounting | When a user adds a terms or proforma invoice with multiple line items, including products priced at $0.00, to the cart for checkout on eWeb, the system will now display all line items, including the products priced at $0.00, on the Shopping Cart | View page when completing the payment process. |
| 142551 | Accounting | If an invoice with tax(es) or shipping is paid using ACH, applying NSF to the ACH payment will no longer add duplicate adjustment line items in the Adjustments child form (Batch profile > Adjustments tab) for the taxes or shipping involved in the transaction, and there will be no void or refund for the duplicate tax or shipping payment with the payment processor. |
| 142829 | Accounting | Optimized Deferrals: When a deferred membership with a deferred discount is purchased using Installment Payments, and later the invoice is returned or cancelled, closing the batch associated with the return/cancel will no longer generate an error of "The GL Account is missing." |
| 142098 | Payment Processing |
BluePay and CardPointe Hosted Payment Updates: The hosted payment form has been updated to include a ‘Cancel’ button on the Enter Payment Details form. This allows the user to close out the hosted payment form and select a different payment method. Important: The Cancel button will remain clickable until the user clicks the Make Payment button. Once the user enters the payment details and clicks the Make Payment button on the hosted payment form, the Cancel button will be disabled. Once the user clicks the Make Payment button and the form updates to display the successful payment, the Complete Order button will be enabled. The payment will be recorded in NetForum when the user clicks the Complete Payment button. |
| 142796 | Payment Processing | BluePay and CardPointe Hosted Payment Updates: As part of this patch release, the (non-functional) Cancel button that displayed below the reCAPTCHA widget on eWeb's Hosted Payment pop-up has been removed. After successfully completing the reCAPTCHA validation, the enter payment information fields will be displayed. |
| 142731 | xWeb | When performing the GetDynamicQuery request in SOAP UI, if the szOueryName string (query name) in the request is not specified or left blank, the response will once again return a list of queries for the associated object. |
| 142931 | xWeb |
The xWeb security update implemented in Release 28 will now include a search for potential signatures of prohibited content within the parameters during the execution of the xWeb's ExecuteMethod web service. Additionally, the following system options have been added as part of this release that allow associations to set their own custom regular expressions as needed.
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