This article describes the changes and resolved issues for this version of the product.
What's New Overview
- What's New Inside Winter Release – 31 Webinar
- Enhancements & Updates
- UI Conversion
- Resolved Issues
- Patch Release (31.2, 31.3, 31.4, & 31.5)
Enhancements & Updates
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SMS added to NetForum: Enhance your communication with NetForum's newest feature - SMS Messaging! This feature includes a Nucleus Analytics Dashboard designed specifically for tracking SMS message use. If you are interested in adding this feature to your NetForum application, please contact your Customer Success Manager (setup and usage fees apply).
For information on using the SMS messaging functionality, refer to the Managing SMS Messaging Preferences article.
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Ideas Portal Updates:
Membership Auto-Pay Flag: As a part of this release, users now have the ability to view whether a membership is set up for auto-pay from the Individual and Organization profiles rather than having to navigate to the Membership to find this information. A new Auto Pay column has been added to the Memberships child form; if the customer is set up to automatically pay their membership, then a check will be present in this column. If the Auto Pay column is checked, a new grandchild form Customer Payment Info will be available to expand and display information pertaining to the payment details set for auto-pay.The Customer Payment Info grandchild displays the following details: username, payment method, Credit Card details (credit card number, expiry date) or ACH details (Routing number, Account number, Account Type), status, failure count, and Next Retry Date.
History of Auto-Pay child form: To track the Auto-Pay status history, a History of Auto-Pay child form has been added under the Log tab of the Membership Detail profile which will keep track of Auto-Pay status changes. Every time the Auto-Pay flag is updated (either from eWeb or iWeb), the change will be logged under the History of Auto-Pay child form on Membership Details profile. This child form displays the following information: Auto-Pay Status (whether enabled or disabled), Changed By (name of the user who updated the Auto-Pay flag), and Change Date (date and time the Auto-Pay flag was updated).
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As part of this release, the following payment gateways have been removed from the NetForum baseline application. Consequently, all referencing DLLs for these payment gateways have been removed:
- Authorize.Net
- ESelectPlus
- ETSProcessor
- PaymentTech
- PaymentUS
- SecureNet
Refer to the Unused Payment Gateways Reference DLLs article for a detailed list of the removed Payment Gateways Reference DLLs included in this update.
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The NetForum Outlook Add-In feature has been improved to support single sign-on (SSO) login on Outlook multi-factor authentication (MFA) using Azure Active Directory (AAD) as part of this release. For additional details on the setup, please refer to the article on Outlook Add-In with MFA.
If you need assistance setting up the Outlook Add-In with MFA for your iWeb application, please contact your NetForum Support Representative.
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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.
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xWeb Security Update: To comply with PCI Compliance requirements regarding the protection of payment information, the WS_Activity_log table has been updated to mask all sensitive data related to payment.
Note that the WS_Activity_log table is populated with records only when the LogAllxWebActivity and LogxWebActivityXML system options are enabled. For more details, refer to the LogAllxWebActivity and LogxWebActivityXML articles.
Important! Logging xWeb Activity degrades xWeb performance. Every time an activity is logged, one or more records is inserted in a database log table. This feature is useful in development scenarios for diagnostics, but it should not be enabled for a significant length of time in a production system.
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The deterministic computed columns have been optimized by converting them into PERSISTED columns, a crucial step that enhances performance. This transformation involves a series of steps, including the dropping of associated indexes, followed by the removal and recreation of the columns as persisted computed columns and indexes as required.
Note: As these are computed columns, no data is lost when the computed columns are dropped and recreated.
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Framework Update: NetForum has removed the System.Web.UI, System.Web.UI.WebControls, System.Web.UI.HtmlControls dependencies from FacadeClass/Components classes. Here’s the list of updates made as a part of this release:
- The class Avectra.netForum.Extension.CE.AwardCertificate has been moved from components.dll to extension.dll
- The class Avectra.netForum.Extension.CE.CertificantExtension has been moved from components.dll to extension.dll
- The class Avectra.netForum.Extension.CE.CourseParticipantExtension has been moved from components.dll to extension.dll
- The class Avectra.netForum.Extension.CE.EvaluateRequirementsExtension has been moved from components.dll to extension.dll
- The class Avectra.netForum.Extension.CE.ExamParticipantExtension has been moved from components.dll to extension.dll
- The public method Avectra.netForum.Components.FW.FW_User.AfterDelete_RemovePrivRows(PageClass oPage, Control oControl) has been replaced by Avectra.netForum.Components.FW.FW_User.AfterDelete_RemovePrivRows(PageClass oPage)
- The class Avectra.netForum.Components.OE.SplitAccountExtension has been moved from components.dll to extension.dll
- The deprecated/unused class Avectra.netForum.Components.CO.UpdateAffiliationExtension has been removed from the components.dll
- The class Avectra.netForum.Components.CE.RequirementsCompletionProcess has been removed from components.dll and is superceeded by Avectra.netForum.iWeb.Helpers.RequirementsCompletionProcess in iweb.dll
Please be sure to review any custom code using the classes listed above and make any necessary adjustments. For example, if the custom code references one of the classes moved from components.dll to extension.dll, verify that your custom assembly includes the now-required reference to the extension.dll and that it references the moved class in its new location.
UI Conversion
Below mentioned form has been converted to the Current UI:
| Product Area | Description |
|---|---|
| General |
Send Correspondence form (CommunicationPage.aspx)
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Resolved Issues
The following list contains issues that were fixed in NetForum Winter Release (31). The TFS/Azure issue number is included for your reference.
| TFS/Azure ID | Product Area | Description |
|---|---|---|
| 141541 | Accounting | Optimized Deferrals: Improved performance of the batch close process for sites with a large number of deferral records. |
| 142146 | Accounting | Intacct integration: When accessing Intacct via an XML request, the system will now correctly validate the user's sign-in password when the password contains special characters. |
| 141783 | Accounting | When a prorated/deferred membership is renewed through installment payments and the batch used for renewal is closed, the system will now generate the necessary deferral records. The Deferrals child form (Batch Profile > Invoices Tab) will display records for both the first year (purchase) and second year (renew) invoices. |
| 141914 | Accounting | For deferred event registrations where the Transaction Date is equal to the Recognize Revenue Date: When an unpaid, terms registration invoice is cancelled, the system now correctly debits the Revenue GL Account rather than the Deferred GL Account. Please note that paid terms invoices and proforma invoices did not have this issue. |
| 142641 | Accounting | A recurring order created by installment billing or installment payment will no longer be voided until the associated schedules and open invoices are voided. Previously, when an invoice associated with a recurring order was voided, it also resulted in the voiding of installment schedules associated with the order. |
| 142107 | Admin |
Execute SQL Task Update: The following two system options have been included in iWeb as part of this release:
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| 142089 | Admin | The ws_security table has been updated to include a delete flag column (xws_delete_flag). |
| 140242 & 141957 | Baseline Reports/Queries | Performance Improvement: The A/R Aging report has been modified to improve performance (run time is reduced). |
| 141352 | CRM |
The system will now correctly redirect users to the GDPR profile page when they:
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| 142104 | eWeb |
Google Analytics 4 Update: 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. |
| 140619 | eWeb | With the TradeOrganizationFlag system option set to true, if an Individual is shopping for an organization (via eWeb) and the organization has no Email set, the system will send the Product Specific Confirmation Email with invoice to the Individual who is shopping on behalf of the organization. In this scenario, the individual will receive two Emails: A Confirmation email and a Product Specific Confirmation email. |
| 140319 | Fundraising |
When using the REST API for WealthEngine integration, the Wealth Engine Summary report will now display the most up to date WealthEngine results. To access this information, navigate to the Fundraising section, click the Constituent Profile, select the Report Profile menu, and click on the WealthEngine Summary link. Note: The following deprecated fields have been removed from the Wealth Engine Summary report.
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| 142687 | Inventory |
On the Add Merchandise form (Inventory module > Merchandise group item > Add Merchandise group item link), when you select the Sell Online check box, the system used to display a link with a 'notes' icon. This 'notes' icon link has been removed from the Add Merchandise form as the initial merchandise record must be saved prior to adding online information. To enter online information data for a merchandise, follow these steps: 1. Save the merchandise record with the Sell Online checkbox selected. 2. Open the Merchandise profile. 3. Edit the Web Information to add online information. |
| 142087 | Membership | The system will now accurately display the remaining balance on the Summary child form of the Order profile for invoices that include installment payments, a discount, and a partial payment through credit application. When paying the related installment payments invoices, the Payment Amount field in the Add Payment form now shows the correct amount and the user is able to apply payment. Additionally, the installment schedule can be adjusted without error. |
| 141201 | Payment Processing |
When placing an order with a credit card, the system will now successfully complete the order without displaying the error message "DestinationCountryCode must be 3 characters in length" even if the selected shipping address does not include a country code. |
| 139619 | Toolkit | When the user changes a communication preference (Individual Profile > Edit Comm. preferences > Manage Communication Preference form > Promotional Mailing Type) for any of the promotional mailing types, the workflow to 'send email' now gets triggered, and the email confirming the preference change will be correctly sent to the customer. |
| 142091 | xWeb | The xWeb ExecuteMethod web service has been restored to its normal operational state, and no longer throws an object reference error when the optional parameters are not included. |
| 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). |
| 141192 | xWeb |
xWeb user was getting locked out when an eWeb user repeatedly enters invalid credentials for different tokens via WebWebUserLogin method. To address this customer reported scenario, a new xWeb config setting (ExemptWEBWebLoginFaults) has been introduced on configuration basis for the xWeb config file. This config setting will be treated as Boolean expression:
Note: This update is not included in the NetForum Baseline Application, the Admin user must add the config setting in the xWeb config file and set the value according to their association’s need. In the absence of this config setting, the system will treat as False value i.e., the system behaves as reported scenario. The setting must be added in xWeb\Web.config as shown in the below screenshot: |
Patch Release (31.2)
| TFS/Azure ID | Product Area | Description |
|---|---|---|
| 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." |
| 131176 | Centralized Order Entry | When adding an invoice through the COE form, the system will no longer generate an 'Incorrect syntax' error in the fw_error_log table. The Auto-Pay Installment (with Consent) check box will only appear at the bottom of the COE form if the payment method is Credit Card or ACH, and if the selected payment type is installment, installment payments, or recurring. |
| 142530 | eWeb | When using the form designer to add the DatePicker and/or DateTimePicker fields to an eWeb form, the fields are correctly displayed on the form and no console errors related to these fields are logged in the system. |
| 141823 | Membership |
If a membership is renewed to a different package with a different member type, the Edit Membership form (Membership profile > Edit profile menu > Membership link) will display the current membership package value in the Member Package field. After saving the changes to the Edit Membership form, the system will display the current membership package value on the Membership Detail information panel in the profile.
Note: This fix applies to the Current UI only.
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| 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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Patch Release (31.3)
| TFS/Azure ID | Product Area | Description |
|---|---|---|
| 143170 | CRM | Performance Update: iWeb code has been optimized to handle the loading customer credit balance more efficiently when adding an invoice through COE. The credit balance for the billing customer is loaded when the bill to customer is first selected or the bill to customer changes. |
| 143171 | CRM | Performance Update: The iWeb code has been optimized to handle the "vw_co_customer_credit_balance_caa" and "vw_co_customer_credit_balance" views more efficiently when making a payment towards an open invoice. The system now restricts calls to these views to only when they are required, resulting in fewer calls when making a payment towards an open invoice. |
Patch Release (31.4)
| TFS/Azure ID | Product Area | Description |
|---|---|---|
| 142433 | Accounting | Performance has been improved when carrying out batch pre-processing and closing tasks for sites with a large set of data in the ac_ledger table. |
| 142527 | CRM | The Individual Communications Preference Setup form (Individual/Constituent profile > Edit profile menu > Comm. preferences link) has been updated with a label change for the existing 'Check All' checkbox, which now reads as 'Opt in/Opt out All' for better understanding of its function. When you select or unselect the Opt in/Opt out All checkbox on the Individual Communications Preference Setup form, the Opt in and Opt out radio buttons in the section will be updated accordingly. |
| 142579 | CRM |
When a Date Picker field on a form is modified to include the 'required attribute' via Edit in Form Designer, the Date Picker field will no longer be highlighted in red after a user populates a date in the field using the Calendar icon. The system now displays the selected date on the Date Picker field and allows you to save the changes. Note: This issue occurred only when as optional date picker field on a form was updated to a required field using Form Designer. |
| 143208 | General | Performance Update: As part of this patch release, 2 new indexes have been added to the md_table_list_from table in the NetForum Baseline Application. The indexes assist in optimizing the performance of the md_dynamic_form_getDynamicList stored procedure. |
| 143681 | Marketing | SMS Messaging functionality is now compatible with valid custom objects. If your organization uses custom objects that are not based on individuals, you can still utilize the SMS Messaging functionality with the help of the newly introduced system option (SmsCustomObject). Use the SmsCustomObject option to specify the object name(s) and enable the Send SMS/Text Message link on the custom object's list page for sending text messages. Refer to the SmsCustomObject system options article for more information. |
Patch Release (31.5)
| TFS/Azure ID | Product Area | Description |
|---|---|---|
| 143970 | General |
The xWeb security update implemented in Release 31 to mask all sensitive payment-related data in the WS_Activity_log table, aligning with PCI Compliance standards, has been updated to address the following issues:
Note that the WS_Activity_log table is populated with records only when the LogAllxWebActivity and LogxWebActivityXML system options are enabled. Also, make sure to adjust the LogxWebActivityUserList and LogxWebActivityMethodList system options accordingly if the logs are not populated or if some logs are missing (based on the system option configuration) in the WS_Activity_log table. |