This article describes the changes and resolved issues for this version of the product.
What's New Overview
- What's New Inside Winter Release – 35 Webinar
- Enhancements & Updates
- UI Conversions
- Resolved Issues
- Patch Release (35.1, 35.2, 35.3, 35.4, & 35.5)
Enhancements & Updates
-
Ideas Portal Feature
eWeb Shop For Organization Feature Enhancement: This release covers following updates related to the eWeb Shop for Organization functionality:
- The existing TradeOrganizationFlag system option has been deprecated.
- Three new system options EnableEmailDomainMatchingOnEweb, DefaultEWebBillingCustomertoOrganization, and eWebGroupRegistrationLogic have been introduced as part of this enhancement.
- The eWeb section of the Add/Edit Relationship Typeform has been updated for relationships with a Relationship Type of Individual/Organization:
- A new Shop For Organization checkbox has been added.
- The logic used by the checkboxes Organization Access and Organization Edit has been updated.
- Each checkbox now includes a tooltip that explains the impact of checking it.
These enhancements make it easier to manage access rights to individuals within an organization, determining who is permitted to view organizational information, who can modify it, and/or who is authorized to make purchases on the organization's behalf.
- The welcome message in the header section of eWeb now displays the signed in and shopping as details of the eWeb user. This information was previously visible only in the My Cart box (appears on the Online Store tab > Online Store page); it has been moved to the header.
Note: This update is only applicable to the demo/default eWeb site.
For more information, refer to the eWeb Shop for Organization Feature Updates article.
-
One-Click Unsubscribe Functionality
With this release, users (customers of an association or recipients of emails) can take advantage of a One-Click Unsubscribe function, making it simple to exit mailing lists via an 'Unsubscribe' link embedded in the email interface. By clicking the ‘Unsubscribe’ link directly in their inbox, users can reduce unwanted emails and have a satisfying experience that respects their preferences.
For more information, refer to the One-Click Unsubscribe Overview and Setup article.
-
Login to NetForum iWeb application with Google Single Sign-On
Staff users can now login to the NetForum iWeb application using their Google accounts through Single Sign-On (SSO) with OpenID Connect. For information on how to integrate Google SSO using OpenID Connect for your iWeb application, refer to the Implementing Google Single Sign-On in iWeb Application article.
-
Query Individual Form Update
The iWeb users can now more easily create a query based on email optout fields to get a list of records of who has opted in or out of a promotional mail type. The Column to Query field (Query Individual form > Query Conditions tab) now includes the following email optout options to select from:
- email optout:: Add Date
- email optout:: Add User
- email optout:: Call To Action
- email optout:: Change Date
- email optout:: Change User
- email optout:: Customer
- email optout:: Delete Flag
- email optout:: E-Mail
- email optout:: E-Mail Address
- email optout:: Entity Key
- email optout:: Extender Key
- email optout:: Mailing Type
- email optout:: Opt-out Flag
- email optout:: Unique Key
-
eWeb UI/UX Enhancements
eWeb Payment Information Section UI/UX Enhancement: As a part of this release, the following eWeb Payment Information pages have been updated for UI/UX improvements.
- eWeb > My Account > My Account Links > My Memberships form > Enroll Now link > Membership Auto Renewal form > 'Yes, I want to automatically renew my membership' radio button on the Enroll in auto-renew field > Automatic Membership Renewal | Customer Payment Info page > Add button on the Card/Account field > Add Customer Payment Info form
- eWeb > Online Store > Browse Store categories > Make a Donation form > Payment Information section (Note: The Digital Wallet payment options will not be displayed in the Payment Information section if the donation is set with the Repeat every month flag.)
- eWeb > Online Store > Browse Store categories > Make a Pledge form > Payment Information section (Note: The Digital Wallet payment options will not be available on this form.)
- eWeb > My Account > My Account Links > My Saved Payment Info > Add Saved Payment link > Payment Method Information form (Note: The Digital Wallet payment options will not be available on this form.)
- eWeb > My Account > My Account Links > My Automatic Payments link > Click on Order link > Update Automatic Payment Information form > Update Payment Information section > click the Add button next to the Card/Account drop down field > Add Customer Payment Info form (Note: The Digital Wallet payment options will not be available on this form.)
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Inserting Images Using CKEditor Update
The Spring 2024 Release (32) provided the ability to insert images into Marketing Templates using CKEditor. This release extends the functionality to the following forms. For more information, please refer to the article Inserting an Image to a Marketing Template Using CKEditor.
- CRM > Individuals group item > Find, List or Query Individuals group item link > List Individual form > Communicate tab > Email to This List link > Send Correspondence form
- Events > Event Planning group item > Find, List, or Query Events group item link > Event profile > Edit menu > Online info link > Edit Events Info Html form
- Events > Sessions group item > Find, List, or Query Sessions group item link > Event Session profile > Edit menu > Online info link > Edit Events Session form
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Wealth Engine Integration Update
The Wealth Engine API endpoint has been updated to the latest URL in this release.
- Updated Endpoint: https://api.wealthengine.com/v1/profile/summary/full
-
Performance Update
As a part of this release, a list of extender tables without foreign keys to their base tables has been identified and updated.
-
Framework Updates
- User IP address logging for sites using LoadBalancers: This release includes enhancements to the logging of user IP addresses in the fw_error_log and ws_security database tables. The user's IP address is now recorded even if the site uses a Load Balancer. Previously, the Load Balancer's IP address was recorded.
-
As a part of this release, a framework update has been made to encrypt and decrypt NetForum's secure data using a secure key that will be stored in Azure Key Vault (Key Management Solution by Azure). The following system options have been introduced in this release to configure the Azure Key Vault for NetForum solution.
Note: This implementation is applicable to both Premise based and Azure-hosted clients.
UI Conversions
Below is the list of pages converted to the Current UI:
| Module | Description |
|---|---|
| Certification |
|
| Inventory | Inventory > Publication > Add/Edit Publication |
| Marketing | Marketing > Calls To Action group item > Add Call to Action group item link > Add Call to Action form |
| Marketing | Marketing > Calls To Action > Add Call to Action - Segment section (Segment Type - Custom) - Click the Create Segment link > Add Call To Action Segment |
Resolved Issues
The following list contains issues that were fixed in NetForum Winter Release (35). The TFS/Azure issue number is included for your reference.
| TFS/Azure ID | Product Area | Description |
|---|---|---|
| 145046 | Accounting |
On a Credit Profile, when trying to process a refund of a credit (Credit Profile > Add profile menu > Refund/writeoff credit link > Refund Credit form), the system once again allows the refund process to complete without error. |
| 144626 | Accounting |
When an invoice for an installment payments order containing a membership package that includes both a deferred membership and a $0.00 subscription as package components is returned/canceled, the system once again correctly updates the Order Closed status to 'Yes' on the Order profile. |
| 144625 | Accounting |
Performance Update: A performance issue with the view vw_ac_deferral_summary_info has been addressed in this release. The view vw_ac_deferral_summary_info now returns data promptly for systems with a large dataset of deferral records. This update is applicable to both legacy and current deferrals. |
| 143805 | Accounting |
If the Recognize Revenue task for a given period is already scheduled or currently running, then the recognize revenue icon on the Accounting Period profile will be disabled. Note: This fix applies to both Current (Optimized) Deferrals and Legacy Deferrals and for both the Classic and Current UI. |
| 129093 | Accounting |
When adding an installment payment order and personalizing the payment schedule of the order using COE, the system now correctly reflects the changes on the Net Balance and Net Payment fields on the Confirmation section and the Line Items section of the Centralized Order Entry | Order form. This allows for successful completion of the transaction. This applies only to systems with the following system option configuration:
|
| 144467 | Accounting |
With the system option 'EnableEwebSavedShoppingCart' set to true, voiding a proforma invoice from a customer's record in iWeb will also remove it from their eWeb Shopping Cart if they had previously added it and left in the cart. The eWeb user will no longer be able to use eWeb to pay a voided invoice. |
| 143422 | Accounting |
When an invoice generated using a check as a payment method is returned/cancelled with credit and later the check payment is marked as NSF (Payment profile > Edit > NSF), the system now creates a return payment that updates the Balance field (under the profile information panel) on the Invoice profile with no balance due. Also, on the Individual profile > Other Actg tab > Credits child form, no available credit will be displayed once the NSF process completes. If the credit created by the return/cancellation has been used and the user tries to do an NSF process, the system now displays the message stating, "This payment is linked to a return credit. The return credit has been used. Please void credit applications using the return credit first." |
| 143368 | CMS |
When the HTML editor field on the User Preferences form is set with the CKEditor option, updating and re-saving the eWeb's Website Page Details form using the CKEditor (iWeb > CMS > Website Pages > Find, List, or Query Web Page > Edit Website Page profile > Page Details child form > Edit Website Page Detail form) no longer removes any JavaScript code, style, or tags of the existing website page detail. |
| 145048 | CRM |
When the Credit Balance (cst_credit_available) virtual field is added to the Customer profile page using the Form Designer, the system will once again properly display the total available credits for the Customer. Note: This fix applies to both the Classic and Current UI. |
| 144497 & 142506 | CRM |
On the Search Results modal popup (accessed via the path: CRM > Individuals profile > Relations tab > Organizations child form > Add button > Add Individual Affiliation form > Organization field > Search icon), the system once again allows you to update the number of records to display using the Row count selection dropdown and the columns to display using the Column selection dropdown as needed. Also, clicking on any column headers in the Search Results modal popup will no longer close the modal popup. Note: This fix applies to the Current UI only (the functionality works fine in Classic UI) and at all the places where the Search Results modal popup is used in iWeb. |
| 145122 | Events |
The Add to Outlook Calendar ICS file (Outlook Invite file) now includes the Event Description value in the invite. When an event registrant adds an event invite to their Outlook calendar, the Outlook calendar invite now displays the short description of the event, provided that the event record contains a description in the Event Description field available on the Quick Add Event form or Edit Event Profile form in iWeb. |
| 133003 | eWeb | When an installment order or installment payments order is processed through iWeb and viewed in eWeb, the system now accurately shows the Next Payment Date on the following pages in eWeb (aligning with the next scheduled date in iWeb):
|
| 144796 | eWeb |
When a product is set to Sell Online with the Show As New Until date-picker field set with a specific date (Product profile > Edit profile menu > Web information link > Online Information form), the product will once again display as a new product on the New Products carousel of the eWeb's Home page. For more information, refer to the Presenting an Online Available Product as a New Product and Featured Product article. |
| 144617 | eWeb |
If an eWeb customer removes an optional component from a package or bundle before making a payment, leaving the optional component on the invoice and unpaid, the system once again allows the customer to add the existing invoice with the optional component to the cart. The Shopping Cart | View form now includes the entire invoice and displays the Balance Due for the optional component that was removed during the initial payment. This applies only to systems with the following system option configuration:
|
| 134974 | eWeb |
Multicurrency: When a product with a designated currency is added to the Shopping Cart in eWeb and then removed, the system will now reset the Shopping Cart to clear the currency filter. Previously, the currency filter used to stay active even after clearing the cart, which stopped products from showing in different currencies. Note: The currency filter is automatically reset after a successful transaction. This applies only to systems with the following system option configuration:
|
| 145275 | eWeb |
On the Change Customer | Shop as - Bill to page of eWeb (accessed by clicking the 'Welcome' link at the top on eWeb), the shop as - bill to dropdown field now displays only active relationship organization options; relationships with an end date in the past or a start date in the future are no longer displayed. Note that this is only applicable to Individuals who have an Individual-Organization relationship with 'Shop for Organization' checked. |
| 136167 | eWeb |
If an individual has multiple relationships with different organizations and these organizations have different memberships, when the individual logs into eWeb to view or renew one of the related organization's membership (eWeb > Individual profile > Organizations You Manage section > View Transactions > My Organization Transactions page > Memberships child form), the system now only displays the membership(s) for the organization that the user is accessing. Previously, the system displayed all memberships for all related organizations in the Memberships child form on the My Organization Transactions page even when the user has selected to view the specific organization transactions. Note: The following setup must be completed in iWeb for each relationship types that should be able to access the related organization transactions details through the individual profile in eWeb. On the Add/Edit Relationship Type forms (CRM > Overview > Customer Setup > Relationship tab > Relationship Type child form), select the following checkboxes:
|
| 124318 | eWeb |
If a customer enrolls for automatic membership renewal using ACH payment option in eWeb (accessed via the following path), the Payment information field on the Automatic Membership Renewal | Confirm Enrollment page now correctly displays the ACH payment details. Previously, the Payment information field remained blank when an automatic renewal enrollment was processed using the ACH payment method. Path: eWeb > My Account Links > My Membership > My Memberships child form > Automatically Renew column > Enroll Now link |
| 124289 | eWeb |
Note: To access the related organization transactions details through the user profile in eWeb, the following setting must be done for the relationship type in iWeb (CRM > Overview > Customer Setup > Relationship tab > Relationship Type child form > Add/Edit Relationship Type form).
In eWeb, when a user affiliated with an organization is 'shopping for organization' (by updating the user profile via the 'Welcome' link at the top on eWeb and then updating the Change Customer | Shop as - Bill to form for the organization) and attempts to view the invoices associated to the organization on the All Invoices child form (eWeb User profile > My Account > My Account Links > My Invoices page), the system now displays the invoices associated to the organization. |
| 142028 | Fundraising |
In prior versions of NetForum, the system was creating incorrect payment schedules if a user applying a payment for a recurring pledge from the Pledge profile chose to pay a different amount using the Pay A Different Amount option on the Order Installment Generation and Scheduling form. This issue has been addressed by eliminating the Payment Choice radio buttons (Pay Next Installment in Full / Pay a Different Amount) on the Order Installment Generation and Scheduling form. You can change the payment amount as needed in the Add Payment wizard, which appears after clicking the Next button on the Order Installment Generation and Scheduling form. As a part of this update, the form heading has been changed from ‘Order Installment Generation and Scheduling | Choose Payment’ to ‘Order Installment Generation and Scheduling’. Earlier: Fundraising / Pledges / Edit Choose Payment Amount Now: Fundraising / Pledges / Edit Order Installment Generation & Scheduling If you wish to pay a different amount for a pledge, complete the following steps after clicking Next:
Note: This fix applies to both the Classic and Current UI. |
| 144689 | General |
An issue with some baseline tables that had a backward foreign key constraint to their corresponding extender tables has been identified and updated in this release. The foreign key constraint on each extender table now refers to its corresponding baseline table. Additionally, extender tables that were missing the DELETE ON CASCADE in their foreign key constraint have been identified and updated. |
| 144061 | Marketing |
When the Send Test Email button on the Send Correspondence form is used after selecting a group of invoice records via Query Invoice and the template includes variable fields, the sample email sent will once again include parsed values in the variable fields. |
| 134889 | Marketing |
When a user query from Query Individual is used to add a Call to Action in the Data Source field (visible when the Individual option is selected in the List Type field), and the Call to Action is later edited to update the Data Source field, the Query page will now open correctly when the Add/Edit button is clicked on the Data Source field. |
| 144539 | Marketing |
When a Call To Action is revised and marked for soft deletion (by selecting the hide/disable record checkbox on the Edit Call To Action form), the system will now remove any pending scheduled messages and will not initiate any new messaging operations for the soft-deleted Call To Action. |
| 144802 | iWeb / eWeb / xWeb |
As a part of this release, the debugMode system option has been updated to be applicable only for iWeb. It is still overridable at the user level by the option set in the Display debug messages field (iWeb menu bar > My Profile icon > My Preferences form > System section). Additionally, two new System Options debugMode_eWeb and debugMode_xWeb are now available to turn on/off debugMode separately for eWeb and xWeb. The implications of having "debug Mode" on/off in each of the sites remain unchanged. Note: If your eWeb and/or xWeb sites have customization dependent on the debugMode system option, you will be required to change that to the debugMode_eWeb and/or debugMode_xWeb system option. |
| 145006 | xWeb |
Existing xWeb Users were unable to login using their existing xWeb credentials after their xWeb site was updated to release 34. This issue has been resolved. |
| 137469 | xWeb |
The xWeb method 'WEBCentralizedShoppingCartGetAccreditationListByCustomer' now provides only one instance of the amc_key value in both XML and JSON responses. |
| 142510 | xWeb |
JSON over xWeb Update: When using JSON format for xWeb calls and executing the WEBCentralizedShoppingCartInsert method, an additional 'Number' field will be present in the response if any error occurs during the request execution. |
Patch Release (35.1)
| TFS/Azure ID | Product Area | Description |
|---|---|---|
| 145386 | Accounting |
Current Deferrals: If payments are applied to a single invoice across different periods, the Revenue Recognition process no longer populates duplicate recognized revenue entries on the Revenue Recognized child form (Invoice Detail Profile > Deferred Revenue tab) for the same scheduled deferral record. |
| 139580 | Accounting |
As a part of this Patch Release, the calculation process around the Adjust Installments functionality has been improved to prevent the display of inaccurate schedule amounts (that occurred in some scenarios) when making adjustments to installment billing or installment payment schedules and clicking the recalculate button on the Adjust Installments form (Order profile > Edit menu > Adjust Installment link). |
| 145477 | Accounting |
Current Deferrals: When the Revenue Recognition Task is underway for a specific Accounting Period and a user tries to access the Accounting Period profile, the system now loads the Accounting Period profile without any error. |
| 145654 | Centralized Order Entry |
On the COE form, while adding a bundle product with national dues components, the system will no longer display an error message stating, 'Customer does not qualify for one or more items in this bundle.' on the Bundle | Product form. |
| 145357 | COI |
On the Add Request form (COI module > Requests group item > Add Request Group item link), scheduling a messaging job with the Schedule Type set as 'Recurring' will once again allow the request to be saved without encountering any errors. As part of this update, the existing 'Start Date' and 'At' fields have been integrated into a single field called 'Start Datetime' (visible when the Schedule Type field is set as 'One-time - Scheduled' or 'Recurring'). |
| 141872 | eWeb |
The Organizations You Manage child form (eWeb > My Profile page) will only display organizations for which the relationship type has the Organization Access checkbox set on the Add/Edit Relationship Type form (accessed via the Customer Setup profile in iWeb). Furthermore, only those organizations with an active relationship will appear in the Organizations You Manage child form and the Shop As - Bill To drop-down option on the Change Customer form; any relationships that have expired, have a start date in the future, or have been soft deleted will not be displayed. |
| 145282 | eWeb |
The Invoice Details page (eWeb > My Account > My Recent Invoice) has been revised to eliminate the previously shown 'Shopping for individual name - organization name' link that appeared above the Line Items child form, in order to reduce any potential confusion. |
| 145434 | Framework |
The Date Picker fields on MVC forms in the iWeb application once again allow you to enter a date with a two-digit year format (MM/DD/YY, reflecting the last two digits of the year). The Save button will remain enabled to save the form with the correct values in the system. |
| 143586 | General |
For all MVC UI forms, the Page Load Time, found in the mpa_load_time field of the md_page_access database table, now correctly captures the number of seconds and milliseconds from when the page request starts until it finishes. |
| 145271 | Payment Processing |
In this Patch Release, updates have been made to the Litle and Vantiv Payment Processing integrations to accommodate new response codes that Worldpay (formerly known as Vantiv/Litle) has introduced for managing payment transactions related to the following payment options:
|
Patch Release (35.2)
| TFS/Azure ID | Product Area | Description |
|---|---|---|
| 145801 | eWeb |
When the eWebSecurePageModule setting is enabled in the eWeb\web.config file, if an eWeb user has the privilege to shop for an organization, while attempting to view the organization's transaction details (accessed via the following path), the system will no longer redirects the user to the eWeb's Home page. The user will now be presented with the Invoice Details page, enabling them to look over the invoice data, add it to their cart, and carry out the payment. |
Patch Release (35.3)
| TFS/Azure ID | Product Area | Description |
|---|---|---|
| 146191 | Accounting | As a part of this Patch Release, the NetForum baseline code associated with the ReCalculateNumberOfInvoicesToDate method has been refactored to remove its dependency on Config.Session. This was not problematic for baseline NetForum, but if a customization resulted in calling ReCalculateNumberOfInvoicesToDate from a Scheduled Task – or other environment where Config.Session was not available – it would result in an "Object reference not set to an instance of an object" error. |
| 136048 | Accounting |
When the RecognizeRevenueDuringFulfillment option is set to false, if a transaction requires a COGS account to be updated through the completion of the Inventory Transaction task from the related Accounting Period profile, the system now displays the Inventory COGS Batch Date as the transaction date in the Transaction Date column on the Miscellaneous child form (accessed via a Batch Profile page > Miscellaneous tab). |
| 146101 | Admin |
Previously, the system encountered and silently logged an "Incorrect syntax near the keyword 'FROM'..." error when the first user logged into iWeb after an IIS application pool recycle or web application restart. This error has been fixed. |
| 145116 | eWeb |
BluePay Non-Hosted & Sage Payment gateway Specific: When a customer uses the BluePay (non-hosted) or Sage payment gateway for eWeb checkout, if their initial transaction is declined due to authorization issues but a subsequent attempt is successful, the system no longer generates an error message stating, "This change does not comply with the necessary data constraints of the data." on the Shopping Cart | Payment page. |
| 136252 | Framework |
Necessary framework updates have been made in the release to resolve an issue related to the event registration date that was defaulting to a prior date rather than the current date in some limited circumstances in the NetForum Cloud environment. This update has resolved the issues related to the system displaying old dates in the following scenarios:
|
| 144024 | General |
Performance Update: This release has resolved a performance concern related to the SQL Server view vw_ac_invoice_detail_summary which affected systems with a large dataset of invoice records. |
| 146425 | General |
Enhanced IP Address Handling: The default column width of the below listed columns storing IP addresses has been increased to properly accommodate longer IP address chains, ensuring data integrity.
|
| 146556 | Marketing |
Recurring SMS Messaging Task Specific: With this release, a single, unique task ID will now be generated for each SMS messaging task, regardless of the number of users involved. You will now see a single record for each SMS messaging task on the List SMS Messaging Task form, making it much easier to track and manage your SMS messaging Tasks. Previously, when you submitted an SMS messaging task involving multiple users, the system used to generate a separate task ID for each user, leading to multiple entries for a single SMS messaging task on the List SMS Messaging Task form. For example, an SMS task sent to two users would appear as two distinct records on the List SMS Messaging Task form. |
| 146094 | Marketing |
The SMS Detail By Date Range report (Reports module > Report Central group item > Reports group item link > Reports form > select Module: Marketing > Category: SMS > Marketing - SMS reports) now correctly present every SMS Message record along with its latest delivery status. |
| 146544 | Marketing |
When a Call To Action includes a query with 'Ask At Run-Time' parameters, modifying the Set Parameters values in the Edit Call To Action form will now generate results based on the updated parameters. |
| 146050 | Membership |
If an invoice includes a membership package and you later add a new line item, the system now correctly adjusts the Invoice Total and Payment columns on the Invoices child form (located under Membership Profile > Financial tab). |
| 135674 | Membership |
When a user attempts to rejoin a membership package that includes a subscription component via iWeb or eWeb, if the first payment fails and they try again, the system no longer generates an error message stating, "This change does not obey the required constraints of the data. SQL Server general error." This applies only to systems with the following system option configuration:
|
| Security Enhancement | Payment Processing |
Security Enhancements: Protecting Your Payments from Card Testing Attacks This release has introduced a new security feature designed to safeguard your online transactions against "card testing" attacks. This is a common fraudulent activity where attackers try to guess credit card &/or security codes (CVVs). To protect you, our system now tracks for these types of attacks and proactively blocks this attack vector. The solution will result in:
To configure the Card Tracking Service for your eWeb application, please get in touch with your NetForum Support Representative. |
Patch Release (35.4)
| TFS/Azure ID | Product Area | Description |
|---|---|---|
| 146553 | Accounting |
Performance Update: This Patch Release has resolved a performance concern related to the database views for calculating customer credit balances (vw_co_customer_credit_balance and vw_co_customer_credit_balance_caa), which caused performance issues and locking on the co_customer table. |
| 146618 | Payment Processing |
Payment Processing Update: Expanded Recognition for Discover Card Numbers Previously, NetForum's payment validation logic did not correctly recognize certain Discover card number formats. |
Patch Release (35.5)
| TFS/Azure ID | Product Area | Description |
|---|---|---|
| 146576 | Membership |
This patch release has resolved an issue where the mxi_renew_year column in the database was sometimes incorrectly populated, particularly in the scenario of memberships configured to update dates based on payment date when the payment and invoice transaction years differed. The system now consistently derives the renewal year from the membership term effective date. |