This article describes the changes and resolved issues for this version of the product.
What's New Overview
-
- Enhancements & Updates
- Resolved Issues
- Patch Release (36.1, 36.2, 36.3, & 36.4)
Enhancements & Updates
-
Dynamic Mailing List Functionality
This release includes an option to create a dynamic mailing list or configure an existing mailing list as a dynamic mailing list. This functionality eliminates the need to manually manage mailing list members. Instead, the mailing list is kept current via the combination of a query tied to the mailing list and the execution of a scheduled task.
The Add/Edit Mailing List form has been updated to include a section 'Dynamic List Configuration' for setting a mailing list as dynamic. Once you create a dynamic mailing list, you can use the newly added 'Dynamic Mailing List Sync Task' group item to schedule a sync task (to execute and update the mailing list based on the query conditions). Only individuals who meet the query requirements will be added to the list; individuals who do not meet the query requirements will be removed from the mailing list. The Dynamic Mailing List functionality also works with User-defined Queries and Parseable Queries. For more information, refer to the Dynamic Mailing List Functionality Overview article. -
SMS Messaging Feature Update
This release provides the ability to schedule a recurring task for SMS Message functionality. Staff users can now create a recurring SMS message using the Recurring SMS Messaging task. Each time the Recurring SMS task executes, it retrieves the latest query details, ensuring that messages are sent only to the individuals who meet the related query criteria. For more information, refer to the Scheduling a Recurring SMS Messaging Task and the SMS Message Profile articles.
-
CKEditor Updates
The CKEditor Html editor has been upgraded to version 5.43.2. For more information, refer to the CKEditor version 5.43.2 release notes.
As a part of this release, the CKEditor tool has been updated to include an Upload Image Control in the CKEditor toolbar. Upon clicking the Upload Image button from the CKEditor toolbar, the File Explorer window will display which allows the user to select an image file from their device. And, on clicking the Open button after selecting an image, the selected image will be displayed in the editor.
Additionally, a new system option 'ImageUploadDocumentFileExtensions' has been added to control which image types are supported for uploading image documents in NetForum. For more information, refer to the ImageUploadDocumentFileExtensions system option article.
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.
-
Ideas Portal Feature
Allow iWeb Users to Reset Sorting on Child form columns to Default
In iWeb, every child form (including grandchild forms and great-grand child forms) now contains an option that allows users to revert the sorting of data in child form columns back to its original state. An action button named ‘Clear Personalization’ has been introduced on child forms (including grandchild forms and great-grand child forms) for this purpose. When you click the Clear Personalization button on a child form, the columns will be restored to their default order.
Additionally, the User Profile form has been updated to feature a Personalization tab, and this tab contains a Childform Personalization child form. Each time you sort a child form, the details
(including the name and location of the child form along with the date the sorting was executed) are captured in the Childform Personalization child form.Using the Childform Personalization child form, you can eliminate any sorting that has been applied to child forms in iWeb by clicking the Delete icon associated with a child form entry.
If you wish to clear the sorting applied to all the child forms listed in the Childform Personalization child form, click the Clear Personalization Of All Childforms button on the Childform Personalization child form. This action will revert every child form to its default state and will remove them from the Childform Personalization child form.
-
User Profile Update
As a part of this release, the User Add Wizard and Edit User form (Admin module > User group item) have been updated to include a new check box 'Toolkit License Holder'. This check box is intended to help you (and our Support team) track which users are named on your Toolkit licenses.
The User Profile Information Panel has been updated to display whether a user is a Toolkit License Holder (Toolkit License Holder: Yes or No).
You can execute the following database query which will return a list of users who have the Toolkit License Holder check box selected:
select usr_toolkit_license_holder_flag, * from fw_user where usr_toolkit_license_holder_flag = '1' order by usr_add_date desc
-
Hide/Disable Record Check Box Update
In this release, the iWeb application has been updated to remove the hide/disable record check box from every form that is associated with financial transactions, preventing any hiding or soft-deletion of financial records. Rather than attempting to soft-delete any financial transactions, the user must instead void, cancel, or otherwise handle them in a manner that aligns with proper accounting procedures.
-
Worldpay (Litle and Vantiv) Payment Processing Integration update
In this release, updates have been made to the Worldpay (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:
- Consumer Non-reloadable Prepaid Cards
- Consumer Single-Use Virtual Cards
- Consumer Multi-Use Virtual Cards
-
Security Updates
As a part of this release, all the web reference URLs used in the NetForum baseline solution have been updated to use HTTPS instead of HTTP.
Resolved Issues
The following list contains issues that were fixed in NetForum Summer Release (36). The TFS/Azure issue number is included for your reference.
| TFS/Azure ID | Product Area | Description |
|---|---|---|
| 139580 | Accounting |
As a part of this 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). |
| 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. |
| 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. |
| 144130 | Accounting |
Current Deferrals: The system will now exclude soft-deleted deferral records from consideration when executing the pre-processing task for the associated accounting period. Soft-deleted deferral records will no longer cause the recognize revenue option to become enabled on the Accounting Period profile. |
| 144635 | Accounting |
Current Deferrals: The working logic of the current deferrals has been revised in this release to address an issue where a deferral schedule didn't get recognized due to the inappropriate handling of the associated accounting period and the batch holding the deferral transaction. The system now always looks for any missed deferral recognition for a prior accounting period and considers it for recognition at the first available opportunity for the deferral recognition. Furthermore, the system has been updated to effectively manage a situation where, if the system attempts to create a deferral while all schedule accounting periods are closed, it will utilize either the invoice accounting period or the next available accounting period to create the schedule. |
| 142026 & 144551 | Accounting |
When a proforma invoice is generated for a subscription product that includes a discount and tax, adjusting the quantity or price in the Edit Invoice Detail form (Invoice profile > Edit tab > Invoice link) will now allow the system to accurately factor in the discount for the revised quantity or price, ensuring accurate tax calculations for the proforma invoice. |
| 136399, 107979, 121078, & 132882 | Accounting |
Choosing any of the options ('Void', 'Void with Adjustment', or 'Create Credit') in the Payments > Action field on the Void Invoice form will now trigger the system to populate the payments record in the Voided/adjusted payments child form (Invoice Profile > Payments tab). |
| 144552 | Accounting |
If a user soft-deleted a proforma invoice, then attempted to close the batch containing the soft-deleted proforma invoice, the system prompted the user to "Move proforma invoices" to another batch. To address this issue, the system has been updated to remove the Hide/Disable Record check box from every form associated with financial transactions, preventing any hiding or soft-deletion of financial records. Rather than soft-deleting proforma invoices, the user must instead void, cancel, or otherwise handle them in a manner that aligns with proper accounting procedures. |
| 120335 | Accounting |
When a package contains a shippable product that does not have the "show on invoice" flag set (accessible via Package Profile > Package Components child form > Add/Edit package components form), if that product is later bought individually or as part of a different package (where it is marked to "show on invoice"), the system will now reflect the product line item on the Invoice Report (with or without formatting). Similarly, if a subscription is part of a membership package and the "show on invoice" flag is not set for the subscription component, when that subscription is purchased either individually or as part of another membership package (where it is marked to "show on invoice"), the system will now display the subscription line item on the Invoice Report (with or without formatting). |
| 145087 | Accounting |
Litle & Vantiv Payment Processing Integrations Specific: When a single payment is used for paying multiple invoices where each invoice contains the same amount transaction, upon voiding the payment of each invoice separately, the Litle and Vantiv Payment Transaction Manager now marks each of the voided payment as 'Approved' in the Response Message column of the Payment Details log. |
| 144812 | Accounting |
Given the following scenario:
If you try to close the payment batch (batch B) before closing the invoice batch (batch A), the system no longer generates 'The Batch is not balanced.' exception. The system now generates an exception 'Invoice batch has not been closed.' This is applicable to the AccountBatchCloseProcess system option either set to Atomic or Legacy. |
| 145117 | Accounting |
BluePay/CardPointe Hosted Payment Option: While processing a payment transaction via BluePay or CardPointe Hosted Payment option in iWeb or eWeb, if a user clicks the Cancel button on the Hosted/Mobile Payment form (COE form > Payment Method: Credit Card/ACH > Enter Payment Details button), the system no longer creates two log entries in the database with Pending and Cancelled status. In this instance, the transaction log status in the database will be updated from Pending to Cancelled, reflecting a single log entry. |
| 140624 | Admin |
If you obtain results from a query and select multiple records for a mass replacement process but then return to the query without finishing that task and run a new query to choose a different set of records for replacement, the Replace Records form will now correctly reflect the number of records selected. |
| 136874, 112646, 134421, & 134902 | Admin |
While importing data from Excel to refresh the current records in the system, the related entries in the database now get updated correctly, and there are no errors logged in the Error Log (Admin > Error log > List error log). Additionally, a warning message 'The header rows must be database column names and not column descriptions or aliases.' has been added to the Excel Import Utility pop-up to help users know what to input in the header rows. |
| 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. |
| 139510 | Certification |
On the Requirement Completion Tool form (Certification > Certificant Group Item > Requirement Tool), after selecting a Completion Status option and selecting the Update Participant Records Already Marked As Having Met All Requirements check box, when a user clicks the Update Participant Records button, the system no longer generates an 'HTTP 404' error pop-up (for missing ProgressBar.aspx); instead, a pop-up containing the progress bar will be displayed, and after the task completion, the Progress Bar pop-up will get automatically closed. |
| 145370 | CMS |
On the Edit Website Page Detail form (accessed via the following path), prior to this release, if you did not add a format for Style and Script tags in the Html code, CKEditor removed Script tags that were not wrapped in a Div section. It also removed Style tags if they were not inline. This issue has been addressed through the version upgrade of CKEditor in this release. Path: iWeb > CMS > Website Pages > Find, List, or Query Web Page > Edit Website Page profile > Page Details child form > Edit Content > Edit Website Page Detail form Note: This is applicable for systems with the CKEditor option set in the Html editor field on the User Preferences form. |
| 124998 | COI |
After a COI Request (COI > Requests > Add Request) is sent out as part of the recurring schedule, if you click the Refresh List button on the Request profile later that day, the mailing list information will now get updated without resending the email to the same recipients until the next scheduled time. Additionally, the system no longer generates duplicate pending messaging job entries in the Scheduled Messages child form of the COI Request profile for identical date and time instances. |
| 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'). |
| 145288 | CRM |
If a system contains both a Vertex tax product and other Regular tax products, when a package with taxable item(s) is added to the Centralized Order Entry form, the system will now only use the Vertex tax product for the tax calculation of the package product. |
| 144014 | CRM |
Mass Replacement Process: When you obtain results from a query and choose one or more records from the Query List Results for a Mass Replacement task, the Replace Records form will now correctly display the count of the chosen records. If you click the Replace button without selecting any records from the Query List Results, the system no longer generates a "Column 'X' does not belong to table Table." error message. In this case, the number of records displayed in the Query List Results will be displayed on the Replace Records form. |
| 116479 | Events |
For an event, if the product and price confirmation templates are configured and a registrant possesses an email address, then during the registrant transfer process, the system now only sends a Confirmation Email if the Send By Email check box is selected on the Registrant Transfer Wizard | Payment form. Previously, even if the Send By Email check box was left unchecked on the Registrant Transfer Wizard | Payment form, the system would automatically send a confirmation for the registrant transfer. |
| 145252 | Events |
When an eWeb user has the privilege to perform group registration for an event on eWeb, the system no longer generates a unique identifier error after entering the registrant details and clicking the Add to Group button on the Group Event Registration | Register an Individual page. |
| 144116 | Events |
For an online available event, if you set all of the Event Specific Demographics (iWeb > Events > Event profile > Edit tab > Event Specific Demographics link > Demographics Setup form) for a given event to not show externally (on eWeb), the system no longer populates the Add Demographics button on the Event Registration | Register for Event page for the event on eWeb. |
| 134494 | Events |
When the system option EnableNewUI is configured to 'All' and a user has selected CKEditor as their preferred HTML Editor (My Profile menu > User Preferences > My Preferences), accessing the Edit Track Information form (Event Track Profile > Edit menu > Web Info link) will now properly display the CKEditor in the Track HTML Information section. Additionally, any changes or additions made in the editor will no longer result in validation errors when saving the Edit Track Information form. |
| 122886 | eWeb | If an organization name contains special characters, then the name of the organization now gets parsed correctly in the Current Organization field available on the Organization Change Request form (eWeb > My Profile > Edit Primary Info button > Edit My Primary Information form > Request Organization Change button > Organization Change Requestor section). This fix also applies to the Current Organization field and Primary Organization field accessed through the following path respectively:
|
| 144065 | eWeb | If a customer makes a purchase on eWeb with the installment payment option and applies credits, the system now correctly updates the following child forms in iWeb to reflect the credit used information after the transaction is successfully processed in eWeb.
|
| 145251 | eWeb |
With the EnableEmailDomainMatchingOnEweb system option enabled, if a new user attempts to register using a domain associated with an organization that has special characters in its name, the system will now properly parse the organization's name into the Organization field on the eWeb > New Visitor Registration | Create an Account page. Additionally, upon completing the registration with the organization's domain, the following fields will now reflect the entire name of the organization, inclusive of special characters.
|
| 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 check box set on the Add/Edit Relationship Type form (accessed via the Customer Setup profile in iWeb). |
| 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. |
| 117905 | eWeb |
An eWeb user who is a primary contact of an organization will now be able to update the organization description displayed on the Organization Information page using the newly introduced Organization Info text field on the Edit Your Organization page (eWeb > My Account > My Profile > Organizations you manage child form > Organization Name link > Organization Information page > Edit Organization button). Previously, there was no field available on the Edit Your Organization page in eWeb to update an organization's description. |
| 104571, 101570, & 120695 | eWeb & iWeb |
CDYNE-PAV3 Address Validation Integration Specific: Issues related to validation when adding or updating an address in iWeb and eWeb have been resolved, ensuring that addresses are correctly validated, and errors are displayed for invalid addresses entered. |
| 143205 | Framework |
In iWeb, when you search for a record(s) using the Find form, if you access the Edit Dynamic Search form (accessed via the following path) and then return to the Find form without making any changes, the system will now display the search results correctly upon re-execution of the Find operation. This action will no longer generate an "Ambiguous column name" error in the Admin > Error Log. |
| 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. |
| 41839 | Marketing |
When you create a Call to Action using the Marketing Wizard and schedule it on a recurring basis with the schedule interval set to daily in the Messaging Setup | Set up Messaging Job & Message Scheduler section (Marketing > Overview > Marketing Wizard > Messaging Job Setup Wizard > Step 5), the system now updates the Schedule Interval field to Daily in the Messaging Setup | Confirm Settings & Message Setup section (Step 6 on the Messaging Job Setup Wizard). Also, on scheduling the task, the system now sends the Call to Action Emails daily at the specified time. |
| 120390 | Membership |
When an initial membership invoice and its associated renewal invoice are both voided (or voided with adjustment), the system now clears the membership line item on the Individual memberships child form (Individual Profile > Membership tab). Additionally, re-adding the same membership with the same member type using the Membership Wizard will no longer generate a “Customer Currently has Active Membership for Member Type X” error message. |
| 108481 | Membership |
While renewing a membership using installment payments, if you alter the installment schedules by clicking the Personalize Schedule button on the Centralized Order Entry | Order form and then select the Auto-Pay Installments (With Consent) check box, this selection will now persist on the Edit Installment Billing form (located in the Installment-payment order profile > Edit Order link). |
| 142806 | Membership |
When performing the Mass Replacement process for the following scenario, the system no longer generates an error message stating "Object reference not set to an instance of an object."
|
| 135555 | Payment Processing |
Litle & Vantiv Payment Processing Integrations Specific: When adding an auto-pay recurring gift (Fundraising > Gifts > Add Gift or Constituent Profile > Add > Gift) using an ACH payment option, the system now updates the pin_vault_account column in the ac_payment_info database table. |
| 143881 | Payment Processing |
Litle & Vantiv Payment Processing Integrations Specific: When a payment attempt using the ACH method does not succeed, and the user then tries to pay with a Credit Card but encounters another failure, the authorization reversal for the unsuccessful Credit Card transaction will now be recorded in the Litle and Vantiv Payment Transaction Manager. Previously, an incorrect ECheck Void entry was logged against the unsuccessful Credit Card transaction in the Litle and Vantiv Payment Transaction Manager. |
| 138185 | Subscriptions |
When purchasing a subscription with Installment Payments and enrolling in automatic renewals (by selecting the auto-pay subscription check box and providing customer payment info), the system now populates the auto-pay subscription check box selected and the customer payment info fields with the values that were set during the subscription purchase process on the Subscriber Profile > Edit Subscriber form. Previously, the auto-pay subscription check box and the customer payment info field on the Edit Subscriber form were not set, despite users choosing those options during their purchase. |
| 138012 | Subscriptions |
On the Edit Online Information form (Subscription > Issues > Find, Query, or List Subscription Issues > Subscription Issue Profile > Edit tab > Web information link), adding or updating any field will no longer generate a validation error. Now, any updates to the Edit Online Information form will be saved successfully. |
| 145443 | Toolkit |
When accessing the Form Design History pop-up of a Dynamic Form profile (Toolkit > Forms group item > Find, Query, or List Forms > Dynamic Form profile > UI profile menu > MVC Add/Edit - Show mvc history link), the system once again loads the pop-up correctly with data. The Form Design History pop-up now shows up in the same browser tab. This applies only to systems with the following system option configuration: EnableNewUI = All |
Patch Release (36.1)
| 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 redirect 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. |
| 145385 | General |
CKEditor Specific: CKEditor has been added to the following form, ensuring that all the applicable forms in iWeb now have CKEditor as Html editor when the EnableNewUI system option is set to All. |
| 145913 | General |
CKEditor Specific: When you insert a table in CKEditor and add text in the table, the system will no longer automatically capitalize every word you enter in that table. |
Patch Release (36.2)
| 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. |
| 145450 & 145451 | CRM & Marketing |
CKEditor Specific: CKEditor has been added to the following forms as a part of this Patch Release. This applies to systems with the EnableNewUI system option set to All.
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. |
| 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. |
| 146524 | eWeb |
When an anonymous user attempts to add a product to the Shopping Cart in eWeb, the selected product gets added in the Line Items section on the Shopping Cart | View page as expected. |
| 146545 | eWeb |
This release resolves an issue that previously redirected eWeb users to the Home page when attempting to view invoice details. This occurred under specific conditions: when the eWebSecurePageModule setting was enabled in the eWeb\web.config file and the user possessed the privilege to shop for an organization. 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.
This applies only to systems with the following configuration:
|
| 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 width of the IP address columns listed below has been increased to properly accommodate longer IP address values, ensuring data integrity.
|
| 143492 | General |
Inserting Images Using CKEditor: This Patch Release provides the ability to insert images into the Online Product Information form (accessed via the following path) using CKEditor. To support this functionality, two new fields (Upload Image and Image Link) have been introduced on the Online Product Information form. For more information, please refer to the article Inserting an Image to a Marketing Template Using CKEditor. Path: Inventory > Merchandise group item > Find, List, or Query Merchandises group item link > Merchandise profile > Edit menu > Web Information link > Online Product Information form |
| 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 presents 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 (36.3)
| 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. |
| 146092 | Committees |
CKEditor Specific: If you navigate to the Send Correspondence form using the following path and alter the Message Body section, the Test Email sent for verification will now include the updates from the Message Body section. Path: iWeb > Committee > Management > Find, List, or Query Committee > Committee profile > Edit menu > Communicate Note: This is applicable for systems with the CKEditor option set in the Html editor field on the User Preferences form. |
| 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 (36.4)
| Issue Number | Product Area | Description |
|---|---|---|
| 146624 | Events |
Crowd Wisdom Integration: This release has addressed an issue impacting the Crowd Wisdom integration concerning event group registration invoices. Previously, after a proforma invoice for an Event Group Registration was fully paid in NetForum, the corresponding registrant information was not being correctly passed to Crowd Wisdom. This resulted in group registrant details being absent from your Crowd Wisdom site and no activity recorded in the integration logs. With this fix, group registrant information will now be correctly passed to Crowd Wisdom immediately upon the full payment of the associated proforma invoice for Event Group Registrations. |
| CUST-4751 | Events |
This release resolves an issue where confirmation emails were sent for free events with paid sessions, even when the payment for those sessions failed or was declined. Previously, the system did not validate the payment status before sending the confirmation email, leading to confusion for registrants. With this update, the system now validates the payment transaction before sending confirmation emails. A confirmation email will only be sent once the registration transaction is successfully completed. |
| eWeb |
Fixed an issue that prevented users from creating pledges and recurring gifts in eWeb, resulting in an error message: 'Exception has been thrown by the target of an invocation.; Object reference not set to an instance of an object.' This fix restores the functionality of both ‘Make a Donation’ with the recurring option and ‘Make a Pledge’ in eWeb, ensuring that all users can complete these transactions successfully. |
|
| 146576 | Membership |
Fixed 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. |
| CUST-4713 & CUST-4728 | Payment Processing |
Payment Information Fix (Vantiv/Litle/CardPointe): This release has addressed an issue where a payment's expiration date was not correctly updated when reusing an existing Customer Payment Information (CPI) record, specifically for Vantiv, Litle, and CardPointe gateways. When paying with the same card number but a different expiration date, the system was incorrectly pulling data from the old CPI record instead of using the updated information entered during the transaction. This has been corrected to ensure the Payment Profile displays the correct payment information. The system now updates the saved payment information record with the newer expiration date and any updated values. Note: This issue primarily affected the payment information displayed in the Current UI. The Classic UI showed the correct values. |