This article describes the changes and resolved issues for this version of the product.
Watch the on-demand video from a live webinar of the Fall 2025 Release (37).
What's New Overview
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Enhancements & Updates
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Major Enhancements: List Pages Redesigned
- Improved User Experience for Tools and Utilities
- Enhanced Grouping Sort Order in Query Builder
- iWeb Navigation Enhancement: Return to List Functionality (Included in Patch 37.1)
- List Pages: ‘Go To’ Button Added (Included in Patch 37.1)
- Refresh of eWeb Demo Site
- Security Enhancements: Protecting Your Payments from Card Testing Attacks
- Recurring SMS Messaging Task Specific Updates
- CKEditor Updates
- Enhanced IP Address Handling
- Upgraded SMTP Authentication to OAuth 2.0 for Enhanced Security
- Security Updates
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Major Enhancements: List Pages Redesigned
- UI Conversions
- Resolved Issues
- Patch Release (37.1)
Enhancements & Updates
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Major Enhancements: List Pages Redesigned
We are thrilled to announce the launch of our enhanced "Best of Breed" List Pages, designed to provide a significantly improved and consistent user experience across the application! These new list pages combine the best features from both our Classic and previous MVC interfaces, offering powerful new capabilities for managing your data.
This release introduces a new generation of List Pages throughout NetForum, fundamentally changing how you interact with your data lists and query results. Our goal was to deliver a consistent, high-performance, and feature-rich experience for all lists, whether generated from a standard search, a custom query, or a predefined list. Key Highlights of the New List Pages:
- Comprehensive Record Count: You can now instantly see the total number of records returned by your query, prominently displayed at both top and bottom of the page.
- Seamless Pagination for Large Datasets: Experience smooth and rapid paging through all records returned by your query, regardless of the list's size, without any performance degradation.
- Powerful In-List Search: A new search box allows you to easily search within the records returned by your query. This search capability applies to the entire dataset, not just the records currently visible on the page, providing more precise filtering.
- Flexible Sorting Options: You can now easily sort the entire dataset on list pages by clicking any column header. For more advanced sorting, multi-column sorting is also available as part of this enhancement.
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Enhanced Interactivity:
- Direct Record Navigation: Quickly navigate to a specific record by clicking on its row or an associated icon.
- Add New Records: A prominent button allows you to add new records directly from applicable lists (functionality may vary by list type).
- Record Selection: Select individual or multiple records within the displayed list using check boxes for streamlined actions (e.g., export, bulk processes).
- Consistent User Interface (UI): All list pages now share a unified appearance and functionality, ensuring a predictable and intuitive experience. While action bar options may vary by list type, the overall UI consistency remains.
- Personalization: Tailor your list and find views to your preferences, enhancing your individual workflow.
Improved User Experience for Tools and Utilities
This release improves how NetForum tools and utilities access and utilize data from list, find, and query results, providing a more intuitive and reliable experience.
Previously, some tools that rely on a user's current list results (like the Certification Tools or Address Correction) did not always receive the correct data, especially when only a subset of records was selected on the list page. This could lead to inconsistencies and require extra steps to ensure the right data was processed.
To resolve this, we have revamped the integration by transitioning from less intuitive navigation links to direct action buttons on the list pages. This ensures that the chosen list results, including any selected subsets, are accurately passed to these tools. This change eliminates prior data discrepancies and streamlines your workflow.
Affected Tools and Areas Now Benefiting from Improved Integration:
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Address Correction Tool:
- CRM / Individuals / Address Correction
- CRM / Organizations / Address Correction
- Membership / Chapters / Address Correction
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Certification Tools:
- Certification / Certificant / Requirements Tool
- Certification / Certificant / Certification Tool
- Certification / Certificant / Recertification Tool
These enhancements collectively provide a more efficient, accurate, and user-friendly experience when working with data lists, empowering you to manage your information with greater speed and control.
As part of this enhancement, all the List Pages that were previously opening in the Classic UI have been converted to the Current UI. For more details, refer to the UI Conversions section.
Note: The Enhanced List Pages are only functional when the EnableNewUI system option is set to All.
Enhanced Grouping Sort Order in Query Builder
This release introduces an enhancement to the Query Builder on list pages, providing users with greater control over the display order of grouped results.
Previously, when creating a grouping query, there was no dedicated way to specify the display order of the group items themselves. While you could order the records within a group, the order of the groups lacked explicit user control, often defaulting in a way that wasn't ideal, especially when aggregate columns (like COUNT(*)) were involved.
A new "Group Sort Order" section has been added to the "Query Order" tab within the Query Builder. This new section empowers you to precisely define the sort order of your grouped results.
Key Features of the New Group Sort Order Section:
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- Conditional Display: The "Group Sort Order" section will only appear when at least one column has been added to the "Group By" list box, ensuring a cleaner interface when not applicable.
- Intuitive Column Selection: It includes a searchable drop-down list that prioritizes selected aggregate columns from your "Grouping" tab, followed by all selected "Group By" columns. This makes it easy to pick the criteria for ordering your groups.
- Flexible Ordering: Similar to the existing "Sort Order" section, you can define the sequence in which your groups are displayed.
- Accurate Results: The system now correctly processes and saves this "Group Sort Order" information, ensuring that your grouped lists display exactly as configured when the query is run.
This enhancement provides more granular control over your grouped data presentations, allowing for clearer and more meaningful analysis directly from your list pages.
iWeb Navigation Enhancement: Return to List Functionality (Included in Patch 37.1)
This release enhances navigation across the iWeb application by implementing a Return to list function, making it easier to manage records from list views.
When you click into a record from a list page, you can now quickly return to the same page of the list by clicking Return to list. This option has been integrated into the breadcrumb trail at the top of the record profile page.
Note that in the current implementation, when you return to a list page after accessing a specific record, the list will revert to its original view. This means any additional sorting, filtering, or selection that was applied to the list prior to navigating to a record will be lost.
This enhancement is available across all modules where list record navigation is used and applies to environments where the EnableNewUI System Option is set to All.
List Pages: ‘Go To’ Button Added (Included in Patch 37.1)
Based on user feedback, a 'Go To' button has been added to the Best of Breed list pages.
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Refresh of eWeb Demo Site
We're excited to announce a major refresh of our eWeb platform, bringing you a modern look and an enhanced user experience! This comprehensive redesign updates eWeb's visual style and underlying architecture with Bootstrap 5.3.3, improving responsiveness and performance. The homepage now features a dynamic new hero section with customizable images, text, and call-to-action buttons, replacing the old carousel. Plus, a streamlined layout, consistent UI, and improved navigation ensure a more intuitive experience. For more information, refer to the eWeb Revamp Overview article. If you wish to apply the eWeb revamp enhancement to your eWeb site, please reach out to your Customer Success Manager.
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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 numbers and/or security codes (CVVs).
To protect you, our system now tracks these types of attacks and proactively blocks this attack vector. The solution will result in:
- More Secure Transactions: This new feature significantly reduces the risk of your credit card details being compromised through card testing.
- Seamless Experience (for legitimate users): Your payment experience will remain smooth and uninterrupted. This protection works quietly in the background.
To configure the Card Tracking Service for your eWeb application, please get in touch with your NetForum Support Representative.
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Recurring SMS Messaging Task Specific Updates
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.
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CKEditor Updates
CKEditor has been added to the following forms as a part of this release. This applies to systems with the EnableNewUI system option set to All.
- CRM module > Individuals group item > List Individuals group item link > List Individual form > Export menu > Create Word Merge Document link > MSWord Mail Merge form
- Marketing module > Overview group item > Marketing Wizard group item link > Messaging Job Setup Wizard > Step 3: Message Setup | Customize the E-Mail Template form
- Abstract module > Submission group item > Add/Edit Abstract submission form
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.
Inserting Images Using CKEditor: This 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
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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.
- fw_error_log: err_ip_address [nvarchar] (200)
- fw_error_log_archive: era_ip_address [nvarchar] (200)
- fw_user_ip_address: uip_ip_address : [nvarchar] (200)
- md_page_access: mpa_host_address : [nvarchar] (200)
- md_page_access: mpa_local_address : [nvarchar] (200)
- md_page_access_archive: paa_host_address : [nvarchar] (200)
- md_page_access_archive: paa_local_address : [nvarchar] (200)
- ws_activity_log: xwl_ip_address : [nvarchar] (200)
- ws_security: xws_usr_ip_address : [nvarchar] (200)
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Upgraded SMTP Authentication to OAuth 2.0 for Enhanced Security
To enhance security and align with modern authentication standards, we have updated our SMTP (email sending) authentication mechanism from Basic Authentication to Client Submission Authentication (OAuth 2.0-based). This change is proactive, addressing the upcoming deprecation of Basic Authentication by many email service providers (e.g., Microsoft 365, scheduled for March 1, 2026).
- OAuth 2.0 Authentication: The system now uses OAuth 2.0 for authenticating SMTP connections, replacing traditional username/password-based basic authentication.
- New System Options: To support this new functionality, the following system options have been introduced:
- Impact: This update provides a more secure and robust method for sending emails from the application, ensuring continued email functionality as email service providers move away from Basic Authentication. It enhances compliance with modern security protocols.
- Configuration: For administrators, the new OAuth-based authentication can be enabled and configured via the new system options, providing flexibility and control over email sending settings.
Benefit: Improved email sending reliability, enhanced security, and future-proofed compliance with evolving authentication standards.
For information on how to set up SMTP OAuth for your application, refer to the SMTP OAuth Setup article.
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Security Updates
As a security measure, several packages and DLL versions across the NetForum Cloud Component solution have been updated to mitigate potential security risks.
UI Conversions
Below is the list of pages converted to the Current UI:
| Module | Description |
|---|---|
| Accounting | Accounting > Installment Billing > List Installment Billing |
| Accounting | Accounting > Installment Payment > List Installment Payment |
| Accounting | Accounting > Scheduled Processes > List Installment Payment Generation |
| Admin | Admin > File Definition > List File Definition |
| Advertising | Advertising > Insertion Orders > List Insertion Orders |
| Advertising | Advertising > Classified Ads > List Classified Ads |
| Advertising | Advertising > Advertising Charge > List Advertising Charge |
| Case Management | Case Management > Process Definitions > List Processes |
| CEU | CEU > CEU Credit Generation Process > List Credit Generation Process |
| COI | COI > Questionnaires > List Questionnaires |
| COI | COI > Requests > List Requests |
| COI | COI > Participation Codes > List Participation Codes |
| Events | Events > Event Planning > List Active Events |
| Events | Events > Event Planning > List Completed Events |
| Exhibits | Exhibits > Exhibit Planning > List Active Exhibits |
| Exhibits | Exhibits > Exhibit Planning > List Completed Exhibits |
| Inventory | Inventory > Fulfillment Orders > List Fulfillment Orders |
| Inventory | Inventory > Publication > List Active Publications |
| Inventory | Inventory > Publication > List Inactive Publications |
| Marketing | Marketing > Calls To Action group item > Add Call to Action group item link > Add Call to Action form > Under the Message section, select List Type: 'Assignment' and then select Data Source: 'Assignments by Assignee and Status' > click the Set Parameters link > Call To Action - Ask At Run-Time Values form (CallToActionAsk.aspx) |
| Marketing | Marketing > Survey > List Survey |
| Marketing | Marketing > Source Code > List Source Code |
| Marketing | Marketing > Import File > List Import File |
| Membership | Membership > Chapters > List Chapter Positions |
| Subscriptions | Subscriptions > Subscriptions > List Active Subscriptions |
| Subscriptions | Subscriptions > Subscriptions > List Inactive Subscriptions |
| Subscriptions | Subscriptions > Discount programs > List Discount programs |
Resolved Issues
The following list contains issues that were fixed in NetForum Fall 2025 Release (37). The issue number is included for your reference.
| Issue Number | Product Area | Description |
|---|---|---|
| 146191 | Accounting |
As part of this 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). |
| 137703 | Accounting |
With the EnableNewUI system option set to All, the List GL Account form (Accounting module > GL Account group item > List GL Account group item link) has been updated to include the Add button (for adding GL Account details) on the List GL Account menu bar, similar to its presence in the Classic UI. Additionally, the GL Account group item has been updated to include the Add GL Account group item link in this release. |
| 145866 | Accounting |
Multicurrency: This release version has resolved the batch balancing issue ('The batch is not balanced' error displayed while pre-processing a batch) that was caused due to a rounding mismatch in the totals of credits and debits during the batch's pre-processing phase. |
| 146066 | Accounting |
CardPointe Hosted Payment Gateway Specific: When processing a payment in the Hosted/Mobile Payment form in iWeb, if you select a payment method linked to a particular credit card brand (Visa, Mastercard, Amex, etc.) but enter a card number belonging to a different credit card brand, the system now displays a 'Card Type Mismatch' error message upon clicking the Make Payment button, indicating that you must enter a card number matching the specified credit card brand. |
| 143260 | Accounting |
Performance Update: This release has resolved a performance concern related to the view vw_ac_credit_detail_available which affected systems with a large dataset. |
| 144860 | Accounting |
When creating a grouped query for the Query Payment in the Accounting module (accessible via Payment group item > Query Payment group item link), if you include {currentdate} as one of the parameters in Query Conditions, the system will no longer generate a "Conversion failed when converting date and/or time from character string." error in the Error Log when executing the query. Additionally, when a query is run through Query Central, if the selected query contains {currentdate} as one of its parameters and is set to Ask At Run-Time, the system will no longer trigger an error on the Query Results page. |
| 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. |
| 132401 | Advertising |
With the EnableNewUI system option set to All, clicking the Add or New Find buttons located in the top action bar of the following List pages will now properly load the associated Add or Find forms.
|
| 39935 | Baseline Reports/Queries |
Query Builder Tool Now Respects Sorting Within Grouped Results: The Query Builder now correctly applies and maintains the defined sort order for records within each group. When you create a Group By query, the sorting will now accurately reflect your "Order By" and "Sort By" selections, ensuring data is organized precisely as configured. Previously, when using the Query Builder to group records (e.g., by "Member Type"), the system failed to apply the specified "Order By" or "Sort By" criteria to the records within those groups. This resulted in data that was not sorted as intended inside each grouping. |
| 146017 & 146072 | Baseline Reports/Queries |
Query Builder Tool: When executing a query, if a column used for 'Query Order' is not included in the 'Display Columns' list, the system will no longer generate errors such as 'Unfortunately, some features have failed to load...' or 'Invalid column name X'. Additionally, re-running a query after updating its order (without saving) will also no longer generate these errors. |
| 107989 | Baseline Reports/Queries |
Mass Replace Utility specific: If the display mass replace link check box is selected under the Object Properties section of the Events Registrant Session object (accessed via the following path), the system no longer displays the 'Object reference' error when attempting to use the Mass Replace utility feature on a session registrant query. Path: Toolkit module > Objects group item > Find, List, Query EventsRegistrantSession object > object - EventsRegistrantSession profile > Edit Object > object – EventsRegistrantSession form |
| 128297 | Certification |
With this release, the group item list for the Certification module has been updated to include the Exam Participant group item. The newly added Exam Participant group item provides links (Find, List, Query Exam Participants group item links) for quick access to any exam participant profile. |
| 146117 | COI |
When you navigate to the List - Participation Codes form (COI module > Participation Codes group item > List Participation Code group item link), the system no longer displays the error message, 'Unfortunately, some features have failed to load. If this problem persists, please try reloading the page.' The List - Participation Codes form now properly retrieves and displays results. This update also applies to the following List forms:
|
| 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. |
| 138649 | CRM |
Query Builder Tool: The number of records retrieved from a query or sub-query now adheres to the limit specified in the Limit # of Results text field while constructing a query or sub-query. |
| 138774 | CRM |
The List Mailing List Type form (accessed via the following path) has been updated to include the Add button (for adding a mailing list type details) on the List Mailing List Type menu bar. This update includes an enhancement to the Mailing Lists Types group item, which now features a group item link 'Add Mailing Lists Type' for adding new mailing list type. Moreover, the label of the existing group item link in the Mailing Lists Types group item has been updated from 'Mailing List Types' to 'List Mailing List Types'. Path: CRM module > Mailing Lists Types group item > List Mailing List Types group item link This applies only to systems with the following system option configuration: EnableNewUI = All |
| 138148 | CRM |
Combine/Merge Duplicate Records Specific: When merging duplicate records, whether for individuals or organizations, the system no longer displays a list of all records on the Combine/Merge Records form while performing the 'Query' or 'Find' search functions to generate a list on the form. |
| 144916 | CRM |
If a database table has multiple aliases (such as the aliased table co_email within the co_individual list table contains two aliases (email and emlMld)), and you fail to specify your desired alias while adding a search column to a find form (accessed via the following path), previously the system would allow you to leave the table alias drop-down as 'Please Select' and would implicitly use the first alias listed in the table definition of that table. This implicit choice of alias may not have been the alias you intended to use for the search column. To address this issue, the table alias drop-down field on the Add Search Column form has been modified to eliminate the previous default option of 'Please select' ensuring that the field contains a value and is not left empty. With this update, when you select a table on the Add Search Column form, the system will now automatically set the table alias drop-down to the top value in the drop-down. Thus, the choice of alias is now always explicitly displayed to the user making it far less likely that they will set up the search column with an unintended alias. Path: Find form > Edit Form button > Edit Dynamic Form > Search Columns child form > Add record > Add Search Column form |
| 134861 | CRM |
When a new List Column is added to a List Results form using the following path, the system will now correctly include this new column in the Columns to Display section of the List Results form. Path: List Results form > Edit table list setup button > List Table Definition form > List Columns That Will Appear In List Results child form > Add Record button > Add List Column form This fix is applicable only to the following forms, as all other forms did not experience this specific issue:
|
| 136174 | CRM |
Adding Household Records to a Mailing List: On the Add Group to a Mailing List form (accessed via the following path), if you select or add a mailing list in the mailing list field and then click the Process and Add to Mailing List button, the system now adds records to the mailing list. The selected records will now be displayed on the List members child form of the mailing list profile. Path: CRM module > Households group item > Find, List, Query Household group item link > List Household form > Select Households records > Communicate menu > Add Group To Mailing List link |
| 145450 & 145451 | CRM & Marketing |
CKEditor Specific: CKEditor has been added to the following forms as part of this 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. |
| 128668 | Development Toolkit |
When a workflow rule is set up for system options, any changes to their values will now trigger an email notification. If a system option's existing value is altered, the workflow rule will initiate, and you'll receive an email informing you of the change. |
| 141862 | Development Toolkit |
With the EnableNewUI system option set to All, the List Content Group form (Toolkit module > Overview group item > List Content Group group item link) has been updated to include the New Find button on the List Content Group menu bar. Additionally, the Overview group item under the Toolkit module has been updated to include the Find Content Group group item link in this release. |
| 140126 | Development Toolkit |
With the EnableNewUI system option set to All, the List Content Group form (Toolkit module > Overview group item > List Content Groups group item link) has been updated to include the Add button (for adding content group details) on the List Content Group menu bar. Additionally, the Overview group item has been updated to include the Find Content Group and the Add Content Groups group item links in this release. |
| 138630 | Events |
This release includes the removal of the non-functional 'Select Mode' check box from the following forms, applicable to both the Classic and Current UI:
|
| 141191 | Events |
On the Add Group to a Mailing List form (accessed via the following path), you can now successfully add a selected group of records (for example, individuals from an Event Registrant query) to a designated mailing list. Previously, if you selected or specified a mailing list in the mailing list field and then clicked the Process and Add to Mailing List button, the system might not have correctly added these records. With this update, the system now adds the records from your selected group to the mailing list. A confirmation message stating "x new record(s) have been added to the mailing list." will now be displayed on the Add Group to a Mailing List form upon successful completion. Path: Event module > Registrants group item > Run Query Event Registrant group item link > Query Events Registrant form > List Query Event Registrant page > Communicate menu > Add Group To Mailing List link |
| 146165 | Events |
This release resolves an issue that prevented iWeb users from adding guests to existing registrations for free events when the EnableNewUI system option was set to All. The link to Register Guests (which was not available before) has been added to the Registrant Actions menu on the Registrant profile of a free event, similar to its presence in the Classic UI and for paid events. |
| 146038 | Events |
When you attempt to register for an event track that includes a session currently on the waitlist, the system now displays a pop-up message informing you that you will be placed on the waitlist for that session. Note: This fix applies to both the iWeb and eWeb applications. |
| 145116 | eWeb |
BluePay Non-Hosted and 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 is 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 review the invoice data, add it to their cart, and carry out the payment.
This applies only to systems with the following configuration:
|
| 119857 | eWeb |
If a user signs up for a new account in eWeb, the system no longer sends a 'Password Reset' email. |
| 145788 | eWeb |
When a user, whether anonymous or logged in, makes a donation or pledge on eWeb with the option to receive an email confirmation selected, the system now sends an email confirmation to the specified email address. Also, the Email Communications child form (Individual Profile > Correspondence tab) now gets updated with an email confirmation sent log entry. This applies only to systems with the following system option configuration:
|
| 143366 | eWeb |
Corrected Linked Address Handling When Ending Organization Relationships Previously, when the system option EndDateRelationshipAddressOption was set to SoftDelete and the Organization Edit check box was selected on the Add/Edit Relationship Type form in iWeb, ending an individual's relationship with an organization did not function correctly:
This bug has been resolved. Now, when a relationship is ended in either eWeb or iWeb under the specified configurations, the relationship is correctly ended, and the associated linked address to the Organization is properly soft-deleted. |
| 146542 | eWeb |
When shopping on behalf of an organization in eWeb (either shopping as an individual and billing to the organization or shopping as and billing purchases to the organization), if the user updates the shipping and/or billing addresses on the Shopping Cart | Shipping page and Shopping Cart | Payment page respectively, the updated addresses now reflect in the Shipping label and Billing label fields on the Shopping Cart | Receipt page. This applies only to systems with the following configuration:
|
| 145958 | eWeb |
When you save a Form Designer page (accessed via the following path) by clicking the Save or Save and Close button in the Action area of the Form Designer, you will no longer encounter an error that says, "Multiple controls with the same ID 'ExtensionQuickGrpRegCheckEventFeeCOE ' were found. FindControl requires that controls have unique IDs." Path: Toolkit module > Forms group item > Find, List, or Query Forms group item link > Dynamic Form profile > UI profile menu > Form Designer link > Form Designer page |
| 133859 | Exhibits |
When switching between the group item links for List Active Exhibits and List Completed Exhibits, the system now refreshes the List Results form to reflect the results based on the view that has been selected. |
| 136252 | Framework |
Necessary framework updates have been made in this 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:
|
| 139439 | Framework |
You can now access the "Dataset Designer - List" and "Dataset Designer - Chart" links through the Reports menu located in the top action bar of the list pages. Note: This is only applicable to the list pages that display results generated by Dynamic List. |
| 137309 | Framework |
Corrected Query Results and List Names on Consecutive List Page Queries Previously, when running back-to-back queries on the same object from list pages (especially when a QueryKey was present in the URL), the system exhibited incorrect behavior. The issue was that the query cache was not being properly cleared. This led to incorrect results being displayed and an incorrect list name displayed on the List page. This bug has been resolved. The system now correctly manages the query cache when navigating to list pages with a QueryKey in the URL. It now checks if existing results correspond to the current query; if not, the cache is cleared, and the new query is executed to display its correct, specific results. This also ensures that the list name is always updated to reflect the current query or object accurately. |
| 127418 | Framework |
With this release, the functionality for parameterizing visibility and read-only queries on form controls has been restored, particularly for queries that evaluate the visibility and read-only conditions of form controls (md_dynamic_form_control and md_dynamic_form_panel tables). The fix ensures that the system now correctly respects the row-specific overrides for:
Note: The similar functionality for other metadata tables like md_dynamic_form and md_dynamic_form_child remained unchanged and did not need any alterations. |
| 145992 | Framework |
This release includes a fix that ensures the "Limit Number Of Results" setting is correctly applied to query results, even when those queries are attached to "Group Item Links" in the left navigation menu (created using the following path) and executed from there. The parameters handling logic have been improved to ensure that the limit is accurately set and adhered to, resulting in the display of the expected number of records. Path: Toolkit module > Overview group item > List Content Groups group item link > select a module (query module that was initially used) > Edit Content Group form > Group Items child form > expand the Group Item record where you wish to place the query group item link > click the add group item links link > Add Group Item Link form |
| 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.
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| 143492 | General |
Inserting Images Using CKEditor: This 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 |
| 145385 | General |
CKEditor Specific: CKEditor has been added to the following forms as part of this 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. |
| 123348 | General |
Query Builder Tool: When you select the Randomize Results check box while executing a query, the system no longer re-executes the query if you choose to export the query results. The results retrieved from the query now match the entries in the exported file. |
| 136337 | General |
With the EnableNewUI system option set to All, the system no longer displays a 'Record is Deleted' error when accessing records via the List Results > GoTo a Record profile. This fix addresses issues encountered when navigating between other records using the next and previous navigation arrow buttons on the top of the profile information panel. The system now redirects you to the correct record profile based on the list results. This update also addressed multiple scenarios, such as when you add records to your favorites through the My Favorites menu (located in the upper right corner of the iWeb application), then return to the record profile and browse through other records using the navigation arrows for next and previous. |
| 144868, 31960, & 136536 | General |
Query Builder Tool: When you define query columns for a query, the system now retains the same column order when executing the query via Query Central. Furthermore, the Available data elements to include in the query result form (accessed via the Query Central group item link) now correctly shows numbers for the query columns based on the sequence specified in the query. |
| 146096 | General |
Previously, soft-deleted records within the co_source_code_context_detail table (configured under Fund > Source Code Profile > Edit Source Code > Fields grid) were not being correctly ignored by the system. This meant that even after a record was soft-deleted, its configuration could still impact functionalities like Pledge creation, potentially leading to errors. This issue has been resolved. The system now correctly respects the soft-deleted flag for co_source_code_context_detail records. Soft-deleted records will no longer be displayed on the Fund Source Code Profile's Edit page or reflected when adding or editing Pledges. This applies only to systems with the following system option configuration: DeleteMethod = soft |
| 146075 | General |
With the TestSitemode system option enabled and the EnableNewUI system option set to All, the Super Search and Breadcrumb navigation elements on the iWeb user interface are now correctly aligned. |
| 146495 | General |
This release includes a fix that addresses the issue caused by duplicate column headers on List pages. The system has been updated to correctly handle and render list pages even when they contain columns with identical descriptions. The following issues have been resolved:
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| 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. |
| 145913 | Marketing |
CKEditor Specific: When you insert a table in CKEditor and add text to it, the system will no longer automatically capitalize every word you enter. 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. |
| 135825 | Marketing |
On a Mailing List profile, the 'Add New Record' button will now remain visible on the List Members child form regardless of the number of members associated with the mailing list. |
| 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:
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| 136404 | Membership |
With the EnableNewUI system option set to All, the Action menu > Renew this List link will no longer be displayed when accessing the member list results via the Find and List Members function. Only membership list results obtained via the Query function will show the Action menu > Renew this List link. |
| 139207 | Membership |
The system now successfully adds records to a mailing list when you add a group using a membership query with 'Query Columns' defined (accessed via the following path). Upon completion, a confirmation message, 'x new record(s) have been added to the mailing list,' will appear on the Add Group to a Mailing List form. Path: Membership module > Members > Query Membership > Query Membership form > List Query Membership page > Communicate menu > Add Group To Mailing List link > Add Group to a Mailing List form This applies only to systems with the following system option configuration: EnableNewUI = All |
| 145427 | Payment Processing |
Previously, when processing a Return/Cancel/Void of a credit card purchase with auto-refund turned on, in the rare circumstance that the credit card refund failed, the Return/Cancel/Void would still be completed in NetForum with no indication that the auto-refund had failed. This has been fixed. Now, if the auto-refund to the credit card fails, the Return/Cancel/Void will fail with an error message displayed to the user. |
| 145831 | Payment Processing |
Payment Processing: The Update CPI Payment task (Admin module > Task Scheduler group item > Dashboard group item link > Dashboard profile > Misc section > Update CPI Payment link) now always correctly updates the status (active, failing, invalid, or pending) of the stored payment method (cpi_status) in the database. Furthermore, the system has been improved to accurately refresh the cpi_failed_attempt_count field in the ac_customer_payment_info database table, ensuring it reflects the true number of failures. Previously, under certain circumstances, a stored payment method could be prematurely flagged as invalid instead of failing. With this fix, the system now adheres to the specified values in the following system options to determine the cpi_status for stored payment transactions.
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Patch Release (37.1)
| Issue Number | Product Area | Description | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 146553 | Accounting |
This 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. |
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| Admin |
Scheduled Task History Details: The Details grandchild form within the Scheduled Task Profile > History child form was broken and not displaying content for most scheduled task types. This issue has been resolved and now the Details grandchild form correctly displays the individual items processed within each task run. |
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| 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. |
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| 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. |
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| Events |
This release has corrected how the system displays confirmation emails when a primary contact makes a purchase in eWeb on behalf of their organization (which has no email). When the user sets Shop as - Bill to to 'Organization-Organization' but uses their individual billing details while completing the transaction, the system now correctly routes the emails as follows:
This applies only to systems with the following configuration:
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| eWeb |
eWeb User Experience: Simplified Display of Logged-In User Name The eWeb interface has been updated to streamline the display of the logged-in user's name. Previously, the top-right corner of the eWeb site displayed the user's full name upon login. The top-right corner of the site will now show only the first name of the logged-in user. This change also applies when 'shopping as' or 'billing to' another contact (e.g., an organization's primary or billing contact); only the first name of that designated contact will be displayed. This update creates a cleaner and more user-friendly experience by simplifying the display of user identification. |
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| 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. |
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| eWeb |
Enhanced Payment Visibility and Clarity on eWeb This release includes updates to the visibility of AutoPay and Save Payment Info options on the Make a Donation, Make a Pledge, and Recurring Gift pages to provide clearer and more intuitive options for users. Updated AutoPay Visibility Logic The logic controlling the display of the AutoPay option (Charge my card/account automatically) has been updated to appear logically with recurring payment options.
Renaming of 'Save for future use' Flag The Save for future check box, used when adding a payment method, has been renamed for clarity across all relevant eWeb pages.
This new name is visible when adding a new payment method on the Make a Donation, Make a Pledge, and Shopping Cart pages. My Giving: Correct Payment Display on Recurring Gift Details This patch has resolved an issue on the "Recurring Gift Details" page (My Recurring Gifts > View Details) within the My Giving section where the Payment Method and Account Number previously could display incorrect information in some circumstances. Previously, these fields were incorrectly showing details from the payment (PIN) record linked to the most recent payment, which did not always reflect the payment account currently set to be charged for the ongoing recurring gift. The system has been updated to now display the information from the Customer Payment Info (CPI) record currently linked to the recurring gift order. This ensures the page accurately shows the card or account that will be used for all future auto-payments.
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| eWeb |
Updated eWeb Demo Site Specific: This release includes several fixes to improve the stability, navigation, and user interface of the updated eWeb demo site. Key Areas Addressed
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| 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. |
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| 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. |
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| 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. |