What's New in NetFORUM Enterprise 2017.1.17
This document describes the changes and resolved issues for this version of the product.
What's New Overview
Current UI Enhancements
The following list contain enhancements related to Current UI in NetForum 2017.1.17 service pack:
| Product Area | Description |
|---|---|
| CRM | In this enhancement, if there are more records returned in a child form or list than allowed to display by the DataGridRowLimit system option, the user can click on the Load All records link at the top of the child form to display all the returned records. |
| Framework | Update Grid configuration/setup now shows collection as drop-down list. |
| Framework | The total number of records returned in the List Pages and Child forms are now displayed at the footer section of the form. This number of records is displayed regardless of the value set in the DataGridRowLimit system option. |
Resolved Issues
The following list contains Classic UI issues that were fixed in NetForum 2017.1.17 service pack. The Netsuite issue number is included for your reference.
| Netsuite ID | Product Area | Description |
|---|---|---|
| 25684 | Accounting | When using split accounts on a product and Multicurrency configured, the system now allows the Batch close process to complete without a batch balancing error and the amount gets rounded off correctly. |
| 24476 | Accounting | On GL Account Profile, you can now Edit, Hide, and Delete the GL Account record without getting a data validation error. |
| 25346 | Accounting | Performance update for loading the Add Payment form in the Installment Payment Order Profile. |
| 25835 | Accounting |
For Membership Renewal, when purchasing a membership using a Credit Card with autopay membership applied, and later renewing the membership with an ACH payment, the Invoice and the Payment profile will now display the ACH transaction details and not the stored payment details. |
| 25519 | Accounting | For Intacct Integration, the Ledger entries in the Ledger child form of the Batch profile will reflect correct Location/Department/Class dimensions, when a product is purchased and is not paid and then written off for a product that uses price override account for dimensions. |
| 25824 | Admin | The co_ascore_scale_task (Scale Score Generation) scheduled task will not create duplicate child tasks for a given scale/month. |
| 24281 | Baseline Reports/Queries | The Email Invoices Report task now gets scheduled and an invoice will be sent to all Individuals with invoices in the specified batch. |
| 21737 | Baseline Reports/Queries | For Organization profile, if Invoices child form has multiple line items with Bill To organization name being same or different, then while generating customer statement report, all invoices will now appear on the same customer statement. |
| 25940 | Centralized Order Entry | While purchasing a product, now you will be able to add more than one discount program coupons at a time. |
| 25626 | CRM | For Organization profile, the parent relationship functionality for Related Organizations under the Relations tab is working as expected. |
| 25908 | E-Marketing | For List Results > Communications > Email To This List, CommunicationPage.aspx file in SSMS now sets the cca_cct_key (Correspondence Template Key) when Emails are sent. |
| 24994 | Events | When adding a location to an event, the Add - Events Location form will now display the same event title for which you are adding location. |
| 25376 | Events | When an event is added to the Outlook calendar, the Outlook appointment calendar now displays the correct time. This also accounts for Daylight Savings Time. |
| 25946 | eWeb | In the My Email Addresses section of eWeb, the primary Email flag in the Edit - Email form is set as read only and this email cannot be deleted from eWeb. If User wishes to change this Email to a non-primary email, they must add or edit another Email address and select the Primary check box to set it as a primary. |
| 25909 | Fundraising | When the user makes a payment for a Fundraising Pledge Installment from eWeb, the Constituent total now gets updated accordingly on the Constituent Profile. |
| 22559 | Fundraising | When you create a signed pledge using installment schedule payment option, and later write off the remaining scheduled payment, then the system will update the amounts correctly on the Constituent and Pledge profile page with no balance remaining. |
| 26007 | Inventory | Performance update for stored procedure ac_inventory_cogs on SQL server. |
| 25678 | Membership | On the Transfer Membership form, when a calendar-based membership which is set up to prorate, is transferred, then NetForum will automatically prorate the credit amount and new membership package amount. And, on the membership Invoices child form, the term start date will be set based on membership transferred month. |
| 26179 | Membership | You can now schedule a task to renew Membership through query. |
| 25491 | Payment Processing | While EnableMulticurrency system option turned ON, the stored payment drop-down on the COE form will only show stored payment methods whose currency matches the invoice currency. The Payment drop-down will filter the payment options based on the invoice currency. |
| 25919 | Payment Processing |
On the Mass Apply Organization Payments form available in Organization profile, you will now be able to add mass payment using PayPal or Litle Payment Processor and the related Payment will be processed successfully. |
The following list contains Current UI issues that were fixed in NetForum 2017.1.17 service pack. The Netsuite issue number is included for your reference.
| Netsuite ID | Product Area | Description |
|---|---|---|
| 25986 | Accounting | On a Batch profile, the Profile Information Panel will now display the Batch Summary Information even if the Batch name has more than 50 characters. |
| 25730 | Accounting | On Payment Profile page. when you edit payment to change the batch if the batch is not closed, then the system will allow you to update payment batch without Validation Error. |
| 26111 | Admin | The Edit Task Scheduler form now opens in editable mode. |
| 25693 | Committees | While being on List Committee page, you will now be able to navigate to the Overview > Committee Setup page without Object reference error. |
| 25958 | CRM | While being on List Individuals page, when you open a profile from the list and then navigate to next record using Next (arrow) button above the Profile Information Panel, you will be directed to the next profile record without Object reference error. |
| 25756 | CRM | For Edit Table List Setup on the Find - Individual form, when adding List column with no order entered in Order field and later using Super search field for finding an Individual record on the Overview and Setup page, you will be directed to the Individual Profile without error. |
| 25700 | CRM | On a profile, when you navigate to System Tools > Personalize Form on the top Menu bar, the Personalize Form now gets loaded without 403 Forbidden error. |
| 25788 | CRM | On the Audience page of an Individual, running a query will now return proper records matching the Final Audience Count and their related invoices matching the query criteria. |
| 25023 | CRM | For an Individual profile, on the Edit Name & Address form, if you add an organization that does not exist in NetForum and clicks the New Organization link to enter the new organization information on the Add - Organization form, the system now creates a record for the organization and it redirects the user to the Edit Name & Address form with the name of the organization displayed in the Organization field. |
| 26036 | Development Toolkit | For Form Profile on Toolkit module, the MVC Profile -View and MVC Add/Edit - View links now redirects you to the respective form. If there are no such forms available, then MVC Profile -View and MVC Add/Edit - View links will not be displayed on the UI tab on the Form Profile. |
| 25772 | Events | For Event Session Profile, CuteEditor (HTML editor) has been added to Edit Events Session form and now CuteEditor loads up when you edit the Online Info. |
| 25263 | Events | For Event Profile, CuteEditor (HTML editor) has been added to Edit Events Info html form and now CuteEditor loads up and allow for editing the html for event descriptions when you edit the Online Info. |
| 25665 | Framework | Query Builder parsing(CurrentDate) issue has been fixed and runs properly. |
| 25960 | Framework | While Querying payment, in the Query List page, when you click Reports and then Dataset Designer - Chart or Dataset Designer - List, the related Dataset Designer report opens without server error. |
| 26084 | Fundraising | On Fundraising > Overview > Overview and Setup > Purpose Code, when you click the Add child form action button on List Fundraising Purpose Codes form you will now be directed to Add - Fundraising Purpose Code form. |
| 25674 | General | MVC child forms now sort the NUMERIC and HTML values correctly. |
| 25975 | Membership | When you edit Membership Profile to update Renewal Package from existing to another Membership Package, the updated Membership Package will now be displayed on the Renewal Package field on the Membership Profile Information Panel. |
| 26116 | Membership | When you add a new Chapter Position on the Add Chapter Position form in Membership module, the newly added record now gets listed in the List - Chapter Positions page. |
| 26082 | Membership | For Membership Renewal Task, on a Membership Renewal Profile page, when you edit Membership Renewal form, the re-schedule task form opens for editing. |