What's New in NetForum Enterprise 2017.1.19
This document describes the changes and resolved issues for this version of the product.
What's New Overview
Enhancements
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Integration Security Enhancement: To enhance the security of Integrations in NetForum, a new Integration Setting field PasswordRules has being introduced in the Integration Settings child form of the Integration profile. This PasswordRules field applies to every integration type having Password or ClientSecret fields in their Integration Settings child form. The PasswordRules field allows the admin to set minimum password requirements for setting a strong password for the Integration type. When a staff user enters a new password (not following the required password criteria set) in the password field, a validation error gets generated asking the user to follow the required password criteria for setting a password for the Integration type. Refer IntegrationSettings: PasswordRules topic for details.
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New User Profile and My Landing Page Preference: NetForum has upgraded the User Profile (My Profile) form in iWeb for better user experience, the new User Profile allows you to upload and update profile image. Communities and Contact Us support link are included on this page for user assistance. Along with these inclusions, you can use this page to get the latest release updates of NetForum Enterprise. Also, you can view some of your NetForum account data in graphical representation on this page. This Enhancement also allows user to set their profile as a landing page when they login to NetForum. For more details on setting User Profile as a landing page, refer User Preferences and New User Profile pages.
UI Conversion
Below page has been converted to the Current UI:
| Module | Description |
|---|---|
| CRM | Add/Edit Assignment (Individual) |
Resolved Issues
The following list contains Classic UI issues that were fixed in NetForum 2017.1.19 service pack. The Netsuite issue number is included for your reference.
| Netsuite ID | Product Area | Description |
|---|---|---|
| 24940 | Accounting | Partially returning an order with a quantity of two or more will now return the sales tax proportionally to quantity returned rather than a full refund of all sales tax. |
| 26319 | Accounting | When you do a return or cancel for a deferred product with a discount, it will cancel the deferral record and the discount deferral record without generating incorrect syntax error. |
| 25914 | Accounting | Intacct Integration: when you return an unpaid invoice, the Ledger Entries For Batch child form on the Ledger tab of the Batch profile now reflects proper Location/Department/Class codes for both credit and debit accounts. |
| 22414 | Baseline Reports/Queries | If you use available credits for making a payment towards an invoice, then the system will now display Paid by Credit on MM/DD/YYYY (the date of the transaction) on the Invoice Report as a payment method used. |
| 25991 | Centralized Order Entry | NetForum now allows you to add multiple group registrations to an invoice without removing the existing group registration line item from the cart. |
| 25710 | CRM | In the Query - Individual form, when creating SQL query, using the Query - Ask At Run-Time Values section if you use two date fields and input two separate dates, then the query will return the results for those two specified dates. |
| 26337 | CRM | Group1 address validation URL has been updated in NetForum code and the same now reflects in Group1Endpoint System Option. |
| 25345 | CRM | When the non-primary email address of an individual is added to a mailing list and later a correspondence is sent to the mailing list through the Marketing Wizard, the individual now receives the correspondence to its non-primary email address ( as per mailing list) and a communication record gets added in the Correspondence tab > Communications child form. |
| 26469 | CRM | While resetting the Web login password for the primary contact of an organization, now the org primary contact flag will not clear out on the Individuals child form of an organization profile. |
| 26165 | CRM | In Query Builder Tool, when you edit a subquery in the Sub-Query Builder form with Use Column selected, the system will now allow you to go back through Sub-Query Builder to modify prior conditions and the updated changes will get saved properly. |
| 25920 | CRM | When you add a new organization to a profile in eWeb, the organization name will now populate in the Mailing label field on the Individual profile in iWeb. |
| 26028 | Development Toolkit | On Form Profile > Classic UI Designer > Form Designer, when moving or updating fields in a table or div row in Classic UI Form Designer and later saving it will not generate object reference error. |
| 26296 | E-Marketing | With the system option DuplicateEmail set to Deny, the Prospect Import Wizard will not generate Conversion failed error when processing the duplicate email validation and terminates the import. All duplicate emails will get listed in the Attempted transfers - records duplicated child form in the Prospect List form once the processing of record in completed. |
| 25863 | Events | Corrected a character limit issue. Event Sponsor fees now populate the Payment Amount correctly on the Add – Event Sponsor form. |
| 26298 | Fundraising | On the WeathEngine child form under the Fundraising > Constituent > Constituent Profile > Major Giving tab, when you try to connect Wealth Engine to update Wealth Engine data in NetForum, system now fetches Wealth Engine Data in NetForum without generating the object reference error. |
| 26396 | Fundraising | On a Constituent Profile > Major Giving > Wealthengine child form, the P2G SCORE column on the Wealthengine child form now populates the correct value that matches with the score on the WealthEngine site. |
| 25789 | General | In the Chrome browser, NetForum causing browser warning because of cookie re-classification has been fixed by introducing the SameSite attribute in the web config file. |
| 26315 | Inventory | If there are multiple discounts set to be auto-applied for events, and later an individual registers for a deferred event, the system now auto-applies the correct discount price related to the deferred event set initially. |
| 23543 | Inventory | Tax amount now applies correctly for a downloadable taxable product in iWeb. |
| 26252 | Payment Processing | The error handling ability in NetForum has been improved, which now also captures more information relating to why payment processing error occurred during the transaction with BluePay in the gtl_response column in the database instead of only getting an Object reference not set to an instance of an object error. |
The following list contains Current UI issues that were fixed in NetForum 2017.1.19 service pack. The Netsuite issue number is included for your reference.
| Netsuite ID | Product Area | Description |
|---|---|---|
| 26183 | CRM | Adding a non-existing Organization through Edit Name & Address in an individual profile, and later editing the Name & Address again, the profile will not remove the Organization name from the Individual profile information panel. |
| 26198 | CRM | On an Organization Profile > Sales > Sales Assignments child form, adding Sales Assignment for the profile will now save the record and display it in the Sales Assignments child form. |
| 26273 | CRM | Performance update in terms of loading data when a super search performed on an Organization Profile > Edit Name & Address form after auto post back happens while editing the organization name. |
| 26066 | CRM | When searching an organization using the fields in the Find organization form, now the related search result (list) will be displayed in the same UI and no errors will be logged in the Database. |
| 23552 | CRM | Changing the organization on an Individual profile will now update the Mailing Label Html field with the updated organization name in the profile. |
| 26311 | General | When you select few records from the List page and click the Email to This List link (if available) in the Communicate tab, the number of records selected will now be displayed on the Send Correspondence form and on clicking the Send Messages Now button, a pop-up window will display the number of records being selected. |
Hotfix 1
| Netsuite ID | Module | Description |
|---|---|---|
| 26490 | Framework | For Current UI, on the List Individuals/Organizations forms, when you click list columns to display drop-down, the ind_last_name and InOrder columns were displayed on the list and also get exported to excel, both the ind_last_name and InOrder columns are now removed from the list and the same will not be exported to excel. |
Hotfix 2
| Netsuite ID | Module | Description |
|---|---|---|
| 26411 | Accounting | Optimized Deferrals: When a price is edited and purchased at $0.00, when the batch is closed this purchase will not create a deferral record with a $0.00 line item. |
| 26412 | Accounting | The Deferral Summary child form on the Deferral Header profile now displays the correct amount per period for Optimized Deferrals. |
| 26450 | Accounting | Batch Profile > Invoices tab > Deferrals child form load times are more optimized when working with large sets of data and having Optimized Deferrals enabled. |
| 26585 | Inventory | Optimized Deferrals: On the Order profile, while attempting to create the next installment on the Generate Next Installment form, the system now generates the next installment without Object reference error. |
Hotfix 3
| Netsuite ID | Module | Description |
|---|---|---|
| 26366 | Accounting | Accounting > Period > Period Profile load times are more optimized when working with large sets of data and having Optimized Deferrals enabled. |