Welcome to Online Help for Abila® netFORUM Pro!
Abila netFORUM Pro is a Web-based application for customer relationship management (CRM), membership management, committee management, event management, accounting, e-commerce, e-marketing, and other association management tasks. We hope that online help will help you to get started, learn how to navigate the system, and show you step-by-step how to use netFORUM Pro to its greatest potential.
Online help offers three methods of locating a help topic. You can use the Table of Contents or Index options to browse available topics, or use the Search feature to enter keywords related to a desired topic. This will provide you with a list of search results that relate to the keywords entered.
The Frequently Asked Questions section of Online Help contains answers to questions submitted by our customers to Customer Support. To view the Frequently Asked Questions section, search for FAQ in the Online Help Search field.
You might also want to view the Abila netFORUM Pro Training Videos available from within the application.
What's New in Abila netFORUM Pro 2015.4
What's New in Abila Abila netFORUM Pro 2015.4
Tip: Click the hyperlinked topic names to view the full help topic or use the Search tab and related keywords provided for each new topic to find similar topics for more information. Using the related keywords to display related or similar topics is useful for increasing your overall knowledge about a topic. Look for updates within topics by finding the 
NEW in 2015.4 icon.
General Updates
These are the general updates and improvements to the netFORUM Pro 2015.4 release.
Default Rate Based on Use of Individual Rates in Group Registration
When using individual rates with group registration the system now auto-populates the member or non-member rate when the individual rates option is set for the event
Membership Dues Rates Sort Order
Membership dues rates can now be sorted to appear in the required order when adding to a shopping cart
Calendar Membership Set to Sell for Next Year Can Start Membership Benefits Immediately
There is now an option to have Calendar Memberships set to sell for next year to start membership benefits immediately.
Add Open Membership Order to Cart
When adding an open membership dues order to the shopping cart, the customer is now prompted to add the open order to the cart rather than given instructions on how to add the open order
Auto Drop
An Auto Drop check box is now available for setting up and managing membership renewals in the add/edit Membership Type forms and Membership Setup Wizard.
Prevent Multiple Event Registrations
When duplicate registrations are not allowed on an event profile, duplicate registrations for individuals and groups are made unavailable for that event on both iWeb and eWeb.
Event Fee Shows When Selecting "Change Rate" When Registering an Individual for an Event
The event fee now shows instead of the event fee code when registering an individual for an event
Session Counts on Event and Session Profiles
Session Counts now update whenever there is a change in the event and\or session registration, free or paid
Add Sessions for Guests
You can now add sessions for guests in iWeb
Event and Session Capacity Recalculates Upon Save
When the capacity of an event or session change, they now recalculate availability when saved
Issues Addressed in Abila netFORUM Pro 2015.4
Issues Addressed in Abila netFORUM Pro 2015.4
The following issues are addressed in Build 2015.4.
Tip: Use the number associated with each issue to look up the issue in the Abila Support Portal.
Accounting
| Issue # | Description |
|---|---|
| 18109 | netFORUM Pro now allows a user to 'pay' for $0 orders in order to create an invoice and close the invoice. |
| 18251 | A cancelled invoice now correctly retains a cancellation fee and refunds the balance to a credit card or records a credit on the individual's record. |
| 18329 | An invoice now shows the non-member price when a non-member purchases an item and pays the non-member price. |
| 18551 | Negative credits are no longer created. |
| 18650 | Negative amounts no longer appear on an individual's profile. |
| 17962 | A partial refund now refunds the credit card of an individual registered for event if the guest cancels or puts money as credit available on the individual's record. |
| 11992 | Making mass payments on multiple discounted orders no longer causes balances and credits on invoices. |
| 11587 | Installment payments made above the installment amount are now distributed properly. |
| 18098 | Amounts due on an invoice with multiple orders billed to an organization now show correct Balance Due after partial payment. |
| 12481 | Cancelling a registration with a discount applied using 'bill me' now correctly cancels the registration and the order. |
| 18814 | The tax amount on a membership is now included in the installment payments. |
| 18864 | Manual batches no longer result in auto batches. |
Administration
| Issue # | Description |
|---|---|
| 10902 | A 'NULL' value in an import workbook is now correctly imported as 'NULL Value' into the data field. |
Certification
| Issue # | Description |
|---|---|
| 18142 | Certification requirements added after a purchase are now saved without displaying an error message. |
CRM
| Issue # | Description |
|---|---|
| 17875 | Records are completely deleted and are no longer visible after the overnight process runs. |
| 18634 | Records uploaded and downloaded from NRDS now update correctly. |
| 18635 | Business Addresses now map correctly to the NRDS ‘Office Street’ address. |
E-Commerce
| Issue # | Description |
|---|---|
| 18941 | Items where a customer does not qualify for the member price are no longer added as $0 to the shopping cart. |
E-Marketing
| Issue # | Description |
|---|---|
| 18100 | An image size changed in the HTML Editor now correctly remains re-sized when sent in an email. |
Events
| Issue # | Description |
|---|---|
| 16314 | Event integer demographics are now recorded as entered in any combination up to 10 digits in length. |
| 18925 | Event set-up and registration fees are no longer swapped among events. |
eWeb
| Issue # | Description |
|---|---|
| 18191 | Dependent memberships now correctly show listed when shopping as Guest for primary membership in eWeb. |
Online Help
| Issue # | Description |
|---|---|
| 18244 | The online help topic 'How to Link Directly to a Product in the Online Store' now correctly describes the process for obtaining a product URL. |
| 18492 | The online help topic 'Modifying the Payment Date' now correctly describes the process for setting payment dates and batch dates in manual batches. |
| 18651 | The online help topic 'Importing a Prospect List' no longer directs users to use placeholder names. |
| 19118 | The online help topic 'Browser and Operating System Requirements' has been updated with the latest requirements. |
Reports
| Issue # | Description |
|---|---|
| 17964 | The Check Requisition Report now correctly lists all processed refunds. |
| 14487 | Reports without header images now display correctly in Internet Explorer 11. |
| 18589 | The A/R Aging Summary Report now correctly displays all charge codes when no charge code is selected for the report. |