Welcome to netFORUM ProPro Online Help! netFORUM ProPro 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 the online help will get you started, help you learn how to navigate the system, and show you step-by-step how to use netFORUM Pro to maximize its potential.
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(You may also want to view the netFORUM ProProTraining Videos and additional Documentation in our application.)
What's New in This Release—netFORUM ProPro 2014.01
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 
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General Updates
User Interface Improvements
The netFORUM Pro Pro user interface has been streamlined to feature menus that contained logically grouped actions.
For more information, please view the following help topics:
Related Topic Search: group items, navigation, welcome page
Accounting Module Updates
Default Batch May Be Modified When Scheduling a Process
Users may now update their default batch as they enter parameters for many of netFORUM Pro's batch processes. The new Update Default Batch drop-down menu displays a list of all open batches the user has access to. Selecting a batch from this menu will update the default batch for that user (and not just the batch to be used for that process.)
For more information, please view the following help topics:
Related Topic Search: batch, default batch, renewal
Batch Creation User Added as a Batch User by Default
When a batch is created or copied, the individual creating or copying the batch is automatically added as a batch user and appears in the Users Assigned to this Batch child form.
For more information, please view the following help topics:
Related Topic Search: batch profile
Ability to Copy a Batch
Manual Batches may now be copied. This will copy all of the settings and the users from the original batch as well as automatically add the individual copying the batch as a user.
For more information, please view the following help topics:
Related Topic Search: batch, manual batch
Ability to Search for Closed Batches
The Batch–Find Closed hyperlink has been added to the Batch group item in the Accounting module. This option will only return closed batches when performing a search.
For more information, please view the following help topics:
Related Topic Search: batch, batch profile
Ability to Add a Fourth Donation Product to Renewals
When processing membership renewals, users now have the option to add a fourth donation process. A fourth donation and donation price can now be enabled in the Membership Renewal settings and can be selected in the Membership Renewal process.
For more information, please view the following help topics:
Related Topic Search: membership dues, adding funds
Credit Card Name is Now Appended to Batch Name in eWeb
Enabling the Use Dedicated Batch option for credit card payment methods causes the name of the credit card type used for payment in eWeb to appear in the batch name. In the screen shot below, note that the credit card type appears in the batch name as well as in the Payment Type column.
For more information, please view the following help topics:
Related Topic Search: finding batches, eweb checkout
Updates to Cancel and Void Buttons When Canceling Open Payments
On Payment profiles, the Void Payment button only appears on profiles that have not yet been posted to a batch. The Cancel Payment button only appears on Payment Profiles that have been posted to a batch.
For more information, please view the following help topics:
Related Topic Search: batch profile, processing a batch
New Accounting Transaction Types Added
Several new accounting transaction type codes have been created. These include:
- CrCanPayA: Credit Cancel Payment Audit
- CrCanPay2: Credit Cancel Payment Credit - Open Batch
- PayCanAdjA: Payment Cancel Adjustment Audit
- PayCanAdjC: Payment Cancel Adjustment Credit
- PayCanAdjN: Payment Cancel Adjustment No Credit
For more information, please view the following help topics:
Related Topic Search: transactions, ledger entries
Cancelled Invoices Must Create a Credit
Invoices and batches of invoices can no longer be cancelled without creating a credit.
For more information, please view the following help topics:
- Cancelling an Invoice Without Creating a Credit
- Cancelling a Batch of Invoices Without Creating a Credit
Related Topic Search: invoice profile, batch invoice, cancel invoice
Admin Module Updates
Start / End Dates Can Be Added to Prices
Product start and end dates are now added when adding a price through the Price Start Date and Price End Date as opposed to on price qualifier attributes. The effective date fields on price attributes, as a result, have been removed. Prices that have previously set up effective dates on price attributes will use the old dates and be updated by a script upon the build release.
For more information, please view the following help topics:
Related Topic Search: price qualifier, setting up price qualifiers
CRM Updates
Membership Dues Orders Can Now Be Created for Terminated or Lapsed Members
When processing Bulk Membership Renewals, check-boxes are now available under the Mapping Runtime Parameters section, allowing you to refine the type of renewal being scheduled. Options in this section allow you to perform renewals for customers that would not ordinarily be included in the bulk scheduling process.
For more information, please view the following help topics:
Related Topic Search: membership renewals
Report and Query Updates
The following updates and new reports have been added to Build 2014.01:
- Updated the Event Sign-In Sheet report so that if the Badge Name parameter is selected, the report will now correctly display the badge name. In addition, a new parameter titled Badge First and Last Name has been added to the report. This parameter will display the badge first and last name on the report.
- Updated the Organizational Profile Report and the Individual Profile Report so that products purchased are now sorted by the purchase date.
- Updated the Individual Profile Report so that products purchased are now sorted by the purchase date.
- The wording on the Membership Renewal Preview Report has been changed. The Effective Date From and Effective Date To fields have been renamed Expiration Date From and Expiration Date To.
- The Late Fee Process Preview Report will now run correctly.
- The Member Type Dues Paid Report has been updated include payments made by credit.
- Modified the Event Registrant Revenue Report to remove the Credit Applied from the Payment field in order to provide the correct calculations.
Issues Addressed
The following issues have been addressed as of the release of Build 2014.01:
- The DateCulture system option name has been updated to DateTimeCulture. Functionality of the system option remains the same.
- The Link Address functionality found on the Edit–Addresses form now functions correctly and will link the business address to the individual.
- Because a card is refunded as a result of voiding a credit card payment, voided credit card payments are now treated as cancellations in the general ledger.
netFORUM Pro Version Information
Current Version: 2015.03
Previous Version: 2013.02
Tip: The Frequently Asked Questions section of netFORUM ProPro Online Help contains answers to questions submitted by our customers to Customer Support. To view the Frequently Asked Questions section, search on FAQ in the Online Help Search field.
Copyright
Abila Inc., 2014. All rights reserved. This documentation is for informational purposes only and is subject to change. Abila makes no warranties, express or implied in this documentation. The contents of this document are believed to be current and accurate as of its date of publication. No part of this publication may be reproduced in any form without the prior written consent of Abila Inc. netFORUM Pro was developed by
Abila Systems, Inc.
7901 Jones Branch Drive
McLean, VA 22102