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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
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
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
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
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
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
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
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
Several new accounting transaction type codes have been created. These include:
For more information, please view the following help topics:
Related Topic Search: transactions, ledger entries
Invoices and batches of invoices can no longer be cancelled without creating a credit.
For more information, please view the following help topics:
Related Topic Search: invoice profile, batch invoice, cancel invoice
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
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
The following updates and new reports have been added to Build 2014.01:
The following issues have been addressed as of the release of Build 2014.01:
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.
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