Open topic with navigation
What's New in This Release
Welcome to Online Help for Abila® netFORUM Pro!
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 netFORUM Pro Training Videos available from within the application.
What's New in netFORUM Pro 2016.1
General Updates
These are the general updates and improvements to the netFORUM Pro 2016.1 release.
Updates and Improvements for Events
The Events Module has been updated with the following improvements.
New Event Registration Wizard in Development
A new Event Registration Wizard is being developed for use when registering for an event on eWeb, as described in Using the Individual Event Registration Wizard on eWeb.
Important! To preview the new Event Registration Wizard, contact Abila Support to enable the EwebShowNewEventRegistrationWizard system option, as described in Understanding System Options. This system option is disabled by default. Your System Administrator can then turn the preview of the new Event Registration Wizard on and off by using the Client System Options Setup page. The new Event Registration Wizard now supports event registration for individuals on eWeb. Future releases of the new Event Registration Wizard will support group registrations on eWeb, and event registrations that require the collection of demographics or that have education credits.
Note: For information about using the existing event registration wizard for individual registrations on eWeb, individual registrations on iWeb, and group registrations on both iWeb and eWeb, see Using the Event Registration Wizard on iWeb and eWeb.
Viewing Upcoming Events
More detailed information for events is now displayed when viewing upcoming events.
This includes:
- A more functional upcoming events heading, as shown in Registering for an Event Online, Registering for an Event Using the Event Calendar, and Registering for an Event from the Upcoming Events Page.
- Advanced search capabilities, as shown in Registering for an Event Online, Registering for an Event Using the Event Calendar, and Registering for an Event from the Upcoming Events Page.
- Reformatted columns, shading, and pagination, as shown in Registering for an Event Online, Registering for an Event Using the Event Calendar, and Registering for an Event from the Upcoming Events Page.
Viewing Event Details
More detailed information for events is now displayed when shopping for an event to add to a shopping cart.
This includes:
Viewing Event Sessions
More detailed information for events sessions is now displayed when shopping for an event session to add to a shopping cart.
This includes:
Updates and Improvements for Memberships
Memberships have been updated with the following improvements.
Dependency Maximums for Memberships
A Dependency Maximums setting has been added to netFORUM Pro that controls the maximum number of dependent memberships that can be associated with a primary membership.
For more information about setting up dependency maximums, see What are Dependency Types and Dependency Rules and Setting Up Dependent Memberships
For more information about adding dependent memberships while shopping, see Purchasing Dependent Memberships.
Grouping Affiliated Memberships
The list of affiliated memberships available in the shopping cart has been updated to display as related groups, as shown in Purchasing Dependent Memberships.
Selection of Child Memberships
The availability of child memberships in the shopping cart has been updated to reflect dependency maximums, as shown in Purchasing Dependent Memberships.
New System Option - ChildMemberDatesEqualtoParent
A new system option called ChildMemberDatesEqualtoParent is now available for use in netFORUM Pro.
When enabled and a parent membership is selected, all child (affiliated) memberships will have the same effective dates and expiration dates as the parent membership. When disabled, the child (affiliated) memberships dates will be the dates set up for the child (affiliated) membership type and will be independent of the parent membership.
This system option must be changed by Abila Support as described in Understanding System Options.
Issues Addressed in netFORUM Pro 2016.1
The following issues are addressed in Build
2016.1.
Tip: Use the number associated with each issue to look up the issue in the Abila Support Portal. See Viewing Cases Submitted to Abila Support for more information.
Accounting
| 17315 |
"_Auto' batches are no longer created in entities using manual batching. |
| 17644 |
Process Recurring Payments listing now show profiles for orders which are open to pay and when they are processed. The payment is applied to the order and generates a closed invoice and the membership is promoted. |
| 18399 |
Cancellation fees are now correctly recognized as revenue and not as a liability. |
| 18847 |
When the BatchExportFileExtension is set to ‘CSV‘ for a BatchExportFormat of ‘Great Plains’, the export file now correctly groups the data into separate columns. |
| 19162 |
Multiple donations items added for membership types for renewals now correctly show all the donation items. |
| 19492 |
Member and Non-Member pricing on invoices now match the charge made at the time of purchase. |
| 19650 |
An order status now remains Closed when there is no balance owed and a charge is cancelled on the invoice. |
Administration
| 18094 |
The child form no longer breaks and remains visible in Internet Explorer 10 when a Miscellaneous item has 16 or more price codes and the column heading for ‘Code’ is clicked more than once to change the sort order. |
CRM
| 20226 |
An item in a shopping cart no longer displays after the purchase is complete. |
E-Commerce
| 20328 |
Credit card refunds no longer return an error when a discount is present. |
E-Marketing
| 19935 |
The {mbr_expire_date} field now returns the member’s current expiration date, instead of the Membership Dues Expiration Date, when used in a template linked to bulk membership renewal mapping. |
Events
| 18180 |
Adding a hyperlink in the Design Demographics Free Text Box now correctly saves. |
| 19996 |
Duplicate registrations are now not allowed with the ‘Do not allow duplicate registrations’ flag is enabled for an event. |
eWeb
| 18799 |
The character ‘»’ no longer appears before the text ‘View More Info’ when looking at the Individual Member Directory in eWeb. |
Exhibits
| 14425 |
A registration start date for an exhibit no longer links to the event date allowing an exhibit to be purchased before an event. |
Membership
| 19010 |
A new membership term date now correctly starts after the existing membership expiration date and extends the membership from that date. |
| 19143 |
Renewing a membership now automatically updates the status from 'Inactive' to 'Active'. |
Queries - Baseline
| 17436 |
The check boxes for TextBox Custom Demographics are now selectable. |
xWeb
| 19264 |
Large number of mailings are now correctly formatted for publishing and correctly delivered. |