Smith RegPro Change Log

Smith Reg Pro v4.40 - Released 4/8/12

• New Member Approval Screen - Added the following new features:
  • Added a button bar at the top of the page that allows you to navigate between the following 2 screens.  
    • New Member Approval
    • Serial Number Approval
  • Created 2 sperate member approval screens as follows:
    • New Member Approval - When moderation is enabled in the registration module settings, allows you to approve new members by clicking an "Approve" button.  When the approve button is clicked, a jquery popup window is displayed allowing you to select a role to add the user to and approve them.  
    • Serial Number Approval - Allows you to approve new members that have been assigned new serial numbers by the registration module.
  • Added a feature that removes a user from the list after they have been approved.  Created new approval flag in the customer table that is set to "0" after a new member registers.  After the admin approves the new member the "approval" flag is set to "1" to remove the user from the new member listing.

• Bug Fixes
  • New Member Approval - When selecting an existing role or using the checkbox to Use Company Role, the role is not created and/or applied to the user.  Fixed, the issue was that if they user was not logged on when they registered, the registration was not saving the DNNLogin field so when you approved a new member from the new members screen it did a lookup by dnnlogin and couldn’t find the user to apply the role.
  • Customer payments screen and the New members screen - Fixed the delete button to delete the customer, payment and subscription record from the database and remove the user from the list after they have been deleted.

Smith Reg Pro v4.36 - Released 3/2/12

• New Import Features - Imports data from a flat file (CSV) into the following DNN and RegPro tables:
  • DNN User Profile - Insert and Updates
  • Customer table - Insert and Updates
  • Payment History table
  • Subscription table
  • ARB Subscriptions - Option to create new ARB subscription records at Authorize.Net while importing
  • Import can be automated using DNN Scheduler or run manually from the import screen off the registration admin menu
• Trial Subscriptions
  • Charge Trial Subscription Up Front flag - In the product setup screen added the new field "Charge Trial Subscription Up Front flag" that when checked charges the trial amount upfront rather than in split payments over a specified payment interval.
• New Custom Fields - Added the following new optional custom fields in the registration form:
  • 6 custom textbox fields
  • 1 custom multi line textbox field
  • 2 custom dropdown list fields
  • 3 custom radio button list fields

Smith Reg Pro v4.34 - Released 1/31/12

• Product Dropdown List Display
  • When multiple products are entered added the ability for each product and price to be displayed in a dropdown list that user can select from.

• My Accounts Module - Changing and Cancelling Memberships
  • Added the ability for a subscribed member to change the membership subscription they are currently signed up for to another membership level currently defined in the module.
    • Upon subscription change display popup message – “Are you sure you want to change your subscription to [subscription type]”
    • When the user accepts changes then the user will be redirected to a configurable confirmation page.
    • When a user changes their subscription, the change is registered in the system, but will not be activated until the original subscription period expires.
  • Added the ability for a subscribed member to cancel member subscription
    • Upon cancelation display popup message – “Are you sure you want to cancel your subscription [subscription type]”
    • When the user accepts and cancels then the user will be redirected to a specified link.
    • Note:  On Cancel – Smith Registration Pro module will expire the DNN role for the specific membership that was cancelled by the user.

• New Moderation Features
  • User Registration
    • Users register online and require approval before becoming a member or being able to order in SmithCart.
    • When moderation is enabled and user registers they will be added to a “moderation role”.
  • Moderation
    • Moderator will go to RegPro Admin menu and click the “New Members” button to enter the moderation screen.
    • The moderator approves user by checking the “approved” checkbox and clicking the “Approve Member” button.  
  • Approval and Role Assignment
    • Method #1 - Choose Role from Dropdown list
    • Method #2 - Company Role Assignment
    • When approved, user is automatically added to company role.  If the role does not exist a new dnn role will be created using the company name entered by the user during registration.
    • If the company name role already exists the member will automatically be added to the existing DNN company role.

• Microsoft Dynamics CRM Integration
  • Programmed a batch job within the Smith Registration Pro module that runs once a day to send all the new recurring billing transactions to the CRM System.  
  • The DNN scheduler is used to trigger the batch program that sends the payment information to the CRM System.

• New Payment Gateway
  • World Pay Direct

• Bug Fixes
  • When Role/s are configured to be added after successful payment, the roles were not being added to the user profile.   For more information please see the following forum post for more info: https://www.smith-consulting.com/Forums/forumid/5/threadid/11610/scope/posts.aspx

Smith Reg Pro v4.32 - Released 12/23/11

• New Club Membership Features
  • New RegPro Settings
    • Show Club Code checkbox - When checked displays a "Club Code" field on the Step 1 registration page.  The "Club Code" label can be changed by modifying the resx file.

• Club Code Profile Field - Allows the admin to select a DNN profile field to map the club code upon user registration.  During registration the club code is entered by the user on the Step 1 registration page and saved to the DNN profile field configured here.
• Registration Checkout - On successful registration the module does the following:
  • Gets the club role configured in the SmithCart club management screen (smith_clubs table) and adds the user to the dnn role specified.  This feature enables you to make use of all the dnn role features available in SmithCart like member pricing,  discounting by dnn role, etc.
  • Saves the  club code to users profile

• New Payment Gateways
  • Elavon Virtual Merchant
  • Elavon Internet Secure

Smith Reg Pro v4.25 - Released 10/31/11

• Multi Product Display - Added the ability to enter and display multiple products per instance of the module
  • New Product Management Screen that allows you to add, update and delete multiple products and prices.
  • Added the ability to configure recurring billing settings by product. 
  • When multiple products are entered program the ability for each product/price to be displayed on the registration page horizontally or vertically layout directions
  • CSS hover effect on buttons.

• Express Checkout Option - Combined customer page (step 1) and payment page (step 2) to single registration page.
  • Page One: Product Display - When the user selects a membership the registration module will direct the user to page 2 to enter name, email and credit card information.
  • Page Two – Customer/Payment Form
  • Logged In - When customer is logged in hide the login and password fields.
  • Logged Out - When customer is logged out the login and password fields are displayed. 

• Coupon and Discount enhancements
  • Promotions Message - Option to display configurable promo message with link to show popup to enter promo code.  
  • New jquery popup for the user to enter a coupon code
  • New module checkbox setting in "General Registration Setup" section allows you to turn on/off promo message
  • Total Price on registration page updates after valid coupon code is entered and with discount calculated.
  • Percentage or Amount discounts supported – For example, a 5 dollar off coupon applied to a 6 month $10 per month membership will calculate to a total cost of $55 for the membership
  • The total price displayed is the result of the total price over the subscribed period

• Trial Subscriptions
  • If trial subscribtions are configured added the options to display separate line “Trial Membership without Discount” if a coupon is entered by the user
  • Trial subscription coupons - Added the ability to discount the first billing period and not the subsequent billing periods.
  • Billing Terms Lightbox Popup – Added the option to display “Billing Terms” link.  When user clicks on link a lightbox popup will be displayed.
  • Agree To Billing Terms checkbox - Added the option to require user to check the "Agree" checkbox before moving forward.
  • Registration fields can be required or optional.  All fields have proper validation with validation messages configurable and localized via RESX files.

• New Payment Gateway
  • BluePay