Following are the exciting new features included in the 2.34 release of ThreeSixty Web Client.

ThreeSixty Web Client version 2.34 introduces several enhancements designed to improve workflow efficiency, expand advertising product management capabilities, and provide additional tools for financial processing and reporting. This release also includes improvements to global search, refund management, and payment validation.

These updates continue the expansion of core ThreeSixty functionality within the web client, helping users perform more tasks without switching to the desktop application.

Release notes will be available at the time of release on our client community here:

Advertising Product Enhancements

Version 2.34 introduces expanded functionality for managing advertising products and advertising configuration settings directly within the web client.

Create Advertising Products in the Web Client

Users can now create advertising products directly in the web client through a streamlined product creation workflow. This allows organizations to set up new advertising offerings more efficiently and reduces reliance on the desktop application.

The advertising product setup workflow includes options to configure advertising-specific details such as:

Ad format and size
Placement and premium positioning
Invoicing timing rules
Contract requirements
Pricing method (rate card or percentage-based)
Page plan inclusion for print advertising
Reporting sort order

These enhancements simplify advertising product management and support faster setup of revenue-generating products.

Copy Advertising Products

Users can now copy existing advertising products to create new products more quickly, as well as create/modify advertising copy product templates.

Reduces repetitive setup tasks
Helps maintain pricing and configuration consistency
Speeds the creation of new advertising offerings

This feature helps organizations launch new advertising opportunities more efficiently.

Advertising Colors

Users can now add, edit, and maintain advertising color or web media codes.

Create new color or web media codes
Edit existing codes as business needs change
Deactivate codes that are no longer used
Specify whether codes apply to Print, Web, or All advertising products

These controls provide centralized management of advertising enhancements and help standardize advertising configuration.

Premium Positions

The web client now supports the management of premium placement positions for advertising products.

Create premium position codes
Edit or deactivate existing positions
Define whether placements apply to Print, Web, or All products
Support premium placement pricing strategies

This functionality helps organizations manage high-value advertising inventory and maintain consistent placement options across products.

Global Search Enhancements

Continuous Scroll for Search Results

Global search has been enhanced with continuous scrolling to improve navigation when reviewing large result sets. As users scroll through search results, additional results automatically load without requiring them to select Show More.

Reduces clicks during searches
Improves navigation speed
Provides a smoother search experience when reviewing large volumes of results

Quick Create from Global Search

A new Create option is available directly within global search, allowing users to create records without navigating to a different area of the application.

Users can create records for:

Orders
Donations
Products (multiple product types)
Meetings
Exhibits
Batches
Certifications
Transcripts (approved or ad-hoc)

This feature streamlines navigation and reduces the number of steps required to create common records.

Refund and Payment Processing Improvements

Refund Review

A new Refund Review interface provides improved visibility into refund activity and simplifies refund verification workflows.

Search for refund vouchers
Review refund transaction details
Edit refund records when appropriate
Access related actions such as Review CC Requests and Reverse Refund

This centralized interface improves financial oversight and helps users review refund activity more efficiently.

Review Credit Card Requests

The Review CC Requests page provides centralized visibility into credit card processing activity.

View credit card request and response details
Search by receipt or voucher
Review authorization, settlement, and refund activity
Access processor responses and AVS/CVV validation results

This read-only view provides improved transparency and audit visibility for payment processing activity.

Test Credit Card Transactions

Administrators can now perform test credit card transactions directly in the web client.

Validate payment processing configurations
Perform test pre-authorizations
Verify merchant and customer details
Troubleshoot credit card processing issues before going live

Testing transactions helps reduce risk and ensures payment processing is functioning as expected.

Favorite Reports Panel

A new Favorite Reports Panel allows users to quickly access and run frequently used reports from anywhere within the web client.

Run favorite reports directly from the panel
Launch reports without navigating to the reporting area
Automatically pass parameters from the current screen to the report submission screen

Additional Features

The Line Status Change Reason field is now available on the Full Line Item Details and Order Summary pages.
The Generate RMA button is now available on the Full Line Item Details page for inventory products, and the RMA Number displays on the Order Summary and Full Line Item Details page.
ORD500 now allows negative values for the Months From Order Date job parameter, allowing cancellation of orders with cycle begin dates in the future.
A new Find a Member page accessible from the Committee Summary allows users to search for, edit, and delete committee members.
Users can now select a non-primary address when adding or editing a committee member.
The Attachments grid for an award now includes up and down arrows to quickly reorder attachments.
On the CRM > System Activities page, the View Contact Tracking option now appears in the contextual menu when a contact tracking record is associated with the activity.
The Display on Web column now appears on the Manage Badges > Badge Fields grid. A checkmark indicates when the value is set to Y.
The Donation toggle is now available on product setup/edit for meeting products.
The Fair Market Value field now displays on the Rates and Pricing screen for inventory and meeting products with the Donation toggle set to YES.
The Product Sub-Title field is now available on product setup/edit.
The new IMS Roles page allows staff to view a customer's assigned IMS roles.
LCK100 Lockbox Error Processing improvements
- Ability to Finalize Direct Batch from the contextual menu
When a user manually enters a code value in a lookup field in the web client and then tabs out of the field, the magnifying glass click action is now triggered so that the lookup field is populated with one of the following:
- Appropriate value (if exact match)
- List of values to select from (if partial match)
- Validation message - no results found (if no match)
If the user doesn't tab out and clicks another button or field on the screen, the same behavior applies and users are not allowed to go to next step or field until the issue is resolved.

YMCA & JCC Features

Audit information can now be viewed from YMCA & JCC-specific screens in the CRM, Application Settings, Product, and Orders modules.
The Advertising module is behind a feature toggle for YMCA & JCC clients.