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25
XenDirect Update Includes New Features
Posted January 25, 2012 - 01:24 PM

An update was installed to XenDirect today (1/25/12) with some modifications and new features.  You can read more about this update at the Support Center under the 2012 Updates.

Update Highlights:

  • Client Profile:  The data on the Intake/Exit tab of the Client Info form has moved to the Client Profile tab. This is the same location as the Client Fee Group.  (Main Menu >> Clients >> Client Info >> Profile tab)  This move was made to accommodate the ability for multi-Branch sites to be able to correctly record this data per Branch instead of one overall value and allow all sites to control the user permissions for this section independent from the rest of the Client Info fields.  Note that permissions for this new tab will be diabled for most users.  Please see your system administrator to modify your user permissions to gain access to this area.
  • Quick Search:  The results list of the Quick Search has increased from a maximum of 50 records to as high as 1000 records.  The results will display on one page as compared to a normal search.
  • New Corporate Button Added:  A client toolbar button has been added to add a new Corporate Client.  The form is the same as the New Client except most required fields under the New Client method are not required for a New Corporate client record.  Note that if you do not have permission to add new clients, these buttons do not display.
  • WebReg Client Profile Questions:  A new feature has been added to allow for user defined questions to be asked via the WebReg module at the time of checkout based on the course sections in the client’s cart.  (Enterprise and Plus versions only)

We hope you enjoy these new features!


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