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Jun
13
This Week at Xenegrade - June 12-18, 2017
Posted June 13, 2017 - 01:13 PM
Xenegrade.com

User Conference 2018 Planning

The 2017 Xenegrade User Conference proved to be challenging, record breaking, and enlightening all at the same time.  The conference was challenging due to some technical difficulties and a venue that was not ideal.  It was record breaking because we had the highest participation for a user conference.  And lastly, it was enlightening for both XenDirect users and for Xenegrade staff.

Planning is already underway for the 2018 user conference.  In 2018, we are designing a two track event aimed at both the day-to-day data entry personnel (including less experienced) and administrative users. We should have the plans finalized by late September, but we welcome all input that will help us plan a worthwhile event for all.

InSight v2 Update

When writing news, one always hopes to publish all good news.  However, at times that just is not the case.  Case in point: the programming for InSight version 2.

Programming for InSight v2 is mostly complete.  There are a few bugs that are preventing us from deploying to all users, and that delay has us all frustrated.  We are finally seeing the light at the end of the tunnel and hope to overcome these last few issues within the month.

As soon as we have the final OK to go, we will announce the launch.  At that time, the ability to purchase Pro and Elite user licenses will also be available.  Thank you for your patience.

New MasterCard 2 Series BINS

The new 2-series BINS for Mastercard are already supported on both the XenDirect Admin and WebReg modules.  Your clients that are issued Mastercards with the new 2-series will be able to make purchases normally as long as your payment gateway has also made the necessary addition.

So what is a credit card BIN anyway?  BIN refers to the first 6 digits of a credit card number and can be used to identify the card issuing institution. Up until now, Mastercard BINs have only been in the 5-series, which begin with a 5. The new 2-series BINs began being issued in early 2017 and will range from 222100 to 272099.



Did You Know: WebReg and Waiting Lists

If you have automated waiting lists enabled for the WebReg module, do you know what happens when the quantity in the cart surpasses the available slots?

Example: Course section allows 20 students.  A client adds the registration for that course in their cart.  At this point, all is fine.  Now the client adds their spouse for the same course in the same cart. Now the number of slots has been exceeded.

In this scenario, the client is prevented from submitting their cart until one of the registrations is removed.  The WebReg module does not know which client should be waiting list and which should be registered.  The client can submit one registration, if desired.  However, the client must submit a second cart if they desire to place the spouse on the waiting list.

July 4th Holiday

Xenegrade offices will be closed on Monday/Tuesday, July 3-4, 2016, to observe the Independence Day holiday with family and friends. As always, support staff will monitor the online ticket system in case of an emergency.

If an emergency exists that must be resolved before the office re-opens on Wednesday July 5, please submit a support ticket with the priority set to [System Unavailable].

On behalf of all of us at Xenegrade, have a safe and pleasant Independence Day.

Support Redirects User Access Requests

The Support Center often gets tickets from users who cannot log into the Admin module and clients that cannot log into the WebReg module.  In all these cases, we refer the user/client to contact the system administrator of your organization.

For security reasons, Xenegrade staff cannot give access to users and clients we do not know.  We also do not know the circumstances where that user/client might be blocked intentionally from XenDirect.  For that reason, we redirect them back to you as a normal procedure.

Suggestion Timelines and Status

Xenegrade users submit an average between 15-20 suggestions a month.  Some are accepted.  Some are not.  However, we always send a reply.  The questions is.... when?

Submitted suggestions are reviewed about every two months depending on the programming schedule and the availability of the programming team.  During peak business times, it will most likely be longer.  But don't let that prevent you from submitting a suggestion.

Once reviewed and a decision is made, an email reply is sent to the user who submitted the suggestion along with any supporting material.  If approved, it is rare that a time frame is set because the programming schedule may be already set for 3-6 months into the future. 


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Apr
3
This Week at Xenegrade - April 2-9, 2017
Posted April 03, 2017 - 01:41 PM
Xenegrade.com

User Conference Registration Closes 4/14

Registration is still open for the 2017 Xenegrade User Conference until the end of the work day on Friday, April 14.  There are a few slots remaining so don't hesitate to register.

To be held in Tampa, Florida, on April 27-28, the 2017 Xenegrade User Conference will focus almost entirely on the new InSight reporting feature. Participants that will benefit the most from this conference will be those who will be upgrading to the Pro or Elite level licenses for the InSight reporting feature. However, Essential users that would like to experience Pro/Elite skills before making the decision to upgrade will find the user conference valuable in making that decision. Check out the full conference outline.

Note: Conference attendees will be using a Pro level access during the conference and will be able to maintain that access using their own database for up to two weeks after the user conference.

InSight v2 Update

The programming for InSight version 2 is moving along and is still on target for an approximate April 24-25  launch date.   Many of the upcoming changes were based on input during the beta phase of InSight 1. Here are just a few of the changes you will find when InSight 2 is deployed. 

  • Report thumbnails no longer exist.
  • Menus expand and collapse more user-friendly.
  • Adding filters changed to a more drag and drop method.
  • Overall display is more streamlined.
  • Blue color in report headers is removed.
  • Report display processing improved.
  • Template option added to the Elite user level.

InSight Pro and Elite Availability

The target date for InSight Pro and Elite level access is scheduled to start on May 1, 2017.  For those who attend the 2017 User Conference will be using Pro level access during the conference on their own database and will be able to use that Pro level access for up to two weeks after the conference.

If you would like more information or would like to be invoiced now for InSight user upgrades, submit a support ticket with your inquiry.  Depending on where you are in your XenDirect annual renewal, we will make accommodations to align your InSight user upgrade with your XenDirect renewal date.



New Client Address Fields

Over the past few weeks, we have been preparing users with information for the new Client Address fields.  As of April 4, those fields are now available.

Two new address fields have been added for Work Address and Billing Address plus some additional functions to make saving addresses faster and easier.

Be sure to read the more detailed news post here and the Client support page to understand how the [Same As] option operates.

User Email Options Added

Be sure to check out the new User Profile option displayed in the XenDirect header near the Logout link.  This profile includes the first of several user options to be added over the next 1-2 years.

These first profile options are email related.  They are Opt-In settings for emails that Xenegrade will begin to send starting in May-June 2017.  These options allow for users to self-determine if they would like to be included in Xenegrade emails for several topics.

Future options may include color settings, default settings, custom quick navigation links, and more.  If you have suggestions for this User Profile, please submit them using the [Submit Suggestion] feature.

New Transcript Display Options

There has always been a Client Assignment setting called [Include in Transcript].  However, that setting was not enabled in most every database until recently.

In addition, two new options have been added.  One in the Course record and one in the Course Section records.  All three locations (Course, Section, and Assignment must be tagged as Yes to be included on a transcript report.

The Course and Section options were added to allow for an entire Course or a Section to be excluded despite the Assignment setting.  These two options provide more user control than the Assignment setting only.

Note: As a one-time option, Xenegrade programmers will update the [Include in Transcript] all your Client Assignments to Yes.  If you desire this one-time bulk update, please submit a support ticket with your request and we will try to complete that within one work day.

A Benefit of Adding Session Dates

Did you know that when you add dates to your sessions, Xenegrade support staff are alerted when those days are approaching? 

On a daily basis, Xenegrade support staff receives notifications of upcoming registration dates and session start dates based on the dates you enter into your Sessions table.  As the dates arrive, support staff then perform extra server checks to help reduce the possibility of server issues.  Plus, these dates help us schedule when server maintenance and updates should and should not be performed.

If you have a special registration that may take on a weekend, also please do not hesitate to inform us via a support ticket, so we will make sure not to schedule server maintenance on the same day.


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Mar
21
Upcoming Client Address Field Modifications
Posted March 21, 2017 - 02:16 PM

On April 2 April 4, 2017, a revised Client input form will be launched with several new fields, some changes, and a new client copy function.  Most of these modifications are related to the address fields of the client record.  Here is a list of what you can expect:

  • Address and Phone fields are divided into separate sections (separate tabs if tabs are enabled).

  • New "Employer" section added (new tab if tabs are enabled).
  • Client Company (employer), Job Title, Department, and Work Area are moved to the new "Employer" section.
  • Mailing Company added to mailing address, but may not be the same as the Employer.
  • Residence Address renamed to Home Address.
  • "Same As" option added to Home Address to allow for easy copy of Mailing Address to Home Address.
  • Work Address fields added.
  • "Same As" option added to Work Address to allow for easy copy of Mailing Address to Work Address.
  • Billing Address fields added.
  • "Same As" option added to Billing Address to allow for easy copy of Mailing, Home, or Work Address to Billing Address.
  • Mailing Preference field added as an alternative to the Mailing Address fields.  However, Mailing Address remains the primary and default address.  Mailing Address also has been changed in the Custom Fields to allow for display and required, but the display can no longer be disabled.
  • The Mailing Preference field also determines which address displays in the client search results list.
  • A Phone Preference field is added to identify which phone number the client prefers to be contacted with.
  • The postal code lookup functions for all four addresses.  This feature allows users to skip the city, state and country fields.  If a valid postal code is entered, the city, state, and country will auto populate.
  • Client Copy function as been added that allows a user to copy a client record under a new client name.  The address fields will copy to the new record.  Options for phones, emails, and member addition also have been added.  Once copied, the user will then modify the new client record as needed.
  • Export Client Contact Data, Course Data, Classification Data, Registration Data, and Transaction Data all contain the new mailing address fields as export options.
  • The client account profile on the WebReg module is also modified to account for these new address fields.  Settings for displaying these new fields in the WebReg module are added to the Branch profile.
  • The new WebReg setting options also allow for clients to self-select the new Mailing Preference and Phone Preference field values.
By default, the new Work and Billing address are disabled.  Those fields can be enabled at Admin Menu >> Settings >> Custom Fields.  Some of the fields noted above may not appear for some users if the display is disabled using the same Custom Fields location to modify the display, if desired.

At the time these fields are deployed, the prior reporting system (Crystal Reports) and the new InSight reporting system will not contain the new Work and Billing addresses.  These new address fields will be added to the upcoming InSight upgrade expected about mid to late April.  However, it is not likely these two new address fields will be added to the old reporting system due to the scheduled phase out of those reports.

Organizations that do not enable the new Work and Billing address fields will experience only a slight variation in the client form.  For those that plan to enable those new fields, we suggest sharing this news article with your staff so they are aware and prepared.  They may have process questions that can be resolved prior to the launch of the revised client form.








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