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Auto Client Classification Fix Warning
Posted August 08, 2017 - 09:33 AM

A fix is being deployed on 8/11/17 to the Auto Client Classification feature on the Admin module.  Since this feature has been inoperable for an undetermined amount of time, please note the data effects this may have on your data when it is deployed.

  • This feature only affects Plus and Enterprise users.
  • If you have any Classification records that are set as [Auto Add] = Yes, these classifications would normally be auto added to Client Classifications when a new client record is added via the Admin module.
  • Because that feature has been inoperable, those classification records have not auto added.
  • When this fix is deployed the morning of 8/11/17, new client records from that moment forward will trigger the Auto Add feature of Classifications and insert those records.
  • If you do not want this auto add to occur, disable the [Auto Add] field in all the Classifications records.

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WebReg Client Profile Update
Posted July 26, 2017 - 01:28 PM

An update to the Client Profile feature of the WebReg module is scheduled to take place between 7/26/17 and 7/27/17. Customer sites will be updated in phases starting the morning of 7/26/17 and completed by 7/27/17.

The update includes the following:

  • The multi-address options that were previously added to the Admin module are now also available via the WebReg module.
  • The majority of the WebReg settings options have moved location in the Admin module. Most of the settings that were under the Branch Profile record are now a separate tab called [Web Options] visible when in View mode of the Branch profile.  You will find the new settings organized into easily understood categories making it easier to locate and modify.
  • A new Web Options setting has been added that allows you to enable or disable if the user name and password are required when a client adds a new Member to their account.
  • The US Postal Code process on the Client/Member profile has been corrected to recognize the case sensitivity on the Country field. If they did not match in the prior version, the postal code may duplicate itself in the local postal code table.
  • The password format check function has been corrected.

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

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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