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

On April 2, 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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Mar
13
This Week at Xenegrade - March 13-19, 2017
Posted March 13, 2017 - 10:34 AM
Xenegrade.com

User Conference Limited Space Remains

Registration is still open for the 2017 Xenegrade User Conference, but the number of slots remaining is limited.

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.

March XenDirect Updates

Several important feature modifications are being deployed in March, so keep a close eye on the [Updates] option in your XenDirect menu.

March 14:

  • Location of email scheduler criteria changed.
  • Staff untabbed input form modified.
  • Transcript inclusion settings added.
  • Search field values remain after search.

March 20 (tentative):

  • Client address field modifications and additions.  Residence address will become the Home address and moved to the number one position.  Work and Billing address options will be added.  Work, billing, and mailing addresses will also have a new "same as" option.

InSight RMS Update

Since the InSight Reporting Management System (RMS) was launched in January, we have been busy working on an update based on input from users.  These updates are improvements to InSight and will be very evident to the average user.  Along with this update, modifications are also being made to the upcoming launch of the Pro and Elite levels of report access and design.

The target date for this new update is planned for just before the user conference in late April with the Pro and Elite access becoming available May 1. 

User conference participants will see first hand how Pro and Elite users will be able copy, modify, and create new reports and dashboards.



2017-2018 Features Survey

As we complete the programming for the InSight upgrade that includes the Pro and Elite level reporting development features, we are looking ahead to the programming schedule for the rest of 2017 and into 2018.

To help us prioritize these features and gain some related valuable input, we are inviting users to complete a short survey about priorities as related to your organization.  The survey should take less than ten minutes to complete and will be valuable in helping us set our priorities for the balance of 2017.  There is also one question looking ahead to 2019.

The survey will expire at 5 PM EST on 3/17/17, so don't hesitate to take the survey.  Thank you!

Support Not Suggestions

Every day the Support Center receives tickets requesting changes to the XenDirect system.  We understand the desire to improve XenDirect or to make XenDirect more useful for your organization, but an improvement to one person may be a problem for another.  That's one main reason we do not take system change requests through the Support Center.

Instead, we provide a more appropriate way to submit suggestions via a special menu link in the XenDirect menu. Suggestions submitted using this feature are recorded directly into a review database that the programmers access.  Based on the programming schedule, they try to review these suggestions about every 1-2 months.

Once reviewed, the user who submitted the suggestion will receive and email reply on the outcome of the review.  If approved, the suggestion is added to the programming schedule for sometime in the future.

Why XenDirect Does Not Save Credit Cards

We all know that identity theft and credit card fraud are growing issues.  As a result, credit card companies are adding expanding security efforts on a regular basis.

One of the ways XenDirect works with credit card companies is through the restriction of how credit card details are handled.  XenDirect does not record credit card details.  In the case of a data breach, no credit card information can be obtained and no client will have their credit card information stolen. 

Even during the processing of credit card details, the information is sent encrypted based on the payment gateway's requirements. 

Don't Make This Email Embed Code Error

If you use embed codes and HTML in any of your XenDirect email templates, be sure not to make this design error:
Don't place HTML inside the brackets of embed codes.

Any HTML you add to the design of an email template should always be outside the embed code brackets. Otherwise, the embed code will not find a match and not display the expected data.

Correct:        html [EmbedCode] html
Incorrect:     [html EmbedCode html]

If the data does display and you are unsure, always check the template's HTML source first.


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Mar
6
2017-2018 Features Survey
Posted March 06, 2017 - 12:04 PM

As we complete the programming for the InSight upgrade that includes the pro and Elite level reporting development features, we are looking ahead to the programming schedule for the rest of 2017 and into 2018. Numerous new features are in the possible programming list.

To help us prioritize these features and gain some related valuable input, we are requesting users to complete a short survey about priorities as related to your organization.  The survey should take less than ten minutes to complete and will be valuable in helping us set our priorities for the balance of 2017.  There is also one question looking ahead to 2019.

The survey will expire at 5 PM EST on 3/17/17, so don't hesitate to take the survey.

Thank you for your time and input.

Take the survey


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