The most recent news posts.
The news posts from 2021.
First time here? This is a good place to start.
Here are some basics to get you headed in the right direction.
Core settings important to how XenDirect operates.
Discover how the data is designed.
Clients are your students and learners.
These are your B2B contacts.
These two areas make up the core of your services.
Covering conferences, trade shows, and similar services.
When you decide you need offer "things" to sell.
There are three types of optional memberships.
Purchases such as gift certificates and prepaid tuitions.
When your customer just wants to donate money.
Creating a package option of more than one service or offering.
These are the people you pay to manage and provide your services.
From invoices and payments to grants and funding.
Need to populate all those drop down fields? Look here.
What makes up the data elements?
Learn the core skills used throught the application.
Processing functions to help you manage Clients.
Processing functions to help you manage your services.
Processing functions to help you manage the financial records.
Processing functions to help you manage the application.
InSight is the powerful reporting tool of XenDirect.
Reports often used for immediate decision making.
Reports related to Client attendance.
Reports related to Client profiles.
Reports related to your B2B partners and employers.
Reports related to your service offerings.
Reports related to enrollments and rosters.
Reports related to revenue and expenses.
Reports related to Client goals, achievements, and testing.
Reports related to your personnel.
Reports used for exports or related system data.
The graphs and charts used in reports, dashboards, and snapshots.
Customer specific reporting reference guides.
Multi-display charts and graphs focused on a specific performance topic.
When you want to design reports and dashboards inhouse.
Crystal Reports is the older Release 2 reporting feature.
What you need to know to send emails.
Creating letters or forms from templates used in reporting.
When sending text messages is the best way to communicate.
Knowing what's going at this moment in a summary format.
The application your customers will be use to register.
What to do to get WebReg started.
Settings that control how WebReg looks.
Settings that control the Client data and the online registration process.
Settings that control what your services are as well as when and how they display.
Settings that control the fees, payments, and billing features.
Some additonal unique features that just don't fit in another category.
FAQs for some common WebReg questions.
How to use the instructor module.
Settings that control some of QuickTools features.
A customer specific integration for Clients to submit a program enrollment application.
A common LMS platform.
A course content provider with courses you can offer to your customers.
A course content provider with courses you can offer to your customers.
An LMS platform for course content.
A commonly used CRM for B2B and B2C management.
A vendor specific LMS platform.
Accessing XenDirect data from outside the modules.
Applications and workflows in this section cover features that are unique to one or a few organizations the contracted t
Managing users and what they can access, add, edit, and delete.
Internet safe information about system security features.
Follow this section for all the details about the Release 2 Phase Out process during the second half of 2022. Updates wi
When there is a change, fix, or update, we post it here.
Updates, maintenance, and server events related to Xenegrade Servers are documented here. Consider bookmarking this page
Becoming the data guru you are destined to be.
Self-study, webinars, and group sessions all make up the array of training options.
When that "one more thing" you want added becomes important.