Updates - Admin Module - Release 3 - 2022

Updates, new features, and fixes for the XenDirect Admin Module - Release 3

Release Numbers: There are four parts to the release number as represented by A.B.C.D where: A = Release version, B = Sequential year of release (2020 is year 1, 2021 is year 2, etc.), C = Month of the year, and D = The sequential number of the release that month. Example: 3.3.12.02

December 2, 2022

MODIFICATIONS / ADDITIONS

• Master Postal Code Updated (all versions)
  
  • Installed the December 2022 monthly update of the master USPS postal code list.

December 1, 2022 v3.3.12.01

Deployed 6:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

• Master Calendar (all versions)
  • The keyword (date only) and advanced search feature has been added.
  • View, edit, and delete functions have been added to individual calendar dates.
    

FIXES

• Email Receipt (all versions)
  • The error associated with sending an Email receipt for refund transactions has been resolved.
• TouchNet TLink Payment gateway (all versions)
  • Issues related to processing payment and refund transactions has been resolved.
• Send Email (all versions)
  • The error associated with Send Email when using a Course Section saved filter that contains Assignment Status has been resolved.
• Auto Invoice (all versions)
  • When changing a Client Assignment from Waitlist to Enrolled has been corrected as follows:
    • If an invoice already exists for the assignment, the invoice is not modified.
    • If an invoice does not exist for the assignment, a new invoice is created.

November 17, 2022 v3.3.11.02

Deployed 6:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

• Create Merge Templates (all versions)
  • This feature has been added.
    

FIXES

• Master Calendar (all versions)
  • The date display in the results list now correctly shows date only and not time.
• Fav Icon (all versions)
  • The Branch field that allows an upload of a FAV icon has been corrected to allow for ICO file extentions.
• Client Payment (all version)
  • The display of the amount paid in Client > Payments and Financial > Rrevenue no longer display double paranthesis (($123.50)) for refunds.
• Forgot Username (all versions)
  • The Forgot Username process has been modified to use the correct FROM email from the first Branch the user has access to.
• Clone Products (Enterprise and Plus versions)
  • The Clone Products workflow issue that would not allow the form to fully open has been resolved.

November 9, 2022 v3.3.11.01

Deployed 6:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

• Client Workshops (Enterprise version)
  • The edit workshops portion of Conference Workshops has been added. The regular Add Assignment process has been modified to better support this feature.
• Exit Assignments (all versions)
  • A scroll bar has been added to allow easier reading of the grid form.
• Degree Types (all versions)
  • All locations that reference Associates, Bachelors, and Masters degrees in select lists have been corrected and modified to remove the "s" on each.
    

FIXES

• Add Assignments (versions vary)
  • The "Resource not found" error when adding a new registration for Products, Prepaids, Memberships, and Donations has been resolved.
• Send Email (all versions)
  • The Send Email error when using a Client Saved Search filter that contains the Enrollment Status field has been resolved. Please note that the same error exists for Course Section Saved filters and is being fixed for the next deployment.
• Client Attendance (Enterprise version)
  • The issue displaying attendance from other Branches in a multi-Branch setup has been resolved.
• Elavon Payment Gateway (all versions)
  • The refund process error has been resolved.

November 1, 2022

MODIFICATIONS / ADDITIONS

• Master Postal Code Updated (all versions)
  
  • Installed the November 2022 monthly update of the master USPS postal code list.

October 21, 2022 v3.3.10.03

Deployed 6:00-7:00 AM ET

FIXES

• Client Profile (all versions)
  • The issue when using Advanced Search on Client Phone field resolved.
• Exit Assignment (all versions)
  • The screen freezing issue when launching the Exit Assignments workflow has been resolved. This issue started with release 3.3.10.02.

October 20, 2022 v3.3.10.02

Deployed 6:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

• Exit Assignments Workflow (all versions)
  • The Exit Assignments workflow field for [Enrollment Status] has been modified to only display the status values enabled via the [Display in Admin] field in the Selects > Enrollment Status feature.
• Create Email Templates (all versions)
  • The Clone workflow has been added.

FIXES

• Client Profile (all versions)
  • The issue of the [Add New] button not displaying until a search has been launched has been resolved. 

October 7, 2022 v3.3.10.01

Deployed 6:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

• Client (all versions)
  • When navigating to the Client search and results list, the list will now open empty unless a default filter exists. The user then searches records normally. This modification allows the list to initially open faster.
• Services Enrollment Panel (Enterprise and Plus versions)
  • The sort order of the Enrollment panel on all services has been modified to name instead of registration date.
• Client Email (all versions)
  • The unsubscribe text now displays on Client Emails sent from within the Client profile.

FIXES

• Closeout Deposit (all versions)
  • The error when launching the Closeout Deposit has been resolved.
• Course Section Check Fees (all versions)
  • The report when Check Fees is launched has been resolved.
• TouchNet TLink and PayflowPro Payment Gateways (all versions) 
  • A fix has been deployed to hopefully counter the occasional disconnect for these two payment gateways.
• Services > Expenses (all versions)
  • The error when launching Expenses from any of the Services has been resolved.
• Staff Email (all versions)
  • The error on Step 2 of the email process has been resolved.
    

October 6, 2022

MODIFICATIONS / ADDITIONS

• Master Postal Code Updated (all versions)
  
  • Installed the October 2022 monthly update of the master USPS postal code list.

September 28, 2022 v3.3.09.03

Deployed 6:00-7:00 AM ET

FIXES

• Tools Menu (all versions)
  • The column layout has been modified to prevent wrapping too low for System Functions.
• Client (all versions)
  • The Ethnicity field has been corrected to account for the default Ethnicity value on a new record but not on an edited record.

September 21, 2022 v3.3.09.02

Deployed 6:00-7:00 AM ET

FIXES

• Course Section Fees (all versions)
  • The inability to change a fee Group on a course section fee has been resolved.
• Staff Select Fields (all versions)
  • In a multi-Branch site, Staff select fields now correctly only display Staff for the logged in Branch.
• Client Add Assignments (all versions)
  • During the Add Assignment process, at times a Course Section may display "Course Full" instead of "Waitlist". The array that manages this display decision has been corrected to display "Waitlist".
  • An error related to Course Sections that may have a prerequisite (Enterprise only) has been resolved. 

September 7, 2022 v3.3.09.01

Deployed 6:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

• Product Clone (Enterprise and Plus versions)
  • The Clone feature has been added to Products.
• Transfer Registration (all versions)
  • The workflow has been modified to prevent certain records from transferring.
• Client Invoice (all versions)
  • The Auto Invoice process has been modified to not create or modify an invoice when an Assignment Status is changed from "Applicant" to "Enrolled" and an existing invoice for the matching Assignment exists.
• Auto Expense (Enterprise and Plus versions)
  • The Recalculation workflow for the Auto Expense feature has been added.
    

FIXES

• Course Section Saved Search (all versions)
  • The inability to save a search when using the Client Assignment field has been resolved.
• Send Email w/Embed Codes (all versions)
  • The embed codes for Date and Time field in email templates as been reformatted to correctly display date only and time only.
• Refund Payments (all versions)
  • The [Gateway Processed] field now correctly tags the value as True when processing a successful credit card refund. If you desire for past refunded and processed records to be bulk updated, please contact support.
• Course Section Clone (Enterprise version)
  • The Section Clone workflow now correctly creates a calendar when the Clone parameter is set to Yes.

September 1, 2022

MODIFICATIONS / ADDITIONS

• Master Postal Code Updated (all versions)
  
  • Installed the September monthly update of the master USPS postal code list.

August 24, 2022 v3.3.08.04

Deployed 6:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

• Auto Invoice (all versions)
  • The Auto Invoice creation when an Enrollment Status is changed from any of the "Applicant" statuses to "Enrolled/Active" has been modified. If an invoice already exists that includes the same course section as the Assignment, the invoice is not recreated or modified. This prevents overwriting of existing invoices when an invoice is manually created for Waiting List assignments.
    

FIXES

• Transfer Registrations (all versions)
  • Restrictions on related records were corrected.

August 18, 2022 v3.3.08.03 patch

Deployed 3:00 PM ET

FIXES

• Client (all versions)
  • The required Ethnicity error related to saving a new client record is resolved.

August 16, 2022 v3.3.08.03

Deployed 6:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

• Client Assignment (all versions)
  • The Add and Edit process now have some additional improve performance modifications.
• Closeout Deposit (all versions)
  • Refunds without deposit dates now display in the Closeout Deposit, and the Closeout Deposit report.
• Auto Invoice (all versions)
  • The Auto Invoice creation when an Enrollment Status is changed from any of the "Applicant" statuses to "Enrolled/Active" has been modified. If an invoice already exists that includes the same course section as the Assignment, the invoice is not recreated or modified. This prevents overwriting of existing invoices when an invoice is manually created for Waiting List assignments.
    

FIXES

• Client Ethnicity (all versions)
  • When saving a new Client record, if the [Ethnicity] field is set to a value other than the default value, the new value is saved and not reset back to the default value.
• Course Section - Check Web Display (all versions)
  • The error related to displaying the detailed popup form is resolved. The error only occurred for certain combinations of maximum enrollment, wait lists, and the section being full.
• Add Client Payment (all versions)
  • The error when adding a credit card payment and selecting a Company name in the process has been resolved.
• Credit Card Payments (all versions)
  • The [Deposit date] field automatically recorded during a gateway processed credit card payment now correctly records the [Deposit date and Time] based on the Branch batch settings.
• Transfer Registrations (all versions)
  • Restrictions on related records were corrected.

August 9, 2022 v3.3.08.02