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Client Profile - Part 2

This guide provides detailed information on advanced functions within the Client Profile in XenDirect, including automating additions, managing available actions, and sending emails directly to clients.


Sections:

  1. AutoAdd Function for Client Residency and Client Funding
  2. Available Actions
  3. Sending Emails to Clients

1. AutoAdd Function for Client Residency and Client Funding

The AutoAdd feature simplifies the creation of new Client records by automatically adding Client Residency and Funding information.

Steps to Enable AutoAdd:

  1. Navigate to Main Menu → Select List:
    • School Names: For Residency
    • Funding Sources: For Client Funding
  2. Edit the Desired Record:

    • Locate and select the record to edit.
  3. Set Auto Add to Yes:
    • Change the Auto Add field to Yes.
  4. Save the Record:
    • Save the changes.

Notes:

  • The AutoAdd function only applies when creating a new Client record, not during edits to existing records.
  • If multiple Select List records have Auto Add = Yes, all will be added automatically.
  • This function is available only in the Enterprise version.

2. Available Actions

The Actions menu within the Client Profile provides several tools for managing client information:

  • Print Schedule: Preview the Client's Activity Schedule report for active Assignments.
  • Print Balances Due: View a report of all registration Assignments with outstanding balances.
  • Print OnAccount: Access a list of all transactions tagged as OnAccount Given and OnAccount Used.
  • Fix Case: Adjusts font case for several client fields to Title Case (e.g., capitalize the first letter of each word). Notes for Fix Case:
    • Words with hyphens or apostrophes capitalize letters following these characters.
    • Proper names (e.g., "VanAlstine") may not capitalize internal letters.
    • This action is only manually reversible.
  • Unblock Form: Prints a form to request the client’s unblock status.
  • View Blocks: Displays a list of active client blocks across all branches.

3. Sending Emails to Clients

Easily send individual emails to clients directly from their profile.

Steps to Send an Email:

  1. Access the Client Record:
    • Navigate to the desired Client’s profile in view mode.
  2. Initiate the Email Process:

    • Click on Actions menu[Send Email].
  3. Compose the Email:

    • Select an existing template or manually draft a message.
    • Optionally, select an Assignment.
    • Click [Next].
    • Enter the Subject.
    • Add a CC if desired.
    • Edit the Email Body if needed.
  4. Send the Email:
    • Click [Send Email].

Notes:

  • The FROM address uses the template email. If blank, it defaults to the Branch Notification email address.
  • Client embed codes are supported.
  • Course Section embed codes are supported only when an Assignment is selected.

Conclusion:

This guide outlines the advanced functionalities of the Client Profile in XenDirect, enhancing your ability to manage clients through automation, actionable insights, and streamlined communication tools.

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