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.

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Sections:

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

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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.

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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.

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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.

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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.