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Updates - Admin Module - Release 3 - 2020

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 22, 2020 v3.1.12.02

MODIFICATIONS / ADDITIONS

  • Transactions Log (all versions)
    • The system has been updated to add the few locations missing the automatic log function.
    • A new field has been added to record if the log record was a New, Edit, or Deleted record. This new field does not contain a value for records added via Release 2.
  • Invoices Log (all versions)
    • The system has been updated to add the few locations missing the automatic log function.
  • Department (all versions)
    • The entry form now contains an HTML editor option for the description field.
  • Program Group (all versions)
    • The entry form now contains an HTML editor option for the description field.
  • Client (all versions)
    • The default values for Marital Status and Diploma Status fields have been removed. This modification now matches the same as the WebReg module's new client entry.

FIXES

  • Quantity Discount (all versions)
    • The issue that was allowing the discount to engage with less than the required quantity has been resolved.
    • RegFee enrollments have been removed from the discount calculation.
  • Transfer Assignment (all versions)
    • The error that occurred when submitting the transfer has been resolved.

December 4, 2020

FIXES

  • Check/Reference Number (all versions)
    • The length of the Check/reference Number field on the Client Multi-pay workflow is increased to a maximum of 30 characters.

December 2, 2020

MODIFICATIONS / ADDITIONS

  • Master Postal Code Updated (all versions)
    • The December 2020 monthly update of the master USPS postal code list has been installed.

December 1, 2020 v3.1.12.01

MODIFICATIONS / ADDITIONS

  • Embedded Reports (all versions)
    • The following embedded InSight reports have been added.
    • Clients:
      • Client Class Schedule List
      • Transcript
      • Balance Due
      • OnAccount
    • Client Invoice:
      • Invoice
      • Receipt
    • Client Payments:
      • Invoice
      • Receipt
    • Revenue:
      • Invoice
  • OnAccount (all versions)
    • The OnAccount/Refund function has been modified to prevent the amount of OnAccount Used being greater than what is available.

FIXES

  • Check Web Display (all versions)
    • The error that would result in some course sections has been resolved.
  • Course Section Clone (all sections)
    • The incorrect dates, times, and locations that could result during a Clone have been resolved.

November 30, 2020

MODIFICATIONS / ADDITIONS

  • Check Number (all versions)
    • The length of the Check Number field in payment records increased from 16 to 30.

November 17, 2020 v3.1.11.02

FIXES

  • Closeout Deposits (all versions)
    • An error when submitting the Closeout Deposit corrected.

November 10, 2020 v3.1.11.01

MODIFICATIONS / ADDITIONS

  • Custom Question (Enterprise and Plus)
    • Fee Group added to parameters.
    • A copy function has been added to Release 2 to assist in adding questions to the new Release 3 format.
    • The Custom Questions knowledgebase article has been updated with this new information and instructions.
  • Closeout Deposits (all versions)
    • Menu option Financial > Deposits renamed to Closeout Deposits.
  • Previous Deposits (all versions)
    • New menu option for Previous Deposits added.

November 2, 2020

MODIFICATIONS / ADDITIONS

  • Master Postal Code Updated (all versions)
    • The November 2020 monthly update of the master USPS postal code list has been installed.

October 29, 2020 v3.1.10.03

MODIFICATIONS / ADDITIONS

  • System Settings (all versions)
    • Three new System Settings were added:
      • Enable Email Admin: This setting allows for a customer to disable the entire email feature within the Admin module. This setting only affects Release 3.
      • Enable SendGrid: This setting allows customers to change the email feature over to the new SendGrid process. Contact support before changing this setting to Yes.
      • Enable 2020 Questions: This setting allows customers to enable the new Custom Questions format in the WebReg module. Contact support before changing this setting to Yes.

October 21, 2020 v3.1.10.03

MODIFICATIONS / ADDITIONS

  • Financial > Deposit (all versions)
    • The Deposit has the following changes:
      • Total Deposit label changed to Undeposited Total.
      • The Undeposited list now has refunds filtered out.
      • Transaction Date filter now filters for a date only and not time.
      • Undeposited list refreshes after Closeout Deposit is run.

FIXES

  • Replace Company (all versions)
    • An additional error related to an apostrophe in the Company name when using the Replace Company function has been resolved.
  • Delete Section (all versions)
    • The errors related to the Delete Section function in all "services" areas have been resolved.

October 13, 2020 v3.1.10.02

MODIFICATIONS / ADDITIONS

  • Branch Default Enrollment Status Preference (all versions)
    • The Default Enrollment Status preference in the Branch Profile is now a required field.

FIXES

  • Replace Company (all versions)
    • An additional error when using the Replace Company function has been resolved.

October 6, 2020 v3.1.10.01

MODIFICATIONS / ADDITIONS

  • Security Permissions (all versions)
    • New permission settings are added for the following four areas. These areas used the Branch permissions prior and did not allow for each of these four areas to be managed separately.
    • Branch Images, Branch Links, Web Options, and Vendor Logins.
    • The default setting for these new permissions prevents users from accessing the areas. System administrators will need to assign permissions to these areas as needed.
  • Stylesheet Update (all versions)
    • The Stylesheet Update function has been added within the Branch Profile.
  • System Settings (all versions)
    • A new System Settings function has been added to the Admin / Security header bar. This new feature is the future location of almost all new Admin and WebReg settings. Over time, existing settings will be moved to this new area. This new area provides advantages for the user to locate settings easier and allows Xenegrade to add new settings much faster.
    • Two new settings have been added:
      • Default Search: This WebReg module setting allows customers to set the default search page when a client first arrives at the WebReg module. This setting is now active.
      • Check Number Required: This Admin module setting makes the Check Number field of a payment transaction required when the payment type = Check. This setting is not yet enabled.

FIXES

  • Replace Company (all versions)
    • The error when using the Replace Company function has been resolved.

October 5, 2020

MODIFICATIONS / ADDITIONS

  • Master Postal Code Updated (all versions)
    • The October 2020 monthly update of the master USPS postal code list has been installed.

September 17, 2020 v3.1.09.01

MODIFICATIONS / ADDITIONS

  • Web Links/Menu (all versions) (#66221)
    • The settings area for WebReg links and menu management has been added to Admin/Security > Settings.
  • Web Colors (all versions) (#66153)
    • The settings area for WebReg color management has been added to Admin/Security > Settings.
  • Custom Questions (Enterprise and Plus versions) (#65710)
    • The new Custom Questions feature that is replacing the prior WebReg Client Questions feature has been added. This feature is scheduled to go live 10/15/.2020. Details will be available shortly with instructions on how to prepare for this transition.
  • IP Allowed/Blocked (all versions) (#66219)
    • The settings area for IP management has been added to Admin/Security > Security.

FIXES

  • Tools (all versions)
    • The intermittent "Resource not found" error message when accessing the Tools menu has been resolved. (#66152)

August 4, 2020

MODIFICATIONS / ADDITIONS

  • Master Postal Code Updated (all versions)
    • The August 2020 monthly update of the master USPS postal code list has been installed.

July 21, 2020 v3.1.07.04
(system restart 7:00-8:00 AM EDT)

MODIFICATIONS / ADDITIONS

  • Client Assignment (all versions):
    • Additional filter for product Type added. (#65663)
  • Client Payments and Financial > Revenue (all versions)
    • Results Lists now display refunded transactions in parenthesis. (#65673)
  • Branch Profile (all versions)
    • Time Zone Difference field modified to display Standard and Daylight Savings time zones. (#65689)

FIXES

  • Instruction Boxes (all versions)
    • Instruction Boxes corrected to prevent the display of color settings. (#65325)

July 14, 2020 v3.1.07.03
(system restart 7:00-8:00 AM EDT)

MODIFICATIONS / ADDITIONS

  • Instruction Boxes (all versions)
    • Instruction Boxes have now been added from the Admin/Security option in the header bar. (#65325)
  • Deposit Closeout (all versions)
    • The sum total of all records displayed in the Deposits Closeout has been added to display at the top of the list. (#65625)

FIXES

  • Client Assignment (all versions):
    • The possible error when trying to access Assignments is resolved.
    • The error when changing an Assignment from Wait List to any other status is resolved.
  • Deposit Closeout (all versions)
    • The Closeout Deposit process now correctly enters a record in the System User Activity log. (#65621)
  • Client (all versions)
    • The [Last Modified] field of the client record now correctly updates the date and time the record was last altered. This field is hidden and different from the [Modified By] field. It is used more in reporting and ODBC than in the Client form. (#65620)
  • Forgot Password (all versions)
    • The Forgot Password option before login has been corrected for an error that prevented users from obtaining an email. (#65619)
  • Location and Instructor 1 (versions vary)
    • The [Location] and [Instructor 1] fields now display on Sections for Conferences, Products, Memberships, Donations, and Prepaid services. Even though these fields may not be used in these areas, the underlying table requires a value as it did in Release 2. Placing these fields back in the form prevents an issue when trying to edit the records for these areas. (#65652)

July 2, 2020 v3.1.07.02

MODIFICATIONS / ADDITIONS

  • Master Postal Code Updated (all versions)
    • The July 2020 monthly update of the master USPS postal code list has been installed.

July 1, 2020 v3.1.07.01

MODIFICATIONS / ADDITIONS

  • Staff Case Notes (all versions)
    • Added "Signature" to the [Type] field for use in custom certificate digital signatures and other future uses.
  • Evaluation Questions (Enterprise and Plus versions)
    • The [Select] field delimiter is now a pipe (  |  ) character instead of a comma. Existing customer data has already been converted. This change allows the use of a comma in the select list options.

FIXES

  • Branch Profile (all versions):
    • The [Default Enrollment Status] field correctly displays the current value.<
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