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Updates - Admin Module - Release 3 - 2025

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: 3.5.01.01


April 17, 2025 HotFix

Deployed 1:00 PM ET

FIXES

  • Course Sections (all versions)
    • The inability to add or edit Course Sections has been resolved. The issue only existed for sites with the special case ability to create duplicate course codes and the duplication setting is set to "Session".

April 15, 2025 v3.6.04.01

Deployed 5:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

  • Client Case Notes (all versions)
    • A Client Case Note is now added when a user changes the Grade field from one of these three locations: Client Assignment, Course Section > Enrollment, and Tools > Exit Assignments.
  • Client Assignment (InvoiceA method only)
    • If the Client does not have an "in process" Program Enrollment, the [Add Assignment] button does not display.
  • Client Assignment Repeats (all versions)
    • When a new Assignment is added, if the client has taken the same course (but different Section) in the past, the new Assignment will now be tagged as Repeat = Yes.

FIXES

  • Memberships (Enterprise and Plus versions)
    • The error when adding a new Membership has been resolved. The error only occurred when the Session field is set to required on Course Sections.
  • Client Skills Profiles (Enterprise version)
    • The ability to add and edit Client Skills Profiles has been added. This feature was missing.
  • Unsubscribe (all versions)
    • The link on the email Unsubscribe feature has been corrected.

April 10, 2025 v3.6.03.02

Deployed 9:30 AM ET

MODIFICATIONS / ADDITIONS

  • Evaluation Categories (Enterprise and Plus versions)
    • The Evaluation Category Name field now allows up to 40 characters instead of 25.

March 13, 2025 v3.6.03.02

Deployed 5:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

  • Staff (all versions)
    • This Staff user name field used for QuickTools logins has been modified to prevent spaces.
  • Sessions (all versions)
    • The [Display in Course Popup] field default has been changed to "Yes" on a new record.
  • Financial > Invoices (all versions)
    • The [Balance Due] column in the search results list can now be sorted A-Z and Z-A.
  • Transfer Registrations (all versions)
    • Three data tables that previously restricted the use of this workflow have been removed from the restriction list and will also be transferred if they are related to the course section.
    • Client Classifications and Client Skills.

March 1, 2025  

Deployed 2:45 PM ET

MODIFICATIONS / ADDITIONS

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

February 24, 2025 v3.6.02.02

Deployed 5:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

  • Auto Invoice (all versions, InvoiceB/C)
    • This feature is no longer displayed as the feature is for InvoiceA sites only.

FIXES

  • Add Assignments (all versions)
    • The issue where the course status for some course sections did not display on step 3 is resolved. The issue only occurred when a course is full and/or has a waiting list, but the user has permission to over enroll.
  • Memberships (Enterprise and Plus versions)
    • The inability to add a new section to a Membership due to a Session value being required has been resolved.

February 13, 2025 v3.6.02.01

Deployed 5:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

  • Course Section (all versions)
    • The missing Instructor 2 search option when using the Advanced Search has been added.
  • Funding Sources (Enterprise and Plus versions)
    • On Client > Funding Sources and Invoice > Funding Sources, the field's select list now also displays the Funding Source Category value as a reference. This is crucial to some Funding Source identification such as ed2go.

FIXES

  • CountBook (all versions)
    • The error when using the Advanced Search while using these operators has been resolved.
    • Including the operators "is not", "is any of", and "is not any of". 
  • Bundles (Enterprise version)
    • The inability to delete courses linked to Bundles and the primary Bundle record has been resolved. Note that the delete process may still be restricted if the Bundle has been purchased and exists in other records.

January 30, 2025 v3.6.01.02

Deployed 5:00-7:00 AM ET

FIXES

  • News Link (all versions)
    • The News link error in the User Menu has been resolved.
  • Cancel Section (all versions)
    • The error caused when the course title contained an apostrophe has been resolved.
  • Manage ed2go (all versions, if enabled)
    • The Purge workflow error has been resolved.
    • The incorrect prompt when sending a CTP registration and the client's phone number is blank is resolved.

January 19, 2025 v3.6.01.01

MODIFICATIONS / ADDITIONS

  • Manage ed2go (all versions)
    • The previous [Download ed2go] feature is no longer used. The download now occurs automatically every Sunday to all customers using ed2go. Each time the download runs, the latest available courses from the ed2go catalog are downloaded.

January 16, 2025 v3.6.01.01

Deployed 5:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

  • Client Address (all versions)
    • The process of entering City, State, Postal Code, and Country fields has been modified when the Branch setting for Preferred Address Method = ZIP-Global.

FIXES


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