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Updates - Admin Module - Release 3 - 2026

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

June 10, 2026

FIXES

  • Auto Waitlist Notification Script (all versions)
    • The script has been updated to correctly display the Open Slots list.
  • Web Options (all versions)
    • The error when selecting and saving the [Enable Select Features] field has been resolved.

June 9, 2026 v3.7.06.02  

Deployed 4:30-5:30 AM ET

MODIFICATIONS / ADDITIONS

  • Base Code Updated (all versions)
    • Numerous updates to the base code have been made to these areas:
      • Batch 5: /selects/account-groups, /selects/achievements, /selects/attendance-zones, /selects/billing-terms, /selects/block-types, /selects/checklist-groups, /selects/classification-categories, /selects/company-types, /selects/completion-codes, /selects/course-formats
      • Batch 6: /selects/assessments, /selects/calendar-deadline, /selects/certifications, /selects/counties, /selects/course-activity-types, /selects/course-taxonomies, /selects/coursework-categories, /selects/credit-types, /selects/degree-types, /selects/departments, /selects/employment-cycles, /selects/facility-types
  • Prerequisite Checks (Enterprise version)
    • The process that checks to determine if a client has taken a prerequisite while enrolled in a different Program Group has been modified to allow those Assignments to qualify. This restriction only existed if the Active Program Enrollment setting was enabled.

FIXES

  • System Settings (all versions)
    • The Enable field issue has been resolved as well as the blank display when saving. The [New] button that incorrectly displayed has been removed.
  • Auto Expense (all versions)
    • An issue when certain payroll records would not delete when a Date range parameter was used has been resolved.

June 8, 2026

FIXES

  • Auto Waitlist Notification Script (all versions)
    • The script has been updated to correct the filter dates used in the 15 minute intervals.

June 4, 2026 v3.7.06.02  

Deployed 4:30-5:30 AM ET

FIXES

  • System User (all versions)
    • The error during an edit attempt and the empty Staff field are both resolved.
  • Custom Questions (Enterprise and Plus versions)
    • The issue affecting linking courses has been resolved.
    • The issue causing a blank form panel after a save is resolved.
    • The inability to select the Question Type is resolved.
  • Web Options (all versions)
    • The failure for the record to save has been resolved.

June 2  , 2026  

MODIFICATIONS / ADDITIONS

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

June 2  , 2026 v3.7.06.01  

Deployed 4:00-5:00 AM ET

MODIFICATIONS / ADDITIONS

  • Home Page (all versions)
    • The two quick reference panels that display the classes that start and end this week have been modified to show the current week when the current day is Monday. Prior to the change, the current week did not start to display until Tuesday.
  • Inactive Lists (all versions)
    • The Active/Inactive display that was previously added to Accounts is now also added to: Program Group, Global Fee, Grading Code, Funding Source, Staff Current Status, Course Category, Location, Company, and Email Templates.

FIXES

  • Hot Fixes (all versions)
    • The issues with several select list and field displays related to the core engine update deployed 5/29/26 have been resolved. This includes Admin/Security, Custom Questions, News, Vendor Logins, Instruction Boxes, Web Images, Web Options, Staff lists, IP Allowed List, and Block List.

May 29  , 2026 v3.7.05.02  

Deployed 5:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

  • Data Import (all versions, if purchased)
    • The base for the new Data Import feature is being deployed. Watch the upcoming news for details.
  • Conferences (Enterprise) and Products (Enterprise and Plus)
    • The "Featured Course" setting is now available for Conferences and Products also.
  • User Interface Performance (all versions)
    • Additional performance enhancements have been deployed as part of an ongoing series of optimizations to our core system engine.

FIXES

  • Branch Images (all versions)
    • The issue that prevented two fields from saving (Alt Text, Caption) has been resolved.
  • Course Category (all versions)
    • The display of the new Inactive field in the form has been resolved.
  • Fee Options (all versions)
    • The issue that prevented the Account number linked to the fee from copying into the invoice line items has been resolved.

May 14  , 2026 v3.7.05.01  

Deployed 5:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

  • Home Page (all versions)
    • The three new quick reference panels have been modified to only display Course Sections that have an Offered status.
  • User Interface Performance (all versions)
    • A performance enhancement has been deployed to the login process, reducing load time and improving overall responsiveness. This update is part of an ongoing series of optimizations to our core system engine designed to deliver faster, smoother access for all users.
  • Accounts (all versions)
    • All locations where the Account field is used as in a select list now orders the drop down list by Active first, then Inactive. You will see different icons displayed for both status values. This allows Inactive values to display in the list for legacy purposes, but pushes them down the list where they are less needed. This same feature is being added to other select lists within the next two months. 
  • Client SSN (all versions)
    • The Branch setting called [Display SSN] has been changed to [Mask SSN]. The field now modifies the way the Client SSN field displays on the screen in the Client Profile record. If enabled, the SSN value will display with * in place of numbers except for the last 4 numbers which will display correctly. During data entry, the number will display normally.
  • Digital Credentials (for future use)
    • As we get closer to offering integration with a Digital Credentials vendor, you will see some new fields in the Course Credentials and Course Section areas that are placeholders for this integration. More information will be available coming in June 2026.

FIXES

  • Branch Images (all versions)
    • The fields that allow either an image URL or a linked image will now both display. The related change display change will occur in WebReg 3.0 when launched. If both fields have a value for one image, the URL field takes priority.
  • Fee Options (Enterprise and Plus versions)
    • The error when accessing add, view, and edit of Client Fee Options is resolved. We are still reviewing reports of changes to invoice items when Fee Options are modified.
  • Course section / Evaluations (all versions)
    • The intermittent error when adding a Client's evaluation data has been resolved.

May 4, 2026  

MODIFICATIONS / ADDITIONS

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

April 30  , 2026 v3.7.04.02  

Deployed 5:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

  • Home Page (all versions)
    • Three new quick reference panels have been added: Courses Starting This Week, Courses Ending This Week, and Waitlisted Courses. The panels are collapsed by default. The Course Codes are clickable and will redirect the user to the view mode for the Course Section.
  • Manage Ed2Go (all versions, if enabled)
    • The AutoAdd creation process now requires the Revenue Item field to contain a value.

FIXES

  • Section Send Email (all versions)
    • The Send Email feature when used from a Course Section now correctly uses the Alt Email Address from the email template.
  •   Panel Displays (all versions)
    • The following panels have been corrected to display the underlying records rather than display an empty list:
      • Client / Employment Verification
      • Bundles / Courses
      • Selects / Revenue / Funding

April 22, 2026  

MODIFICATIONS / ADDITIONS

  • System Settings (all versions)
    • A setting has been added for "Enable Waitlist Notification". This is the setting for a new feature that emails wait list notifications to the branch and department notification email addresses. This is a per Branch setting.

April 16  , 2026 v3.7.04.01  

Deployed 5:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

  • User Agreement (all versions)
    • A user access and acceptable use agreement link now displays at the login screen. This agreement is related to user access and behavior. This is not an organizational licensing agreement.
  • TransactR Payment Gateway (all versions)
    • Process improvements to the new TransactR payment gateway.

FIXES

  • Add Assignments
    • The error preventing the ability to add "transfer" courses has been resolved. (custom)
    • The issue where some prerequisite checks are not restricting registrations has been resolved. (Enterprise and Plus versions)
  • Send Email (all versions)
    • The issue where the filter combination included the Course (not Section) data has been resolved.
  • Client Assignment (all versions)
    • The issue causing Fee Option to record the fee as an integer rather than a decimal has been resolved.
  • IP Logs (all versions)
    • The various locations where XenDirect logs the IP of the user has been corrected to record the user's actual IP address and not the IP of the AWS server.
  • Payments (all versions)
    • The deposit date on credit card transactions has been corrected to record the correct cutoff time based on the Branch settings.

April 2, 2026  

MODIFICATIONS / ADDITIONS

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

March 29  , 2026 v3.7.03.03  

Deployed 7:00 AM ET

FIXES

  • Advanced Searches (all versions)
    • The issue preventing a user from submitting an Advanced Search has been resolved. Only search submissions where the value field was a select list was affected.
  • Memberships (Enterprise and Plus versions)
    • The error when trying to edit an existing record has been resolved.
  • Course / Prerequisites (Enterprise and Plus versions)
    • The issue that prevented the displays of the Prerequisites for the Course has been resolved.

March 18  , 2026 v3.7.03.02  

Deployed 5:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

  • Course Section (all versions)
    • The $ symbol on the Teacher 1 and Teacher 2 benefit rate fields has been removed. No symbol is displayed because the rate could be either $ or % based on another field value.
    • A new field called [Allow Guest Registrations] has been added to Course Sections. The field displays in the WebReg Settings panel. This field will be used in companion with a new System Setting in the new WebReg 3.0 release.

FIXES

  • Client Profile (all versions)
    • The missing address fields in the form have resolved.
  • Company Add Payment (all versions)
    • The issue preventing the form from loading has been resolved.
  • Memberships (Enterprise and Plus versions)
    • The error when trying to edit an existing record has been resolved.

March 5  , 2026 v3.7.03.01  

Deployed 5:00-7:00 AM ET

FIXES

  • Add Assignment (all versions)
    • The error related to the use of the Corporate OnHold feature has been resolved.
  • Ed2Go (all versions, if enabled)
    • The error related to the use of the Purge workflow has been resolved.
  • Memberships (Enterprise and Plus versions)
    • The error when navigating to or attempting to save a Membership record has been resolved.
  • Course Categories (all versions)
    • The error related to uploading an image is resolved.
  • Company Add Payment (all versions)
    • This previously added feature has been restored after the launch button was missing.
  • Unsubscribe (all versions)
    • The link in emails to the Unsubscribe feature has been corrected to navigate to the correct location.

March 3   , 2026 - HotFix  

Deployed 12:10 PM ET

  • Send Email (all versions)
    • A fix has been deployed to include sending to the CC email address on every sent email. This feature requires that the user enter a valid email address on the CC field of the email parameters form.

February 20   , 2026 v3.7.02.02   

Deployed 5:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

  • User Menu (all versions)
    • The [Releases and Updates] menu option has been modified to an [About] option. This option now displays the Version, License Expiration, Release #, and a View Updates link.
    • A link to the new Status Page has been added.
  • Client Employment (Enterprise version)
    • The label for the verification date has been labeled as "Required". The field is required, but the field label did not reflect that.

FIXES

  • Add Assignment (all versions)
    • The error when using Add Assignment along with the Corporate OnHold feature has been resolved.

February 13   , 2026 - HotFix  

Deployed 5:00 AM ET

  • Send Email (all versions)
    • A fix had been deployed for the intermittent issue that would prevent emails that have been added to the queue but never processed or were processed but copies not received by the sender.

February    5, 2026 v3.7.02.01  

Deployed 5:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

  • Staff (all versions)
    • The keyword search now supports search for client records using a "last name, first name" format. Examples: "Smith, R" or "Weston, Andrea" or "Jones, Sandra". The first name can be a partial name.
  • Session (all versions)
    • The [Display Cart Button] field now defaults to "Yes" on a new record.
  • User Menu (all versions)
    • The [Releases and Updates] menu option has been modified to an [About] option. This option now displays the Version, License Expiration, Release #, and a View Updates link.
    • A link to the new Status Page has been added.

FIXES

  • Course Category (all versions)
    • The Description field that was missing from the add/edit has been resolved.
  • System Settings (all versions)
    • The [Module] field correctly displays the value when =  "All".
  • SMS Text (all versions, if enabled)
    • A processing error when sending texts has been resolved.
  • Memberships (Enterprise and Plus versions)
    • The error on new and existing records has been resolved. The error only occurred for organizations where the Session is set as a required field on Course Sections.
  • Course Section (all versions)
    • The issue that prevented the value for the [Calculation Method] field from display on the form has been resolved.

February 3, 2026  

MODIFICATIONS / ADDITIONS

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

January 22, 2026 v3.7.01.02  

Deployed 5:00-7:00 AM ET

FIXES

  • Ed2Go (all versions, if enabled)
    • The Send Registration process has been modified to prevent the registration and prompt the user when the [Alt Course] field in the Course record is blank. 
    • The Send Registration process has been modified to use the Assignment Registration Date for Ed2Go courses that do not have a start date.
  • Discounts (all versions)
    • The Quantity Discount issue when the quantity is set for 3 has been resolved. The issue corrected was when more than 3 Assignments were added and the discount was added for invalid courses.

January 20, 2026  

Deployed 7:00 AM ET

MODIFICATIONS / ADDITIONS

  • System Settings (all versions)
    • Three new System Settings have been added. These settings will take effect by 1/26/2026.
      • InSight Invoice Enable HTML
      • Enable Prerequisite Auto Drop Delete
      • Enable Same Course Maximum Restriction

January 13, 2026 v3.7.01.01  

Deployed 5:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

  • Image Captions and Alt Text (all versions)
    • Image Caption and Alt Text fields have been added to the following images. These fields will be used in the new WebReg R3 update release coming soon.
  • Company Payments (all versions)
    • An Add Payment workflow has been added to the Actions menu of a Company record.

FIXES

  • Add Assignment (all versions)
    • The error when attempting to use the Add Assignment from the Course Section view is resolved.

January 2, 2026  

MODIFICATIONS / ADDITIONS

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