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Updates - Admin - Release 3 - 2026

Updates, new features, and fixes for the XenDirect Admin Module - Release 3

August 27, 2026 v3.7.08.06 (scheduled)

FIXES / MODIFICATIONS

  • Course Section (all versions)
    • The issue where required fields are not being enforced on a save is resolved.
    • The missing tab navigation that displays at the top has been resolved.
  • Course (all versions)
    • The error and Forbidden message when attempting to edit a Course record is resolved.
  • Client Payments (all versions)
    • The issue preventing the Company field to populate on the Add Multiple workflow is resolved.
    • The issue causing the Add Multiple to display then disappear has been resolved.
  • Print Certificates (all versions)
    • The issue causing the Print Certificates from launching the report is resolved.
  • Client Attendance (Enterprise version)
    • The error on the Add All workflow is resolved.
  • TransactR gateway (all versions)
    • The issue causing the redirect to fail is resolved.
  • Client Invoice (InvoiceA method only)
    • The query that populates the Invoice list has been corrected to base Funding Source on dates only and not include time in the calculation.
  • Client Members (all versions)
    • The issue causing the long delay when attempting to add a new member is resolved. Only sites with a large number of Client records would experience this issue. 
  • Client Profile (Enterprise version)
    • The inability to edit a Client Residency record has been resolved.
  • Client Classifications (all versions)
    • The missing categories and groups when using the Add Multiple workflow has been resolved.
  • Send Email (all versions)
    • The issue causing failures for emails when their are a large number of clients is resolved.
    • The Send Email process now also records a record per email sent in the Message Log.
  • Data Import (all versions, if enabled)
    • The History tab for Client and Assignment imports now displays the Client ID, Client First Name, and Client Last Name.
    • The time stamp on the Client Assignment record has been added and accounts for the organization's time zone set in the Branch profile.
  • Financial / Invoices (all versions)
    • The query that populates the results list as been improved to speed up the display process.
    • The Invoice Number is now a link to launch the invoice report. This same change has been added to the Client / Invoice results list.
  • Canvas (all versions, if enabled)
    • The error when using the Send to Canvas workflow is resolved.
  • Client Placement (Enterprise version)
    • The issue preventing the use of the edit button has been resolved.
  • Client Assignment (all versions)
    • The error when updating a Client Assignment record has been resolved.

August 26, 2026 v3.7.08.05

FIXES

  • Course Section (all versions)
    • The missing Enrolled and Maximum seats on the Enrollment tab has been resolved.
    • The disappearing Add Enrollment button has been resolved.
    • The Cancel Section issue preventing the ability to select a Course Section has been resolved.
  • Calendar View (all versions)
    • The misaligned display format issues have been resolved.
  • Financial / Invoices (all versions)
    • The inability to click on rows of the invoice list have been resolved.
    • The issue in this page that was causing server performances issues has been resolved.
    • Both fixes were temporarily deployed midday on 8/25/26 but permanently deployed with this update.
  • Closeout Deposits (all versions)
    • The missing running total has been resolved.
  • Advanced Searches (all versions)
    • The issue causing 500 errors when a user left required fields blank has been resolved.
  • Client Profile (all versions)
    • The missing State value from address fields has been resolved.
    • The mobile phone entry restricting to one character has been resolved.
  • Client Coursework (Enterprise version)
    • The missing action buttons issue has been resolved.
  • Client Classifications (all versions)
    • The Add Classifications page not found issue has been resolved.
    • The Add Multiple check boxes issue has been resolved.
  • Client Payments (all versions)
    • The Add Payment form display issue has been resolved.
    • The Add Multiple button is now the primary action as it was previously.

August 25, 2026 v3.7.08.03

MODIFICATIONS / ADDITIONS

  • System User (all versions)
    • The Permission Group and Branch fields have been set as a required fields.

FIXES

  • Client Block (all versions)
    • The missing display prompt when a client has an active block has been resolved.
    • The issue preventing the use of the add, edit, and delete functions is resolved.
  • Client Profile (all versions)
    • The 500 error when attempting to edit a Client Profile has been resolved.
    • The message "This action isn't available in the new interface yet" when attempting to acces Client Actions has been resolved.
  • Client Payment (all versions)
    • The 500 error when attempting to edit a Client Payment has been resolved.
    • The expiration date mask and client identifier display have been restored to the Add Multiple workflow.
    • The issue preventing the Client Payments page from loading has been resolved.
  • Transaction Cutoff Time (all versions)
    • The issue preventing the time zone calculation when determining credit card processing has been resolved.
  • Course Sections (all versions)
    • The error and  issue preventing the Clone workflow from working as a step by step process has been resolved.
    • The issue preventing the tabs from displaying the name of the tab has been resolved.
    • When accessing a Section via a Course, the inability to edit Fees has been resolved.
    • The issue preventing the Days of the Week field from displaying the select options has been resolved.
    • The issue preventing staff changes has been resolved.
  • Staff (all versions)
    • The error when attempting to edit a Staff record has been resolved.
  • Fee Group (all versions)
    • The 404 error when attempting to edit a Fee Group has been resolved.
  • Reassign Payment (all versions)
    • The blank page that occurred when running the Reassign Payment workflow has been resolved.
  • Products (Enterprise and Plus versions)
    • The fields display issue when editing a Product has been resolved.
  • Client Checklist (Enterprise and Plus versions)
    • The 404 error when accessing Client Checklists has been resolved.
  • Navigation Errors (all versions)
    • The various 500 errors when navigating to different pages has been resolved.

August 23, 2026 v3.7.08.02

MODIFICATIONS / ADDITIONS

  • System User (all versions)
    • The Permission Group field has been set as a required field.
  • Client Invoices (all versions)
    • When viewing invoices from the Financial > Invoices menu, the client ID and name are not both clickable links to the client's profile record.

FIXES

  • Branch Web Images (all versions)
    • The missing URL link that users can copy for sue in InSight or other purposes has been restored.
  • Create Multiple Assignments (all versions)
    • The issue preventing this workflow from completing Step 2 has been resolved.
  • Course Documents (all versions)
    • The 404 error when attempting to upload a document has been resolved.
  • TransactR Gateway (all versions)
    • The spelling difference that prevented American Express processing has been resolved.
  • Course Section (all versions)
    • The filter error using keyword and Session has been resolved.
    • The error when navigating to certain Sections has been resolved.
  • Evaluations (Enterprise and Plus versions)
    • The ability to select the order of the questions has been resolved.
    • The issue preventing cloning an Evaluation template has been resolved.
  • Client Assignment (all versions)
    • The display and process issues with the Add Assignment workflow has been resolved.
  • Client Profile (all versions)
    • The navigation issue when clicking on a tab has been resolved.
    • The client's name display across all tabs has been resolved.
  • Core Platform (all versions)
    • The final VUE to ReactJS core platform code changes are completed.

August 19, 2026 v3.7.08.01

  • This release was rolled back due to technical issues. The updates in this release will be combined into the release v3.7.08.02. 

August 4, 2026 

MODIFICATIONS / ADDITIONS

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

July 22, 2026 v3.7.07.05

Deployed 11:00 PM ET

FIXES

  • Course Section (all versions)
    • The Check Web Display feature has been restored.
  • Client Graduation (all versions)
    • The issues preventing the view and edit buttons from operating is resolved.
  • System Users (all versions)
    • The issue preventing the prompt when adding more active users than the licensed number of users is resolved
  • Client testing (all versions)
    • The error message when attempting to access Client testing is resolved.
  • System Wide (all versions)
    • Dynamic column widths for search results lists has been recovered.
    • Additional nonfunctional Search Filter issues are resolved or removed. Some of these search options were inadvertently enabled for data areas that did not have them before the most recent user interface upgrade.

July 18, 2026 v3.7.07.04

Deployed 11:00 AM ET

FIXES

  • Client Documents (all versions)
    • The Assignment and Invoice link select list fields issue preventing the lists from populating values is resolved.
    • The preview option has been added without requiring the user to view or edit the record.
  • Data Import (if enabled)
    • The Fee Group duplication issue when submitting updates to Client profiles is resolved.
  • Email Templates (all versions)
    • The issue preventing the ability to use the Send Proof feature is resolved.
  • Status Code Errors (all versions)
    • The issue causing inconsistent and occasional "Status Code" error messages is resolved.
  • Sequence Clone (Enterprise and Plus versions)
    • The blank page issue when running the Sequence Clone feature is resolved.
  • Nonfunctional Searches (all versions)
    • Numerous search options were inadvertently enabled for data areas that did not have them before the most recent user interface upgrade. These searches would display but not function. This nonfunctional searches have been set to not display.
  • Client Case Notes (all versions)
    • The "Maximum stack size exceeded" message is resolved.
  • Field Settings (all versions)
    • The issue where some field settings were enabled but nonfunctional is resolved. The nonfunctional field settings should not have displayed and have been disabled.
    • The blank page issue when opening a field setting feature is resolved.
  • Course Section (all versions)
    • The issue preventing the Advanced Search option from being responsive to text searches is resolved.
    • The issue preventing Section Fees from updating and/or displaying the saved fees is resolved.
    • The issue preventing the display of Total Revenue is resolved. This issue only existed when accessing Sections via the menu path Courses > Sections.
  • System User (all versions)
    • The issue preventing the Password Reset option from displaying is resolved.
    • The issue preventing the record from being saved after removing the End Date value is resolved
  • CTRL + View (all versions)
    • The use of CTRL + View to open the browser tab in a new window has been resolved.
  • Client Fee Groups (all versions)
    • The overlapping date message when adding a new Fee Group record is resolved.
  • Email Banners (all versions)
    • The issue preventing the banner form displaying in sent emails is resolved.
  • Clone (all versions)
    • The issue preventing the Clone option from displaying in several areas is resolved.
  • Conference Sections (Enterprise version)
    • The issue causing the Client Questions to display as a blank page is resolved.

July 15, 2026 v3.7.07.03

Deployed 6:45-7:15 AM ET

FIXES

  • Client Actions (all versions)
    • The launch issue with the [more] actions that are available from the Search Results rows has been resolved.
  • Client Documents (all versions)
    • The issue preventing the view/download launch has been resolved
  • Copy/Text (all versions)
    • The issue preventing a user from copying text without launching the feature has been resolved.
  • Auto Expense (all versions)
    • The 404 error when attempting to run the Auto Expense recalculation process is resolved.
  • Permissions (all versions)
    • The label for the Bulk Data Import permission row is now correctly displaying.
  • Hiding Columns (all versions)
    • The issue preventing users from hiding some columns on search results has been resolved.
  • Custom Questions (Enterprise and Plus versions)
    • The inability to remove a linked course one at a time is resolved.
  • Data Import (if enabled)
    • The Import Settings no longer display for users.
    • Disabled import domains no longer display.
    • Step 3 correctly displays the Import Domain for user convenience.
    • Import History now contains a refresh button
    • The Assignment template now displays the client first and last name as a read only fields.
  • Client Invoices (all versions)
    • The display invoice balance now displays the correct balance due after a recent invoice line item change without having to leave the area or refreshing the page.
    • The missing Auto Invoice workflow has been restored.
    • The launch issue for the Print and Merge invoices options on the [more] actions in each row of the Client Invoices list has been resolved.

July 10, 2026 v3.7.07.02

Deployed 5:00-6:30 AM ET - Release rolled back from 7/9/26 and redeployed

MODIFICATIONS / ADDITIONS

  • Base Code Updated (all versions)
    • Numerous updates to the base code have been made to these areas:
      • Phase 5, Batches E-I: Includes various course/section, client profile, companies, staff, financial pages, and several Tools areas.

FIXES

  • CountBook (all versions)
    • The issues with advanced filters, changing hand count, view details, PDF button, and column headers has been resolved.
  • Client Profile (all versions)
    • The issue related to displaying additional panel fields on the main panel has been resolved.
  • Advanced Filters (all versions)
    • The issue where the missing ability to save and recall advanced filters has been resolved.
  • Staff Profile (all versions)
    • The issue allowing duplicate login user names is resolved.
  • Transfer Credits (InvoiceB/C only)
    • The error when running the Transfer Credits workflow is resolved.

July 1, 2026 v3.7.07.01

Deployed 5:00-6:30 AM ET

MODIFICATIONS / ADDITIONS

  • Base Code Updated (all versions)
    • Numerous updates to the base code have been made to these areas:
      • Phase 5, Batches 14-D4: Includes various nested select fields, some setting selects, and some stand alone selects.
  • Course Subcategories (all versions)
    • This is a new feature that allows for Courses to have a Subcategory identified in addition to the Category. This feature currently allows users to start setting Subcategories. Note that this new feature will be available only in WebReg 3.0 sites and not in WebReg 2.
  • Master Postal Code Updated (all versions)
    • Installed the monthly update of the master USPS postal code list.

FIXES

  • Custom Questions (Enterprise and Plus versions)
    • The issue that prevented the value of the Frequency field from saving has been resolved. 

June 26, 2026 v3.7.06.05

Deployed 10:30 AM ET

FIXES

  • Branch Share (all versions)
    • The label that identifies all data areas that are shared across Branches have been recovered.
  • Global Fees (all versions)
    • The error when accessing Global Fees has been resolved.

June 19, 2026 v3.7.06.04

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 7-13: Includes a large number of the data in the master Selects menu.

FIXES

  • Web Options and Images (all versions)
    • Fixes correcting the ability to edit and delete.
  • Session (all versions)
    • The issue preventing access to some Select menu options, including Sessions, has been resolved.
  • Spell Check (all versions)
    • The ability to use Spell Check on fields that support HTML has been restored.
  • Auto Expense (all versions)
    • The error when running the recalculation process has been resolved.

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 v3.7.06.03 

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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