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Entering and Modifying Data Financial Workflows and Tools
Setting Up A Corporate Client
Organizations may need to set up a corporate or contract client to handle bulk or quantity-based registrations without a ...
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Web Registration Module Financial Features
Registration Fees
Many organizations include registration fees calculated into the tuition fee. This feature enables a process to automati ...
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Entering and Modifying Data System Workflows and Tools
Send Email Companies
The Send Email function allows users to send an email to a single company directly from the Company record view. Users c ...
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Understanding the Data Financial
Deposits
The Closeout Deposits section allows users to review, edit, and tag client payment transactions with a deposit date. Tra ...
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Integrated and Custom Features ProTrain
How to Enable ProTrain Integration
Your organization must have an active ProTrain reseller account to use the ProTrain integration. Note that ProTrain inte ...
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Integrated and Custom Features Sakai
Sakai Overview
Applies To: Enterprise Plus Basic Overview Sakai is open source Learning Management System software. Sakai is d ...
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Web Registration Module Financial Features
Partial Pay / Minimum Deposits / Zero Pay
If enabled, this feature allows a client to pay an amount less than the full amount due but still requires a minimum amo ...
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Web Registration Module Display Features
Program Group Searches
In addition to the standard search fields, a Program Group search option is available. Applies To: Enterprise Plus ...
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InSight Reports and Dashboards Financial
Financial Analysis (InSight)
Reports listed in the category are typically those related to the analysis of Financial information including revenue an ...
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Integrated and Custom Features Salesforce
Using Salesforce With Clients
A XenDirect Client can be either a Salesforce Lead or a Salesforce Contact, but cannot be both. Following are the steps ...