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Security Users and Permissions
Strong Passwords
Organizations have the ability to set create strong password settings for users, staff, and clients. These settings are ...
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InSight Reports and Dashboards How to Use InSight
Filter a Report - Creating Running Date Filters
Filtering a report for a specific date/day when a course section is running is a common request. Filtering an InSight re ...
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InSight Reports and Dashboards How to Use InSight
Filter a Report - Adding a Filter
Follow these steps to add a new search filter. While in the report view of a report, select the [Quick Edit] option from ...
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Entering and Modifying Data Financial Workflows and Tools
Using the OnAccount/Refund Function
This guide explains how to process an in-house OnAccount credit or issue a Refund to an invoice where payment transactio ...
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Understanding the Data Prepaids
Set Up Gift Certificates and PrePays
This article outlines how to set up Gift Certificates and Prepaids in the system. It covers the steps for creating Gift ...
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Integrated and Custom Features Admissions Application - Customer #150
Field Locations
This page details the fields used in the admissions application online form, where they are recorded when saved, and in ...
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InSight Reports and Dashboards Outcomes
Employment (InSight)
Reports listed in the category are typically those related to Client Employment records. Employment Details Displays lis ...
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Online, Self-Study Courses
A series of XenDirect and InSight online, self-study courses are available to registered and approved Support Center use ...
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Understanding the Data Select Lists
Certifications
The Certifications feature is used to track staff credentials (Enterprise only) and course-related certifications. Each ...
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Understanding the Data Select Lists
Course Formats
Course Formats are used in Courses, Conferences, Products, and Prepaids as a categorization field to define how a course ...