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Understanding the Data Select Lists
Status Codes
The Status Codes feature provides a user-defined method for identifying a Client's status within Client Assignments and ...
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Understanding the Data Select Lists
Attendance Zone
The Attendance Zones feature is used as a reference within the Client Profile record. It is not linked to attendance rec ...
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Understanding the Data Select Lists
Block Types
The Block Types feature is used to categorize blocks within the system. Each block type must have a unique name to preve ...
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Support Suggestions and Custom Requests
Submitting a Custom Request
A detailed project schedule will be prepared and submitted in accordance with the deliverables. The project schedule wil ...
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Web Registration Module Enabling the Module
Order Error Notification
The WebReg module allows clients to register for courses in an easy and efficient manner. However, like any purchase mad ...
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InSight Reports and Dashboards InSight Pro
Tips and Suggestions
One to Many Relationships and Duplicate Data Adding data sources that have a one-to-many relationship often confuse the ...
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Understanding the Data Clients
Documents
This guide outlines how to manage client documents in XenDirect, including uploading, classifying, describing, and stori ...
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Understanding the Data Courses and Sections
Documents
This article explains how to upload, classify, describe, and store MS Word or PDF files for a specific course or course ...
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Understanding the Data Select Lists
Global Fees
Global Fees supplement Course Section Fees using a bulk add process or auto-import into Client Invoices. These fees are ...
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Entering and Modifying Data Financial Workflows and Tools
Company Invoices
When an assignment is added to a client’s record, an invoice is automatically created and linked to the client. However, ...