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Entering and Modifying Data Client Workflows and Tools
Merge Clients
The Merge Clients function updates and consolidates records from one client record into another. This is typically used ...
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Understanding the Data Select Lists
Postal Codes
The Postal Codes list contains postal codes associated with City, State, and Country information. The allowed length of ...
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Understanding the Data Select Lists
Sessions
The Sessions feature is used to define specific periods when courses are scheduled, including registration dates, start ...
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Understanding the Data Select Lists
Test List and Test Type
The Test List and Test Type are used in Client Testing to categorize, track, and manage test-related data. This feature ...
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Entering and Modifying Data Course Workflows and Tools
Exit Assignments
The Exit Assignments utility allows users to update assignment exit information for an entire course enrollment from a s ...
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Entering and Modifying Data System Workflows and Tools
Auto Invoice Bulk
The Bulk Auto Invoice function allows users to add or modify Client Invoices in bulk based on specific criteria. This fu ...
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Integrated and Custom Features UGotClass
UGotClass Overview
Applies To: Enterprise Plus Basic Overview For customers who possess an active UGotClass reseller account, the ...
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Web Registration Module Client and Registration Features
Custom Questions (Release 3)
Custom Questions allow for special questions to be asked of a client via the WebReg module at the time they register. If ...
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Entering and Modifying Data System Workflows and Tools
Auto Expenses
The Auto Expenses function automatically adds or modifies expense records in the general ledger. These expenses are also ...
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Calendar
Navigation: Admin Menu »» Settings »» Calendar Applies To: Enterprise Plus Basic Overview This is the mas ...