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Entering and Modifying Data Course Workflows and Tools
Cancel Section
The Cancel Section function allows users to automatically cancel up to five course sections while performing system-driv ...
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Understanding the Data Clients
Case Notes
The Case Notes feature in xenDirect enables users to record and manage an unlimited number of notes for individual clien ...
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Understanding the Data Select Lists
Accounts and Account Groups
Accounts are user-defined identification codes or numbers used to categorize financial records related to Course Section ...
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Marketing and Metrics SMS Text
Sending SMS Text Messages
The Send SMS function in XenDirect allows users to send SMS text messages to clients or staff using pre-created SMS temp ...
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Marketing and Metrics SMS Text
SMS Text Exceptions, Failures, and Stop/Start
Understanding SMS text message delivery exceptions, failures, and recipient opt-in/opt-out procedures helps ensure effec ...
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Web Registration Module Client and Registration Features
Exit Surveys
If enabled, displays an Exit Survey link at the Checkout Complete page after the registration process is complete and su ...
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Understanding the Data Select Lists
Course Taxonomy
The Course Taxonomy feature is used in Courses as one of several categorization fields. It helps organize and classify c ...
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InSight Reports and Dashboards Enrollments
Enrollment Analysis (InSight)
Reports listed in the category are analysis reports related to Course Section Enrollments and Client Assignments. Client ...
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Entering and Modifying Data Client Workflows and Tools
Transfer Attendance (Client)
The Transfer Attendance function allows administrators to move attendance records for a client from one course section ( ...
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Entering and Modifying Data Course Workflows and Tools
Add Assignments
The Add Assignments function allows users to add assignments from existing course enrollments. This process ensures that ...