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News and Announcements News Archives
Knowledgebase Under Construction
Posted 10/6/2021 On Friday, October 8, will start the migration process of the data in our current support center to an ...
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Understanding the Data Clients
Intake-Exit
This article provides instructions for managing client intake and exit details. By the end of this guide, you will under ...
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Understanding the Data Courses and Sections
Equipment
This article provides instructions on managing equipment requests for course sections in XenDirect. Users can record and ...
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Understanding the Data Courses and Sections
Revenue
This guide explains how to view and manage revenue-related transactions for specific course sections in XenDirect. It co ...
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Understanding the Data Select Lists
Course Categories
Course Categories are used across multiple areas, including Courses, Conferences, Products, Memberships, Prepaid, and Do ...
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Understanding the Data Select Lists
Revenue Items
Revenue Items are used to track purchased items in Client Payments and General Ledger revenue records. These items are c ...
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Entering and Modifying Data System Workflows and Tools
Replace Staff
The Replace Staff function allows users to replace one Staff record reference with another across all related Course and ...
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Entering and Modifying Data System Workflows and Tools
Replace Company
The Replace Companies function allows users to replace one Company record reference with another across all related data ...
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QuickTools Instructor Module Settings
QuickTools Settings
Applies To: Enterprise Plus Basic Conference Overview The QuickTools Module is an additional portal to your X ...
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Understanding the Data Companies
Companies - Notes
This article explains how to use the Notes section to record and track contact-related notes for a company. Users can lo ...