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Understanding the Data Clients
Family
This guide explains how to record and manage family member information in the Client module, including emergency contact ...
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Understanding the Data Memberships
Fee Groups / Memberships - Using Eligibility Features
This article explains how to use the Eligibility feature to assign Fee Groups based on criteria such as age, postal code ...
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Understanding the Data Select Lists
School Districts, Names, and Contacts
The Schools feature is used to track the school district residency of clients. It consists of three main elements: Schoo ...
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Integrated and Custom Features ODBC
Setup an ODBC Connection
An ODBC connection allows users to access the XenDirect data tables using Microsoft Access, Crystal Reports, or third pa ...
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InSight Reports and Dashboards Courses
Course Merge (InSight)
Reports listed in the category are typically those used to merge user-defined templates with Course Section data. Pro/El ...
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InSight Reports and Dashboards System
Selects E-M (InSight)
Reports listed in the category are typically those related to some of the select list master lists located under Main Me ...
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InSight Reports and Dashboards Staff
Staff Mailing-Labels (InSight)
Reports listed in the category are typically those used for mailing to Staff records. Pro/Elite User Notes: Most of the ...
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Understanding the Data Select Lists
Completion Codes
Completion Codes are user-defined identifiers used in Client Assignments and Client Checklists to track various types of ...
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Understanding the Data Select Lists
Employment Cycles
Employment Cycles are used to define periods of time in Client Employment verification records. These cycles help catego ...
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Understanding the Data Select Lists
Equipment
Equipment management within Course Sections allows users to request and track materials necessary for courses. Properly ...