Processing functions to help you manage Clients.
The Create Multiple Assignments function allows users to add multiple assignments to a single client or multiple clients efficiently. This includes assignments for courses, bundles, conferences, and m...
This function allows you to delete one client and all related records. Bulk deletion of multiple clients at once is not supported in Release 3. Navigation Tools → Client Functions → Delete One Client ...
This article explains the two functions available to assist with data management for the NYSED Secondary CTEDS-2 report. These functions are based on the limited information currently available regard...
The Merge Clients function updates and consolidates records from one client record into another. This is typically used when two records belong to the same person. Navigation Tools → Client Functions ...
The Transfer Attendance function allows administrators to move attendance records for a client from one course section (Source Course Code) to another (Target Course Code). This ensures attendance dat...
The Unlock Invoice function allows authorized users to reset a locked invoice back to Active status. Once unlocked, the invoice can be modified by any user with edit permissions. Navigation: Tools → U...