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Client Workflows and Tools

Processing functions to help you manage Clients.

  • Setup Client Opt-In / Opt-Out

    Opt-In versus Opt-Out Sites can be set up to either require clients to Opt-In or Opt-Out of marketing options.  Follow these steps to alter settings to the desired method.  The values set in the Clien...

  • Setup Grading

    There are two methods to record grades within XenDirect. Assignment Method:  This is the most common method and is supported in all versions of XenDirect.  The process is to record a single grade for ...

  • Transfer Attendance (Client)

    Used to transfer all attendance records from one Client ID to another Client ID in one step. Navigation Tools > Client Functions > Transfer Attendance Applies To:    Enterprise    Details Source Clien...

  • Adding Credit Types to Client Assignments

    To display credits on Client Transcripts and Certificate Reports, Credit Types must be recorded in the Client Assignment. Credits are stored in the Earned Credits and Credit Type fields within the Gra...