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New Goodies & Best PracticesAn ACEware Presentation

Today is all about newness!General ImprovementsName Screen EnhancementsCourse Screen UpdatesRegistration & Payment ChangesBest Practices with New Tools(Sneak Preview of Coming attractions.)Questions

What version are you running?

To Stay updated,Check the forums or call your tech

To Stay updated,Check the forums or call your tech

Your newsletter shows the current release Versionof Student Manager and ACEweb

General Improvements

SMS Notification

Short text messages delivered straight to the students cell phone

ACEware partners with Twilio to provide this service. The Twilio charge per message is of a penny.

Range of Holiday dates

Deleted records not viewableMarking a record for deletion? It disappears immediately!

Date Queries have date picker

Remove old/corrupt/bloated User FilesWhen user files go bad or you want to clean old ones, you can remove them from the password maintenance screen

NUM2FRACTIONNew function that displays a number with a decimal as a fraction ( for formatting fractions in a report)

Favorite Reports

Can be customized by user or Keeper of the Flame

User Controlled Search Preferences

Helps improve search speed

New Report Area for Table Tents

F7 will skip voids

Name Screen Enhancements

A New Look for the Name Screen

Pumped Up Credentials!

Field to Indicate Renewed Member

For Programs using the integrated Membership tracking toolsCourse Screen Updates

Course Follow-ups

Similar to Course Reminders, Follow-up Email messages are sent X days after a course ends

Course Email Reminders

Setting the Reminder preferences on the course preference screen will allow you to auto-send course reminders via email or SMS

NEW!Email reminders exclude courses that have yet to reach minimum enrollment

Calendar for Lag Dates (ACEweb Setting)

Stop counting days and identify a date!

Add Instructor to Course Level Quick Emails

And, Make it EASY to get a nametag for your Instructors

New Membership Options

Multiple membership levels on a single Membership courseRenewing members are now identified on the name screen with the Renewed Member checkbox

Adding Catalog Code (on-the-fly)

When you Save the new catalog record, the new code is automagically entered in the Catalog Code Field.

Thank You Matthew!!!!!

Catalog Enhancement #2

View all courses that share this code

Gen RU / Schedule Help

Gen RU calculates scheduled course dates based on begin date, days meeting and clock hours

Improved Mass Clone FeaturesModule / Courses / Mass Clone

Roll dates X number of weeks

Registration & Payment Changes

New Reg Preference

How far back should SM go to look for grouped registrations?

New Preference Quick Cancel a Registration

When this preference is CHECKED:When you Cancel a registration, AND there is NO payment,SM AUTOmagically zeroes out the hours, ceus and credit fields, cancels the registration and adds a fee adjustment entry to zero out the Amount Due

Great for Cleaning up AW-Pending registrationsNew Pay Preference

Lock records included in previous deposit

Three new Pay UDF fields

Additional Notes on Invoice Pay Screen

Best Practices with New Tools

Data Cleanup (utility w no longer needed)

Address Cleanup also adds county

Assign Missing County

Export List to Excel

Remember to always backup first!Opportunity to Export to ExcelYou can still Preview

Coming Attractions. In SM 8.32

Use Your ACEware Resources

Call your tech!

Your BEST Practice

Group Waitlisted Registrations (back by popular demand)Edit Hours/Grade/Reg Notes from Names courses takenJump to Registration from Names Courses Taken Cell Phone now on Waitlisted Reggies viewInvoicing: Allow Reinvigorate of existing Invoice ( a quick Void and Clone option)New Goodies coming soon.. Not New..but always tasty REMEMBER the F-KeysF1 = F2,F3,F5,F7,F9Questions?

ACEware 20th Annual Users ConferenceMay 18 20, 2016 / Hilton Garden Inn, Manhattan Kansas

Our Next WebinarWonderful World of WorkshopsDecember 1, 2015 1:30 central