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Discover New Goodies: Enhancements in ACEware Presentation with Lauri Thompson & Chuck Havlicek

Join Lauri Thompson and Chuck Havlicek as they unveil the latest updates in the ACEware series, segmented into four key areas: Dashboard changes, Registration improvements, Course updates, and Administrative tools. Learn about user-defined fiscal years, the new mass registration transfer tool, recent updates on zip code and county management, and enhanced data cleanup tools. This presentation is essential for users looking to turbocharge their registration processes and maximize the capabilities of ACEware. Don't miss out on these exciting features!

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Discover New Goodies: Enhancements in ACEware Presentation with Lauri Thompson & Chuck Havlicek

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Presentation Transcript

  1. N e w G o o d i e s ! An ACEware Presentation With Lauri Thompson & Chuck Havlicek

  2. New Goodies • Roughly divided into four categories: • Dashboard changes • Registration • Course updates • Administrative tools

  3. Dashboard

  4. Dashboard – F9 • A User Defined fiscal year (Defaults to 07/01..) • Time comparisons (more more more..) • Differentiates between Student Manager and ACEweb registrations • Remembers your scoping preference • (Thanks Jan!) • Dashboard Dollars no longer chops off Big Bucks… • (for the wealthier programs among us!)

  5. Registration

  6. Zip Code Changes Update County • When the county field on a name record has an entry • AND • When you change the zip code . . .

  7. Changes to Voided Payments • Voiding a payment that is grouped? Student Manager will ask if you want to void all payments with the same receipt number. • The original pay type is now stamped in Pay Note Field

  8. Mass Register • Everyone from one class into another class • New Scoping Options!

  9. Firm Phone # Change on Name Screen

  10. Name Clone • Name Clone pastes entire email address

  11. Course

  12. Copy Course InfoAlt + 3 • Similar to Alt + 3 on name screen Thanks Elaine!

  13. New Mass Reg Transfer Tool • Module / Courses / Mass Registration Transfer

  14. Course Code Transmogrification Tool • Tools / Data Cleanup HINT: Try this one on a demo AND Don’t forget to backup first!

  15. Catalog Import Tool

  16. BIG Catalog Edit

  17. AdministrativeTools

  18. Cleanup Tools are Cleaner! • Firm cleanup sorts in “Pure” alpha order • Code Cleanup allows mass deactivation • (Applause optional but encouraged) • Reports / Codes

  19. When did we run that report last? • Additional Report windows shows when report was last run

  20. Invisible Backup Warning! • System Admin (re: Diva / Head Honcho / Keeper of theFlame) can set level required to see backup warning

  21. Speaking of the Keeper of the Flame . . . • We have called them Top Dog • Wording change on Password Maintenance Screen • to “Set as Default”

  22. Getting Rid of users… • Now.. The user files are deleted also…

  23. Credit Card Encryption • User by User settings for Encryption • must be Level 5 or above to view • Tools / Password Maintenance

  24. Export Firms for CASS Certification

  25. Email Changes • Create a custom salutation in DOEMAIL • Also saves customized greeting • Student Manager now saves • the “Wait Between Email” options

  26. But Chuck . . .How do we get these New Goodies?

  27. Join us next time for . . . August 5th at 2:00, TurboCharging Registrations

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