New Goodies & Best Practices An ACEware Presentation

Today is all about newness! General Improvements Name Screen Enhancements Course Screen Updates Registration & Payment Changes Best 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 Version of Student Manager and ACEweb

General Improvements

SMS Notification Short text messages delivered straight to the student’s cell phone ACEware partners with Twilio to provide this service. The Twilio charge per message is ¾ of a penny.

Range of Holiday dates

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

Date Queries have date picker

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

NUM2FRACTION New 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 tools

Course 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 course Renewing 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!!!!!

View all courses that share this code 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 Features Module / Courses / Mass Clone Roll dates X number of weeks

Registration & Payment Changes

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

Lock records included in previous deposit New 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

Remember to always backup first! Opportunity to Export to Excel Export List to Excel Remember to always backup first! Opportunity to Export to Excel You can still Preview

Coming Attractions…. In SM 8.32

Use Your ACEware Resources Your BEST Practice Use Your ACEware Resources Call your tech!

New Goodies … coming soon.. Group Waitlisted Registrations (back by popular demand) Edit Hours/Grade/Reg Notes from Names “courses taken” Jump to Registration from Names “Courses Taken” Cell Phone now on “Waitlisted Reggies” view Invoicing: Allow “Reinvigorate” of existing Invoice ( a quick “Void and Clone” option) Not New..but always tasty REMEMBER the F-Keys F1 = F2,F3,F5,F7,F9

Questions?

ACEware 20th Annual Users’ Conference May 18– 20, 2016 / Hilton Garden Inn, Manhattan Kansas

Wonderful World of Workshops December 1, 2015 1:30 central Our Next Webinar Wonderful World of Workshops December 1, 2015 1:30 central