1. New Goodies & Best Practices
An ACEware Presentation

2. 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

3. What version are you running?

4. To Stay updated, Check the forums or call your tech

5. To Stay updated, Check the forums or call your tech
Your newsletter shows the current release Version
of Student Manager and ACEweb

6. General Improvements

7. 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.

8. Range of Holiday dates

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

10. Date Queries have date picker

11. 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

12. NUM2FRACTION
New function that displays a number with a decimal as a fraction ( for formatting fractions in a report)

13. Favorite Reports
Can be customized by user or Keeper of the Flame

14. User Controlled Search Preferences
Helps improve search speed

15. New Report Area for Table Tents

16. F7 will skip voids

17. Name Screen Enhancements

18. A New Look for the Name Screen

19. Pumped Up Credentials!

20. Field to Indicate Renewed Member
For Programs using the integrated Membership tracking tools

21. Course Screen Updates

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

23. Course Email Reminders
Setting the Reminder preferences on the course preference screen will allow you to auto-send course reminders via or SMS
NEW!
reminders exclude courses that have yet to reach minimum enrollment

24. Calendar for Lag Dates (ACEweb Setting)
Stop counting days and identify a date!

25. Add Instructor to Course Level Quick Emails

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

27. 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

28. 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!!!!!

29. View all courses that share this code
Catalog Enhancement #2
View all courses that share this code

30. Gen RU / Schedule Help
Gen RU calculates scheduled course dates based on begin date, days meeting and clock hours

31. Improved Mass Clone Features
Module / Courses / Mass Clone
Roll dates X number of weeks

32. Registration & Payment Changes

33. 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?

34. 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

35. Lock records included in previous deposit
New Pay Preference
Lock records included in previous deposit

36. Three new Pay UDF fields

37. Additional Notes on Invoice Pay Screen

38. Best Practices with New Tools

39. Data Cleanup (utility w no longer needed)

40. Address Cleanup also adds county
Assign Missing County

41. 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

42. Coming Attractions…. In SM 8.32

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

44. 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

45. Questions?

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

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