Using Tags Effectively – Becoming a RecDesk Ninja

Posted by:

For the uninitiated, Tags can be somewhat confusing – but once you understand them and start to use them, they can open up new doors in terms of how you manage and interact with the data that is important to your day-to-day operations.

Tags are a useful way to further categorize/organize Members, Personnel/Volunteers and Facilities in your organization. RecDesk provides the basic framework for managing all of these important items, but each department and organization is a bit different with varying ...

Continue Reading →
0

Director Release – Enhanced Master Calendar Filters – Multi-Facility and Tags

Posted by:

We’ve enhanced the Master Calendar so that you can now filter it by Tags and/or selection of multiple Facilities. Simply click the Show Advanced Filters link on the Master Calendar page (see below). Then, select the Tags and/or Facilities you’d like to Filter By and click the Apply Search button. See below for screen shots:

Figure 1

mc0-1213

Figure 2

mc1-1213

Continue Reading →
0

Director Release – Attaching Documents to Profiles (Birth Certificates, Medical Forms etc)

Posted by:

RecDesk now allows you to attach documents to Members and Personnel/Volunteers. Some common use cases might be:

  • Attaching a Birth Certificate to a Member profile
  • Attaching a Medical Form to a Member profile
  • Attaching a Background Check Verification Form to a Coach/Volunteer profile
  • Whatever else makes sense for your organization ;)

The functionality goes beyond just attaching documents though. You can also do things such as define Expiration Policies and search by Document Types. The use of Expiration ...

Continue Reading →
0