RecDesk Community Mobile Preview

For the past several months we’ve been focusing much of our effort on developing a mobile-optimized experience for the community members of the customers we proudly serve. The result of all this work is RecDesk Community Mobile – a fully-responsive community portal that doesn’t just try to skinny down the full desktop version of RecDesk Community, but rather takes into consideration the very different form-factor of mobile devices and the nuances around navigation and a touch interface.

We’ll be rolling out ...

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Using Tags Effectively – Becoming a RecDesk Ninja

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 ...

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

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 Policies and Document Types are ...

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RecDesk POS Module release!

Today marks the general release of the RecDesk POS module. The Point-of-Sale (POS) System allows departments to sell Items at various Locations like concession stands, or other Facilities, and have separate Terminals (Cash Registers) for each of those Locations.

We’ve put a lot of hard work and thought into making this part of RecDesk as easy-to-use and intuitive as the rest of our service. We will be making ongoing enhancements to the functionality provided by our POS module, but here is ...

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RecDesk Release – Financial Reports by Time of Day/Shift and Program Subcategory Filtering

Set Period Begin Date and Time

We’ve added the ability to filter financial transaction by specific time of day in addition to Date. See screen shot below:

ReportDateTime

The following Reports (and one page) have been updated to support this time-of-day selection:

  • Revenue By Period GL Summary
  • Revenue By Period G LDetail
  • Revenue By Period Summary
  • Revenue By Period Detail
  • Payment Detail By Period
  • Revenue By Period Detail Extract
  • Refunds By ...
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Director Release – Member Tagging and Recent Memberships

We released two new updates last night. Member Tagging capabilities and the addition of Recent Memberships to the main Director Dashboard.

Member Tagging

You can now assign Tags to Members. This powerful mechanism allows you to do such things as:

  • Categorize certain Customers/Members into groups – for example City Employee, Coach, Volunteer
  • Search and Filter by these Tags
  • Target email campaigns towards groups/people with specific Tags

The Tags will also appear when a Member check-in, when you select them for registration in a Program ...

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Director Release – Better Membership visibility on check-ins

We rolled in an update last night that enhances the Facility Check-In feature in two ways:

1) We’ve added the Member Badges (right-side of screenshot below) to give better visibility into what Memberships an an individual currently has plus other important inf (residency status, age etc). Also, if a Membership will be expiring within 14 days, a red badge will show up next to that check-in showing number of days till expiration

2) If the Check-ins are limited to specific ...

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Director Release – Global Household Updates

A release was rolled in last night that includes the following updates:

Global Household Updates

You now have the ability to update ALL Household information for a particular household with one transaction. This works great when there has been a change of address, a new cell phone has been added, a parental email has changed or there has been a change in emergency contacts. Global updates to households can be applied to any or all of the following profile sections

  • Address
  • Email Addresses
  • Phone Numbers ...
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