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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Household Account Credits

RecDesk supports the crediting of a Household Account rather than refunding via check, cash or credit card. This allows the balance to be applied to a future purchase/registration by any Member of that household. Each Household/Organization is automatically set up with a Household Credit Account with a zero balance.

Account credits can be debited/credited automatically through the normal Payment and Refund work flows, or manually by navigating too a customer profile (see screenshot below). A full audit history of ...

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SMS/Texting Support, Move to Other Household and categorize as Organization

SMS/Texting

You can now SMS/Text individuals as well as Program and League/Team rosters. There are two new fields on the Member profile to support this: an “Opt-in SMS/Text” checkbox and a drop down to specify their mobile provider/carrier. This is required because the text messages are actually sent to an email address that consists of the individual’s 10-digit phone number plus the specific email domain for that provider. For example 5554443333@att.net. In order for a customer to receive a text, they ...

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Community Release – Online Membership Enrollments

RecDesk now supports full Online Membership Enrollment via the RecDesk Community portal. Control over which Memberships are available for Online Enrollment and for which time periods is similar to the way it is done for Programs – there are two indicators on the Membership Definition – Online Enrollment and Show on Portal. Additionally, you can optionally specify Beginning and Ending Enrollment End dates.

You can read more about Online Membership Enrollment activation and procedures here in our Online Help Guide.

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