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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Invoicing Release – 1/19/2015

We’ll be implementing the Invoicing feature for all of our customers on 1/19/2015. It will be a relatively seamless update. With that said though, it will result in a minor change to the checkout workflow and we want to make sure everyone has an opportunity to learn more about it and ask questions prior to full-rollout.

Sign Up for Optional Invoicing Overview Webinar

Please note that each date/time has limited number of seats available, so please be sure to sign up for ...

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Director Update – Improved export of Roster to Excel

We’ve expanded the exporting of Program Roster to now include ALL of a registrant’s profile information in addition to Names, Phone Numbers and Email Addresses of those individuals in their household marked as Head of Household. You no longer have to click Show All Columns first to do this export. Simply click on the Export Full Detail to Excel link under the Actions button.

exexcel

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Director Update – Restriction of Program Fees to Members Only

We just implemented the first set of what we term Advanced Fee Options. The initial advanced option gives organizations the ability to restrict Fees to only those registrants who have an active Membership in one of the checked Membership Types (see below). There is now a Show Advanced Options link on each Program Fee line that can be expanded to access a list of currently active (or future) Memberships to set appropriate restrictions.

 

restrictbymembership

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Director Release – Improved Child Facility organization and visibility

We pushed in a release this weekend that improves upon how RecDesk handles and displays parent/child Facility relationships. See below:

1. Show all Child Facility activity for given Primary Facility on Master Calendar.

When viewing a primary facility on the Master Calendar now, you can now optionally “Include Child Facility” activity as well. See screenshot below:

mcalchildren

 

2. Better organization of Parent/Child facilities on the Facility List ...

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