Feature Overview – Setting up Residency Schemes in RecDesk

RecDesk allows you to set up residency parameters based on Town/City or Zip Code to automatically classify Members as Residents or Nonresidents. Select the Method (Town/City or Zip Code) and then enter the desired values separated by commas. Navigate to the Admin tab and then Settings. The example below shows two towns separated by commas. Upon clicking Save, the Residency Setting will be applied to ALL individuals with profiles in RecDesk.

The Residency Setting is totally optional and if there is none set, profiles have a default Residency Status of Not Set. If you would like to unset (go back) to this setting after you’ve already applied a residency scheme, simply clear all entries in the Values text box and hit Save. This will revert all profiles back to a Not Set status.

setting_up_residency

Once a Residency scheme is set up, it can be used to restrict Fees to individuals who belong to that classification.

0