RecDesk Director Online Help

Release Notes

 
10/8/2017 - Select Specific Membership to Check Into / Director Odds & Ends
 
Application(s)
Type
Description
Director         
Enhancement
Attended Check-Ins enhanced to allow check-in to specific Membership(s). Self Check-In also enhanced to only check into Memberships Listed on set up screen (see Check-Ins for Memberships
Director
 
Enhancement
Send Automatic emails when Memberships are due to expire (see Creating and Modifying Membership Definitions)
Director
Enhancement
Tracking of "Unsuccessful Check-ins" due to “No active membership.” (Attended AND Unattended Checkins) (see Unsuccessful Check-Ins)
Director
Enhancement
New page showing Facility Check-Ins by Date Range. Navigate to the Facility Check-Ins (see Check-In Totals)
Director
Enhancement
Added link to Member Profile page from Online Account Approval page.
Director
Enhancement
New Portal Actions button to easily navigate to Community site or Content Management site (if applicable)
Director         
Enhancement
Number of Players now appears on League Team and Team Details pages
Director    
Enhancement
Program Attendance now exportable to Excel
Director
Enhancement
Member Profile page now has Register button
Director    
Enhancement
Attended and Self Check-Ins by LastName, FirstName
Director    
Improvement
Memberships in alphabetical order on Check-Ins page
Director
Bug Fix
Length of Payment Plan Template Name limited to 50 characters
Director
Enhancement
Option to remove Internal Credit Card now available. Contact RecDesk Support for this feature.
 
9/30/2017 - Sub Category Filtering on RecDesk Community
 
Application(s)
Type
Description
Community         
Enhancement
Community Members can now filter by Category AND Sub Category for Programs with Program Type AND Program Sub Types (see Managing Custom Lists)
 
9/18/2017 - Activity Reporting Page
 
Application(s)
Type
Description
Director         
Enhancement
New Activity Counts Page Under Reports (see Activity Counts)
 
9/13/2017 - FlexForms for Memberships and Password Policy update
 
Application(s)
Type
Description
All         
Enhancement
Updated password policy in both Director and Community to require at least 8 characters, an upper and lower-case character and a number
All
Enhancement
Added ability to require FlexForms for Memberships
Director         
Enhancement
SKUs (if entered), can now be scanned in the POS register for quick entry
Community
Bug Fix
Allow Instructors/Coaches to view Rosters of their Programs even if Show on Portal is unchecked for Program
Community
Enhancement
Ability to Show/Hide Current Enrollment Count on portal
 
8/29/2017 - Downloading Blank FlexForms
 
Application(s)
Type
Description
Director         
Enhancement
eCheck/ACH Support on Authorize.net platform
FlexForms
Enhancement
Added ability to Download Blank FlexForms (see Downloading Blank FlexForms)
 
7/30/2017 - Document Uploads and Electronic Signatures for FlexForms / Director Odds & Ends
 
Application(s)
Type
Description
FlexForms
Enhancement
Flexforms now allow Uploading of Documents and collection of Electronic Signatures. See FlexForm Elements
Director
Enhancement
Member History now has links to Program Rosters, Facility Reservation Details and Membership Lists
Community
Enhancement
Registration begins/Registration ended/No online registration messages now show on Community Program Lists
Director
Bug Fix
Can use uppercase email addresses on Send Invoice to Customer
 
5/29/2017 - POS Discounts/Coupons and Director Odds & Ends
 
Application(s)
Type
Description
Director
Enhancement
POS now allows Percentage Discounts/Coupons on Sales/Returns. See Managing Custom Lists to set them up and enable them. See Selling Items and Returning Items.
Director
Enhancement
Added ability to print multiple receipts on POS
Director
Enhancement
Added new Payment Plan Template option - Based on Invoice/renewal date for Weekly and Monthly Payment Frequencies to streamline Membership Auto-Renewals. See Setting Up Payment Plan Templates.
 
5/7/2017 - INTRODUCING FLEXFORMS
 
Application(s)
Type
Description
FlexForms
Enhancement
Introducing RecDesk FlexForms - the industry's first fully-featured, fully-integrated Advanced Custom Forms Engine (see RecDesk FlexForms)
 
2/9/2017 - Membership List optimizations and Revenue Report Filtering by Payment Type
 
Application(s)
Type
Description
Director
Enhancement
Membership List optimizations around more efficient paging
Director
Enhancement    
Added ability to filter by Payment Method on all Revenue Over Time  Reports
Director         
Bug Fix
Move Member BarcodeId to new Member on Member Merge (if merged into one does not have one)
Director
Enhancement
Added Drop In Date to Invoices that contain Drop In Programs
RD Batch
Enhancement
Add On Fees are now included in confirmation email that gets sent on all new registrations
Director
Enhancement         
When Member Profile Badges are displayed, if they have an Account Balance, the overdue portion is displayed in a separate badge that is Red
 
1/29/2017 - Program Add-On Fees, Customizable POS Item Colors and Director Odds & Ends
 
Application(s)
Type
Description
Director
Enhancement
Enhancements to Fees including Add-On Fees for Programs (see Program Fees)
Director
Enhancement    
Added the ability to customize POS Item Colors (see Item Categories, Creating and Modifying Sale Items)
Director         
Enhancement
Added the ability to include First Name in Member Search
Director
Enhancement
Added Link to Open and Overdue Invoices from Member Household Page (see Amount Owed Balance)
Director
Bug Fix
Can no longer Delete a Membership if it has Active or Future Members enrolled
Director
Enhancement         
Added the ability to Export Reservation Search Results to Excel
Director
Enhancement    
Ability to SMS/Text Members of Membership
Community
Enhancement
Custom Profile Fields can now be designated as Required/Not Required
Community    
Enhancement
Programs/Activities with Membership Dependencies can now be registered for in same Cart Session as the Membership Enrollment they depend on
Director
Bug Fix
Fix issue whereby some Html reserved characters would cause selected reports to not render correctly.
 
12/22/2016 - POS Thermal Printing/Cash Drawer Support
 
Application(s)
Type
Description
Director
Enhancement
Added the ability to print POS Receipts using a Thermal Printer and to open a Cash Drawer (see POS Thermal Printing/Cash Drawer Support)
 
12/4/2016 - Payment Plans, Membership Auto Renewal and Director Odds & Ends
 
Application(s)
Type
Description
Director
Enhancement
Added the ability to set up Payment Plans for Invoices (see Working With Payment Plans)
Director
Enhancement    
Added Auto Renewal Option for Membership Enrollments (see Enrolling Members In-house)
Director         
Bug Fix
Member Ids can now be scanned for Members if using older versions of Internet Explorer
Director    
Enhancement
Dashboard Enhancements: Recent Memberships now shows In-house or Online, and Invoice Links are now included on Recent Registration, Recent Reservations, and Recent Memberships
Director
Enhancement
Added new Household Balances page (see Household Balances)
Director
Enhancement
Added phone numbers to Excel Summary and Full Detail Exports
Director    
Enhancement    
Added Advanced Member Filter for Suspended Members
Director    
Enhancement
Added Name link to Invoice List
Director
Bug Fix    
Corrected League End Date on printed League Schedules
Director    
Enhancement
Phone Numbers easier to enter on RecDesk Director Users
Director
Bug Fix    
Corrected Register/Shift Detail and Report
Director
Enhancement
Added Invoice Opened by Customer label on Invoice List plus appropriate filter
 
10/9/2016 - Stored Payment Options
 
Application(s)
Type
Description
Director
Enhancement
Enhanced ability to use Stored Payment Options (see Advanced Payment and Billing Options)
 
8/31/2016 - Instructor/Coach Access to Rosters
 
Application(s)
Type
Description
Director
Enhancement
Added the ability to Allow Login by Personnel/Volunteers
Community Mobile
Enhancement
Instructors and Coaches can now log in and view Rosters for Programs/Leagues to which they are assigned (see Online Access for Instructors/Coaches)
Director         
Bug Fix     
Fix issue with Program Subtype not saving properly on initial add
 
8/7/2016 - General Release - Director Odds & Ends
 
Application(s)
Type
Description
Director
Enhancement
Added the ability to Suspend a Member's Account in RecDesk Director to prevent them from registering, reserving or enrolling (see Suspending Members)
Director
Enhancement    
Added the option to "select" which GL Code(s) you'd like to see listed on the Revenue by Period GL Reports
Director         
Enhancement
Passcode access option is now available on Online Reservation Availability Schedules
Director    
Enhancement
Merging of Invoices is now allowed on any Invoices within a Household with the exception of Closed Invoices (see Merging Invoices)
Director
Bug Fix
Payment Receipts no longer print on two pages when second page is blank
Community Mobile
Enhancement
Facebook Sharing now available on Community Mobile Checkouts
 
7/24/2016 - General Release - Director Odds & Ends
 
Application(s)
Type
Description
Director
Enhancement
Private Note added to Member profile (only visible on Director, not Community)
Director
Bug Fix    
Household Credit balances transfer on Member Merges or Household Transfers (if from Member is the only person in the Household)
Director         
Bug Fix
Right side of Payment Detail Report being cut off on Print
Director    
Bug Fix
Fix issue with Print Date on Reservation Permits not being adjusted for Time Zone
Director
Enhancement
Automatically update End Date to reflect default Membership Duration when Start Date is updated on Add/Edit
Director         
Enhancement
Add initial Date of Reservation on Invoice Detail page
Director
Enhancement
Add User Name of person who made a Reservation to Reservation Detail page
Director
Enhancement
Add Outstanding Invoice Balance Badge to Members
Director         
Enhancement
Add Address Line 2 and Organization Name next to customer name (if applicable) to Invoice