RecDesk Director Online Help

Release Notes

 
2/14/2019 - Multi-Program Selection Enhancement, Take Today's Attendance Online via Instructor Access
 
Application(s)
Type
Description
Community
Enhancement
Community members will have enhanced experience when registering for multiple programs and/or multiple household members for programs with our Multi-Program Selection Enhancement
Community
Enhancement
Instructor Access now includes the ability to Take Today's Attendance (see Online Access for Instructors/Coaches)
 
1/2/2019 - Sigature Pad Support for FlexForms, Conversion Ability for Online Reservations to FlexReservations, Director/Community Odds & Ends
 
Application(s)
Type
Description
Director
Enhancement
FlexForms Now Work with Signature Pads (see Compatible Signature Pad) 
Community/Director
Enhancement
FlexScheduler Users: New Online Reservations will Automatically Convert to FlexScheduler Reservations. You'll also have the ability to Convert Legacy Reservations to FlexReservations. For more information on FlexScheduler, see FlexScheduler Reservations (Coming Soon). If you are interested in activating it, contact your RecDesk Customer Success Manager.
Director
Bug Fix
Corrected Sendgrid 400 Errors
Community
Improvement
Multiple Submenus on Community No Longer Display at Once
 
11/14/2018 - Auto-Refunds for Authorize.net, Drop-In Program Filtering, Upload Member Photos, Member Directory for Private Portals, and Director Odds & Ends
 
Application(s)
Type
Description
Director
Enhancement
Automatic Refunds for Authorize.net Customers
Director
Enhancement
Check-In / Drop-In Program Filtering Option Limits Programs Appearing for Drop-Ins to Today, Today and Tomorrow, or Next 7 Days - see Attended Check-In (w/ Drop In Support)
Director
Enhancement
Member Photo Images Can Now Be Uploaded - see Taking Member Photos
Community
Enhancement
Member Directory Now Available for Private Community Sites- Please contact your RecDesk Customer Success Manager for more details about this Feature
Director
Enhancement
Advanced Member Search by Birthday Month Now Available
 
 
8/27/2018 - Print/Email Multiple Selected Invoices, Private Community Portals, and Director/Community Odds & Ends
 
Application(s)
Type
Description
Director
Enhancement
Ability to Print Multiple Selected Invoices - see Printing Multiple Selected Invoices
Director
Enhancement
Ability to Send Multiple Selected Invoice Emails - see Sending Multiple Selected Invoice Emails for Online Payment
Community
Enhancement
Private Community Portal Now Available by Request - this feature requires log in by Community Members before being able to see any pages of the website
Director
Improvement
POS Thermal Receipts Now Display last 4 Digits of Credit Card Numbers
Director
Enhancement
POS Thermal Receipts Now Allow Custom Footers for Signature Lines - please contact your RecDesk Customer Success Manager for this Feature
Community    
Improvement
Number of Punches Now Display on Community Membership Punch Pass Fees Page
Community
Improvement
Wait List Button Now Displays on Program Detail Page (if applicable)
Community
Enhancement
Community Stored Payment Options - this feature is now available by request
Director
Enhancement
Self Check-In Now Available for Check-In Attendant Role
Director
Enhancement
New Personnel Role of "Other"
Director    
Bug Fix
Corrected Overdue Balance Display on Attended Check-In
Director
Bug Fix    
Improved DOB Verification
 
7/29/2018 - New List View on POS, Facility Check-Ins on Community, and Director/Community Odds & Ends
 
Application(s)
Type
Description
Director
Enhancement
New View as list on POS Terminal - see Selling Items
Community
Enhancement         
Facility Check-Ins Now Show under Community History - community members can now check their household members' check-ins by navigating to the household members' history page and clicking on the Check-ins sub-menu. The 20 most recent check-ins will show for each household member.
Director
Bug Fix
Corrected Group Size on FlexScheduler Reservation
Director
Enhancement
Session Timeout - you can now reduce the time your users remain logged into RecDesk Director (default time is 180 mins.). Contact your RecDesk Customer Success Manager for more information or to make changes.
Director    
Enhancement
Whitelist of IP Addresses Allowed to Log In to RecDesk Director - we can limit the IP Addresses of your RecDesk Director Users. Please contact your RecDesk Customer Success Manager to learn more or to activate.
Director
Improvement
FlexScheduler Line Item Descriptions Now Show on Reservation Detail,  Flex Calendar, and Facility Usage Reports
Director
Bug Fix
Corrected Merge issues with FlexForms and Leagues
Director
Bug Fix
Corrected "Current" Program Period List View
Director
Improvement
Flexforms Allowed to be Partially Completed In-house (Director)
Community    
Improvement
Flexforms Editing Improvement to Prevent Loss of Data
Director
Improvement
Prevent all Facility Types from being Deleted
Director    
Improvement
Tag Names Limited to 50 Characters
Director
Improvement
Home Phone changed to Primary Phone on In-house and Community Member Profiles
Director
Improvement
League Auto-Scheduler Now Allows Deletion of All Time Slots
 
7/10/2018 - Director/Community Odds & Ends
 
Application(s)
Type
Description
Director
Enhancement
Enhanced View of Payments Due on Program Rosters - Unpaid Balance but NOT Overdue now appears grey; Overdue Balances are red
Director/Community
Enhancement
Description & Notes added to League Information
Director
Enhancement
Payment Note added to Payment List and Payment Reconciliation Exports to Excel
 
6/18/2018 - New Memberships By Period Report and Director/Community Odds & Ends
 
Application(s)
Type
Description
Director
Enhancement
New Memberships By Period Report lists counts of new, renewed and active membership members for each active membership for date ranges
Community
Enhancement
Member Notes now visible on Instructor/Coach Access
Community
Enhancement
Capability to see past programs/leagues on Instructor/Coach Access now available by request. Contact Your RecDesk Customer Success Manager for activation.
Director
Improvement
Hide Options button keeps options hidden on Attended Check In page
Director
Enhancement
Registration Dates/Times now on Roster List Page when hover on "I" or "O"
Director
Enhancement
Sort Roster by Registration Date now available under Show Advanced Options (see The Roster List (Advanced Search)
Director
Enhancement
Verbiage on Send Invoice to Customer Email can be Customized by Organization. Contact Your RecDesk Customer Success Manager to change the verbiage.
Director                   
Update
Period/Season Updated on League List
Director/Community
Improvements
Various Performance/Accuracy/Informational Improvements
 
5/28/2018 - Flex Calendar Export/Print Option / Flex Calendar and Director Odds & Ends
 
Application(s)
Type
Description
Flex Calendar
Enhancement
Ability to Export/Print from the Flex Calendar
Flex Calendar
Enhancement
All Facilities checkbox added, and when parent is chosen, child Facilities also get chosen
Flex Calendar
Bug Fix
Drag/drop not allowed on Flex Calendar
Flex Calendar
Bug Fix
Tag filtering on Flex Calendar looks at all Facilities on reservation, not just first Facility
Director
Enhancement
Date/time added to Roster Reports
Director
Bug Fix
Corrected Date on Dashboard
Director
Improvement
Time period limits on reports to improve performance
 
4/9/2018 - Director Odds & Ends
 
Application(s)
Type
Description
Director
Enhancement
Ability to filter Memberships by Membership (Program) Type
Director
Improvement
Click Member Photo in profile to enlarge
Director
Improvement
Printed Invoices and Payment Receipts format payer address to fit in #10 envelope
Director
Improvement
Instructor Names and Schedule Dates/TimesDates added to roster reports
 
3/20/2018 - Introducing the ALL NEW Flex Calendar
 
Application(s)
Type
Description
Director
Enhancement
Check out the great new replacement for the Master Calendar called Flex Calendar (see here)
 
3/11/2018 - Support for Minimum Deposit Required OR Pay Later on Per-Program Basis / Other Odds & Ends
 
Application(s)
Type
Description
Director
Enhancement
Minimum Deposit Required OR Pay Later options are now available on a per-Program basis for Community Members Online (see Program Fees).
Director
Improvement
Invoice Due Date set to next payment date when payment plans are created/updated.
Community
Improvement
If Show Schedule on Portal is unchecked on a Program, dates and days no longer show on Household or Personal Calendars
Director
Bug Fix
Various bug fixes on Reservation Search and Permits
Director
Improvement
Loading and Saving Popups on FlexScheduler
 
2/14/2018 - Custom Calendar Colors / Facility Utilization / Director Odds & Ends
 
Application(s)
Type
Description
Director
Enhancement
Custom Calendar Colors now available on Programs, Facilities and Leagues. Add custom colors to Program Types and Facility Types (see Managing Custom Lists). Override them at the Program or Facility Level.
Director
Enhancement
New Facility Utilization Page - see Facility Utilization Report
Community
Improvement
Community History page now shows CANCELLED next to programs Member was cancelled out of.
Community
Improvement
If Show Schedule on Portal is unchecked on a Program, dates and days no longer show on Program List
Community
Improvement
Membership Description and Notes now show appropriate line breaks
Director
Bug Fix
Membership effective dates are now validated correctly
Director
Bug Fix
POS Returns including discounts correctly showing on Revenue by Period reports
Director    
Bug Fix
Payment Plan Recalculations after Invoice adjustments corrected
Director
Bug Fix
Program List Exports all data on list to Excel
 
11/19/2017 - Custom Member Genders / Director Odds & Ends
 
Application(s)
Type
Description
Director
Enhancement
Custom Member Genders now available (see Managing Custom Lists)
Director
Improvement
Overdue Balances are now Links
 
 
11/5/2017 - Effective Date/Time on Program Enrollment AND Fees / POS Item History by Location / Expected Payment Plan Revenue List / New Membership Member List / New SMS Texting Options / Director Odds & Ends
 
Application(s)
Type
Description
Director
Enhancement
Effective Times now available for Program Enrollment Begin and End Dates (see Creating and Modifying Programs)
Director
Enhancement
Effective Dates and Times now available on Program Fees (see Program Fees)
Director         
Enhancement
New page showing POS Item History for a Location (see Sale Item History)
Director
 
Enhancement
New Expected Payment Plan Revenue (List) under the Money Section of Reports tab
Director
Enhancement
New List of Membership Members (see List of Membership Members)
Director
Enhancement
New SMS Texting Options for SMS Texting from Programs, Memberships and Leagues (see Sending SMS Text Messages from Programs/Memberships/Leagues)
Director
Improvement
Revenue by Period GL Reports now allow you to Include Deleted GL Codes
Director
Enhancement
Louder unsuccessful Check-In audio/sound
Director
Improvement
Drop-In Programs now listed alphabetically on Attended Check-In when Drop-In Support enabled
Director
Enhancement
Genders of Male/Female enforced on Community if selected on Program
Director
Enhancement
Membership List Report now shows AUTO for Auto Renewed Members
Director
Improvement
Member History now Sorted
 
 
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