Managing Custom Lists

Facility Types - Facility Types allow you to categorize your Facilities. These can then be assigned to Facilities either when adding or editing them. The Facility List page (in both Director and the RecDesk Community portal) can then be filtered by this value. Some examples might be: Ballfield or Classroom

Facility Subtypes - A further way to categorize Facilities

Program Types - Program Types allow you to categorize your Programs to fit your organization's unique offerings. These can then be assigned to Programs either when adding or editing them. The Program List page (in both Director and the RecDesk Community portal) can then be filtered by this value. Some examples might be: Youth Programs, Adult Programs and Summer Camps

Program Subtypes - A further way to categorize Programs

Fee Types - Fee Types are the general labels used to describe the name of a Standard Fee. These are then assigned to specific Programs (along with a value), Membership Types and Facility Reservation schedules. Some examples would be: Resident, Non-resident or Scholarship.

Add-On Fee Types - Add-On Fee Types are the labels used to describe the name of an Add-On Fee. These are then assigned to specific Programs (along with a value). Some examples would be: Before Care, After Care, Lunch, T-Shirt.

General Ledger Codes - Programs, Membership Types and Facilities (for purposes of Reservations) can be assigned a General Ledger code for  Reporting and Accounting purposes. This allows for consistent tie-in with your town/organization's larger finance and accounting framework. Note: If you are using General Ledger Accounts and plan on using the Household Credit Account, we recommend that you set up a GL Code for this purpose. See Setting Up Household Credit GL Code.

Sales Tax - Add Sales Tax Descriptions and Rates. You can designate one rate as the default. Programs, Membership Types and Facilities can then be assigned a Sales Tax Rate.

POS Discount/Coupons - Add POS Discount/Coupon Descriptions and Rates. Click Enable POS Discounts/Coupons when you wish to have these available on the POS terminal. Click Disable POS Discounts/Coupons when you do not want these available on the POS terminal.

Tags - Use Tags to label Members, Facilities, or Personnel/Volunteers to easily perform Advanced Searches by them. The following Tag Types can be Added:

Member Tags - Add all MemberTags to this list, choosing Member from the Applies to Type drop down, and then select from these tags to place on Member profiles. See Adding Tags to Members. See The Member List (Advanced Search) to search by Member Tag(s).

Facility Tags -  Add all Facility Tags to this list, choosing Facility from the Applies to Type drop down, and then select from these tags to place on Facilities. See Adding Tags to Facilities. See The Facility List (Advanced Search) to search by Facility Tag(s). Facility tags can also be used to display different Flex Calendar views.

Personnel/Volunteer Tags - Add all Personnel/Volunteer Tags to this list, choosing Personnel/Volunteer from the Applies to Type drop down, and then select from these Tags to place on Personnel/Volunteers. See Adding Tags to Personnel/Volunteers. See The Personnel/Volunteer List (Advanced Search) to search by Personnel/Volunteer Tags.

Document Types - Add Document Types to attach those types of Documents to Members or Personnel/Volunteers (see also Attached Documents FAQ).

Click Manage Document Types

Click Add New Document Type

Enter the Document Type Name (Birth Certificate, Background Check, etc.)

Optionally add a Description for the Document Type

Choose the Applies to Type (Member or Personnel/Volunteer) from the drop down

Choose the Expiration Type from the drop down:

No Expiration

Specific Date - Enter the Expiration Date

Choose Pattern - Enter the Default Document Expiration in Day(s), Week(s), Month(s) or Year(s). The Expiration Date will be set using that Pattern from the date of the initial upload

Click Save.

Custom Genders - To add Custom Genders, click Add New Gender Option. Enter the Gender Description and Save (will be enabled by default).  Click Disable to remove this Custom Gender from Gender drop down lists. Note: Custom Genders will be marked as "C" on some reports.