Semi-Annual Update
We know Summer is a crazy time. As it winds down, we want to congratulate each and every one of you for surviving it this year. That's the important part, but if you have a few moments, take a look below to get some update news you can use.
Refunds in One Step
For most of you who have Authorize.net as a gateway, you will be able to process a refund directly back to the originating credit card when cancelling a registration (or membership or reservation or product purchase...) from within the system.
To do this, proceed with the cancellation as normal, choose issue refund instead of issue credit, and select credit card as the type of refund. This should ask you whether you'd like to refund to Authorize.net or not.
Not seeing the option? Give us a call and we can help set it up for you or let you know why you may not be eligible (for example, if you absorb credit card fees and receive only net funds instead of paying fees out of your account monthly). Don't have Authorize.net? We can help you switch if you'd like to utilize this feature and others only included with our preferred gateway.
Discounts for Point of Sale
Using point of sale? Head to the Products link under the Products tab of your navigation to find two new tabs along the top of the page: Adjustments and Combo Packages. Adjustments allow you to give a discount for purchasing a certain number of a product or when a promo code is used.
Combo packages allow you to set items in a group so that a discount may be applied if all items in that group are purchased at once. Happy Meal, anyone?
Export to Munis
If you're using Munis for finance tracking, we have a report for you. Well, more of an export really. Let us know and we can activate this for you. You would then visit your financial reports, make your settings selections, click the Munis Export link, and download the associated file.
Note: this file is meant to be imported directly into Munis so we don't recommend reading it directly unless you'd like to practice your computer-ese.
Facility Maps Courtesy of Google
We've added a new checkbox to facilities so if their addresses are something like 123 Main St, Anytown, USA instead of "second left off the main street and around Robin Hood's barn", you can use that checkbox to show a handy new map generated by Google.
Your visitors can see the map on the facility page and click the View Larger Map link on it to go directly to Google for additional features like directions.
General Alert: Are you using unsupported software?
Haven't updated your browser or operating system in a while? Not sure what a browser or operating system is? You might be driving down the digital superhighway in a classic vehicle that, while a part of heritage, isn't letting you see and use everything in our system as it should be.
Visit these sites to find out what your browser and operating system is.
If you're using a Linux operating system, chances are you don't need to read any further. If you're using OS X (i.e. you have a Mac), you're also likely just fine though keep updating as best you can.
If your operating system is Windows 7, please note that Microsoft will stop support for this on January 14th 2020 and recommends you upgrade to Windows 10. If your operating system is Windows 8 then support ended back in January of 2016 and if your operating system is Windows XP, support for that ended in April of 2014.
Microsoft's current browser is called Edge. Support for Internet Explorer exists, but only for version 11 and only until support ends for all Windows versions except Windows 10. If you're using an earlier version of Internet Explorer, particularly version 8, you're missing out on some good things and may be vulnerable. If you're using Firefox, Chrome, Safari, or even Opera, you don't need to worry about this, but should still keep it updated (there's an auto-update feature in its settings to make it super easy).
Too long - didn't read: If you're using Windows, upgrade to Windows 10 if possible. If you're using Internet Explorer, upgrade to Edge or a different browser if possible.
Updates
- Streamlining: We are currently undergoing an extensive process that involves updating the way each page interacts with the database and the databases themselves. Like cleaning a room, this may result in a bit more mess before the end result takes hold, but we are intent on giving you better performance times by October so please pardon our dust.
An additional clean up process is also underway with regard to your development change requests. If we're a bit slower to respond than usual, it's because we're organizing everything into groups that will elevate whole areas at once instead of working on each bit in a vacuum. Thank you for your patience.
Facility & Reservation Updates
- Limit Public Requests & Reservations by Date: You can now set a date in administration > settings to block any new public-made reservations or requests from being made for a date beyond the one you set.
- Customize Public Reservation Instructions: Also in administration > settings, you can set title text and an explanatory paragraph for the public page that is the gateway to any public-made reservations or requests.
- Budget Group by Facility for Public Reservations: By default public-made reservations use the budget group set in administration > settings, but you can change a setting there to make them use the budget group of the facility that they're for instead. This would limit the reservation to only one facility, but we find this accommodates most public-made reservations.
- Facility Usage by Account Report: Head over to Reports > Facility Reports to find Facility Usage by Account. This will give you a summary of how many reservation hours each account that's made reservations has put in. The hours totals are clickable for additional details.
Activity Updates
- Partial Exclusions Don't Count toward Minimum: If you've got an advanced activity where you require a minimum amount of weeks or months to register and you allow registration for partial weeks and someone chooses days of a week that are excluded (such as for a holiday), they will still meet the minimum requirement and be able to register. Head-spinning, isn't it?
- Custom Form Answers on Rosters: Have some custom forms in place? Thinking about creating some? Make sure you check the Show on Rosters setting on each field you'd like to see on a roster before you start registrations for the activities this form will be associated with. Not sure what we're talking about? Head to Programs > Custom Forms to experiment.
- Email Blast from Program: When you're viewing an activity from the staff-side (not the program as a whole), click the Registrations tab. From here, you can click Email Registrants. You'll be directed to an email blast for those in that activity, having skipped the setup steps so you can get write to the important part. Note: this does require having registrants in the activity.
Membership Updates
- Scan Out by Member Search: Head over to Memberships > Membership Card Scan. If you don't have a card to enter, you can click Member Search, look up the member by name, and select them. From here, you can scan a member in or, if you use the scan out feature, you can scan them out. How about that?
- Expense Expiration: Much like activity expenses, membership expenses now expire so that expenses from last year don't affect your expense reports for this year. Unlike activity expenses, you can set the date at which this expiration happens for each of your membership expenses.
Account Updates
- Password-protected Notes: Got your decoder ring ready? You can now set a password in administration > settings that let's you add account notes that can't be seen by staff who do not have the password (definitely not by the public). Now for that code: D-R-I-N-K-O-V-A-L-T-I-N-E.
- Residency on New Account Emails: You may have already noticed this, but when you receive an email from the system alerting you to a new account creation, it now includes the residency set for the account so you can quickly see any problems as the email goes by.
General Updates
- Calendar Upgrade: All of our large calendars have been upgraded to a new version. This allows you to utilize a condensed version view that shows the top items with a link to expand for each date. It also resizes better to utilize your screen size.
- Disallow Cancellations by User: Under administration > manage users (not settings this time), you can modify the permissions of a specific user to disallow them from cancelling registrations if need be. Some of you may also not know that you can add users here for new staff members or to better help track who does what in the system.
Help Us Help You Grow
- Request changes from Misc > Change Requests.
- Comment on what we're working on before it's done from Misc > Think Tank Issues.
- See what others are doing in Misc > Discussion Board.
- View more updates by visiting our Twitter feed.
Thank you!
The MyRec.com staff
P.S. Know someone who should be receiving these emails and isn't? Let us know!
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