We are continuing the design updates to commonly used pages and reports in Daxko Operations, the fourth in a series of releases focused on improving the overall usability and consistency of the system.

This phase includes updates for the following pages:

• Edit Member Information
• Account Entries
• Collections Manager
• Pending Batch
• Manage Campaigns
• Pledge Reminder

Read more about this week’s page design updates here. And in case you’ve missed them, check out the details of our previous design updates here:

• Phase 1
• Phase 2
• Phase 3

Daxko Dashboards Update

This release also includes an update to Daxko Dashboards. Membership Category has been added as a filter to the Membership Activity Dashboard within Daxko Operations. The Membership Category Filter will allow users to limit the membership types available within the Membership Type filter. This filter will make it significantly easier to see membership activity for association’s designed membership categories or membership types.

Training Site Refresh

As a reminder, we will be performing a Training Site refresh on Sunday, August 21. Read more details here about what the site refresh means for your association.

If you have questions or feedback, please contact support@daxko.com.

This Daxko Operations release includes several exciting enhancements! Read the release blog below to learn how users can streamline program setup by copying sessions with segments, set up camp instances with distinct age eligibility, easily correct organization pledges, and more.

• Copy Sessions with Segments — Now in Live Sites!
• Enhancements to Edit Pledge Unit Search 
• Age Eligibility for Camp Instances
• SMS Donation Notifications
• Updates to Filters in Daxko Dashboards 

The features and enhancements in this release will be available in Live Sites for all associations on Wednesday, May 25.

Copy Sessions with Segments — Now in Live Sites!

We are very happy to announce that the Copy Sessions feature has been improved! Users creating Programs in Daxko Operations have a variety of settings available for sessions and segments. However, we know that having so many settings can occasionally slow users down if those settings don’t need change from season to season or from year to year. With the new and improved Copy Sessions feature, users can expedite the process for many common scenarios by copying existing sessions as well as their segments.

Check out the full user guide here, where we’ve detailed how staff can use this new feature for some common program scenarios:

• Copying a Session While Changing Days and Time
• Copying a Session from Last Year for This Year or from One Season to Another
• Copying a Session from Last Year with Multiple Segments

Finally, this release also includes some improvements to the Renewal Window filter on the Membership Activity Dashboard in Daxko Dashboards. This filter allows users to define the length of your association’s renewal window – the time frame in which a unit reactivating would be considered a Renewal instead of a New Unit.

The options available are now in line with common renewal definitions.  The “2 + Years” option will allow any previous member for any time frame to be considered a Renewal. This ability was not previously available.

This Daxko Operations release contains changes to Daxko Dashboards filters as well as some minor updates to a few pages. Plus, be sure to read below about some exciting donation features coming soon!

March 17: This post was updated with new information about page conversions and custom donation amounts.

Daxko Dashboards Filters Changes

We have made some changes to the filters within Daxko Dashboards.

• First, filters can now be found within a hidden pane on the right-hand side of the dashboards.
• All Dashboards now have the default filter Month-To-Date or current month.
• The new Relative Date filter provides users with the most common date ranges, allowing last, this, and next options for the most desired time ranges such as week, month, and year. For example: “In this month” 
• The Advanced Filtering provides the user with the flexibility to use selections such as is, is on, is on or after, and is on or before. When using the Advanced filtering, users can ignore the time filters as they are not used, just the date is. For example: using the term is less than or equal to 12/31/2021 would be the same term as is less than 1/1/2022.
• The Basic Filtering option can be used for single-date selections.

Pages Converted – March 17th UPDATE

We have made a few more updates to the technology we use for a couple pages. The URL for these pages will be slightly different, and users may notice minor layout changes, but the page functionality has not been changed.

The pages that have been updated are the following:

• Fundraising > Donor Search
• We identified issues with the Fast Fees and Unit Payment Receipt page conversions and have reverted back to the previous versions. These will be updated at a later date.

Note: If users have any of the above pages bookmarked in their browser, they will need to update the URL following this release. The old URL will no longer work.

Customize Donation Amounts – March 17th UPDATE

These features will be available for users on Wednesday, March 16. Please contact support@daxko.com if you have any questions.

Coming Soon…  👀

In the coming weeks, we will be releasing some exciting donation enhancements for all Daxko Operations associations. These features are currently being reviewed by early adopter associations. We will be releasing these features for all associations in the coming weeks, so be sure to stay tuned to the release blog for more details.

Donations During Checkout

SMS Staff Notifications for Donations

Keep track of your incoming pledges with SMS notifications for donations! This release allows staff to receive SMS text messages when pledges above a defined amount are made towards any campaign at your association.

If your association is interested in being an early adopter for any of the above items before we release to all associations, please contact our product team to learn more.

We hope 2022 is off to an excellent start for everyone! With this release, we have a few small enhancements requested by Daxko Operations users. Also, be sure to check out the reminder below about the new dashboard experience.

Choosing recurring program packages for other branches

In July of 2021, we released new functionality allowing for monthly recurring program packages. Now, users adding a recurring package to membership dues can choose recurring package options from branches other than the member’s home branch. After selecting “Add Packages”, users can simply select the branch where the desired recurring program package is offered.

Note: the “Add Package” option on membership dues will be available only if at least one program package at the association has been configured as recurring.

Registering for multiple program offerings

Sometimes, members registering for a program need an efficient way to select multiple similar offerings. This is especially true for camp programs. With this release, online registrants and staff registering members in-house will have the option to view, select, and register for multiple offerings at once. This experience will apply to traditional programs and child care and camp programs.

Reminder about New Daxko Dashboards

The new version of Daxko Dashboards and Performance Analytics has been released! The previous dashboard experience was replaced with the new experience on December 29, 2021.

If you have yet to experience the new dashboards, be sure to check it out. If it’s your first time accessing it, you will need to use the “Forgot Password” feature when logging to create your updated credentials. After entering in the email currently associated with your user account, clicking the Continue button will send a link prompting you to create a new password.

Users who have access to both Daxko Dashboards and Performance Analytics will only need to go through the forgot password process once – the same credentials will work for both sites. There is also a help section available to help you navigate through the dashboards, show the new features available, as well as identify any difference you may see when comparing to the current version.

These features will be available for users on Wednesday, January 19. Please contact support@daxko.com if you have any questions or concerns.

This Daxko Operations release includes new Gender Inclusivity features in Live sites, plus a few other enhancement requests submitted by users through the Daxko Help Center! We always love all of the great suggestions that are submitted to our product team. These changes will be available Wednesday, December 15.

Also, be sure to read below about updates coming to Daxko Dashboards and Performance Analytics.

Gender Inclusivity

With our release in November, we enabled new Gender Inclusivity features in Training sites. With this release, these features will be enabled in the Live Site for associations. Read the full Gender Inclusivity user guide here.

And if you haven’t seen the research our team did to support these inclusivity efforts, please check that out HERE.

Other User Enhancement Requests

Finally, this release includes a few new items that came from enhancement requests submitted by users like you!

Deleting Prospects

We know duplicate prospect records can sometimes cause confusion. Now, users with appropriate permissions can delete prospect records. View the user guide for this new feature here.

Member Note Badges

We heard from users that it can sometimes be too easy to overlook new notes that have been added about a member. Now, we will display a badge on the “Notes” tab on the Member Information page. Once the note is viewed by a user, the badge will disappear for her. However, the badge will still be displayed for other users until they view the note.

Sites Dropdown Added to Appointments Manager

Associations using Daxko Scheduling and the Appointments Manager will now see an additional dropdown for Sites. Previously, the branch dropdown also included sites, and for some associations this made for quite a long list.

Finance Reports Updates

Some of our users who work in finance brought it to our attention that a few financial report pages were displaying dollar amounts as left-justified rather than right-justified. Those have been corrected with this release.

These features will be available for associations on Wednesday, December 15. Questions or feedback? Contact support@daxko.com.

Daxko Dashboards & Performance Analytics Updates

It is almost time! The new version of Daxko Dashboards and Performance Analytics will be released in approximately one week.

After the updated version is released, users navigating to either Daxko Dashboards or Performance Analytics will be presented with the option to continue using the current product or to navigate to the new product and complete their credential process.

When logging into the new dashboards for the first time, users will need to utilize the Forgot Password? feature. After entering the email address currently associated with their user account, clicking the Continue button will send users an email that contains the link that will allow them to create a new password.

Users who have access to both Daxko Dashboards and Performance Analytics will only need to go through the forgot password process once – the same credentials will work for both sites. There will be a help section available to help you navigate through the dashboards, show the new features available, as well as identify any difference you may see when comparing to the current version.

Users with access to Performance Analytics will see new dashboards, including

• Check-ins
• Child care & camp
• Discounts
• Members
• Pledges
• Registrations
• Revenue
• Unit Growth

Both versions of Daxko Dashboards and Performance Analytics will be available until December 29, when the current versions of the dashboards will be removed.