Daxko Help Center

Branch and Area Capacity Enhancements

Daxko Operations, Release Notification

This release includes enhancements to our new branch and area capacity tools. This release will be available to all associations on Wednesday, May 13th.

For managing branch capacity, please reference our April 29th release.

For managing area capacity, please reference our May 6th release.

Branch and Area Capacity 

In order to provide excellent tools to manage capacity when associations reopen, we have added the following:

  • Branch Capacity for Members Online
  • Rapid Check Out Mode
  • Branch Capacity tracking on Area Check Ins
  • Quick Search by Name for Area Check In
  • Child Watch Capacity Enforcement

To learn more about this feature and how to get started, check out this week’s User Guide. There are two small changes to the user experience for commonly used reports that users may want to review.

Convert Membership Payments to Donations

Last week we released the ability to convert membership payments to donations en masse for several early adopters. This includes important updates to the Converted Donations Summary report. This release will be available to all associations on Wednesday, May 13th.

To learn more about this feature and how to get started, check out the User Guide.

Coming Soon! Updated Signatures for Membership Agreements 

We know many of you are reopening with updated membership agreements in place, which require memberships to sign and acknowledge. Our team has developed a new feature that will allow associations to use a new report to merge with each association’s preferred email tool to send a unique link to each membership.

This link will allow the membership to sign without requiring a login. Additionally, we will prevent memberships who have not yet agreed from checking in until a signature is obtained. 

This feature is undergoing our thorough testing process now, and we hope to release it as soon as next week.

 

Questions, concerns, or feedback? Email support@daxko.com.

Capacity Tracking – Area Capacity

Daxko Operations, Release Notification

This release includes tools to track the capacity of areas within each branch or center. This functionality is available to all associations Wednesday, May 6th. For managing branch capacity, please reference last week’s release.

Managing Area Capacity 

In order to enforce proper social distancing policies, most associations will reopen with limited capacity to each branch. In addition, the branch capacity assumes that checked in members will be dispersed throughout the facility and not heavily grouped in one place. To keep areas of your facility safe for staff and members, we have added tools in this release to monitor usage by each area within the facility based on custom configuration by each association and branch.

To learn more about this feature and how to get started, check out this week’s User Guide.

Coming Soon! Member Access to Current Capacity

Our team is busy wrapping up the details of our next release, which contains functionality for members to log in to their accounts online to view current capacities at their preferred branch. This could be released as early as next week, so please stay tuned to the product blog for updates! A preview is included in the final pages of this week’s User Guide.

Need to know more? Email support@daxko.com.

Capacity Tracking – Branch Capacity

Daxko Operations, Release Notification

This release includes the first of several tools that will assist associations in managing capacity when branches reopen. This functionality is available to all associations Wednesday, April 29th.

Managing Branch Capacity 

In order to enforce proper social distancing policies, most associations will reopen with limited capacity to each branch. This means that staff will need tools to check in members, monitor a list of members in the facility, and check out members all while ensuring that the reopening maximum capacity is not surpassed.

This release contains functionality for each of those critical tasks so that staff may reopen branches with successful capacity monitoring. To learn more about this feature and how to get started, check out this week’s User Guide.

Coming Soon! Managing Capacity by Area

Our team is busy wrapping up the details of our next release, which contains functionality for users to create areas within facilities and manage each area by specific capacities. This could be released as early as next week, so please stay tuned to the product blog for updates! A few previews are included in the final pages of this week’s User Guide.

Additional Enhancements 

In this release we have two enhancements requested by associations.

  1. Email Address added to the Corporate Membership Enrollment Report
  2. Captcha fundraising security now available by request for online donations

Need to know more? Email support@daxko.com.

Fraudulent Donation Attempts

Daxko Operations, Maintenance

We have seen an increase in the last week of fraudulent credit card testing on our Online Giving pages. We are monitoring activity around the clock and have taken measures to protect your associations from these attempts. This blog post reviews what we are changing and why.

Note: There has not been a data breach or a PCI violation to Daxko Operations.

What is fraudulent credit card testing?

Unknown individuals that are wishing to steal funds will obtain lists of stolen credit card numbers. These are not stolen credit card numbers from Daxko in any way, rather they are credit cards of unknown individuals likely not associated with any of our organizations. In order for these criminals to validate which of the stolen credit cards are still active, they will use a site to test that credit card number – typically for a small amount so that a successful transaction does not alert the cardholder. These criminals target donation sites specifically, as no shipping addresses must be provided and no goods are exchanged. If the card is declined, they will know that the card is no longer valid. If the card is approved (for a small $1 or $2 donation in most cases), the criminals will then use that valid credit card to make purchases on a retail site or will sell that validated credit card to other criminals.

Sometimes these attacks are done by bots (automated processes built to simulate human interaction with the online giving site) and sometimes these are groups of individuals manually testing these cards.

What is Daxko doing about this?

Addressing these fraudulent attempts is an ever-changing process, as criminals continue to work around security measures. In this recent round of fraudulent attempts, the Daxko Team has selected the following immediate changes to deter this activity:

  1. We are implementing a $10 minimum for all online gifts. This discourages such criminals from wanting to use our site, as cardholders will notice a $10 charge on their statement more than a $1 charge. We know this will not stop them all together, but this is an effective measure taken by organizations like the American Red Cross and could help reduce testing volumes. In testing Friday, April 17th into Saturday, April 18th, we did find that implementing this minimum amount did deter an attack and we feel this is a successful measure to assist as we address this issue.
  2. We are taking the Online Giving Page offline from 10pm Central on April 18th to 7am Central on April 19th. This outage is necessary as the attacks are highly concentrated in the early morning hours and allows our team to research additional security measures that may be implemented. We will update messaging on this blog post if we determine this needs to be done for any additional days or times. UPDATE: We will continue to take the page down at night while we work on several other security measures to be released in the near future. Stay tuned for a specific date.
  3. We are adding rules to our rate limiting tool that blocks IP addresses that are submitting donations one after the other, especially when these are declined. This tool was implemented just over a year ago when we last saw a spike of fraudulent credit card testing in our online giving page, and has deterred criminals for since then. However, these individuals are using new methods to get around our monitoring and we responded by implementing a more secure set of rate limiting rules. UPDATE: Beginning at 5pm on 4/21 you may experience a temporary lockdown for online gifts based on our monitoring of activity on your site. This lockdown will last for 10 minutes at the time of release, but that time may be adjusted as needed based on the activity we are seeing.

These are the known decisions at this time but we have all hands on deck to investigate every option to stop this round of attacks and bulk up security for the future of our online giving tools.

How will we know if our association was affected?

Our team is compiling a list of all affected associations and we will be contacting you beginning on Monday. This will include our recommendations for addressing these attempts. While any successful attempts that occurred from fraudulent credit card testing will appear in Manage Online Donations, our team will contact you with the data our engineers have collected and provide insights in how to move forward.

New Virtual Check-In Functionality

Daxko Operations, Release Notification, Uncategorized

This release includes a way for associations to record virtual check-ins by barcode entry through each association’s website. This functionality is available to all associations on Wednesday, April 15th and should be tested on the Training Site prior to enabling the feature on the Live Site.

Recording Virtual Check-Ins 

While almost all facilities are currently closed for member fitness check-ins, all of you have pivoted masterfully to respond to the health and wellness needs fo your community through virtual content. We know that it is important to each of you to have an understanding of who is accessing that content, specifically in scenarios where virtual check-ins may allow for your association to be reimbursed (e.g. Silver and Fit; Silver Sneakers, etc).

For this reason, we have added a way for each association to enable a virtual area to allow for check-ins to be recorded. To learn more about this feature and how to get started, check out the User Guide.

Need to know more? Email support@daxko.com.

Major Updates to Donations

Daxko Operations, Release Notification, Uncategorized

This release contains exciting changes to Fundraising on your Daxko Operations Live Site! This includes the feature we released to your Training Site on February 20th as well as some incredible tools to assist you in this time of crisis.

Features added to assist during the COVID-19 crisis:

  • Ability to Convert Payments to Donations
  • Ability to Convert Fees to Donations
  • Convert to Donations Report
  • Event Logging and New Permission

Features added from Training Site to Live Site:

  • Easier Online Donations
  • Member Account Donation History
  • Donation Tax Statements
  • Simplified Staff Donation Forms
  • Better Duplicate Donor Resolution

… and more! To read all of the details, check out the User Guide. Please contact support@daxko.com with questions or concerns.

New Facility Usage Report!

Daxko Operations, Release Notification, Uncategorized

In light of recent concerns regarding COVID-19, the Daxko Operations team has added a new report to track facility usage. Additionally, we have postponed our roll out of extensive changes to donations so that associations may focus on assisting the communities around them. Details of this release are included below.

Facility Usage Comparison Report 

We have added a new report to compare facility usage from last year to this year. It is located in System Menu > Browse Reports > Member Information.

This report provides an Excel export that contains two tabs, one for the previous year and one for the current year to date. This report shows counts by day for facility usage check-ins only, excluding access denied attempts and area check-ins. The counts are separated by each branch and also by age group.

Donations Enhancements 

The changes announced on February 20th were originally slated for a release to the Live Site for all associations this week. However, we know that many of you are heavily focused on supporting your communities and staff members during this time. For this reason, we will be delaying the release for a later date and will communicate the date when it is selected. However, if your association is prepared to roll out these changes to your Live Site now, you may contact support@daxko.com and we will add the changes to your Live Site.

All associations will continue to have access to the donations enhancements on the Training Site, including several requests from many of you added with tonight’s release (ability to add a unit from an online donation, easier path for payroll deduct, etc).

COVID-19 Research

Several associations have reached out to request assistance with two main items: skipping the April membership draft should facilities be closed and canceling child care registrations by instance for weeks when child care facilities are closed.

We are able to place all members for an associations on hold for April for associations that submit a request to our Support Team. This request must be received a week prior to the draft in order for our teams to process the change. This will function like the manual action of placing a membership on hold, but will do so en masse.

We are currently exploring a new tool for child care that would allow an association to select one or more programs in the child care tab, select an instance start date, and cancel registrations en masse. Should we have an update, we will make sure each association is aware of our progress and timeline for this solution.

Please know that we admire the way you love and support your communities every day, especially in such a time as this. We are grateful for all that you do. 

Email support@daxko.com with any questions.

New Donations Experience added to Training and more!

Daxko Operations, Release Notification

This release contains exciting changes to Fundraising on your Daxko Operations Training Site! This includes…

  • Easier Online Donations
  • Member Account Donation History
  • Donation Tax Statements
  • Simplified Staff Donation Forms
  • Better Duplicate Donor Resolution

… and more! To read all of the details, check out this week’s Training Site User Guide. We need your feedback regarding these enhancements to Fundraising prior to our release of this functionality in mid-March to your Live Site. You may send your feedback to Becki Irby, Sr. Product Manager at birby@daxko.com.

We also have added two enhancements to your Daxko Operations Live Site! 

Child Watch – Access to Member Alerts 

Alerts will now show along with notes in child watch. If an alert is set to be removed after the first check-in it will not be removed by a child watch check-in, ensuring that staff see the alert until the member has scanned in to the facility.

Member Account – Add/Edit Member to include Gender

When adding a member to an existing account or editing a member online, members will be able to select a gender. This will be helpful for registrations with gender restrictions if a member profile does not yet have gender specified.

Email support@daxko.com with any questions.

New Features in the Attendance Tracker!

Daxko Operations, Release Notification

This release contains two major enhancements to the Attendance Tracker and one small change to the way phone numbers are entered. These changes will be available on Wednesday, January 22nd.

In This Release

Participant Profile in the Attendance Tracker  

Users with appropriate permissions will now be able to access the child care or camp participant’s profile directly from the Attendance Tracker. This will include the ability to see the child’s photo, authorized pickups, Q&A responses, registrations, and notes.

Multi-site Dashboard in the Attendance Tracker

For child care directors that oversee multiple sites, we have added a simple dashboard to track counts of how many children are onsite by location.

Phone changed to Primary Phone

In order to more clearly communicate to members joining in house and online that we wish to receive the phone number where we may best reach them, we have changed the name of the Phone field to Primary Phone. No data or functionality will be altered with this text change.

Learn more about this release by accessing our User Guide.

Want to learn more about the Attendance Tracker and its benefits? Read our May and July blog posts!

Need to know more? Email support@daxko.com.

New! Mass Resubmission of EFT Returns

Daxko Operations, Release Notification

This release includes functionality to resubmit returned EFT payments in bulk, along with smaller items detailed below. These changes will be available on Wednesday, January 8th.

In This Release

Resubmit Returned EFTs  

The Returns Manager allows the mass resubmission of returned credit card payments. In this release, we are extending that same functionality for valid EFT returns. Check out the User Guide for more information!

Emergency Contact copied from Primary Member

If an in house user adds a child or adult member to an existing membership, Daxko Operations will now copy the primary member’s first name, last name, and phone number to the new member’s emergency contact information. Users may still override that data if the member requires any changes.

Payment Reverse Permission

In order to offer more options for user access, we have split the ability to reverse a payment out from the Operation permission. Any user with the Operation permission will receive the Payment Reverse permission with this release, and it may manually be removed from individual users.

Learn more about this release by accessing our User Guide.

Need to know more? Email support@daxko.com.