Daxko Operations: Improved Member Search in Training Sites + More
Happy New Year! We hope 2023 has gotten off to a great start for your organization. Our team has some big goals for the year, and we’re excited to work alongside your teams as we all grow into the months ahead. This Daxko Operations release includes enhancements to the member search experience and more.
Read the full release blog below for more info on the following, including some important updates coming soon:
- Enhanced Member Search in Training Sites
- Prospect Event Log Entries
- Coming Soon: Enhancements to Scheduling Area Rentals + Digital Analytics migration to Google Analytics 4
- Info about Q4 Release Review Webinar
Improved Member Search – Available for Testing in Training Sites
The ability to efficiently search for and locate members is essential to many common tasks within Operations. With this in mind — and thanks to valuable user feedback — we have continued to improve the usability and capabilities of the member search page. We’re very excited to announce a new “Any” search option that allows you to search across all methods at once! This should improve efficiency and reduce instances of empty search results.
Read the Training site user guide here for the full details. The enhanced search experience will be available for all organizations in your Training Site on January 18, 2023 and is planned for Live Sites in early February.
Need help accessing your Daxko Operations Training site?
You can think of the Training site as a “sandbox” environment for your team to test functionality and train team members. The site is a copy of your Live site and can be accessed by logging in here: https://operations-train.daxko.com/ Users can log in with their Live site username and password.
Event Log Entries for Prospects
Digging into Prospect details and activity just got a little easier. Now, users can view Prospect Added and Prospect Updated events in the Event Log, with descriptions that include more information about that prospect. Note that the “Unit Name” column will be blank, and instead the prospect name will be noted in the “Description” column.
👀 Coming Soon
Enhancements to Scheduling Area Rentals
Organizations using Daxko Scheduling will soon have even more time-saving capabilities your members and staff will love. With a release in a few weeks, we’re introducing new ways for staff to allow area rentals that can be booked online by members, as well as in-house enhancements for creating a recurring series of area rentals. Plus, we’ve streamlined the in-house calendar views and made other improvements! Be on the lookout for more details soon…
Online Area Rentals – Coming Soon
Recurring Area Rentals – Coming Soon
Digital Analytics: 2023 Migration to Google Analytics 4 (GA4)
As many organizations already know, Google recently introduced Google Analytics 4 (GA4), their next-generation digital analytics tracking features. On July 1, 2023, Google will stop processing new data for standard Universal Analytics (UA) properties. Organizations using Daxko Operations’ Digital Analytics features for cross-domain tracking, enhanced e-commerce, and other campaign goals are required to migrate from Universal Analytics to Google Analytics 4 in order to continue capturing data. If you rely on Universal Analytics, Google is recommending that you prepare to use Google Analytics 4 going forward so that you do not have a lapse in tracking data.
In order to ensure a smooth transition, our engineers have been working on the necessary updates in Daxko Operations to accommodate GA4 data tracking. Stay tuned for more details about this migration. In the meantime, please contact cpeters@daxko.com if you have any specific questions.
Join us for the Q4 2022 Release Review Webinar!
Fallen behind on last quarter’s releases? Join members of our Professional Services team on January 26 at 10:00 am CST to review Daxko Operations, Daxko Engage, and Daxko Accounting enhancements made during the 4th Quarter of 2022 (October through December).