More Design & Usability Updates

With this release, we’re excited to continue our design updates to commonly used pages and reports, the second in a series of releases focused on improving the overall usability and consistency of Daxko Operations. Check out the details of our last release here.

This second phase includes updates to the following six pages:

• Membership Module
  • Search
  • Payment Receipt
  • Billing Methods
• Finance Module
  • Deposit List
  • Shift Close-outs
  • Refund List

One of the updates we’re most excited about is the new Search Page. Now, users can easily switch between search methods (Name, Member ID, Date of Birth, Barcode, Home Phone). We’ve heard from users that their branch may have a preferred method they use every time, so instead of forcing users to manually switch to that method for every search, the system will remember the method you last used. Another improvement we’ve made is adding three more options to the Actions column of the results. Depending on user permissions, users can now jump straight into Program Registrations, Editing Member Information, or adding an alert right from the search results.

Read the user guide to review the pages being updated in this release and how that might impact your team’s workflows.

Displaying Preferred Name in Child Watch

The way your staff welcomes children in to a child watch area is important. Now, associations using preferred name can now view a child’s preferred name in the displayed child records in the Child Watch Check-In, as well as on this check in screen. Read more details here.

These items will be available for associations on Wednesday, July 6. Please contact support@daxko.com if you have any questions.