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.