Category Archives: Daxko Operations

New! Refund a Pledge Payment

New! Now You Can Refund a Pledge Payment in Daxko Operations

We know that mistakes happen. Whether a staff member makes a mistake, or special changes are needed for a donor, you know have a new option for pledge payments – a refund!

Users with the new “Refund Pledge” permission will be able to submit a refund for a donor’s pledge payment.  (Pledge payment refunds will follow the same approval process as other refunds, with the ability to add a refund reason.)

Note: This permission will be turned off for all users by default, so your system admin will need to enable this for any users that will submit refunds. 

To learn more about the details of this release, access our full User Guide for refunding a pledge payment.

Configure Email Preferences for Joins

With this release, we’re bringing you more control over your email preferences for new joins and renewals, and making it easier for registrants to register for multiple weeks of camp online.

Both of these new features are based on your feedback to us!

New Options – Choosing Association + Member Email Preferences

After hearing your feedback on member and staff emails, we are  releasing the ability for an association to decide when to send emails for joins and renewals.

These settings are located in Online Settings.

Any user with the System Options permission “Manage Online Settings” will have access to change the selection.

Special notes:

  • This setting applies to both staff and members.
  • Both In House and Online will default to “On” upon the release. If you wish to turn emails off, you will need to do this in Online Settings.

Any time a new join or renewal confirmation email is sent, an event will show in the Event Log.

Online Camp Registration – Register for multiple instances

We’ve updated some wording in the online registration process for camp, making it clearer to members that there are additional options they can register for.

We made a slight change to the wording so that it now says “Register for multiple offerings of this camp” instead of “See More Offerings.”

This slight change will make it easier for parents to continue registering for multiple weeks.

Daxko Vault Release: More History, Program Tags, and Discount Groups On The Way!

DAXKO VAULT USERS, WE’VE BEEN BUSY …
We’ve releasing the following new tables into your Vault: 

MORE HISTORY
We’ve added an additional two years of history to the Vault, making it possible to access unit status change history data back to April, 2015. Analyze year-over-year data and identify seasonal trends to your heart’s content!

PROGRAM TAGS
Your organization’s qualitative tags from Daxko Operations are now in the Vault. Due to the way Program Tags are set in Operations, they need little introduction. You can now organize and analyze Program data by your association’s tags.

And last but not least, coming soon on April 30th
DISCOUNT GROUPS AND ADJUSTMENTS
It’s true — the long awaited arrival of Discount Group data is here. But it’s much larger than that. We’re also including Adjustment data, enabling a full picture of Memberships and Revenue by Discount Groups and Adjustments.

Among other analytical possibilities:

  • Answer “how many” memberships and “how much” revenue are impacted by both Discount Groups and Adjustments
  • Use the Set Up data to determine – or project – expected membership and revenue by Discount Group
  • Refer to related Revenue facts to confirm what revenue credits occurred based on Discount Group and Adjustments

We’re clapping our hands in celebration to be at this point, and hope you are, too!  Please contact our Senior Product Manager for all things data, analytics, and reporting, Constance Miller at cmiller@daxko.com with any feedback.  As always, contact our Support Team at support@daxko.com with any user questions or needs.

Daxko Vault is your Daxko Operations data in the cloud — ready to use to grab that number you’ve been looking for, analyze your data, connect it to the data visualization tool of your choice. To learn more, visit: https://daxko.com/decision-analytics/