#Civicrec rec1 how to
#Civicrec rec1 software

We recommend creating one document type per topic/category so that if a user uploads a file for that Document Type, it will also apply to other activities that require the same file (as long as they have uploaded it within the retention policy timeframe).

A Document Type can be assigned to multiple activities.

Document Types must have unique names that do not match any other current or deleted document types.

For more information, please contact Support or your Client Success Manager.

Document Management is a paid feature.

Once created, Document Types can be assigned to activities as required or optional documents that participants upload when registering for a session. Document Types allow you to specify the category of document that should be uploaded, such as Proof of Residency or Birth Certificates, and how long uploaded documents are retained.

#Civicrec rec1 how to

It would be great if we could ask the user how many tables they are requesting.This article will show you how to add a new Document Type. We have a trailer with tables and chairs and a bbq and other items for a household bbq/block party and we rent this to residents, however a lot of residents just want some of the chairs or some of the tables. The other function that I wish were available were a feature to provide the user with 'if this - then that' questions.

So, if a user only selects 19 days out of the 20 max they can schedule the system only charges them $117 instead of the $124 I want charged. If I set the minimum rate of $124/block with 20 units = 1 block and then I set the min units to 20 and the max units to 20, if the user doesn't select all 20 days available within the permit the system breaks down the rate/hour. In the set up of these facilities there is no way to set up the $124 rate. Our property rents 3 soccer fields and a softball field and we rent them at an hourly rate of $10/hour or a league rate of $124 for 10 consecutive weeks (2 days/week, 2 hours per day max). The most impactful functionality that I feel is missing is one related to field rentals. We have not fully begun using all of the product features due to the complexity of setting everything up prior to launch. The set up, although very customizable was also VERY intense. This is a benefit when you have multiple admins as each person may work with different set ups easier. There are multiple ways to set up a permit for example and although one method might be 'preferred' by the trainers you can accomplish the same goal in at least three different ways. The functionality is great and very user friendly. The training was informative and the trainers were great at showing examples with our facilities, not just a mock up/sample facility. Having multiple facilities, amenities and rates it was a lot to set up, however the customization was well worth it. I was very pleased with the customization of the software. Those team members are quick to respond, ask for details to better understand and provide an accurate and effective result. I do however have GREAT service from the phone and online chat feature.

#Civicrec rec1 software

My only 'trouble' is not with the software itself, but with my assigned account manager and the difficulty in reaching them and the delayed response. I have only been utilizing the software since March, and we did not launch until May and then because of COVID and amenity closures we only opened part of our facilities.