Becca Drake
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Articles
Recent activity by Becca Drake-
Add Local Resident Criteria
This article will show you how to add Local Resident Criteria. Important Note Do not use this feature if you have an ArcGIS Integration. Instructions Navigate to the Configuration tab, se...
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Account Actions Overview
Account actions are very useful tools found on every user account to help perform actions within their account. Catalog: Make a purchase on behalf of an account member Waiting List Status:...
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Decrease Existing Inventory for Point of Sale Items
This article will show you how to change the quantity of an Inventory Entry. Adjusting inventory might be used if an item was damaged, expired, or went missing. Recreation Management does not suppo...
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Track Inventory History
This article will show you how to track inventory history. Instructions Navigate to POS Items Navigate to the Inventory Log tab Note: The Inventory Log tab provides a history of all you...
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Create a Payment Type
This article will show you how to create a Payment Type. Important Note CivicRec comes pre-configured with the basic payment types of Cash, Check, Credit/Debit, and User Credit. Organizations...
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Submit a Feature Request
You can submit your own, browse through others, and vote on feature requests right from the Help Center. This article will show you how to submit a feature request. Important Note To submit ...
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Browser Support
This article will provide internet browser recommendations for your CivicRec system. Recommendation CivicPlus officially cites Google Chrome as the recommended browser that works most effectively...
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Transaction Summary
The Transaction Summary Report will show you an overview of transactions in a selected time period. Instructions Navigate to the Reports tab Navigate to Transaction Reports > Transaction Summ...
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Include More Fields in Reports
This article will show you how to include more Fields in a Report. Instructions Navigate to the Reports tab Select a report Click Fields at the top to reveal a list of fields you can include ...
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View Reservations on Your Transaction Browser
Overview After you make a reservation, a customer can view their reservations in the Transaction Browser. To ensure you see your reservation, use the filters to view appropriate results. I...