RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
8 Enter the contact's first and last names, mailing address, applicable phone numbers and relationship to the
family.
9 Click Update.
10 Repeat steps 6–9 for every emergency contact that you wish to link to this household.
11 Click Done.
Adding a Household While in Global Sales
1 Click the Global Sales hot button
OR
Go to Daily � Global � Global Sales.
You will proceed to the Global Sales Household Selection screen.
2 Click New Household. You will proceed to the Household Core Information screen.
3 Enter the Name, Address and Home Phone Number in the Primary Guardian fields.
4 Complete all other fields or leave their default settings. Press F1 for field-level Help as needed.
5 Click Done. You will proceed to the Global Sales screen.
6 Continue with your Global Sales transactions as usual.
Updating a Family Member While in Global Sales
The following steps assume that you have already added to your database the household to
which you wish to add a new family member.
1 Click the Global Sales hot button
OR
Go to Daily � Global � Global Sales.
You will proceed to the Global Sales Household Selection screen.
2 In the Lookup field, enter the name of the household for which you wish to process a transaction and update a
family member.
3 Press the Enter key. You will proceed to the Household Listing screen.
4 Highlight the appropriate household and click Select or press the Enter key. You will proceed to the Global Sales
screen.
5 Click the button for the transaction that you wish to process (Activity Registrations, Pass Memberships, etc.).
Note: You cannot update family members from the Facility Reservations program.
6 If family members already exist for this household, you will proceed to the applicable registration or reservation
screen. In the Family Member Selection frame, click Update.
OR
If no other family members exist for this household, the following question displays: "No Family Members Exist
For This Household! Do You Wish To Add One?" Click Yes. You will proceed to the household’s Family Member
Update screen.
7 Make any necessary changes and click Done to save your changes and return to the previous screen.
8 Process the transaction as usual.
Adding an Organization to Your Database
1 Go to Files � Facility � Household Maintenance.
2 You will proceed to the Facility H/H Update Household Selection screen.
3 Click New Household. You will proceed to the Household Core Information screen.
4 Enter the organization’s name and address.
5 In the Primary Guardian fields, enter the name of the contact person for the organization. Enter the first name
and then last name.
6 In the HM Phone field, enter the contact person’s phone number (this may be the same as the WK Phone
number entered for the organization above).
6/9/2008 26 Vermont Systems, Inc.