RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
7 In the WK Phone field, enter the phone number for the organization, if applicable.
8 The Organization field will be pre-filled with the last name of the contact person you entered in step 5 above.
Change it as needed. This name is used for organization lookup purposes. You would typically enter the name of
the organization in this field only.
9 Complete all other fields or leave their default settings. Press F1 for field-level Help as needed.
10 Click Next. You will proceed to the Financial Info screen. You will only proceed to this screen if you have it linked
to the household device linked to your user/menu group/workstation/defaults. If this screen is not linked, you will
proceed directly to step 12.
11 Complete all fields or leave their default settings. Press F1 for field-level Help as needed.
12 Click Next. You will proceed to the Misc Information screen. You will only proceed to this screen if you have it
linked to the household device linked to your user/menu group/workstation/defaults. If this screen is not linked,
you will proceed directly to step 14.
13 Complete all other fields or leave their default settings. Press F1 for field-level Help as needed.
14 Click Done. You will return to the Facility H/H Update Household Selection screen.
15 Click Exit to return to the Main Menu screen.
Adding a Family Member to a Household 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 add a new
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 add family members from the Facility Reservations or the Pass Renewal 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 New
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 In the Name field, enter the first name. The last name entered on the Household Core Information screen will
already by entered.
8 Complete all other fields or leave their default settings. Press F1 for field-level Help as needed.
9 Click Done. You will return (or proceed) to the appropriate registration or reservation screen, where the family
member’s name will be already be highlighted in the Family Member Selection browser box.
10 Continue with the Global Sales transaction as usual.
Manually Adding a Household ID Number
If you always want to add household ID numbers manually, you must deselect the Auto Assign
H/H # option on the household device linked to the current user/menu group/workstation/defaults.
To manually add any household ID number:
1 Press the Household Maintenance hot button.
OR
Go to Files � Activity (or Pass, or Facility) � Household Maintenance. You will proceed to the Activity (or Pass,
or Facility) H/H Update Household Selection screen.
2 Press the Enter key to proceed to the Household Listing screen.
Vermont Systems, Inc. 27 06/09/08