What is RecDesk CRM+?



RecDesk CRM+ is a tool that enables RecDesk Director Users to Communicate with other RecDesk Director Users by adding notes, @mentions, uploading documents, and adding tasks to various different entities on RecDesk.


Where RecDesk CRM+ Can Be Found (Entities)

  • Program Detail
  • Membership Detail
  • Membership Members (Enrollments)
  • Facility Detail
  • Reservations
  • League Detail
  • Team Detail
  • Invoices
  • Payments

CRM+ Features 

  • Add Notes to individual entities. See How do I Add a CRM+ Note
  • @mention RecDesk Users draw their attention to a certain entity. They will receive a notification by email with a link to the entity.
  • Upload Documents to individual entities to add more information to that entity. See How do I Upload a CRM+ Document?
  • Add Tasks to individual entities to assign them to specific users. See How do I Add a CRM+ Task?
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