Upon logging in, select the 3x3 grid menu on the top left corner of the screen. A ribbon appears with various buttons.
Click Global Sales to open the Module.
After making this selection, Rectrac directs you to Global Sales Lookup.
On this screen, search for the customer account to link to your transaction. Search filters include Family Member, Household Number, Phone, Address, Email, or Organization Name.
Search and filter specific data fields for each client. (E.g., prompt clients with the last name Lancaster by typing "Lancaster" in the Household Last Name field.
The area at the bottom of the screen is called the program bar. As you access various programs in PARKS DIRECT, they are placed on this bar in the order they were opened.
Users can open as many programs as they wish, and there is no need to close a program before using another. To return to a previously open program, select the corresponding gray button in the program bar.
There is in-app help available to assist certain fields in PARKS DIRECT. To enable the feature:
- Click the support icon.
- Toggle the PARKS DIRECT Help switch.
