USER SUPPORT
» Configuration and
Installation
» User Training and
Implementation
» Email, Telephone,
Call-Maintenance
FUNCTIONS
» Collection and storage
of member data
» Personal and
professional details
» Membership
classifications
» Relationship of a member
to an external organization e.g. employer, sponsor, etc.
» Subscription details –
Multiple levels of fees
» Historical view of
subscriptions – highlights moneys owing
» Periodical credit card
and direct debit facility
» Activity/event setup
» Member enrollments
» Cash receipts & banking
reports options
» Unlimited fee type
» Creates invoice, record
payments and allows transaction editing
» Tracks member balance
» Exporting a csv details
file
Additional features
includes:
» User definable fields
and labels
» Ability to redesign
screens
» Backup / restore
» Full help system
» Extensive reporting
facility
» Mail merge - letters,
labels, badges
» In-built query tool
» Supports Crystal Reports
» Import/Export function
» Use of Biometric
security
» Individual Logon
skinning (Look and feel)
» Family/Corporate
subscriptions (only one member responsible for the
subscription fee)
» Link family/Corporate
members together
» Family/Corporate reports
and mail merges
OPTIONAL ADD-ON MODULES
» Attendance
» Log member’s attendance
(manual or scanned)
» Member photo ID
capability
» Displays warnings re
expenses outstanding, inactive membership etc.
» Full reporting
» Record incidental
expenses (refreshments, materials)
» Record payments
» Full reporting at either
transaction or summary level
» Members express interest
in multiple Special Interests
» Reports on those
expressing interest in combinations of Special Interests
» Track required
competencies of Members
» Track evidence of
training and allocate Points
» Print Certificates of
achievement and Competencies gained
» Conferencing
» Track the sessions and
conferences you wish to run
» Track the equipment
required |