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Membership
Plus
Developed
for non-profit organizations to maintain their membership
"in house", Membership Plus is a complete system for
handling member maintenance and batch updates, renewals,
and contributions. The data entry area supports batch
entry of renewal payments and/or contributions either
locally or remote, full verification screens for batch
balancing, and deposits.
Membership
Plus runs in two modes in order for the program to
support a main site and many remote sites or chapters. It
is ideal for associations with a conceptual "National"
level and numerous "State" levels. An end user "friendly"
query builder with full export support is an invaluable
tool for moving names into other programs such as mail
merges and presort programs. The product has numerous
reports for maintaining your user defined member
types.
The
following is a brief summary of the program's main
functional areas: Configurations,
Membership,
Fulfillment,
Payments,
Maintanence,
Queries,
Reports,
and Customization
and Services.
Configuration
- Define
your association's member types and
descriptions.
- Create
the membership dues structure for member
types.
- Optionally
create contribution types.
- Create
mail flags, solicitation codes, and much more.
Membership
- Quickly
search and sort member records, print membership rosters
based on filter criteria and view dues payment history
and/or contribution history.
- Add
date and time stamped comments to individual member
records.
- Add,
change or delete corporate attachments. Corporate
attachments are individual name and address records
"attached" to a main member record. An example might be a
business as the member record with several individuals
(attachments) within that organization receiving the
association's magazine.
- Member
records are date and time stamped to reflect the last
time the record was modified. This comes in handy when
receiving changes from the state level (remote
users).
- Optionally,
if the program is in state mode, one can view and
maintain state only payments and members.
- Contains
many fields associated with member type, membership
dates, etc.
Fulfillment
- Create
the magazine subscription or newsletter list to be
exported to your choice of presort software if needed.
The subscription query can be modified outside of the
program in order to control which individuals receive
your publication or to change the "rules" for receiving
your publication.
- Membership
Plus has many more exporting capabilities to support mail
merges for membership cards, etc.
Payments
- Create
batches for membership payments and/or
contributions.
- Payment
input screen supports your membership types and dues
structure as well as changes to the member's name and
address. Just key in a last name or ID number and select
a member type and the dues amount automatically fills in.
Of course, the bottom of the screen reflects the member's
personal information for verification with the
source.
- Batch
verification area helps you balance the batch by showing
any variances between the dues amount and the actual
payment. Also shows totals for dues amounts and record
count by batch.
- Create
deposits by selecting one or more verified batches. A
deposit within the program is defined as a logical
grouping of batches under a specific deposit
date.
- Deposit
balancing report helps verify your "program" deposits
with the actual bank deposit by grouping by deposit date,
month, year and even multiple years.
Maintenance
- Optionally,
load state (remote users) payment batches and member name
and address changes.
- Run
the Payment Update Process to apply one or more batches
to the member database. Rules for a membership year are
driven off of a batch's deposit date as well as
membership types.
- The
update process has full restart capability in the event
of an interruption. Simply, hit the update button and the
process will pick up where it left off. This eliminates
the problem of applying a batch twice.
- View
the update log. A log is kept for every update showing
the status of each step with a date/time stamp. This is
invaluable for tracing which batches were applied and
when. There's also an update report that shows the
specific amounts that were applied as well as any
exceptions.
- Use
the Update Exception handling area to apply any anomalies
that kicked out during the update. This area uses a
clever "suggestion" button to help speed up the process
of matching a payment to a member. Simply pick a member
in the exception's grid and hit the "Suggestion" button.
Once you are satisfied with the match, just hit "Apply"
and the payment will be applied using the same rules as
the update procedure.
- Optionally,
export updated member records and payments back to the
state level.
- Import
or export corporate attachments to or from a
state.
Queries
- Allows
users to create "ad-hoc" queries against 1 or more joined
tables. User selects exactly what fields to bring out,
optionally sets the sort criteria and interactively
builds the selection criteria.
- Query
result set has full export capability.
- Query
results that contain an email address can be sent to your
default email program for sending a broadcast email to an
entire list of names.
Reports
- All
reports were created using the Crystal reporting package.
This allows an end user with a licensed copy of Crystal
to modify and create their own reports.
- Run
existing membership reports by strength, state, region,
etc.
- State
level has its own set of reports.
- All
reports can be exported to numerous formats such as
email, RTF, Word, Excel, HTML and more.
Customization
and Services from dbSoft, Inc.
- Programming
to customize Membership Plus. Simply submit your
specifications and we'll give you our best estimate. This
method helps your organization control any development
costs.
- Custom
report generation. This follows the same
specification/estimate procedure as
programming.
- Batch
data entry and data services such as payment entry and
importation of records respectively.
To
request more information, please contact
a sales representative.
copyright
© 2002 dbSoft, Inc. All rights
reserved.
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