Membership Management

This module is the foundation of MemSys. Maintain membership database, post payments, view or print payment histories, print income reports. Generates basic subscription, renewal, additional gift and receipt mailings.

Click on this symbol to view a sample screen for the indicated feature.

INPUT SCREENS

MEMBERSHIP MAINTENANCE

• Search by unique account number, either of two names, company, address phone numbers and eMail addresses

• Segment by a virtually unlimited combination of entries and audit reports
• Donor addressee and salutation assembled automatically or customized
• Comment "alert" page displays important heads-up about donor when they're found
• Purpose of each gift and donor renewal date calculated per your business rules

• Unlimited comment/tickler file, daily follow-up report

• Unlimited cross-references to link "who-knows-who" peers

• VIP code segments donors by special groups, browse file by VIP groups
• Unlimited alternate addresses and mail stops per donor
• Track date of birth, age, gender, education & income level, date married, children
• Over thirty user-defined donor code fields
• Post payments/installment plans
• View/print payment histories
• Maintain match employer codes assigned to donors
• Merge duplicate memberships, consolidating their giving histories
• Globally change donor code fields by your custom query selections

MANAGEMENT REPORTS

• Flexible QUERY report writer selects record by any field; reports to screen/printer/file
• Daily payment register Payment histories by tag file
• Members by zip code, income by source, purpose, geographic location or station
• Compare fiscal years by months
• Suspected duplicate members
• Installment plans: listings, current-vs. -past due, cash flow

MAILING ROUTINES

• Subscriptions Installment reminders
• Gift receipts
• Matching-gift employers
• Members by random look-ups
• Members by tag files Tag file editor, Nth-selector

SETUP SCREENS

• Code validation tables
• Source (of gift) codes
• Zip codes, cities and counties
• Menu/operator rights/passwords
• Printer drivers

AUTOMATIC PAYMENT POSTING (OPTIONAL)

• Fast approval/posting of credit card payments, w/reject report.
• Automatic posting of check payments scanned from OCR on mailers (NEW!)

UTILITIES

• Backup/restore databases
• Export members to diskettes
• U.S.P.S. Zip+4 updates
• Change-of-address updates
• Flag members by tag file
• Flag members by giving levels