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MembershipAdvantage™ - Features & Benefits
Database:
Organizations & Individuals:
Organizations and individuals are the main component of the
MemberAdvantage™ database. MemberAdvantage™
allows you to track an unlimited number of organizations and individuals. Both
of these entities can have an unlimited number of telephone numbers and
addresses. Organizations can be tracked by a user-defined status (member,
prospect, etc.) as well as user-defined regions, business categories, meta
categories, dues schedule category, SIC Codes, US Chamber of Commerce category,
date joined, date canceled, and much more. Every Organization record contains
an e-mail address as well as an Internet address. If your organization is
connected to the Internet, you can go directly to an organizations web page
from MemberAdvantage™ or even send that organization e-mail. Each organization record
contains multiple note fields - each holding more than 30 pages of text. These
note fields contain directions, business descriptions and member to member
discount description as well as private notes for your staff. Finally, each
organization record contains more than a dozen user-defined fields that you can
customize to fit your needs. Individuals can be tracked by role, political
affiliation, group, committee or organization affiliation. Each individual
record also has a note field for your staff's private use.
Committees:
MemberAdvantage™ allows for unlimited committees, each contacting an unlimited number of
individuals. The committee rosters track the term, join date, expiration date
and active status of each committee member.
Groups:
MemberAdvantage™ allows for unlimited groups, each contacting an unlimited number of
individuals. Groups are static lists of individuals that are sometimes used
for mail merges, e-mailing and faxing. They are an excellent communication
tool.
Programs / Events:
MemberAdvantage™ tracks events and registration by program series. A program series is a
group of events. Each program series can contain an unlimited number of
events. Each Event has a closing date, a registration cap and an unlimited
number of registrants. Event registrations can track whether someone
registered, RSVP'd and attended, it can also track room and table assignments
and meal choices. Finally, it can track registration amounts, billing status
and for all versions it will automatically bill events into
MemberAdvantage™'s Accounts
Receivable modules. The Event Registration process is as easy as dragging and
dropping an individual into the event table. You can use events to track
committee meeting attendance as well. The event module and has built in reports
for event counts, nametags and rosters.
Requests for Information:
MemberAdvantage™ can track all of your outside requests for information.
MemberAdvantage™ can set up an
unlimited number of request types. Each request can track all the basic
contact information for the request, as well as any charges incurred. There
are several reports available to track, print or export requests as well as
print mailing labels. There is a field in the request record to track if the
requestor does not want their name on any mailing lists. The request for
information can be a source of non-dues revenue to those organizations that
sell lists to their members. An example would be the sales of all relocation
requests in the past 30 days to Realtors and moving companies.
Referrals:
MemberAdvantage™ tracks referrals by organization status, business category, meta category,
SIC Code, city, zip code and Business Description. Referral counts are kept
for all organizations in the database. The referral list is ordered by:
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The number of referrals from least to most.
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Time and date of the last referral from oldest to most recent.
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Alphabetically by company name.
This means that if you pull up all the hotels in Portland with the word
"Pool" in their business description. The hotels on the top would
have the fewest referrals, the listings on the bottom would have the most. If
two hotels both had the same number of referrals the one closest to the top
would have the oldest referral time/date stamp. If all things are equal the
organizations are listed alphabetically. You do not have to refer
organizations in the order listed it is only a guideline presented to keep the
referral process fair for your members.
Queries:
MemberAdvantage™ has a complete query module that allows for full end-user query writing.
This is an advanced analysis tool. It allows you to get any information out of
the database that you choose. An example: The query tool could be used to
compare the average annual dues of the members that joined in 1998 versus the
members that joined in 1990. Virtually any data that is in your database can
be extracted with this tool. MemberAdvantage™ comes with 50 pre-built customizable queries.
You can write your own or customize the ones that come with the software. The
Query Builder does come as part of all versions.
MemberAdvantage™ Accounting:
MemberAdvantage™ Accounting is a robust multi-user accounting solution for Chambers of
Commerce. It is a batch oriented general ledger accounting system. The
accounting reports are setup on an accrual basis as many of our clients are
required to use the accrual accounting method because of their tax status.
MemberAdvantage™
Accounting allows the end-user to budget and report income and expenses on a
functional cost center basis. MemberAdvantage™ comes with the Accounts Receivable
and Order Entry Modules. The full MemberAdvantage™
Accounting package is available for
purchase.
Order Entry:
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Enter Invoice/Orders/Quotes
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Invoice Journal
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Sales Activity Summary
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Invoice Summary
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Invoice Detail reports.
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Recurring Batches
Accounts Receivable:
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Invoice Batch Journal
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Enter/Edit Payments
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Payment Batch Journal
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Credit/Debit Memo
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Track Unapplied Payments
Accounts Payable:
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Invoice Journal
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Check Preparation
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Cash Requirements Report
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Manual & Instant Checks
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Invoice Due and Aging Reports
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Prints 1099's
General Ledger:
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General Journal
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Cash Receipts Journal
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Check Reconciliation
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Financial Report Preparation
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Budget Reports
Tools, Utilities and add on Modules:
Tool Box
:
The tool box allows you to mail merge, print labels, export data, print
rosters, email, print name tags and more - all with a click of a mouse.
Group Builder:
The group builder allows an end user to combine the individuals from multiple
companies, groups, committees, events or program series into a new group. The
process builds a new group and automatically removes all the duplicate
individuals. How many times have you said I want to send a notice to everyone
that attended last month's technology meeting along with all of our membership
and technology committee members? With Group Builder it's a snap - no more
duplicate labels or people receiving two notices.
MemberAdvantage™ Data Entry Wizard:
The MemberAdvantage™ Data Entry Wizard facilitates entering new members and prospects into
the database. It automatically finds duplicates and notifies you if a company
of the same name is already in the database. You can call the wizard from any
part of the program, whether you are in events or referrals - entering new
members or prospects into your database has never been easier.
MemberAdvantage™ Fax:
MemberAdvantage™ is now set up to fax directly to individuals in your database from any
Microsoft Windows ™ application. Type your document, select the
MemberAdvantage™ Fax
Printer driver as the destination printer, select the individuals from your
MemberAdvantage™
database and fax. There is no more need for waiting in line for the fax
machine, delaying important information and decisions by mailing your
documents, or purchasing costly extra equipment.
MemberAdvantage™ Email:
MemberAdvantage™ allows you to send e-mail to Organizations or to Individuals with a single
mouse click. All you have to do is type your subject line and message, then
click send. You can even send e-mail meeting notices or agendas to Group and
Committee members by dragging and dropping your stored Group or Committee to
the e-mail icon. Reduce mailing costs and increase communication effectiveness
by e-mail.
HTML Generator:
Easily create Internet member directories from your
MemberAdvantage™ database to upload to
your web site.
Automated Dues Billing
:
Bill your MemberAdvantage™ membership database automatically through
MemberAdvantage™! No more guessing
who is due for renewal.
Automated Event Billing:
Create bills for seminars, breakfasts, annual meeting, annual dinner and other
events fast and easy from your event registrations. Don't waste time trying to
figure out who paid in advance. Let
MemberAdvantage™ track it for you
MemberAdvantage™ Bulk Mailer:
Correct all the addresses in your database against the USPS National Address
Database. This CASS certified address checking module will print out USPS form
3553 to qualify your organization for additional postal discounts, as well as
print Delivery Point Bar-coded address labels and mailing reports.
Other Stuff
Full Online Help:
MemberAdvantage™ has a full help system that can answer most end-users questions quickly.
User Manual:
MemberAdvantage™ ships with an electronic end user manual. It is stored in Adobe
Acrobat™ format and can easily be printed out or annotated as necessary.
The manual is updated frequently and is available from our website. The manual
is also available in printed format for an additional charge.
Technical Support:
A variety of cost effective support solutions are available.
System Requirements:
Network client workstation or standalone installation requirements
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Microsoft Windows 95, Windows 98, or Windows NT Workstation.
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Pentium 75 MHz processor or greater.
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16 MB RAM (32 recommended)
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100 MB free disk space for installation.
Networks supported
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Any network either peer to peer or client server that is supported by the
Windows 95, Windows 98, or Windows NT Workstation.
Server requirements
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Microsoft Windows 95, Windows 98, or Windows NT Workstation.
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Pentium 75 MHz processor or greater.
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32 MB RAM (64 recommended)
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200 MB free disk space for installation.
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