Features
The Associate line of software is module driven. Each module is an
integrated part of the system that you may utilize as your association requires.
We have designed features that allow you to comprehensively track information
pertaining to your membership base, your association events, your referral
system, and your publication and document distribution. We have combined these
fully-functional features in an easy-to-use, Windows-based system with custom
capabilities that allow you to adapt your system to meet your specific needs.
Membership - The Membership Module provides functions and tools that allow you to manage and keep your membership information up to date.
Events - The Event Module provides you with the tools to organize and manage an Event from creation to closing.
Referral - The Referral Module allows you to maintain and utilize information about other professionals, clients, and cases that are involved in the Referral program.
Publications - The Publications Module provides functions and tools that make managing your Publications sales and distribution simpler and more efficient.
Custom Reporting - The Custom Report Module allows you to access the functionality of other programs to use customized reports for use in The Associate.
Accounting Transfer - The Accounting Transfer Module allows you to provide accounting information from The Associate to standard Accounting Software.
Administration - The Administration Module allows you to configure The Associate, setting options that affect all of the other Modules, to best suit the needs of your Association.
Fundraising/Volunteer - The Fundraising/Volunteer Module provides you with the tools to manage and track the process of raising funds
and allows you to track time contributions of volunteers in your association.
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