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Tracking Membership information
Manage your contact information without it managing you. The Associate line of software tracks all data, including membership information, in one integrated database. This single database approach allows you to easily manage membership information, generate invoices, administer marketing efforts for non-members, track association employee information and more.
The Membership Module allows you to:
- Store data pertinent to members, employees, non-members, chapters and firms
- Record categories of membership for individuals, companies or both
- Organize contacts by any group: sections, committees, areas of practice, language skills, practicing states or any user-defined group
- Organize firms by any group: SIC codes, industry, size of organization or any other user-defined group
- Develop, display and print contact-related reports
- Search for contacts by name, member number, firm/company and previous name
- Track membership dues payments and produce invoices
- Store pictures for online viewing of contacts
- Merge information for producing lists, letters, envelopes and mailing labels
- Develop and broadcast automated faxes and automated e-mails based on a diverse set of criteria
- Store multiple addresses for each contact and firm
- Store date-and-time stamped comments to track information such as address changes
- Base dues on category of membership and years in practice or a range of values
- Charge additional dues based on group membership
- Add donation requests on membership invoices
- Define and record additional fields for your unique needs
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