Home Overview Modules FAQs Updates Downloads Buy Now Español Members Members Groups Groups Finances Finances Reports Reports Calendar Calendar Documents Documents Contacts Contacts Members The Administrator’s membership module allows for easy gathering, storing, organizing and printing of valuable member information. Records of individuals and families are facilitated through the use of a user-friendly interface that consists of bold and appropriate icons that promote efficiency through simplicity. Assignable Church roles (member, visitor, minister, etc.) and tasks, personal information (name, address, phone number etc.) as well as talents/skills are recorded into profiles for tracking information. A designated photo placeholder is incorporated in each profile for easy picture uploads that maintain the organized appeal of the application. Once a change is made on a member profile (for example; address, phone number, etc.) real-time updating reflects the modification in every screen and report on the spot. Create profiles of individuals, which include name, personal information, address, phone number, etc. Create families by choosing an individual as the "Head of the Household" and adding other profiles as family members below him/her Existing individual profiles can also be allocated within a new or existing family by simply dragging the desired family member's name at the left to the appropriate "Head of Household" and dropping it there Identify areas in which a person participates, plus his or her history of active participation Specifies a person's status as a member, visitor, minister, etc. Identifies specific talents and/or experience for each individual Accurately print lists, reports, labels, name tags, etc. List people by specific fields such as area, age, or interests Create photo "ID" cards that can be helpful for group members and leaders in learning names, to use at events, or even as security This segment is for the tracking of small and large groups or ministries within a church, for example, a large care ministry that prides in collecting donations for the needy or a small women’s group that meets weekly rotating between homes. Here one can effortlessly view all the profiles pertaining to any specific group, enroll members into groups, keep track of group size, and identify leaders within any and/or every group. When entering member enrollment, a helpful warning will highlight group name in red to alert user when he/she has exceeded maximum enrollment capacity of group. Define group names (missions groups, support groups, outreach groups, etc.) For each group, identify a leader Identify subgroups that originate from larger existing groups Record meeting times, dates, and location View, add, and/or remove group members at anytime Set a maximum capacity for groups At any time quickly print list of groups, group info., etc. Contributions are recorded and organized in this module. Giving records, with the option of viewing and printing timelines that reflect progress in fulfilling a pledge or other commitments are also easily performed. At any time, receipts can be printed, summaries can be provided of each person’s contribution history, and when desired, a detailed listing of every contribution transaction can be made available without difficulty. Financial records automatically update. How do Donation Lists work? Donations are grouped in Donation Lists (collections). These are the repository for donations coming from a same day, meeting or service. We believe this approach fits the church or ministry model very well providing us instant information on how finances were affected on a single collection. Donations Lists are defined by a Date and a Service to store historical information more accurately. Enter all contribution activities Track incoming and outgoing cash flows Define and track expenses, payroll, etc. Print lists of donors to a specific fund or donation Integrate with Quickbooks™ software Supports professional accounting Print statements at any time Reports provide summaries that are not available in the Grid (Data Table), for example: lists, pie-charts and cross-module information (from modules). Can outline all information collected about a person Donation receipts can be generated that outline what an individual/family has donated for a specified period of time Find donor report lists of all who have given or not given to a specific fund within a time period Outlines the total amount pledged to a fund and how much has been given to date to that fund Donation reports show how much has been given for a time period broken down by fund (designation), outline giving by week through a bar chart, outline giving vs. budget through a line chart, etc. Produce up-to-date formatted printouts at anytime This module is easy to use and very intuitive. Import/Export Data to Outlook. Create Schedules, reminders. You can choose between different views (by day, by work week, week, and timeline). Manage personal & church-related events Import/export data to Outlook® Create schedules, reminders Print at anytime Export Calendar to PDF, RTF, HTML, etc. This module consists of a multimedia document authoring segment that allows authors to specify content and form of documents like bulletins, announcements, letters and much more with a user-friendly interface that provides templates and easy tools for creating professional documents quickly. With the available predesigned frames it is easy to match color schemes, backgrounds, font, and graphics to one’s preferred layout by using the logically placed tools to change the look of the document. You can save documents as PDF, RTF, Excel, and HTML files and share them through email. Create letters, bulletins, flyers, forms Specify content and form of documents Provides helpful templates for quick authoring Can save documents as PDF, RTF, Excel, and HTML files and share them through email The Contacts module gives an easy way to gather and organize information about contacts: main contact information, business/account information, related contacts information, history Easy way to gather and organize information about contacts: main contact information, business/account information, related contacts information Organize & view history of all activities and contact notes Define your contacts, quickly organize them and view the data © Grupo Nelson a division of Thomas Nelson © 2004-2008 Avancnet, LLC Software Solutions