Features

Reporting: All reporting in Membership Plus 2007 is done within a single reporting tool that makes every report customizable. The reporting tool supports multiple styles with the click of a button, a report builder wizard, and advanced features like charts, sub-reports, and cross-tab reports.

 NEW! Membership Reports:

• Monthly Birthday: Display birthdays for each month by date including member, birthday, phone number, and address!
• Family Quick Profile: Family name, contact information and family member/role listing -- a concise version of the classic Family Profile.

 NEW! Small Group Reports:

• Small Group Listing: Group name, meeting day, and time – one line item per group!
• Small Group Members: A full listing of all Small Groups with member names and member start and end dates.
• Small Group by Member: A member listing (by last name) including the Small Group, member start and end dates.
• Small Group Attendance: A full list of Small Groups (with meeting day/time), meeting dates, and member meeting attendance.

 NEW! Register Reports:

•  Account Balances: Account Name, type, number, beginning balance, with current balance. (chart of accounts format)
• Date Range Periods: Week-to-date Transactions, Month-to-date Transactions, Quarter-to-date Transactions, and Year-to-date Transactions listing all account transaction information for the specified period.

 NEW! Payee Reports:

• Summary $ Month: A full listing of all payees with associated payment transactions/totals for the current or prior month.
• Summary $ YTD: A full listing of all payees with associated payment transactions/totals for the current year.

 True Fund Accounting: Fully integrated with complete General Ledger, check writing/printing, budgeting, and complete financial reporting! Quickly and easily import all of your MoneyCounts data!

Contribution Check Scanning: Save hours of entry time by simply scanning your weekly contribution checks! Set up multiple member checking accounts; or utilize predictive contributions to complete the automation process!

Office Smart Tags: Integrate key Membership Plus data directly into your MS Office (2003 or newer) documents without running Membership Plus! View and insert membership/visitor data, meeting/organization information, and payees and accounting information!

E-mail Reports: Automate your member reports through e-mail! Include attachments and choose from a variety of formats including HTML, PDF, RTF, Excel and more!

Report Archiving: Archive all of your printed reports/data for instant recall! All prior report runs are available for viewing, comparing, or auditing!

Progress Tracker: Set church/ministry goals such as building campaigns, membership and attendance, baptism and confirmation and much more! Identify milestones and sub-goals, view projections, and instantly track your progress with a series of summary graphs!

SQL- Enhanced: Power users can now run any SQL commands against key Membership Plus tables/data sets!

AutoTasks: Set up various tasks for follow-up reminders (e-mail/phone/letter/report) to be automatically assigned to specific users based on changes/additions to your Membership Plus data!

Secure and Reliable Database: Get superior data security, reliability, and performance! Focus on your data processing with confidence and peace of mind.

Streamlined Interface: Experience a simple and streamlined interface! All of the convenient user interface features you expect: scrolling/collapsible entry forms, consolidated reporting/list features, and much more!

 Outlook Integration: Keep in touch with your membership! Outlook integration provides selective group synchronization and standard Palm and Pocket PC integration. Look up any member while in Outlook, on your Palm or Pocket PC!

 Workflow Wizards: Save your own workflow processes. You can choose from any of the data entry screens offered in Membership Plus 2007, any report, any chart or graph, and even some dataset operations (like backup); then define the order they should appear. The Workflow Wizard can be launched at anytime, even from the Welcome screen. To make things even easier, we've included many predefined wizards that follow the most common workflow processes.

Logging Features: Keep a log of every operation performed within the program. Choose how long to retain your log information and clear it at any time.

Batch Report Functions: Specify a batch of any number of reports and then have them all run with one click of a button. Batches can also be saved to run again at a later date.

Member History Tracking: Track the history of changes made to members. This history can be viewed or printed at any time. See which groups a member has been a part of in the past, the date they first visited, when they became a prospect, when they joined, etc.

Single System Requirements

Network Server Requirements

Multi-User Access: Membership Plus comes Network Ready. The Multi-User Access mentioned above in the pricing box refers to giving multiple users simultaneous access to your data set. The price includes the base price of Membership Plus and the licensing necessary for multi-user access. Your unique licensing code will be shipped to you with your product.