Multiple Addresses, Multiple Phone
Numbers and types, email addresses and web sites
Birthdays, Anniversaries, Last
Date Contacted
Children's Names, Gender,
Birthdays and Ages
Business Relationships,
Notes/Comments
Retrieve Information quickly using
Search/Lookup tool
Contribution
Processing
Tracks Gift Date, Check Number,
Product and Net Gift Amounts
User definable Donor Levels based
upon amount and number of contributions
Set defaults to automatically fill
in frequently used information such as Gift Dates, Gift Codes, and
Deposit Numbers to speed data entry
Individualized Contribution
Letters and Custom Closing Paragraphs
User
Definable:
Set up to 31 User
Customizable Search Groups to use for Reports and Mailings.
Examples: Christmas Lists, Choir Groups, Business Clubs,
Volunteers or Youth and Overseas Missions
Create up to 10 User
Definable Fields for tracking of specific information such
as School Attended, Profession, Nickname, Employer, etc.
Custom Mail Merge Letters:
Quick and Easy Process to create
custom Partner letters or contribution letters
Create custom Salutations for mail
outs
Flag specific records not to
receive bulk mail outs
Pledge Tracking:
Monthly, Mission or One-Time
Pledges
Tracks Pledge Date, Total
Pledge Amount, Number of Payments and Payment Amounts
Select Type of Pledge from
Drop Down of user defined Pledges
Tracks Inactive, Active and
Completed status of pledges
Reporting:
Send e-mail message to all
or select groups of Partners
Create custom Phone/Address
Directories, Reports, Mail Merges and Exports
Bank Deposit Reconciliation
and Other Reports
Pledge Report shows Total
Amount Paid, Balance Due and Last Payment Date
