Partial List of Existing Features:

Contacts

  • Contact Management: Names & Addresses for People, Households, Organizations
  • Names and addresses, telephones, emails
  • Organizational affiliations and roles
  • Interpersonal Relationships (friends, parents, siblings, grandparents etc.)
  • Communications, notes, tasks, attributes
  • Emergency contacts, medical, biographical
  • Individual or bulk emails and postal mailings
  • Cluster Mapping of households
  • Telephone-book / Directory reports
  • Generating emails and printed letters
  • Attachments (attach PDF reports or other documents to an individual record)
  • Images (attach photographs to individuals)
  • User Management

Programs & Academics

  • Academic Terms / Semesters
  • Enrollment (pipeline from interested, applied, offered, enrolled, withdrawn)
  • Programs & Classes (dates, times, locations)
  • Registration (pipeline from interest, applied, offere, registered, wait list etc)
  • Enrollment & Registration checklist: paperwork, phone calls, interviews
  • Registration communications (confirmation emails with paperwork status & financial status)
  • Attendance (daily attendance log, hourly time records, attendance reports)
  • Evaluation (teacher's narrative and quantitative evaluations)

Financial Systems

  • Tuition & Fees for Program Registration
  • Cash and in-Kind Donations & Payments
  • Bank Deposits
  • Generating financial statements for individuals and households
  • Household Fundraising management: Annual giving totals, Relationship management, appeals, funding reports
  • Payment Plans / Scheduled future payments
  • Institutional Fundraising / Grants / Pledges / Decisions

Assets, Products, Sales, Packing Lists

  • Product Inventory
  • Sales Invoices
  • Packing Lists