The Dashboard module displays immediately when you login so that you have quick access to current statistics and information such as membership totals and tasks that might need your attention.
The Members module allows you to view, edit, and add members and their representatives. This module also allows you to create non-members, prospective members and courtesy members. Each member record contains a series of tabs allowing you to access particular information quickly. This includes account information, communication history, member and representative contact information, statistics, and website settings for each member.
Small, but powerful, the Groups module is where you create a group that consists of selected members. This group may then be used when sending communication, printing labels, or nametags. Groups might be specified for committees, task forces, board of directors, or other similar working groups. Mailing lists are also maintained in this module.
The Communication module is the place to view and filter communication history that has been recorded for your members, displaying only those entries that meet your description. You will also find selections for eReferral, newsletters, email campaigns, and mass email.
Managing your event activity is done through the Events module. Once an event has been created and posted to your web site, invitations may be created and sent, RSVPs requested and received, and an event roster created and maintained. Name tags and a participant roster are some of the available output options.
The Jobs module is where you add and manage jobs that members would like posted on the web site, adding value to for your members. Members’ only access to a web-based Member Information Center allows members to submit their own jobs for approval, limiting the time that your staff must spend managing this portion.
Also known as Hot Deals, the
Advertising module is where specials and promotions are added and managed for members that wish to post a Hot Deal on your web site. This is another value-added feature that requires little staff intervention because members may submit their ad via the Member Information Center. Customers that have purchased the
Plus edition or greater also have Member-to-Member (M2M) Hot Deals embedded in this same module. Members or Staff may select the Member-to-Member visibility option button so their special will display in the special M2M deals section on your website.
MarketSpace provides a customizable environment for you to market a variety of items or discounts. Common offerings include military discounts, university discounts, real estate listings, or other items for display. Create a custom title for this module and then allow your members to enter a listing from the Member Information Center. Many additional features are also available. *
Plus edition or greater
The Reports module is where you will view and print custom and/or pre-defined reports. Mailing labels and name tags are other common outputs in this module as well as the ability to export data to a comma separated value file.
Cloud Drive allows you to store your personal files so that you can access them wherever you have access to the database. You can also upload files that can be shared between other staff. A specific folder also exists called Member_Only_Files that will make files available within the Member Information Center. *
Plus edition or greater