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Overview
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...is a membership management and accounting software
program designed specifically for chambers of commerce and other membership
organizations. It is a full 32-bit Windows program which runs in Windows
98/Me/NT/2000/XP/Vista. Following are highlights of its functionality.
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| Membership Management Modules
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Membership Record Keeping
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- Member information Member forms store important information
about a company and its representatives.
- Member coding Business category, USCC, and NAICS codes may
be assigned to Members. In addition there is a facility for creating
unlimited user-defined coding schemes that help you further categorize
Members (e.g., minority owned, legislative districts, etc.)
- Membership analysis Reports can be generated that analyze
Member data such as dues billing analysis and forecasting, dues income
by coding categories, rate at which Members join versus drop, retention,
etc.
- Rep communication A Rep's mailing address, phone, fax, e-mail
can be individually designated as that of the primary company, or
that of a different location.
- Rep attributes User-defined "Rep Attributes" help you specify
differences among Reps, (e.g., voting Reps, Reps who receive newsletters,
Reps who appear in the directory, etc.)
- Automatically move Rep info from one Member form to another
Saves you time when a Rep moves from one company to another.
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Group/Committee Management
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Both Member and Rep Groups can be created to which you can
easily add appropriate Members or Reps. Entries are cross-referenced
so that the roster in a Group form shows all Members or Reps in that
Group, and a Member and Rep form display that Member's or Rep's participation
in any type of groupings, (e.g. committees, interest groups, etc.) Various
types of output (e.g., rosters, labels, faxes, e-mails, etc.) can be generated
for Members or Reps in specified Groups. A facility for creating invoices
for all Members or Reps in a Group simplifies billing.
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Event Management
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Event forms can be created to which you can easily add names
of Reps participating in the event. For each Rep there is a Participant
form in which you can enter data such as number of reservations, table
number, etc. Entries are cross-referenced so that the roster in an Event
form shows all Reps participating in that Event, and Rep forms in a
Member form display each Rep's participation in any events. Various
types of output (e.g., rosters, labels, faxes, e-mails, etc.) can be generated
for Reps in a specified Event. A facility for creating invoices for all
Reps in an Event simplifies billing.
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Contact Management
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Contacts on Members and prospects can be tracked, including contact
date, name of contactor, and notes on the contact. Entries are cross-referenced
so that the Contact module shows all contacts, a Staff Person form shows
all contacts made by a specific contactor, and a Member form shows all
contacts made on that Member. A reminder report alerts you for follow-up
contacts.
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Referral Management
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Consumer inquiries can be referred to appropriate Member companies,
and reports to referred Members can be generated.
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Fully integrated Accounting
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Accounting is built in and fully integrated. You may choose
to use all of the accounting or only Accounts Receivable along with
whatever you are currently using for general ledger accounting and financial
reporting. In either case, all accounting modules are included in CC-Assist
8.0 without additional charge.
Accounts Receivable
- Dues billing and forecasting Member "Billing info" page stores
annual dues amounts, billing frequency (e.g., monthly, quarterly, semi-annually,
or annually), billing anniversary, next date for dues billing, so
that dues invoices can be created automatically for Members with billing
dates in specified month.
- Dues analysis reports compare dues billing amounts for specified
periods of time, and forecast upcoming dues billing for budget planning.
- Sales commissions can be tracked via invoice listings for a salesperson and/or grouped by salesperson.
- Non-dues billing Invoices for charges other than dues are
easily created. Invoice "batches" separate various types of invoices
so that only invoices in specified batch(es) can be listed and/or
printed.
- Open invoice listings can be produced that show total invoice
amounts billed, total credits (e.g., payments, write-offs) applied, and
amounts still outstanding for a specified period of time. Aging reports
categorize open amounts in 30, 60, 90, 120 and more days late periods.
General Ledger Accounts
- Chart of accounts Setting up your organization's chart of
accounts is a simple process. Accounts can have ID's and titles to
suit your accounting requirements. Subsidiary areas of your accounting
can easily be added so that you can produce income statements for
not only the entire chart of accounts, but also for specific areas
such as an event, all events, other organizations, etc.
- Budgets Budget amounts can be stored for use in budget tracking
and reporting.
- Financial reporting An unlimited number of financial reports,
including balance sheets, income statements, and comparative reports
(e.g., actual vs. budget, prior periods, etc.) can easily be defined and
stored in libraries for retrieval and printing. Reporting can be on
accrual or cash basis.
- Banking functions Banking functions include check writing,
bank statement reconciliation, and creation of deposit summaries
Vendors/Accounts Payable
- The Vendors module stores basic information about each Vendor. Accounts
Payable transactions (e.g., invoices, payments, and allowances), can be
created and viewed not only in the Vendor form, but also in the A/P
Transaction Journals module.
General Ledger Transactions
- G/L transactions General Ledger transactions, including disbursements,
receipts, and adjustments, are created and stored in this part of
the program.
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| Output
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User-defined Reports and Output Items
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Reports and other output items can be created the way you want them
because you can specify only the data components and Member and Rep
filters that you need.
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Automated Interface with Other Software Programs
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The following procedures can be performed seamlessly and automatically from within CC-Assist 8.0
- Word processing mail merge using MS Word 97/2000/2002/2003/2007
- Bulk or individual e-mail using MS Outlook 2000/2002/2003/2007
- Populate an MS Outlook 2000/2002/2003/2007 contact folder
- Populate an MS Excel 97/2000/2002/2003/2007 worksheet
- Populate a WinFax Pro 8.0/9.0/10.0 phonebook
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Labels, Name Badges, Data Cards
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Labels, name badges, postcards, data cards can be printed
using both dot-matrix and laser printers. Carrier route codes can be
printed on labels, and for supported printers, POSTNET bar codes can
be included on labels.
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Export Files for a Membership Directory
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Export files can be created and sent to publisher for use in generating
Member Roster, Rep Roster, and Business Classified sections of your
membership directory. For each, you can specify only the data items
and Member and Rep filters that you want. Eliminates time-consuming
retyping and proofing.
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| Usability
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Security
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Very sophisticated security is built in so that user rights to any areas
of the program can be restricted as is necessary. An unlimited number
of Access Profiles can be stored for ease in assigning user rights.
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On-line Help System
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A complete User's Guide and Reference Manual are instantly available
from the Help menu that appears in any area in CC-Assist 8.0. A Table
of Contents, Index, and search capability expedite finding answers to
your questions.
Help topics which you want to be readily accessible for future use can be stored in a "Favorites" section for
quick access later on.
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Flexibility and Ease of Use
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Overall navigation of CC-Assist 8.0 is efficient and intuitive.
A Module menu easily guides you to the area in the program in which
you want to work. Other helpful features include…
- Tabbed pages, toolbars, and "right-click" menus that simplify
navigation and function execution.
- Ability to open and work in more than one module at a time.
- Libraries that save you time because you can store data (transaction
line items, names and addresses of payees, invoice messages, etc.)
that you enter on a recurring basis so that it will be available for
retrieval when needed.
- "Sessions" view that identifies which users are currently
working in CC-Assist 8.0.
- Facility to set up and maintain more than one database Switching
between databases is easy to do.
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| Additional Services
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Custom Programming
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CC-Assist 8.0 offers extensive flexibility in both functionality
and reporting. Even so, there may be times when a user has a specific
need that cannot be accomplished in the standard program. In such cases,
we can develop custom programs for you for a
reasonable fee.
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Training
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We guide you each step of the way in learning how to use CC-Assist 8.0.
Training sessions are conducted in a series of sequential
lessons by one of our training experts through a shared remote session
in which our trainers can see everything on your computer screen as they personally guide you over the telephone through
learning to use the program. No lesson lasts longer than an hour. The lessons are spaced at least one
day apart to allow trainees to complete a reading assignment and
practice exercise before continuing to the next lesson.
We teach some of the lessons at the time when you are actually ready
to perform the procedure. For example, when it is first time to create renewal dues
invoices in CC-Assist 8.0, we schedule the lessons related to that procedure. Our
experience indicates that learning is enhanced when training is conducted in a “real
time” situation.
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