• Member information Member records 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 record to another Saves you time when a Rep moves from one company to another.
  

• Event information Event records store important information about where and when an event is held, the event capacity, the different event registration offerings, as well as an event's registrants and attendees.
  
• Event coding Event categories help you organize your events. They determine which events are viewable in your Online Calendar of Events on your Web site and provide a means by which people viewing your online calendar can easily search for a specific type of event.
• Event analysis Event reports identify who attended an event, which registration offering(s) were selected, who has paid or not paid for an event, total revenue generated for an event, etc.
  
• Event communication Form letters and/or e-mails can be sent to your event attendees to remind them of an upcoming event or to thank them for attending an event. Name tags and other outputs assist in the organization of an event.
  

• 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.
• 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.
• Sales Tax for taxable items can be charged to taxable members. Amounts are calculated for you and included in the invoice total based on the sales tax rate assigned to the invoice.
• Sales commissions can be tracked via invoice listings for a salesperson and/or grouped by salesperson.
• Open invoice listings can be produced that show total invoice amounts billed, total credits (e.g., payments, credit memos) applied, and amounts still outstanding for 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, titles and categories to suit your accounting requirements.
• Financial reporting You can run a Transaction Activity report in either a Detail or Summary format to view the activity in each of the accounts in your chart of accounts within a specified period of time.

• Word processing mail merge using MS Word XP/2003/2007
• Bulk or individual e-mail using MS Outlook XP/2003/2007
• Populate an MS Outlook XP/2003/2007 contact folder
• Populate an MS Excel XP/2003/2007 worksheet

• 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 (e.g., transaction line items, event offerings, 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.NET.
  
• Facility to set up and maintain more than one database Switching between databases is easy to do.

We guide you each step of the way in learning how to use CC-Assist.NET. 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.NET, we schedule the lessons related to that procedure. Our experience indicates that learning is enhanced when training is conducted in a “real time” situation.