Membership Software, Chamber Data Systems

• Membership Software


	Membership Software Overview
	Customer Comments
	System Requirements
	Licensing
	Evaluation Copy
	CC-Assist 8.0 Update

Overview

	...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. Membership Management Modules Complete Membership Record Keeping Group/Committee Management Event Management Contact Management Referral Management Fully-integrated Accounting Output User-defined Reports and Output Items Automated Interface with Other Software Programs Labels, Name Badges, Data Cards Export Files for Membership Directory Usability Security On-line Help System Flexibility and Ease-of-Use Additional Services Custom Programming Training
	Complete Membership Record Keeping	Back to Top
	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, (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.


	Group/Committee Management	Back to Top
	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 (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.


	Event Management	Back to Top
	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 (rosters, labels, faxes, e-mails, etc.) can be generated for Reps in specified Event. A facility for creating invoices for all Reps in an Event simplifies billing.


	Contact Management	Back to Top
	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.


	Referral Management	Back to Top
	Consumer inquiries can be referred to appropriate member companies, and reports to referred members can be generated.


	Fully-integrated Accounting	Back to Top
	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 (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. Track salesmen commissions via invoice listings for a salesman, or grouped by salesmen. 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 (payments, write-offs) 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 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 (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 (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.


	User-defined Reports and Output Items	Back to Top
	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.


	Automated Interface with Other Software Programs	Back to Top
	You can perform the following procedures seamlessly and automatically from within CC-Assist. 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


	Labels, Name Badges, Data Cards	Back to Top
	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.


	Export Files for Membership Directory	Back to Top
	Export files can be created and sent to publisher for use in generating Members Roster, Rep Roster, and Business Classified sections of your membership directory. For each, you can specify only the data items and member and reps filters that you want. Eliminates time-consuming retyping and proofing.


	Security	Back to Top
	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.


	On-line Help System	Back to Top
	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.


	Flexibility and Ease-of-Use	Back to Top
	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.


	Custom Programming	Back to Top
	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, our programming department can develop custom programs for you for a reasonable fee.


	Training	Back to Top
	We guide you each step of the way in learning how to use CC-Assist 8.0. Training sessions are taught, via phone, in a series of sequential lessons. 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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