Family Major Features
Member Information
Members' information organised by family unit
Keep track of names, dates, anniversaries and life cycle events.
Record shared details such as addresses, date of marriage, only once for each family.
View relationships between family units
Keep track of relationships between families, e.g. adult siblings, cousins, in-laws.
Keeps track of unlimited Remembrance by family member.
Optional. Only if keeping track of the Deceased.
Multiple Addresses per family member
Optionally record residential, postal and business addresses for each family member or link multiple family members to a single address.
General and confidential notes
Keep general notes about the family unit or specific notes about each family member. General notes may be viewed by whoever has access to the system.
Secure user logins enable confidential notes that may only be viewed by specified users.
Seating
Identify current seating allocated to family members.
Financials
View any fees and charges owed or paid by family members.
View donations or other payments made.
Keeps historical records of payments.
Groups and committees
Link members to an unlimited number of groups or committees.
Customise
Customise information about the Family Unit, and individual members to meet your requirements.
View data remotely on a mobile device - smartphone, tablet, laptop
View membership information remotely
Export selected membership information for viewing remotely on a mobile/cell phone, tablet, laptop or PC.
View your membership data whenever and whereever you are.
Tap to call, SMS or email your member.
View life cycle events remotely
Export birthdays or wedding anniversaries this coming week, month or selected date range for viewing remotely on a mobile/cell phone, tablet, laptop or PC.
Tap to call, SMS or email your member.
You control what information can be viewed remotely
Your determine what information is to be exported for viewing remotely.
Export different content depending on who will have access to the data.
Deceased (optional)
Deceased
Keep personal details about each deceased.
Customise
Customise information to be kept about the deceased to meet your requirements.
Information retrieval and filtering
People Tables
Retrieve data and create lists of your membership by category e.g. Families, adults, children, groups, fees and charges and more.
Filter Data
Create filters of the information you want to see. Choose the columns to be displayed and filter the data according to specific criteria.
For examples:
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Create a filter of all couples celebrating a wedding anniversary in two weeks time.
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Create a filter of all boys between the ages 9 - 13 who play tennis.
Mail merge and email
Mail merge information directly into Word documents and create PDF files.
Special capability to create a single document or a separate documents for each person.
Incorporate email merged documents into body of the email or as attachments.
Export Data
Export data to Microsoft Excel, as CSV text files or for viewing on a mobile device.
Email Address and Mobile/Cell Numbers
Copy or export email addresses and/or mobile/cell numbers for use by third party emailing or text messaging systems. Duplication of emails and text messages is identified and avoided.
Groups and Sub-Groups/Committees
Create groups and sub-groups or committees
Individual members may be linked to an unlimited number of groups or committees.
Seating Plans
Design your own seating plans
Design your own visual representation of the layout of a hall or auditorium.
Colour code seats, identify structures, aisles, and other objects.
Allocate family members to a seat
Create multiple seating plans
Member seating
Find family member seats using the search facility.
Link seats to the members' financial information.
Identify a member's seat on call-up sheets.
Print seating reports.
Reporting
Life cycle reports
Generate reports of upcoming birthdays, wedding anniversaries, remembrance anniversaries.
Membership lists
Print detailed or summary family unit lists.
Management Statistics
Retrieve statistics of membership and report on membership trends.
Financial Reporting
Numerous reporting options are available to keep track of fees and other amounts payable by your membership. Summaries by family member, payer, account and sub-accounts.
Financials
Track membership fees and donations
Records membership fees, donations and other charges historically.
Generate customised invoices
Design your own invoice or use one of our templates using Word. Include your logo, payment details and any other unique information relating to your organization.
Financial reporting
Numerous reporting options are available to keep track of fees and other amounts payable by your membership. Summaries by family member, payer, account and sub-accounts.
System configuration and customization
System Configuration
Configure the system to your requirements.
System Lists
Keep your data terms consistent by maintaining your own lists of allowable terminology.
Column Maintenance
Add or remove family unit columns to record the information you need to store for your organization.
Memorial and Honour Boards
Design your own Yahrzeit and Simcha Boards
Design a visual representation of the layout of remembrance and honour boards identifying each plaque and purpose.
Colour code plaques. Identify occupied, available and reserved space on the board.
Link remembrance board plaques to the deceased and honour board plaques to family units.
Security
Each user has their own unique ID and password
Security controls determine who has access to the system and privilege levels of each user.
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Setup a password policy (all passwords are encrypted) or use windows authentication.
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Assign permissions to users - read, write or delete. Who has access to financials, confidential notes, security.
Extensive Auditing
Records all changes to the database in the audit
Records changes made to data, who made the amendments, date amended, and what the data was before and after the change.