General Functionality

  • A Consistent multi-frame windowing interface to all information is maintained throughout the system.
  • Prospect, student, donor, alumni, etc. information is tied to general person information, and thereby tied back to other information in the system.
  • Communications, Plans, and Events are managed by the system, allowing contacts in all areas to be tied back to Events for later campaign evaluation.
  • Communications with all people (prospects, students, donors, alumni, etc.) churches, schools, and organizations in the system have the option to be generated to individuals or groups by e-mails or regular mail communications through the same user interfaces.
  • Document and e-mail generation from templates and database information is provided for all functional areas.
  • A full high-level inquiry and reporting system allows complex data to be gathered and analyzed on all institutional data. This is provided at several interface levels to support the varying requirements and expertise of users.
  • Extensive query and analysis capabilities can be made against any data in the system with the query results being presented as online or printed reports or exported to spreadsheets or other external systems.
  • Queries are dynamically defined and are saved and re-executed by other personnel.
  • Document imaging is organized within functional areas. Any documents pertinent to a functional area can be scanned and stored with other related data in that area and presented to the user interfaces as necessary.
  • Seasonal addresses can be assigned to people and used to generate mailing addresses by date.
  • Activity or contact records are automatically generated for all system-generated communications.
  • Documentation on system use is provided through online help.
  • The system supports the tracking of all data change activity to information components, such as donors, alumni, prospects, and students, identifying the user and date/time of each change.
  • Security is provided at various logical levels to provide ease-of-specification and full read/write control of data to the level required for the varying types of users in each functional area.