Members

• Keep important family, individual, and organizational information up-to-date, consistent, and at your fingertips
• Customize data for your specific needs with an unlimited number of user defined fields and dates
• Create and record an unlimited amount of notes by type for individuals, families and organizations
• Store an unlimited amount of phone numbers and email addresses
• Maintain alternate addresses, with activation dates, for college students, military personnel and people with winter or summer homes
• Customizable grids allow you to sort, group and/or filter records by any standard field such as family or individual name, envelope number, member status, gender, birthday and more
• Customizable quick lists can be printed directly from the family or individual grid list
• Deactivate records with a simple click to eliminate them from being included in reports, labels, lists, searches and filters
• Easily add people to Groups from the individual or family record
• Import individual and family pictures from digital files or scanned images
• Create phone directories and church directories with or without pictures
• Print mailing labels, 3 x 5 cards, ID badges or name tags
• Quickly view a map and driving directions to any person's address right from their record

Contributions

• Enter individual or combined contributions entries
• Track an unlimited amount of giving funds using fund names or fund numbers
• Track multi-year giving history
• Indicate if a fund is a tax deductible fund or non tax deductible fund fund (can be overwritten during contribution entry)
• Record pledges for individuals, families or organization by fund and pledge period
• Record gifts to multiple giving funds in one contribution entry
• Customizable grids allow you to sort, group and/or filter records by contributor, contribution amount, check number, date, deposit id, batch, created date and more
• Print quick lists directly from the contribution list views
• Copy previous contributions for those who repeatedly give the same amount to the same fund(s)
• Print Contribution Statements and Receipts including Canadian Tax Receipts

Activities

• Manage an unlimited number of groups, committees, volunteers, and activities
• Track an unlimited number of members for each group
• Track roles for each person that is a member of a group
• Print mailing labels, reports and lists for members of a group
• Collect, maintain and manage information about your members unique spiritual gifts, time, and talents
• Manage outreach programs

Visitation

• Track visitors and prospects
• Easily convert prospects to members
• Quickly track inward and outward visits
• Create customizable visit response codes
• Report on completed and/or scheduled visits
• Generate lists of visits by assigned callers, visitors or teams

Reporting, Security, &  More

• Choose from 100+ standard reports and customize by adding logos, colors and more
• Easily print mailing labels and generate reports
• Export reports to pdf, html, csv or txt formats to attach to emails or insert into publications
• Set security per user and/or module
• Purchase multi-user licenses for up to 4 users

• Quickly scan checks. Use the Mini MICR Check Reader to scan your checks, simply enter the amount and fund and move on to mark the next donation.
• Spread important messages quickly.  Send automated telephone messages quickly and easily to people in your database with PhoneTree, a complete telephone messaging solution.
• Secure your vital data.  LiveStor®  is a remote backup program designed to protect your most valuable data files by automatically transferring them over the Internet and storing them safely in our secure servers.
• Get help converting, repairing and correcting your data.  Use the Data Services team when you need help upgrading from an older software version or converting from a 3rd party product, and for data repair / correction for when mistakes or accidents happen to your data.
• Save time producing contribution statements.  Fulfill IRS regulations by providing written acknowledgement of individual contributions with customizable Charitable Tax Statements.

All Membership PLUS software solutions come with comprehensive support and training options, including:

• Startup Support provided free-of-charge with your initial program purchase or upgrade and includes three phone calls to technical support
• Support plans to meet the various levels of support needs, from training to phone support to online services and special discounts - you decide how much support is right for your organization
• Comprehensive, context-sensitive help relevant to your location in the program is available with a simple click of the mouse and an Internet connection
• Access to a variety of training formats including personalized one-to-one training onsite or over the phone and training schools