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Member Manager
Demographic information
Personal information with unlimited user defined fields
Search
engine with various search options
Duplicate
member verification system
Member
involvement quick view with user defined rules
Integrated address standardization and verification
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Relationship Manager
Tracks relationships between members and organizations
Includes a set of standard and automatic relationship types
Allows an unlimited number of user defined relationship types
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Membership Manager
Full facility memberships
Program memberships (allows for discounts on program registration)
Add-on memberships (i.e. lockers, towel service)
Define multiple membership categories and rates
Electronic Funds Transfer capability
Manage and track subsidized memberships
Vital sales and retention statistics
Produce custom due to renew notices
Track relationship involvement and interaction to determine commitment level of member from quick view involvement screen
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Program Manager
Easy to Enroll™ on line program registration
Customized participant rosters
Track target enrollment
Reporting options for program statistics
Team sports/Camp management with auto and manual assignments
Childcare registration and billing with third party billing option
Maintain waiting lists with auto notification for increasing program offerings
Housing registration to support hotel and lodging reservations
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Financial Development Manager
Target champions of your organization
Manage volunteer and advocacy programs
Maintain and measure individual and team goals
Manage multiple financial development campaigns, matching gift programs, special events and grants.
Produce custom cultivation letters
Produce custom pledge cards
Produce custom acknowledgement letters
Produce custom pledge reminders
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Cash Manager
Cash Receipts and confirmation notices
Miscellaneous item sales; racquetballs, tee shirts,
Print cashier reports
Cash balancing process that allows for shift adjustments
Payment processing options including member statements and EFT
POS credit card ability
Process refunds and returns
Ability to track and report cash transactions
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Access Manager
Easy to Access™ – an image access system with electronic picture identification
Track facility usage to determine optimum programming schedules
Track facility usage for one or multiple member
Determine high traffic days and times
Print member usage reports
Comprehensive journal system with access rules
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Account/Activity Manager
View and manage centralized account and activity detail for all activities within a family unit.
Process changes to an
activity's status, dates, times, financial transactions, etc.
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Financial Manager
Open architecture for Accounts Payable and General Ledger interface with third party systems
G/L Account number validation
Transaction based for easy tracking
Supports cash accounting and full deferral accounting
Revenue tracking and reporting
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Report Manager
Custom reports created using Report Output Builder (ROB) for program and campaign activities.
Protivity's™ portfolio of core reports covers all functional areas and are available on demand for information where and when it is needed.
Reports include integrated security to protect sensitive information
Reports may be exported to a variety of PC formats including HTML to post on your organization web page.
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Application Manager
User default settings to simplify sales process and control various function authorities
User transaction authorities that control sales and adjustments
User subsidy authorities that control ability to issue discounts
Independent user authorities to perform cash receipting functions
User defined workflows that allow groups of functions to be automatically processed through a single request
Database archive feature that allows mass removal of historical information based on user specifications
System table file maintenance procedures
Branch/facility table file maintenance procedures
Attach personal information panels to be completed during user specified sales process
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Communication Manager
Develop and maintain custom mailing lists
Generate mailing labels with ability to print or export (ideal for creating files to be processed by a mail house)
Contact members with interest specific marketing information
Ability to create and send bulk email through use of simple mail APIs. Future development will include ability to create email templates that work like mail merge documents to send various notification to members such as cancellation, closures or birthday cards.
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Executive Manager
Key performance indicators in 7 Topic areas; Facility, Cash, Transactions, Billing, membership, Programs & Development
Targets 17 indicators and produces 76 summary level reports
72 Detail & summary reports which are easily exported to spreadsheet format with more than 1,000 graph options
