The Compugene
Membership System (CMS) provides
all the features you need to manage your dues- or fee-based
organization (temple, club, school, museum, etc).
You can scroll down to the
following topics or go to them
directly by clicking on the topic:
Membership
management:
(Click here to
view
sample membership data window)
- Maintain
a database of names, addresses,
phone numbers, e-mail addresses, children's names, birthdays, etc. and Hebrew names written in Hebrew
characters.
(Click here to
view
sample family names window)
- Sort
your data in
a variety of ways, by: name, address,
sign-up date, amounts owed, etc., in ascending or descending
order.
- Create
memo
information about a member and an optional
"wake-up" date, to notify you when timely information
must be viewed.
- Import
name and
address data from existing data sources.
- Produce
aliyah
index cards for Sabbath and holiday honors
tracking.
- Store
member's E-mail
addresses, occupations, home
and office phone numbers, etc.
- Export
data into
files that can be used in other
applications, such as spreadsheets and word processors.
- Manage
high
holiday seat assignments, including permanent seat assignments and last
year seating.
- Manage
cemetery
plot assignments and display a realistic chart of your plot locations.
- Maintain
committee membership rolls.
- Produce
Round-Robin reports and basket scrolls for Purim
distribution, and allow complete reciprocation - you can also use our
new Online Round Robin system so that your members can make their
choices online!
- Automatically
produce yearly notifications (Yahrzeits).
- Track
scheduled
usage and fees for all social/banquet halls
and meeting rooms; prevent conflicts in scheduling.
- Automatically
dial the phone numbers from the data base
with your modem via a simple double-click of the mouse!
- Sunday school/Hebrew school section to keep track of students.
Seating
(Click here to
view a section of a seat chart)
- Produce
full
seating charts (printable) reflecting your
actual seat layout and current ownership of seats
- Powerful
'Find
seat' commands allow you to locate the next
available seats in any section or room, and you can find the number of
seats together that you need.
- Automatically
create an accounts receivable entry whenever
a seat is sold, to allow automatic billing
- You can specify
up
to 9 separate facilities (meeting rooms, banquet halls, etc.) to be
charted and managed.
- When current
year's
seating season is over, you can preserve
current seat assignments for re-assignment when next year's
seating season starts.
Financial
control: (Click here to
view
sample financial window)
(Click here to
view
sample payment window)
- Produce clear and easily
understood
statements, showing dates of payments and check numbers, if desired. (Click here to
view
sample statement.)
- Handle
with ease:
- Member's
'split' payments (one check for various outstanding amounts)
- Credit
balances and
automatic payments
- Unsolicited
donations
- Payments
from a
non-member to your institution
- Payments
from a
non-member to satisfy a member's
obligation
- Payments
from a member to
satisfy another member's
obligation
- Provide
various
dues schedules based
on member
circumstances, such as single members, out-of-town members,
associate members, etc.
- Allow
multiple
billing periods and pro-rated payments (for
example, if a member joins midyear, you may charge less than the
full yearly dues).
- Produce
IRS
Substantiation statements and receipts on a per-entry
or yearly basis.
- Determine
members
in good-standing by pay period and
produce reports.
- Make
automatic
assessments for any reason, at any time.
- Included accounts
payable section can be used to track
your organization's expenses and payments.
- Complete
control of post-dated checks.
Billing
and Reporting:
- Print
membership
lists based on selected member attributes (e.g.
sisterhood members, board members).
- Print
mailing
labels for any subset of the database. The
number of members is limited only by the size of your hard drive.
- Print
lists of
people celebrating birthdays in a given
period; print lists of those who have been called to the Torah
(received
aliyah).
- Print
statements
with mailing addresses visible through any
size window envelope to avoid the extra cost and labor of using
mailing labels.
- Preview
statements and other forms in a "what you see
is what you get" (WYSIWYG) format before printing them, to
ensure they meet your requirements and prevent paper waste.
- Produce
the
following reports:
- Charity
pledges/payments
- Deposits
made (can be
used as bank deposit slip)
- Credits
available/used
- Members
in good standing
- Committee
membership logs
- Seating
charts
- Create
form
letters which may be sent
to any subset of your
database; you design your own forms via supplied templates that
can be modified to your own unique specifications.
- Use
USPS Postnet
bar-coding to save money when doing bulk
mailings; can be used both in addresses for window envelopes and
on address labels to be placed on regular envelopes.
Security:
(Click here
to view
sample security control window)
- All sensitive member data in your database is
automatically stored in encrypted format so that personal
data is impossible to
access without proper authorization.
- A
full security
system is provided (which can be enabled at any time) so that you can assign to a user:
- read-only
access - the user can read the category of data but cannot modify it
- read
and write access -the user can read and modify the category of data
- no
access - the user cannot read or modify the category of data
- ...to
individual users for
each one of the
following categories
of control:
- membership
data (names, addresses, e-mail addresses, etc)
- accounts
receivable data (financial information such as payments, receipts, etc)
- schedule
data
- notify
data (Yahrzeits)
- special
arrangements data (members who can't afford full dues)
- accounts
payable data
- One
or more users
can be designated
as 'master user' with
all rights and privileges.
- When security
is enabled, all database modifications are recorded with the user name
who made the modification.
- The
master user
creates all other user-ids and initial sign-on
passwords and assigns privileges.
- The
master user
controls all aspects of the security system,
such as:
- minimum
password length
- maximum
number of logins
before requiring user to
change password
- whether
security is
active or inactive at any
particular time, as desired
- Passwords
are
stored in a fully-encrypted
data
base for total security.
- Password-protected
users can change their
password at any time and are forced to change their passwords after a
maximum number of uses, as set by the security administrator