The Compugene Membership System has been specially designed to store and process membership and financial data for dues-based, contribution-based, and fee-based organizations, such as synagogues, private schools, temples, museums, scout troops, etc, and can also be used for processing names, addresses, and phone numbers for business or home and personal use. Information stored in the database includes:

- Member names, addresses, phone numbers, e-mail addresses
- Member information such as: date joined, member type
- Sisterhood membership information
- Financial obligations and payments made, per member
- Any events that are scheduled for a member, including date and location
- Notifications for a member (yahrzeits), to permit timely sending of reminders
- Non-members who are affiliated with your organization or are donors to the organization

Your organization can purchase the base system, which includes everything but the following features or can purchase any or all of the following additional features:

• Notify feature for Yahrzeit management         
  
• Cemetery Plot management
• Round Robin (also referred to as Mishloach Manot for Purim)   
• Seating             
• Scheduling          
• Library feature to track your organization's media, such as books, audio tapes, video tapes/dvds, etc.
• General Ledger         
• Interface to outside accounting packages 
  

To determine which features your installation has installed,  please click the Help menu item from the Main Window and select the Features choice.

Here are descriptions of some of the many system features:

Membership management:

-- Maintain a database of names, addresses, phone numbers, children's names, birthdays, etc. and Hebrew names written in Hebrew characters
-- 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 names and address data from existing data sources.
-- Produce aliah index cards for Sabbath and holiday honors tracking.
-- Store member's E-mail addresses, as well as occupations.
-- Export data into files that can be used in other applications, such as spreadsheets and word processors.
-- Manage High Holiday seat assignments, and track seats based on your seating chart!
-- Manage cemetery plot assignments.
-- Maintain committee membership rolls, identify governing board members.
-- Automatically produce yearly notifications (Yahrzeits).
-- Track scheduled usage and fees for events

Events are occurrences such as: meetings, bar mitzvahs, weddings, kiddushes, etc.

at all social/banquet halls and meeting rooms; prevent conflicts in scheduling.
-- Automatically dial member phone numbers from the database with your modem via a simple double-click of the mouse!
-- Full round-robin (Mishloach Manot) system for Purim, including reciprocation, separate billing, many reports
-- The system supports any date formats, including European and American formats
-- Data is stored in encrypted format on your hard drive for additional security

Financial control:

-- Produce clear and easily understood statements, displaying dates of payments and check numbers, if desired.
-- 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.
-- Provide an accounts payable system to track your organization's expenses and payments.
-- Interface with external accounting systems such as Peachtree and Quickbooks
-- E-mail statements instead of, or in addition to, printing them

Billing and Reporting:

-- Print membership lists broken down by 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.
-- 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 usage
-- 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 on addresses for window envelopes and on address labels

Security:

-- A full security system is provided so that you can assign:
read-only access
read and write access
neither read nor write access
to individual users for each one of the following categories of data:
membership
accounts receivable
schedule
notify
special arrangements
accounts payable
-- One or more users can be designated as 'master user' with all rights and privileges.
-- 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 logons 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 database for total security