Compugene Membership System Detailed Fact Sheet

The Compugene Membership System 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. Click here to view sample events report.
• 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.
  

Membership Management

Seating

Financial Control

Billing and Reporting

Security

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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
  

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