Membership Management 2000

Synagogue Software With A Future

A complete Windows program for Membership and Accounting. 

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For further information, please contact our office.

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 James Gelles, President

 (818) 509-1501

 Membership Management Services

5301 Laurel Canyon Blvd

Suite 240

North Hollywood, CA 91607

 (818) 509-8524 FAX

 

 

 

 

 

 

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Software That Makes Synagogues Successful!!!

 

Membership Management 2000 helps optimize synagogues administration by providing the following benefits: 

Public Relations

Public relations is one of the most important functions of your organization. Membership Management 2000 is written with this in mind. Each screen and report is easy to access and comes complete with all the important information to allow you to respond quickly to both synagogue requirements and an individual's needs. MM2000 is not just a passive record keeping package. It is an active, dynamic way to enhance synagogue life through increased communication, contact and awareness of the synagogue's mission and goals.

 

Marketing

The reality of synagogue life today is that there is tremendous competition among non-profit organizations for the donated dollar. Using the many features of MM2000, congregant contact will be increased, translating into greater participation, both physically and financially.

Enhanced Communication

The system comes complete with easy to generate rosters, MailMerge output for personalized letters, and labels for the entire membership or any set of user-defined membership groups. It also facilitates regular member contact for birthdays, anniversaries, donation acknowledgements and yahrzeit notices. And with our E-mail/Snail Mail Module, messages are just a few keystrokes away.

Increased Financial Control

The accounts receivable module is available not only for sending statements and making collections, but it assists in providing management information to aid in budgeting and decision-making. There is no limit on how the information is accumulated and/or detailed. Once posted, all financial information is current and available for on-line inquiry and reporting, and all financial data can be password protected. MM2000 has over 10 statement formats. An optional feature allows future income projections for any month or year - perfect for bank loan applications.

Flexible Reporting

Over 200 pre-programmed reports are part of the standard system, and a report generator allows you to create your own reports based on the unique requirements of your organization. In addition, Crystal Reports, the most widely used Windows report writer, creates presentation quality reports and graphs.

Efficiency

All primary information is available on-line and on the screen for instant access and data retrieval. Since MM2000 is a relational database manager, there is no duplication or redundant input of any member data, assuring accurate and current records.

 

 

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Comprehensive Features...Tailored to Synagogue Management

 

Return to FEATURESMEMBER AND SPOUSE INFORMATION

  • Name, Nickname, Hebrew Name (in English transliteration or Hebrew font) and Memo fields for Member and Spouse, including separate Spouse last name

  • Find Family Records by either member, spouse last name, or by ID

  • Maintain Birth, Anniversary, and Membership dates

  • Marital Status

  • Occupations

  • Up to 98 addresses, with 3 telephone fields per address to allow for FAX and Cellular phone numbers

  • "Mail to" and "Bill to" addresses and e-mail addresses

  • Validated Membership Type categories

  • Unlimited activities and attributes

  • Suppress unlisted telephone numbers from rosters

  • High Holyday non-assigned seating

  • Comments

  • Automatic link from member screen to child screen

  • Related family member information

  • Change or delete Member IDs

  • Executive Director screen, with full demographic information including: related family members, accounts receivable, yahrzeits, family pictures, event/seating information, secure member notes, and automatic letter writing features

  • Rabbi/Staff inquiry screen with full demographic information including related family member yahrzeits, family pictures, secure member notes, and automatic letter writing feature

  • Numerous reports rosters and label formats with print preview screens

  • Export capabilities for personalized letters, labels ...

Our most important asset is our futureCHILD INFORMATION A Mitsvah. Guide them and Love them

  • Name, Nickname, Hebrew name (in English and Hebrew)

  • Birth, B'nai Mitzvah and Confirmation dates

  • Detailed B'nai Mitzvah preparation screens, including parshah and meeting codes

  • "Bill to," "Mail to," "E-mail to," and "special" addresses

  • Public/Nursery/Day School Codes

  • Religious and Hebrew School Codes and Classes

  • Unlimited activities

  • Automatic connections to siblings, parents, and step-parents

  • Comments

  • Name search by last name

  • Connect a child to more than one family and list both parents on rosters

  • Numerous reports, rosters and label formats with print preview screens

  • Export capabilities for personalized letters, labels ...

Return to FEATURESNON-MEMBER MAILING LIST

  • Enter an unlimited number of non-members/prospective members

  • Set up an unlimited number of separate, validated, mailing lists

  • Print labels in multiple formats, with Bulk Mailing reports by zip code

  • One step removal of obsolete lists

 SCHOOL MODULE (Optional)

  • Track Students' school class history and print Student School History reports detailing grades received and teachers'/administrators' notes

  • Enroll children (from the Child Database) and adults (from the Member Database) in all available classes

  • Quick, one-button student enrollment in classes

  • Setup Teachers, Teaching Assistants, Student Aides, etc. using both adults (from the Member Database) and children (from the Child Database)

  • Maintain extensive student notes for every class, including a user definable checklist

  • Create charges for up to six different billing codes for every class

  • Special Notes for each Student (Doctor and Insurance info., Emergency Contact info. with an "Authorized to Pick-up" toggle, Special Dates, Comments, etc.)

  • Attendance Module for tracking Absences and Tardiness with printable attendance reports

  • Rosters, Labels, and Mail Merges by School Term, Course Code, Class, and Day

  • Print Report Cards detailing grade, cooperation, and study habits information

  • Interface with mapping programs allowing the creation of maps for Bus Routes, Car Pool Routes, Field Trips, etc.

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  Return to FEATURESACCOUNTS RECEIVABLE MODULE

  • Unlimited Charge Codes

  • Detail and summary Accounts Receivable with on-line inquiry

  • View and edit payment and charge journals before posting

  • Global/batch billing by member or child activity, membership type, member family status, gender or school codes

  • Cycle billing provides for monthly, quarterly, semi-annual, annual or "define your own" billing periods

  • Change or combine Charge Codes

  • Report on total charges, adjustments, payments and balance due

  • Transaction types link to general ledger debit and credit numbers (either cash or accrual)

  • Aging reports with user defined columns print to screen or printer

  • Donor Receipts comply with IRS regulations

  • Print reports for any series of accounts (Temple, Religious School, Nursery School, etc.)

  • Provide correct Donor Receipts to check writer even when applying payments to another member's account

  • Choose from multiple statement formats

  • Export capabilities for spreadsheets, personalized letters, labels ...

Return to FEATURESDONATION ACKNOWLEDGEMENT MODULE

  • Enter donations with or without posting to member A/R records

  • Automatic letters, in your format, for thank-yous and notifications

  • Distribute donations to any fund

  • Select "In memory of...", "In honor of...", or define your own reason for recognition

  • Send notices to members or non-members

CAMPAIGN MANAGMENT MODULE(Optional)

  • Manages multiple Campaigns

  • Maintains Capital and Annual Campaigns, Endowments, Expectancies and Planned Giving

  • Tracks Campaign workers, Prospect and Donor History

  • Maintains Dedications and an Inventory of items for dedication

  • Contains date tickler and extensive notes file

  • Reports on future pledges by date and amount

  • Lists pledges by Campaign and amount

  • Projects pledges by date due

  • Donor and Worker reports

Return to FEATURES CASH PROJECTION MODULE (Optional)

  • Generate schedules for future income regardless of fiscal period

  • Project future income for collateral or bank loan reports

  • Report by member, charge code, month or year

QuickBooks® Pro and Premier INTEGRATION (Optional)

  • Designed for use with QuickBooks® Pro and Premier Editions

  • Seamlessly transfer Accounts Receivable data from MM2000 to QuickBooks® Pro or Premier General Ledger

  • Works for either accrual-basis or cash-basis accounting 

  • Visit http://www.quickbooks.com/products for more information about QuickBooks® 

 

AUTOMATIC PAYMENTS (Optional)

  • Create payment schedules to process payments using Credit Cards or postdated checks

  • Process credit card payments from within MM2000

  • Store credit card information (encrypted) including billing address and card verification code

  • Process payments for different activities at various times of the month

  • Store multiple credit cards for each family

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  Return to FEATURESYAHRZEIT MODULE

  • Select by English, Hebrew, or English and Hebrew dates for a single deceased

  • Print weekly or monthly lists, memorial plaque lists, Rabbi's lists, and labels

  • Print personalized Yahrzeit notices to members or non-members

  • Unlimited Yahrzeit notices for each deceased

  • On-line relation to Cemetery Module for burial plot information

  • Hebrew/English and English/Hebrew date conversions and lookups

  • Special Phonetic Pronunciation field for Rabbi's pulpit lists

  • Deceased name in Hebrew font available for Rabbi's list, Yiskor list, Yahrzeit notice

Return to FEATURESSCROLL OF REMEMBRANCE/YISKOR BOOK MODULES

  • Enter both person to be remembered and by whom

  • Print lists by person remembered or by person remembering

  • Print to disk or send to your outside source for printing

     

Return to FEATURESSHALACH MANOT MODULE (Optional)

  • Enter senders and recipients

  • Generate reciprocal gifts and/or universal senders

  • Print listings by senders or recipients, and generate a variety of statistical reports

  • Print basket lists

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Return to FEATURESSPECIAL EVENT SEATING MODULE

  • Enter an unlimited number of events

  • Use assigned or unassigned seating

  • Assign seats for the High Holydays or any other Special Event (banquet, concert or lecture)

  • Multiple ticket prices

  • Meal selection

  • Copy seating plans from one event to another

  • Print seating tickets in your own format through Mail Merge

  • Print seating reports

  • Interface to Accounts Receivable for billing

  • Export capabilities for personalized letters, labels, tickets ...

 

Return to FEATURESCEMETERY PLOT CONTROL

  • Track synagogue cemetery, and/or sections in other cemeteries

  • Define your own location criteria

  • Maintain detailed deceased information, including armed forces service

  • Track each property for available, reserved or occupied status

  • Reports by plot status, sequence or member

  • On-line member and non-member ownership information

  • Automatic billing for annual or seasonal plot care

Return to FEATURESCRYSTAL REPORTS-REPORT GENERATOR   (Optional)

 

  • The most widely used Windows report writer

  • Create presentation quality reports including graphs

  • Analyze data using sort, group, subtotal and more

  • Distribute reports via e-mail

E-MAIL /SNAIL-MAIL MODULE (Optional)

  • Send e-mails to Members or Children, then create labels for those without e-mail addresses

  • Turn any document into an e-mail, not an attachment, and send it to your congregation

  • Send e-mails and create labels for Members based on Activities, Attributes, Birth Dates, or Anniversaries, etc.

  • Create e-mails and labels for all Children based on their School Classes or Activities, or B'nai Mitzvah, Confirmation, and Birth Dates, etc.

Return to FEATURESPHONETREE (Optional)

  • Deliver voice messages to members automatically

  • Use for meetings, special programs and events, school closures, funeral notices and more

  • Create calling lists, make calls and get reports from within Membership Management

                                                                                ADDITIONAL INFORMATION

ACCOUNTING PACKAGES:

We work best with whatever accounting package you decide to use. We have an online interface with QuickBooks Pro®. In addition we also interface to MIP Fund Accounting, Fund E-Z, and Southware. We can write an interface to any G/L package that accepts ASCII import. Our software can work on cash or accrual basis with any accounting package you choose: we have no preference. Our Synagogues use everything from QuickBooks®, AccPac to MAS90 to Platinum, to Great Plains, etc.)

DATA CONVERSIONS:

Data conversion is a concern at every Synagogue. We have converted most Synagogue software programs and many "homemade" programs numerous times.  By using Membership Management to convert your data, many hours of input can be saved and your data will be converted accurately.

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We know that choosing your new Synagogue software package is one of the most important tasks you are now facing. By joining our nationwide family of Synagogues, you will be gaining not only a product, but also a company that will be responsive to your needs.

 

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The following are trade names, trademarks, or registered trademark names: Windows 98, Windows 2000, Windows ME, Windows NT and Windows XP (Microsoft Corporation); Novell Netware (Novell Netware Corporation); Carbon Copy (Altiris, Inc.); PhoneTree (Personal Communications Systems, Inc.); QuickBooks® (Intuit Inc.); Pervasive SQL (Pervasive Software Inc.)

  

All content © Membership Management Systems, 2004
Web site design by: Canned Ham Entertainment, 2004

Last Updated: 04/15/2005