• Name & Address

  • Business or Individual

  • Family & Personal Information

  • Interests & Affiliations

  • Notes with Follow-up Notification

  • Groups

  • Identify Associates Within Contact List

  • Donation Summary

  • Events Attended

  • Guests at Events

  • Temporary Addresses By Date

  • Volunteer Activity

  • Web Site

  • Photograph

  • Customizable Fields

  • Unlimited Contact Groups

  • Up to 6 Two Line Addesses

  • City, State, Zip + 4

  • Phone #'s

  • Fax #'s

  • Email

  • Country

  • County

  • Temporary Begin and End Dates

  • Current Address Flag

  • Send Emails

  • Open Websites

  • Direct Links to Task & Reminders, Donations, Mailing Lists, Mailing  History, Events Attended, Import/Export From Outlook

  • Set Screen Colors & Fonts

  • Your Organization's Name on All Reports

  • Setup Your Own Menus

  • Show Contact Tabs You Want to See

  • User Customizable Contact Fields

  • Up to 6 Alternative Addresses Per Contact

  • Flexible Events Management

  • Setup as Many Contact Types as You Need (example Donors, Prospects, Vendors, Employees, etc.)

  • Optional Login

  • Security Setup By User On All Screens and Reports

  • Show Only Menus to Reports a User Can Access

  • Flexible Events Management for All Types of Events (ex - Golf Tournaments, Fund Raisers, Dinners)

  • Group Attendees By Table or Foursome

  • Interface with Donations

 

  • Separate Module For Managing Your Custom Reports

  • Uses MS-Access Standard Filters and Sorting for All Screens.  Sort or Filter Based On Any Field Showing

  • Source Code Provided

  • Status Bar Help For All Fields

  • Multiple Databases

  • Unlimited Number of Mailing List

  • Easy Selection By Name, Group and Event

  • Output to email, labels, envelopes, MS-Word Mail Merge, MS Access Database Table or Comma Delimited Text ( great for sending to mail houses or address standardization)

  • Mailings Show in Contact List in Mailing History

  • Input Payment History from QuickBooks with Automatic match to Contacts

  • Track Commitments Vs Paid

  • Reminders Note to Outstanding Commitments

  • Reminders by Day & Time

  • Repeating Reminders

  • Assign a Task to Another Associate

  • Reminders Work Even When In-Contact is 
    not Running On your PC

  • All Tasks & Reminders Show up in Contacts List