"...making you the professional in your relationships"
Features
Features Detail
Records and Membership
- Unlimited entry of individual, household, and business records
- Unlimited entry of contact info per entity (multiple addresses, phone numbers, email addresses, websites)
- Create and show immediate and extended household relationships
- USPS Address verification upon entry
- Track occupations, talents, and business services
- Relational activity tracker
Events
- Registration
- Complete charges and payments tracking
- Attendance tracking
- Event calendar management
Reports and Communication
- Customizable detailed relationship report
- Event and organization rosters
- Robust, full-color name tag printing
- Multiple mailing label formats
- Generate mass email lists in multiple formats
- U.S. address mapping
- CSV/XML data export
Organizations
- Unlimited entry of organizations
- UNLIMITED levels of hierarchical relationships
- Enrollment
- Attendance tracking
- Promotions
- Visual Organization Tree via Relationship View
- Dynamic group management, large and small
Contributions
- Batch or individual entry
- Check scanning and image retrieval
- Statements for groups and/or individuals
- Complete envelope number management
- Pledge creation and tracking
- Pledge verification statement
Security
- Unlimited number of user login IDs
- Up to 200 concurrent users
- Full user password management
- Ability to control users access to each program including read, add, update, and/or delete rights
- Create customized security user groups