New Unified Solution!

• Member Manager

  	Demographic information
  	Personal information with unlimited user defined fields
  	Search engine with various search options
  	Duplicate member verification system
  	Member involvement quick view with user defined rules
  	Integrated address standardization and verification

   

• Relationship Manager

  	Tracks relationships between members and organizations
  	Includes a set of standard and automatic relationship types
  	Allows an unlimited number of user defined relationship types

   

• Membership Manager 

  	Full facility memberships
  	Program memberships (allows for discounts on program registration)
  	Add-on memberships (i.e. lockers, towel service)
  	Define multiple membership categories and rates
  	Electronic Funds Transfer capability
  	Manage and track subsidized memberships
  	Vital sales and retention statistics
  	Produce custom due to renew notices
  	Track relationship involvement and interaction to determine commitment level of member from quick view involvement screen

   

• Program Manager

  	Easy to Enroll™ on line program registration
  	Customized participant rosters
  	Track target enrollment
  	Reporting options for program statistics
  	Team sports/Camp management with auto and manual assignments
  	Childcare registration and billing with third party billing option
  	Maintain waiting lists with auto notification for increasing program offerings
  	Housing registration to support hotel and lodging reservations

   

• Financial Development Manager

  	Target champions of your organization
  	Manage volunteer and advocacy programs
  	Maintain and measure individual and team goals
  	Manage multiple financial development campaigns, matching gift programs, special events and grants.
  	Produce custom cultivation letters
  	Produce custom pledge cards
  	Produce custom acknowledgement letters
  	Produce custom pledge reminders

   

• Cash Manager

  	Cash Receipts and confirmation notices
  	Miscellaneous item sales; racquetballs, tee shirts,
  	Print cashier reports
  	Cash balancing process that allows for shift adjustments
  	Payment processing options including member statements and EFT
  	POS credit card ability
  	Process refunds and returns
  	Ability to track and report cash transactions

   

• Access Manager

  	Easy to Access™ – an image access system with electronic picture identification
  	Track facility usage to determine optimum programming schedules
  	Track facility usage for one or multiple member
  	Determine high traffic days and times
  	Print member usage reports
  	Comprehensive journal system with access rules

   

• Account/Activity Manager

  	View and manage centralized account and activity detail for all activities within a family unit.
  	Process changes to an activity's status, dates, times, financial transactions, etc

   

• Financial Manager

  	Open architecture for Accounts Payable and General Ledger interface with third party systems
  	G/L Account number validation
  	Transaction based for easy tracking
  	Supports cash accounting and full deferral accounting
  	Revenue tracking and reporting

   

• Report Manager

  	Custom reports created using Report Output Builder (ROB) for program and campaign activities.
  	Protivity's™ portfolio of core reports covers all functional areas and are available on demand for information where and when it is needed.
  	Reports include integrated security to protect sensitive information
  	Reports may be exported to a variety of PC formats including HTML to post on your organization web page.

   

• Application Manager

  	User default settings to simplify sales process and control various function authorities
  	User transaction authorities that control sales and adjustments
  	User subsidy authorities that control ability to issue discounts
  	Independent user authorities to perform cash receipting functions
  	User defined workflows that allow groups of functions to be automatically processed through a single request
  	Database archive feature that allows mass removal of historical information based on user specifications
  	System table file maintenance procedures
  	Branch/facility table file maintenance procedures
  	Attach personal information panels to be completed during user specified sales process

   

• Communication Manager

  	Develop and maintain custom mailing lists
  	Generate mailing labels with ability to print or export  (ideal for creating files to be processed by a mail house)
  	Contact members with interest specific marketing information
  	Ability to create and send bulk email through use of simple mail APIs.  Future development will include ability to create email templates that work like mail merge documents to send various notification to members such as cancellation, closures or birthday cards.

   

• Executive Manager

  	Key performance indicators in 7 Topic areas; Facility, Cash, Transactions, Billing, membership, Programs & Development
  	Targets 17 indicators and produces 76 summary level reports
  	72 Detail & summary reports which are easily exported to spreadsheet format with more than 1,000 graph options