Professional Version Overview


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MemberTies Professional is the version reserved for more powerful features that may not be needed by the average organization. These features typically involve increased control over certain functions of the software, or features that may only apply to larger organizations.

The feature list restricted to MemberTies Professional will continue to grow, and of course, the professional version will always include all the features of the standard version. For general information about the standard version, see Standard Program Overview

Some key additional features in the professional version include:

User-Definable Views - In the standard version, there is one membership list, and one group list.  With the professional version, you can define as many different views of your data as you like for either list! If you need a membership list that includes Name, Email Address, and various Custom Fields, you can create a View using those fields. You can put the fields in the order you want them, change the column heading text, the default sort order, and the column size. Then you can change from one view to another with as little as two keystrokes.
 
Each view can serve as a user-defined export template. You can retrieve data into the list, apply the View you want, and then choose Save As to save the data to a text file or other format.  The data saved will be the same data you see on-screen.
User-Definable Mailing Labels - If the predefined labels available in the standard version aren't quite what you want for your group's mailings, the professional version lets you set up your own labels.  You can create either labels using membership or group data, choose the fields that will be on each row of the label, size them, and even add prefix or suffix data to any field. These labels can then be opened in the normal Reports window, from which you can specify report settings to limit the records found, and print the labels.
User-Definable Columnar Reports - Similar to the Mailing Labels above, you can also create your own columnar reports! (By columnar report, we mean a report that has a single row of headings, with columns of data.) With these user-definable reports, you can choose membership or group data, pick the fields you want, arrange them in the order you like, change the heading text, select the sort order, size the columns, and give the report a default title.  These reports can then be opened on the normal Reports window, from which you can specify report settings to limit the records found, and print the report.
Customize Dues Posting Types - In the standard version, every entry in the Dues tab of a membership record is considered a dues payment (a credit to the account balance). The idea was simply to provide a means of knowing how much a given member had paid the organization over the years.  With MemberTies Professional, you get to decide how to treat every entry. You can set up any number of Posting Types, deciding whether they will affect the account as a debit or credit, what the minimum and maximum amount allowed is, and more. Then, when posting dues entries, you can choose the posting type and the entry will affect the account balance appropriately. If you want to keep accounts current at a 0.00 balance, you can do so by posting a dues charge (debit) of $50.00, and following it with a dues payment (credit) of $50.00, bringing their balance to zero.  Using the Interest feature (see below) you tell the system to automatically post interest to accounts with an outstanding balance.
Post Dues to Multiple Records at Once - Now you can post a dues entry to a large number of membership records without having to open each record and add an identical entry! For example, you may have a dues posting type called "Dues Charge," and you need to post a $50.00 entry of this type to all of your "Yearly" members once a year for annual dues. Using this feature, you can open the Post Dues window from the Membership List, enter the information, and select to post this entry to every membership record in the database that has a status of "Yearly".  You could also just post the entry to whatever records have been selected on the Membership List.
Post Interest Charges Automatically - If your organization collects Interest charges on accounts with an outstanding balance, this feature will take care of the tedious task of posting charges to the appropriate accounts.  By entering an Interest Charge on a given Status, you can tell the system to post charges on a daily, monthly, or yearly basis. You specify the annual percentage rate, a minimum amount due, and the compounding period, and the software takes care posting any applicable charges each time you log in.
Post Dues Charges of any kind Automatically - Taking the Interest Charges idea a step further, you can also set up one or more schedule dues postings for any status. This enables you to charge an automatic monthly fee on the 15th of each month, and/or a yearly fee on the 1st of January, or even a one-time fee on a specific date.
Group Dues - Dues postings are available on Group records, and are supported for deposits, mass posting, etc., just like membership dues.
Additional Dues Reports - With the expansion of Dues functionality, some new reports were needed. Therefore, the Dues Account Statement, Dues Postings, and Dues Balance reports have been added. The Account Statement is designed to be sent to your members, whereas the Dues Postings and Dues Balance reports can be used to help reconcile your accounts, check what you posted that day, etc.
Multiple Addresses - Each membership and group record can have an unlimited number of addresses, with one address set as the Current (active) address.
Predefined Address Types - Predefine a list of address types like "PO Box", "Home", "Work", etc., to help ensure that records have consistent naming. Address Types can also be used as report criteria to further control the records returned. For example, you could print all members with PO Boxes, regardless of whether the PO Box address was the current active address.
Address Date Ranging - Specify optional date ranges within which each address is valid throughout the year. The system will automatically make the appropriate address current each time you start the system (great for summer/winter home members).
Stored Comments - To make comments more consistent and easier, you can store a list of comment texts that can be displayed and inserted on any comments field. If you seem to always open a record and type "Called for information about us.", you can store that text once and then quickly enter it whenever necessary.
Preloaded Member IDs - If your organization assigns member IDs from a pool of predefined values, or you just want to predetermine the next ID used by the system when creating new records, this feature will help. This enables you to load any number of member IDs into a list (either manually or by importing from a text file), and even control whether the ID's are immediately available or not.
Associate Members or Income and Expenses to Activities - Expands the Activities functionality by letting you associate membership records to the activity, including the role and status of the member with regard to the activity, as well as related income and expense posting.
Integrated Email Capability - Send email directly from MemberTies to an member or group record. Easily send mail to all members of a group, all attendees of an activity, a specific member or group, or any number of selected members or groups on the Membership or Group List. The system will even send out a separate email to each person in the list, addressed only to that person. No more long and unprofessional "TO" and "CC" lists, or hidden "BCC" lists are necessary (though you can still do that if you wish).

Upgrading

For more information about MemberTies Professional, please visit http://www.myrro.com/memberties or contact support . Please note that a license issued for the standard version of MemberTies will not work with MemberTies Professional, but an upgrade price is available for users changing versions.