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    Customer Management Module

    Customer Management allows you to collect, categorize and manage all of the names and different addresses for all constituents throughout their entire relationship lifecycle. Any constituent interaction, whether commerce based or call logs and other activities, is used to build a complete view of your constituent's participation.

    Customer Management features include:

    Contact Management

    • Track standard and customized information for all contact records
    • Define multiple addresses for each contact with separate phone, fax, and e-mail addresses
    • Relate individuals and subsidiaries to a parent organization for hierarchical rosters
    • Find contacts with powerful standard or user-defined search capabilities

    Activity Tracking

    • System-generated activities (such as committee participation, meetings attended, or payments) are linked to the corresponding contact record
    • Custom activities can be entered manually or imported

    Demographic Management

    • Add an infinite number of tables and fields for collecting and tracking demographic data
    • Format your custom demographic data for presentation and data entry on custom tabs

    Committee Management

    • Organize committee members into subgroups based on participation
    • Manages past, present and future committee participation
    • Track offices held, length of term and all corresponding notes

    Address Management

    • Verify addresses against the National Database of Addresses
    • Prepare, sort, and print mailing labels with delivery point barcodes
    • Verify addresses against the QAS country address databases
    • Prepare, sort, and print mailing labels with a postcode, delivery point identifier (DPID), and barcode

    Online Profile Management and Directories

    • Update of individual and/or company records by members, donors, or staff
    • Specify preferences of communication and areas of interest
    • Create directories for specific groups
    • Specify individual data elements that appear in the directories
    • Export contact information and/or email selected contacts

    On-Demand Webcast: Selecting and Implementing Enterprise-Wide 
Not-for-Profit Management Software - Click Here for a Free Webcast

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