• Contact
  • My Account

 USA
  •  USA
  •  Canada
  •  Asia-Pacific
  •  Europe
    • Products
    • Support
    • Services
    • Resources
    • Company
        Client Login   Partner Login
    Products

    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

    Products Support Services Resources Company Solutions
    Follow ASI Online
    iMIS at-a-Glance
    Solutions by Industry
    Extend iMIS
    Tech Support
    Client Sales
    Product Releases
    Documentation
    Training
    Developer Support
    Client Rewards
    ASI Consulting
    Partners
    Training
    Hosting
    iBEF

    Resource Library
    Quick Tour
    Client Videos
    Client Testimonials
    Webcasts
    On-Demand Webcasts
    Seminars
    Events
    White Papers
    ASI Social

     

    Leadership
    News
    Awards
    Values
    Partner Programs
    Careers
    Contact Us
    Association Software
    Membership Software
    Non Profit Software
    Fundraising Software
    Donor Software
    USA  |  Canada  |  Europe  |  Asia-Pacific

    © 2014 Advanced Solutions International (ASI). All rights reserved.
    Terms of Use | Privacy Policy