Association Manager Features

v  New! Auto update Member directory on website

v   Document Creation

· Merge to Mailing Lists

· Merge fields can be customized

· Create Mailing Labels

v     Complete Contact List

v     Merchandise Sales

v     Program Security

v     Credits/Returns

v     Complete Finance Function

v    10 Financial Accounts (Ledgers) with Reconcile

v     Create Invoices, Track Open Invoices

v     Automatically create Dues invoices just prior to anniversary dates

v     Enter Bills, Pay Bills, Print Checks

v     Create Paychecks

v     Manage Events and Participants

· Setup Several “You Define” Event Options

· Master Participant List

· Register Participant

· Receive Payments

· Separate “Networking Events” Management Function

v     Reports

· Over 50 Built in reports

· Free reports as they are created if signed up for annual support

· Use the Association Manager Report Builder to Customize your own reports.

v     Complete Inventory Control

v     Track all Equipment and/or facilities owned/leased

v     Create / Manage Tasks

· Boards and Committees

· PM’s , Projects, Events, Repairs, General

Support

Phone: 800.457. 9326

Don't Have MS Access?

Our organization installed Association Manager approximately two and a half years ago and it has made our job so much easier!
 
The database is absolutely user-friendly.  As installed, it did not quite meet all our needs but Ron consistently worked with our organization and has made any and all changes we have requested.  We are always finding new items to add to our reports, lists and event menus and Ron always happily adds our changes and even adds a few wonderful shortcuts that make our lives even easier!
One of our monthly tasks that was so time-consuming was invoicing.  With one click, our invoices are generated and we can print them with ease.  There are also numerous reports that are easily accessible.  Each year, we have approximately 4 - 5 major events and this program has made the registration process very streamlined and simple.  Setting up the events in the system is a breeze and Ron incorporated some of our confirmation letters to make the whole process very easy.
 
We are very, very pleased with the performance of Association Manager and would readily recommend the program with no hesitation whatsoever.

Monica Fazio
Director of Member Services
Professional Opticians of Florida
Tallahassee, FL  32303