Professional Version Overview

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 a predefined membership list, activity list, and group list. These are known as Views. With the professional version, you can define as many different views of your data as you wish. If you need a membership list that includes Name, Email Address, and various Custom Fields, you can create a new View using those fields, put the fields in the order you want them, change the column heading text, the default sort order, and the column size. Switching between different views is easy, and you can also make one view the default that opens automatically.

Each view can serve as a user-defined export template. You can retrieve data into the list, apply the View you want, and then click Export to save the data to a PDF, text file or other format.

•User-Definable Mailing Labels - If the predefined labels available in the standard version aren't quite what you want for your mailings, the professional version lets you set up your own labels. You can choose the type of 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, where they run like a normal report.

•Other User-Defined Reports - Similar to the Mailing Labels above, you can also create roster reports, multi-column reports, name tags, post cards, and photo cards. With like other reports, you choose the type of 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, where they run like a normal report.

•Customized 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. (You can also set up your Statuses so dues are charged automatically, so all you need to do is enter the payments. In addition, you can use the Interest feature (see below) to tell the system to automatically post interest to accounts with an outstanding balance.

•Post Dues to Multiple Records at Once - You can post a dues entry to a large number of records without having to open each record and add an identical entry! For example, you may have a special event, and everyone attending that event is part of one activity. You could search for all members in that activity, and then post a one-time charge to all of their dues accounts. With this feature, you can just select all those records on the Membership List, click Add Postings, enter the information, and select to post the entry to every selected record.

•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 - You can also set up your Statuses to automatically post any kind of dues posting to members of that 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, and can include a remittance advice to be returned with payment; and the various posting reports can be used to help reconcile your accounts, check what you posted that day, etc.

•Multiple Addresses - Each member 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, University, 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, to ensure that mailings go to the right location at any time of the year).

•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 they are immediately available or not.

•Associate Members or Income and Expenses to Activities - The Activities functionality is expanded to enable associating 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. 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. The system will send out a personalized 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 https://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.