Membership 

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Overview

MemberPlan is designed to help your office handle your members' common questions. You won't have to tell members that you'll get back to them with answers to:

"How much will my pension be when I retire?"

"How much dues do I owe?"

The Information is just a few mouse clicks away, on your screen.

The Membership Module lets you view all kinds of member data quickly and simply. You can also enter data much faster than can be done with character-based system where many data codes are required. The Windows-based environment lets you keep as many screens open as you want, make it easy for you to perform several tasks at once.

Wide-ranging functionality combined with the Benefits, Dues, and Pension modules puts MemberPlan at the operating core of your system. The Membership Module lets you produce mailing lists and labels, merge letters with member information, and produce quality membership reports almost effortlessly - your reports always contain the most current data.

Reporting which used to be tedious and time-consuming is now done with ease. MemberPlan works seamlessly with other software packages easily bringing information into your windows-based word processor, accounting packages, or reporting software..

Functions

Holds basic information about each member
Views all supporting data about the member from the member screen: -    Pension, health and welfare contributions

-    Pension status

-    Benefit eligibility

-    Dues payments and records info

-    Initiation payment history

-    Work history

Maintains demographic information for reporting, political activity, affirmative action
Maintains accurate mailing addresses to reduce costs associated with returned mail
Easily scaleable system: 1 to 100 million members

Reports

Membership lists based on membership, pension or benefits status, and demographic information
Membership mailing labels
Demographics
Seniority lists

Comprehensive 'AD hoc' reports/lists/labels produced through Crystal Reports

 

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Last modified: July 24, 2003