System Features

Comprehensive Donor Information

Detailed Donor Information

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• See the most important information at a glance and quickly navigate to ALL other donor information at once from our data tree.
   
• Quickly switch between alternate addresses or spousal records.
   
• Different salutations can be added for individual letter signers.
   
• An unlimited number of phone numbers and user-defined fields can be created -- all of which are searchable.
   
• With the optional district database, federal and state legislative districts are automatically added to records.
   
• The Donation Summary box shows you the important donation information at a glance.

Notes & Linked Documents

Attach an unlimited number of notes and documents to a donor's record.   Includes full document formatting options with spell check!   Notes can also be attached to individual donations, mailings, flags, audit log records, relationships and activities.

Donations & Pledges

Donations and Pledges are listed with their complete project, select and package information.   All columns are sortable with a click and incrementally searchable, helping you quickly find what you're looking for.   Quickly add or edit donations, mark pledges fulfilled and search for detailed project information

Mailings & Solicitations

All mailings and solicitations are listed with their complete project information.   Your custom letters are automatically added as a linked note to the mailing record, letting you easily view or reprint.   Pending letters waiting in a Mail Que to be printed & mailed are also listed (italicized in red).

  Flags

Assign an unlimited number of flags from an unlimited number of customizable flag types organized into categories however you want .   Keep track of when a flag was added or removed with date ranges for your flags.   Assign custom colors and icons to flag types so important flags are easily spotted.

  Audit Trail

No more wondering who changed a record. An Audit Trail of all changes lets you know who changed a record and when—and lets you change it back.

  Relationships

Easily define and view your most complex donor relationships with custom relationship types and relationship member types.

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Date ranges on Relationships let you seamlessly keep track of relationship changes without losing the historical record of past relationships.   Automatic “Ghosting” of donations, flags and other information between related records lets you easily view information from related records and optionally credit a donation to multiple records.   Related seasonal addresses let you keep the contact information, donations and mailing history separate for each address.

Groups

You can create an unlimited number of donor groups.   Groups can easily be created from one or more selects and you can easily add, remove and move donors between groups.   With a few clicks you can schedule mail or activities for an entire group!

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Easily Find Donors on Virtually Any Criteria

• The main search screen allows you to quickly search for donors on all of the main fields or a combination of two fields.
   
• Search notes for words or phrases using linguistic searches.
   
• You can quickly sort and search the retrieved matching records by simply clicking in any column and typing.
   
• Records with pending activity or pledges are highlighted to help you identify active records.
   
• Selecting a donor will open their Member Detail screen, or the entire set of selected records can be printed, added to a group, exported or mapped in Google Maps.

Advanced Search

• The Advanced Search Builder lets you easily create and save complex queries that search on virtually any data on a donor's record.
   
• Intuitively build sophisticated selects by combining multiple criteria together.
   
• Build your conditions on anything, including geographic radius, record changes, donation totals to specific accounts, presence in a file and much more.

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Simplify Your Mailings & Correspondence

Quickly Mail Letters to Donors

• Generate merged letters to your donors with a click.
   

Instantly merge a document from a library of template letters and store all your correspondence right on your donor's record.   Send custom and generic letters to user-defined Mail Queues for automated batch printing at a later time.   Custom merge fields can include virtually any data from a donor’s record—or can be set to prompt you for the information when necessary.   Merge template letters for one record, a saved group of records or for all records returned from a search.

Automatically Generate Thank You Letters

Save time with automated thank yous and pledge fulfillment letters generated when donations or pledges are saved to a record.   Assign different letters for each project and mailcode.   Different letters can be scheduled depending on the donation amount, a flag the donor has or any other criteria.

Easily Manage Bulk Mailings

Pending Mail can be reviewed, modified or deleted before mailing.   Separate Queues can be setup to organize your pending mail into logical groups.   The Mail Merge wizard will produce merged Microsoft Word documents -- organized by letterhead type -- or produce files to send to a mailshop.

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Manage Caging & Data Entry

Batch Management

Keep track of the totals of each batch, along with who caged, verified and keyed the batches.   Confirm that the batch totals equal the data entry totals before applying the donations.   Process credit card transactions, allowing for different merchant accounts for different organizations.   Manage recurring donations internally without the need of bank programs.

Quickly enter donations for a batch, keying the amount, credit card information, name & address changes and, optionally, FEC info and check number.   Prospect and Housefile can all be entered together, keying or scanning only the assigned 10-digit Mail-ID.   Attach notes to a donation without leaving the screen.

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Complete Fundraising Project Management

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All donations, pledges and solicitations link back through their mailcode to a detailed package description, solicitation cost, data select and the credited account.   Mailcode selects can be linked to specific Searches, allowing the project to be exported for mailing with a few clicks.   Predefined thank-you letters for specific solicitations automates the handling of follow-up for donations and pledges.   Numerous reports can be instantly printed, detailing the project specifications and its results.

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Reports & Exports

You can generate numerous context-sensitive reports or exports throughout PDS Membership from specific screens. Other reports are selected from the Reports & Queries menu option.   All reports can be previewed to the screen, printed, or exported to PDF, XML, Word, Excel or Open Office documents.   Primary Data Solutions can easily add your custom reports to your Membership system.

Create user-defined export formats with any column layout you need, including virtually any data on a donor's record.   Any selection of donor records can easily export to any custom export format.

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Security

Security can restrict users' ability to edit or view virtually any element in PDS Membership.   Security Groups allow you to combine individual security elements by job roles, simplifying security administration.

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Data Validation & Cleaning

Examples of validation include: CASS certify an address and apply Zip+4. Verify an email address is properly formed. Send an e-mail to your staff when a record with a $500+ HPC is changed. Send an e-mail to your staff when a donation larger than $1,000 is entered. Remove any Undeliverable Flag when an address is changed. "Style" a change to a prefix, suffix, company, title or address to properly abbreviate and punctuate.

When data is saved, Membership will check the change against user-defined validation rules.   Validation Rules can be used to stop dirty data from getting on your records and they can also be configured to clean data or execute virtually any other action.

Edits which fail validation can be saved for review.   Unattended batch changes and imports can be set to automatically save any failed edits for review.   Reviewers have the option to fix, cancel or apply a submitted change.

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Compliance Reporting

Generate FEC filings for PACs or Campaigns.   Bundling processing and reporting is seamlessly integrated.   The filings' receipts and disbursements are pulled from Membership's donations. Non-donation disbursements can also be imported.   All filing data is pulled and stored separately to maintain a record of what was reported.   Automatically generate amendments from changes in Membership.

FEC Electronic reports are automatically submitted.

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