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• The top of the donor's detail screen shows you the most important information at a glance, while the lower portion makes it easy to see ALL other information at once from our data tree, or more detailed information is displayed with a click.
  
  
• Quickly switch between linked records with alternate addresses or spousal records.
  
  
• Salutations can be added for each designated letter signer.
  
  
• An unlimited number of phone numbers and user-defined fields can be created -- all of which are searchable fields.
  
  
• With the optional District database, federal and state legislative districts are automatically added to records. Simply hovering your mouse over a donor's district will display the name of the current elected official.
  
  
• The Donation Summary band shows you the important donation information at a glance.
  

Notes & Linked Documents

You can attach an unlimited number of separate notes and linked documents to a donor's record. The notes editor gives you full document formatting and even includes spell check! Notes can also be attached to individual donations, mailings, flags, audit log records, relationships and calendar activities.

Donations & Pledges

Donations and Pledges are listed with complete project, select and package information. All columns are sortable with a click, helping you quickly find what you're looking for.

Mailings & Solicitations

A list of all mailings and solicitations are listed with complete project information. Your custom letters are automatically added as a linked note to the mailing record, letting you easily view or reprint the letter. Pending letters you have scheduled are also listed (italicized in red) and can be removed from the scheduled mail from this window.

Flags

Categorize your donors however you want, with unlimited Flags, organized as you decide. Keep track of your donors over time with active date ranges for your Flags. When you need to remove a flag, don't lose the historical record of when they had the flag.

Audit Trail

No more “Who changed the record?” games. Full 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 our branching relationship tree. Define your own types or relationships and the classification of the different members of a relationship.

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Date ranges on Relationships let you seamlessly keep track of relationship changes without losing the historical record. Automatic “Ghosting” of donations, flags and other information between related records lets you easily view information from related records. Classify Relationships and Relationship Members with user-defined types as well as individual descriptions.

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 keep track of your schedule and the schedule of your staff and volunteers on the daily, weekly, monthly and yearly calendar. Schedule to-do items, appointments, calls and more. Multi-day events can be scheduled to keep track of users' travel schedules and vacation time. Clicking an activity opens a detailed view of the donor and activity: Categorize your activities just as you need, with used-defined activity types and projects. Custom colors and icons lets you make your activities and projects easy to identify. You can link multiple notes to one activity to separatly hold your memos, directions, maps, etc. Additional user-defined fields can be added to your activities to hold a wealth of information specific to that event. Scheduled reminders on an activity can alert you however you prefer. You can also setup actions to fire when an activity is completed with a certain result -- automatically scheduling a follow-up call, emailing a user or mailing a confirmation letter.

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• The main search screen allows you to quickly search for donors on all of the main fields or a combination of two fields
  
  
• Extended Search lets you perform "fuzzy logic" searches across all primary fields, finding misspelled and similar sounding matches.
  
  
• 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.
  
  
• Dynamic, user-defined Membership Classes helpfully let you segment records and can be used to filter your search for only the relevant types of donor records.

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.
  
  
• You can combine an unlimited number of conditions to build the exact results you need.
  
  
• Intuitively create sophisticated Boolean logic searches by marking each condition as AND, OR or NOT and indenting sets of conditions to group subsets.
  
  
• Build your conditions on anything, including geographic radius, record changes, donation totals to specific accounts and much more.
  

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Quickly Mail Letters to Donors

• Generate merged letters to your donors with a click.
  
  

Instantly merge template letters and store all your correspondence right on your donor's record. Send custom and template letters to user-defined Queues for automated batch printing at a later time. Your custom merge fields can include virtually any data on a donor’s record—or you can be prompted for the information when necessary.

Automatically Generate Thank You Letters

Save time with automated thank yous and pledge fulfillment letters generated when donations or pledges are saved. You can define follow-up criteria to assign different letters to each project and mailcode. Different letters can be assigned based upon user-defined criteria, or a series of letters can be assigned to mail on different days.

Easily Manage Bulk Mailings

Pending Mail can be reviewed, modified and deleted before mailing. Separate Ques can be setup to organize your pending mail. The Mail Merge wizard will automate Microsoft Word for you or produce files for a mailshop to effortlessly process thank you letters, fundraising mailings and even personalized correspondence created from your library of template letters!

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Batch Management

Keep track of the totals and counts of each batch and also record who caged, verified and keyed the batch. Confirm that the batch totals equal the data entry totals before applying the donations. Process credit card transactions, allowing for different processesors or accounts for different organizations.

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 Mailid. You can even override the designated thank you letter with a selected template letter to respond to a specific donor request.

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Click to see larger image. Predefined actions and thank you letters for specific solicitations automates the handling of follow-up for donations and pledges.

All donations and solicitations link to detailed mailcode information, tracking the package and its costs, the select and the account to credit with donations and pledges. Mailcode selects can be linked to specific Advanced Searches, allowing the project to be exported for mailing Numerous reports can be instantly printed, detailing the project specifications and its results.

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You can generate numerous context-sensitive reports or exports from sepecific screens. Other reports are selected from the Reports & Queries menu option. All reports can be previews 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.

You can create user-defined exports in whatever format you need and can include virtually any data on a donor's record. Selection of records can be exported to Excel, CSV, DBF, tab-separated or a flat file. Build your export formats from your library of custom merge fields, which let you get any data you want.

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Security can be used to restrict your users' edit or view access to virtually any aspect of Membership. Security Groups allow you to combine individual security elements by job or roles which can be assigned to each user.

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When data is saved, Membership will check the change against user-defined validation rules. Validation Rules can be used to prevent an invalid change and also to clean the submitted change or for virtually any other action. Examples of validation include: CASS certify addresses and apply Zip+4. Verify 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 saved. Remove any Undeliverable Flag when the address is changed. "Style" an edit to a prefix, suffix, company, title or address to properly abbreviate and punctuate the change.

Edits which fail validation can be saved for review for a user who has the security rights to override the validation. 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 the submitted edit.

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Accounts designated as PACs, Campaigns, or 527s allow for Compliance Reporting. The report's receipts and disbursements (for bundling) are pulled from Membership's donations. Non-donation disbursements can also be imported. All reported information can be edited and is then saved and uneditable once the report has been sent.

FEC Electronic reports are automatically sent and IRS XML files are generated for submission.

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• Built-in duplicate detection runs for every new or edited record against match criteria you define -- allowing you to specify different actions (merge, relate, save for review) based upon the closeness of the match and the characteristics (HPC, Flags, etc.) of the records matched.
  
  
• Multiple Accounts can be configured, each allowing multiple Income Types to which donations are credited, letting you manage multiple organiations and follow internal accounting methods for income classification.
  
  
• Custom Processes can be created to perform almost any function, including special imports or exports.
  
  
• User-defined Web links can be accessed by simply right-clicking over a donor's record, allowing you to quickly search Google, phone lookups, Wealth Engine, Open Secrets, Map Quest and any other search site -- without having to re-key your donor's information.
  
  
• Global Replace and Delete lets you quickly update fields for sets of records.
  
  
• Detailed error reports are automatically e-mailed to Primary Data Solutions technical support if you ever experience an error, allowing us to fix problems very quickly.
  
  
• If you have unique needs, Primary Data Solutions can customize your Membership with added capability to ensure you get the most out of your computers.

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