Individual Management
Module
The Individual Management
Module is the heart of the SAMS package. The key features of this module
are:
This module tracks members as
well as maintains records for prospects, contributors, meeting or continuing
education attendees, exhibitors, subscribers, committee members, suppliers or
any other individual or company that your organization needs to track.
Features
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Link multiple Individuals to
Member/Exhibit records
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Send email from the open
record using your email program
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Create a callback market
which allows your telemarketer to solicit your prospective members or create
markets for retention purposes.
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Use as a tickler file to send
member applications, exhibit kits, etc.
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Automatic data entry by
entering the zip code. SAMS fills in city, state, area codes, and
chapters. The zip code table also links you to your state legislative
districts.
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Enter complete Demographic
Information (name, address, phone/fax numbers, email, etc.)
User Defined
Pop-up Lists
With the SAMS Individual
Module, you have the ability to pull from an unlimited amount of:
-
Record Types - The record
type field is tied to the individual record and is used to distinguish the
difference between prospects, contributors, subscribers, suppliers, etc.
-
Marketing Promotion Codes -
By using Mail and Source Code fields, you can include/exclude a person from
a particular mailing and determine where you received this person's name.
You can track which promotions received the best feedback.
-
History Codes - Enter as many
committee, job description or classification codes as you wish to an
individual. You can keep committee lists from year to year and delete them
only when needed.
Unlimited
Committee/Board/History Information
You can keep an unlimited amount of historical information on an
Individual record. For example, you are able to track the boards and committees a person has
served on and all of the meetings that this individual has attended. This
feature has an unlimited amount of space and can be kept in SAMS until you
decide to delete it. And, you can pull information from the History table for
reports. The possibilities are endless (virtually!).
Additional
Features
-
Track points for a member. Many associations give referral points
to individuals who bring in other members. SAMS makes it easy to track
these points by entering them right on the Individual window or when adding
a payment.
-
Add
Directory information in the Individual Module. SAMS makes it
easy by linking information from your Individual record to the Directory
record, such as the individual's address information. And, you still have
the option of changing this information on the Directory record! Enter as
many directory listings for an individual as you want. The Directory also
tracks specialties and creates optional billing for directory listings.
-
Fax
directly from SAMS. For example, someone calls and asks you
to fax them a membership registration form. Just pull up the Individual and
click on the Fax button. Select the scanned-in form and click send. (This
feature requires a third party software interface, such as OAZ on your
system.)
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SAMS Modules
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