Management Screens

The Management Screens in SOS give you all you need to manage your members and finances. The Management screen features several incredibly useful functions of the system:

• Membership Information Screen
  • Store an unlimited number of members with multiple addresses, emergency names, numbers, or cell phone numbers.
  • 35 fields for storing member information, with 12 user-defined field.
    
  • Store Anniversary date, Join Date, Renew Date, etc.
  • Send emails to any member or contact.
  • Produce personalized mailing labels
  • Store individual member notes
  
  
• Audit Trail Screen - The audit trail will keep a detailed log of when changes were made, storing the previous data as well



• Reminders Screen
• Assign ticklers to use as reminders.
• Ticklers feature allows you to include a description
• Use find option to search for members by tickler or tickler date


• Member List Screen
• Search for members by Last Name, First Name, Member Number or Join date
• View and organize lists by member type, member attribute, or view archived members.


• SOS Calendar
  • Input upcoming events
  • Special dates in a shared network environment
  • Setup you own holidays
  • Print calendar notes for any date range
  • Track Reminders
  
  
• Activities/Committees Screen
  • Add as many activities as you need to track.
  • Assign members to a committee
  • Print reports, labels, letters for any activity
  • Send an email to any member of a committee with an email address.
  • Print a list of members not involved in any activities
  
  
• Member Attributes Screen
  • Allows you to assign keywords to members.
  • Keywords can describe the member allowing you to search members by attribute.
  • Assign multiple attributes to each member
• Reports Screen - In the reports screen you can search any of the following fields
  • Member Number or Last Name
  • City or Zip code range
  • Birth Month, Day range
  • Join Date and Anniversary range
  • Resign Date and Renew Date Range
  • Gender and Age range
  • Occupation
  • Public School and Grade
  • Members with Multiple addresses
  
  
• Member Notes Screen - allows you to record regular notes, confidential notes, and doctor's notes.



• Member Attributes Screen
  • Track special skills per member
  • Add and update Bar/Bat Mitzvah and Confirmation dates
  • Print reports within on any selected attribute