Membership Management

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The Membership Management application includes functionality for managing member relationships, member types, dues and chapter relationships. Aptify's membership functionality is very flexible and allows a user to easily setup any number of different member types and groups. Dues processing has never been easier. Aptify's automated dues billing functionality enables an organization to handle large volumes of dues renewals on a completed automated basis. Some of the notable features within the membership management application include the following:

Relationships

  • Track any number of demographic data elements
  • Capture areas of interest, professional expertise and job functions
  • Track an unlimited amount of company and individual relationships
  • Utilize an unlimited # of member­ships and member types
  • Take advantage of sophisticated contact management capabilities with follow-up time and location
  • Maintain and use an unlimited number of addresses/phone numbers, emails and alternate contact methods
  • Infinite hierarchy for tracking company and subsidiary relationships
  • Track and use of preferred communication methods ensures seamless delivery of information based on individual preferences.
  • Utilize over 250 standard reports and views

Membership

  • Classify members as either an Individual and/or an Organization
  • View a members complete history
  • Track membership application and route workflow
  • Take advantage of Aptify's Committee Membership
  • Package journals, education, meetings or other services with membership dues
  • Easily process membership changes such as transfers, reclassifications, rejoins and drops

Dues

  • Enable dues processing and renewals including deferred income
  • Automate reminder notices
  • Support anniversary and calendar-year renewals
  • Automate group billing 
  • Enable on-line sign-up and renewal through Aptify's e-Business module
  • Utilize auto-renewal functionality

Chapters, Councils, Components

  • Take advantage of an unlimited number of chapters, councils or other components
  • Manage chapter memberships as additional membership and synchronize with primary membership
  • Enable centralized billing with automated dues remittance for each chapter
  • Automate deferred revenue
  • Fully support Multiple-Chapter memberships per individual and company
  • Access chapter management functionality via the web for officers
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