Names Module
Key features of the Names module:
- Safety checks to help you avoid duplicate name records (checks Name, SSN/ID, and Email for matches/duplicates).
- Enter the Zip Code and the city, county, state and area codes are automatically entered for you.
- Several code fields to track how a person heard of your organization, interests, preferred method of contact, demographic data (e.g. ethnicity, family type, disability, dwelling type, etc.) and more.
- A Callback system that will remind users to call individuals on a specific date.
- Specify the Fee Rate an individual qualifies for (e.g. Senior Citizen rate), and when the individual enrolls in a course, he/she will automatically be asessed the fee rate.
- Email Module users can send a quick email to the individual from the Name record.
- Unique “Clone Name” feature allows you to copy information from one Name record and paste it into a new Name record. This is especially useful when adding family records into your system.
- 26 user-defined fields that your organization can use to collect data specific to your organization (e.g. spouse name, license expiration date, etc.).
- On screen display shows you any outstanding balance owed or credits in escrow, and the # of classes taken.
- Enter comments about the individual including internal comments, contact log and spcial needs. Entries in the Special Needs field will pop-up whenever the Name record is accessed.
