Manage Membership, their subscriptions, their donations, run a cash book and bank balance.
• Membership Database: member records, key them in or import them from any existing Outlook address book or Excel spreadsheet.
• Notes: Record any number of date, time and user stamped notes against each member.
• Subscriptions: Record subscriptions received from each member and chase overdue subs.
• Donations: Record donations received against each member and easily report all donations received during a time period.
• One click to write them a letter, send them an email
• Cash Book: Record all sorts of transactions; bank opening balance, receipts, expenditure, subscriptions, donations and easily obtain a report for any date range.
• Mail Merge: Create a filtered list of all or just some of your membership based on simple rules specified. Review and edit the resulting list and output to a variety of destinations; export to Excel or Word, copy to the Windows Clipboard, print address labels, merge to email, merge to Word based on a template.
• So simple to use for single or multiple users to share with minimum 4 levels of access namely admin, manager, editor and data entry.
• Reporting : member wise, or date range wise or filter wise reporting with customizable report layouts and printing.
3 freelancers are bidding on average $198 for this job
Already working in a C.A. firm from 5 years. Well versed in M.S. Excel. Interested in building up long term relationship. Can rely on me and sit relaxed. Positive reply awaited.