I. Organization Member Tracking and Information

A. General Company Information (name, address, phone, etc…)
B. Parent Company - if multiple locations, which is the main location (will normally and by default point to self if only 1 location)
C. Member Type (Regular, Associate, International, Affiliate, Provisional, Prospective)
D. Member Status (Current, Past Due, Expired, Lifetime)
E. Representative Information (Certifications, Notes, etc…) - See Section II
F. Certification Information (number of ASCS on staff)
G. Membership Renewal Information
H. General Notes
I. Activity Journal (created by system whenever logged activity takes place)
J. Reminder System (ticklers)

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II. Contact/Employee Tracking and Information

A. General Contact Information (name, address, phone, etc…)
B. Current Employer
C. Contacts may be viewed alphabetically or by company.
D. Contacts may be reassigned to another company.
E. Certification and Renewal Information
F. Registration and other past history per contact

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III. Events

A. General Event Information
B. Exams being offered

1. Examination Registration
2. Exam Score / Outcome Tracking

C. Event Registration (parent-child: must allow events to be entered as part of larger events)

1. Member Attendees
2. Non-Member Attendees
3. Vendors (Exhibitors)
4. Speakers
5. Additional Event Registration

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IV. Inventory System

A. Actual Count Inventory Tracking (Receipts, Shipping, Transfers, etc…)
B. Re-Order Alert System (item stocking minimums)
C. Supplier Information (multiple suppliers for an item)

V. Order Tracking System

A. Current Orders
B. Order Status
C. History of past orders (per item and per customer)
D. Invoicing?

VI. Subscriptions

A. Subscriber Information
B. Expiration Date (automatically updated when membership renewed?)
C. Quantity to Ship
D. Invoicing System?

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VII. Reports

A. Renewal Notifications
B. Current Members (by type)
C. Overdue Active Renewals
D. Expired Members
E. Certified Employees at each member company
F. Expired Certifications
G. Number of Publications Shipped in current year or month
H. Meeting Exhibitors
I. Membership Inquiries (by month and/or year)
J. Companies with/without Web site / E-mail
K. Dues
L. Prorating Dues Billing
M. Dues Tiers
N. Custom Report Writer

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VIII. Mail Merges

A. Renewal Notices (including member information verification)
B. Overdue Renewals
C. Certification Renewals
D. Certification Confirmations
E. Member Retention Letters
F. Potential Member Mailings
G. Event Information Mailings
H. Event Registration Verification Mailings
I. Publication Mailing Labels (with quantity to send)
J. Membership Directory (multiple sort options)
K. Template Manager
L. Member Identification Badges
M. New Member Welcome Letters
N. Membership Certificates
O. Custom Mail Merges

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IX. Residential Inquiries

A. Inquirer's Contact Information
B. Questions asked
C. Inquiry Status

X. Additional Features

A. Quick Searches (enter a portion of a key field and press Enter to complete)
B. Zip Search - intelligent ZIP code retrieval system
C. Able to handle multiple associations

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