The
first module is the one that provides access to your member
information. Knowing your members is vital to the health
of any organization. Membership Plus 2005 Deluxe allows
you to track membership by individual, family or organization.
Conveniently, an individual record can become a part of
a family record so you needn't duplicate individual entries
when setting up a family. The software records all pertinent
member information including addresses, phone numbers,
e-mail addresses, birth dates, wedding dates and member
photos. A user-defined section is included and can be easily
configured to track any other data a member may provide
(confirmation date, prior denomination, health status,
volunteer interests, etc., etc.). There is even a function
that will allow you to instantly access MapQuest over the
Internet to obtain a map and driving directions to a member's
address.
Another
vital aspect of keeping a parish running smoothly is
knowing which members have received counseling and who
in the community is due for a visit. Membership Plus
has an area to keep track of which pastor visited which
family or member along with the details of the visit
including any follow up meeting dates. My only quibble
here is that while Membership Plus 2005 integrates with
Microsoft’s Smart Tag feature, it does not seem
to tie in at all with Outlook’s reminder alarms,
and it has no such feature of it’s own. It would
be nice to have a reminder alarm set a few days ahead
of a scheduled meeting. It may be a personal preference,
but I like an automated reminder instead of having to
check the calendar myself every day. Membership Plus
2005 Deluxe has a calendar that you can access at any
time to view scheduled events for the day, week or month
and create different calendars for tracking separate
information. Having the member information along with
payables, receivables and events in one calendar could
make things very confusing so this feature should come
in very handy. I should mention here that the program
installs a small utility called MPQuickView. While this
isn't an automatic reminder program, it will give you
a quick view of all the days events without having to
launch the main program.
There
is so much more to keep track of in a busy church: youth
groups and summer camps, meetings, meeting locations,
equipment, facility access and so on. Keep track of all
of this using the Group and Event Registration modules.
Include group membership lists, an attendance roll for
various events, roles and responsibilities, and notes
on each group using familiar word processor commands.
Schedule all your meetings, the time, the place and the
location. The Event Registration module can be used to
detail each event, set a ticket price if necessary, track
attendees, amounts paid, balances due, what needs to
be done to get the event off the ground, task assignments,
due dates and the status of each task.
Almost
as important as the membership are the donations made
to the various funds and accounts. Membership Plus 2005
Deluxe allows you to track each member’s contributions,
the date, the amount and how much of each contribution
is allocated to each fund or account. The software can
also output directly to any connected scanner so that
you can keep a file copy of each check you receive. Like
every other business it’s also important to track
expenditures. Membership Plus 2005 Deluxe helps create
a full set of General Ledger accounts, including full
budgeting functions. A double entry accounting system
assures that every dollar deposited and spent is allocated
properly and a check printing function help to ensure
that payments are made on time and to the right payees.
Membership
Plus 2005 Deluxe’s greatest strength I think is
in the Reports module. There are dozens of pre-designed
report templates to choose from including accounting
reports, attendance sheets and even name badges. If you
need a reporting format that isn't already included there
is a Report Designer module that can be used to create
your own. Unfortunately, I had a difficult time with
the report designer—it's not particularly intuitive.
Membership
Plus 2005 includes a Workflow Wizard that makes backing
up your database, among other functions, quite simple.
You can perform full backups or pick and choose data:
member information, bank information, meeting information,
any of dozens of different reports to include in a workflow
project and then have the program carry out the selected
backup function—storing data, synchronizing it
with Outlook, archiving it or even checking it for errors
and repairing them. You can also use the workflow wizard
to perform other repetitive functions, but experience
tells me that using it to back up and archive your data
may prove to be it's most important role.
If
all of that isn't enough, included is a letter generator
allowing you to send the same letter to any number of
people at once. You can design your letter and then pick
the parameters of all the recipients: all the families,
members of a certain group, output to e-mail addresses
or print address labels for easy mailing.
The
program also has a master administrator tool. Global
changes can be made to the database, program configuration
options can be accessed, users added to the database,
new database entry fields can be created and existing
fields can be modified. You can even set the Policies
and Procedures for your organization.
Cons: Reminders
and Ticklers are not integrated. When I launch this sort
of software, I want alarms and reminders to pop up and
yell at me—tasks, appointments, organization events,
membership issues, etc. Why do I have to run the Reminder
module separately? The Report Designer is indecipherable
at a glance and there aren't any detailed instructions
in the help system or manual describing the custom report
process. Even though the pre-designed templates supplied
with Membership Plus cover most needs, considering the
importance of printed reports for regular monthly review
by directors, regents, elders and whomever else your
church or organization consults, the report designer
should be much easier to use. Topping the list of cons
is the Membership Plus user interface. In a word, it's
awful. It looks like a throwback to the old GFA Basic
programming language and it can be serious impediment
to comfortable and intuitive use of the software. As
well, the main program window incorporates several elements
which should increase or scale in size, or at least render
at a higher resolution when you expand the window to
full screen. The problem is that most of the program
interface elements are apparently designed at a fixed
size (it appears to be 800 x 600) which means that almost
every user interface element looks jagged and blurred
when you try to take advantage of all the space on typical
17" and 19" monitors running at 1024 x 768
or 1280 x 1024. The Pictorial Directory, which allows
users to browse images attached to individual records
was not used or tested during the review period.
Pros: Membership
Plus 2005 Deluxe is a powerful, versatile, functional
database and financial recording package. Import/export
function makes transferring data (including PDF files)
from other programs much easier. The main Welcome screen
helps you start off any session. The workflow wizard
works well. Despite the antique user interface, everything
is available to you front & center with nothing hidden
behind menu options or otherwise difficult to find locations.
With an investment of some time, experienced church and
community organization administrators can make effective
use of Membership Plus 2005 Deluxe v9 to get their databases
up and running and their membership information organized
and well controlled.