|
|
Member
or Contact?
|
hontreasurer.com
has the facility to call
people with whom the organisation does business by either of these
names (set at initial startup). Membership societies will call most
people it does business with Members so will choose that name. Such
societies will also have "Members" who are in fact suppliers and some
customers too, but the majority of transactions will be with their own
members so that name has been provided as an alternative to Contacts
which will be used by commercial organisations and individuals or
couples.
|
General
Member/Contact Information
|
General Information such
as name,
address, phone numbers etc, can be entered on every Member or
Contact but in
fact only a name is necessary. An Organisation should have its name
entered in the Surname field. A panel is provided for organisations
which require special information for each Member. If you require this
facility, please email hontreasurer.com Support.
|
Additional
Fields
|
The are four additional
text fields, four Yes/No fields and one Choice-from-List type field
which are available. These are set up using Preferences/Member Edit
Preferences where they are each given a name. The text fields can
optionally be specified as holding numbers and, if so, the panel can be
asked to provide total, average, minimum, maximum and standard
deviation figures for the column. At present no check is made that
numbers are entered and non-numbers are ignored by the totalling
functions.
|
Member/Contact
Status
|
The
Member Status provides a useful function for grouping Member/Contacts
together for reporting purposes. The Statuses can be entered on the
Standing Data/Statuses menu and then applied to each Member/Contact.
Commercial organisations might require Statuses of Customer, Supplier
etc and Membership organisations may require different classes of
membership.
|
|