The Menu options are displayed on the left side of the menu in easy to remember letters, such as "A" for "Data Entry", "B" for "Reports", and so on. Just click the menu option to the left or key the letter of the option, such as “B” for Reports, and the available options will be displayed on the right, and then just click on the desired menu option or enter the menu option number.

You can very quickly go to a desired menu option by typing a letter, such as “A” and then the number, such as “1” for Member Information. Simply remember letters and numbers. Just type the letter to display a specific menu, such as “C” for Mailing Labels. 

Simply select the Add button to start entering member information. All the combo boxes that contain lists can be customized based on your needs. For example, just type in a new status in the "Status"  combo box, such as "ShutIn", the system will ask you if you want to add the Status code, take you to the program to add it, and return you back to finish entering the member information.

Easy to locate members by just clicking on the Find button to search by last name, first name, address, phone number, or the member's unique Member ID.  View all activity for any member using the convenient tabs.  Print a complete member summary using the Print button.

Each member is associated to a family using a "Family Code". You can assign an family code while entering member information, enter the family information using this screen, and then return to finish entering member information.

You can also enter family information independently and then assign members to each family. Any family address or phone number changes are automatically updated to each family member. The Family Directory Listing Information always displays a summary of family members and how it will appear in Photo and Telephone Directories. The Photo button is used to locate and assign a family photo to each family for the Photo Directory Listing.

Supports contributions by church members or non-members.  Tracks contributions for each member and each type of fund you set up. Provides reports listing contributions for selected dates  and summarizes contributions by fund.

Provides year end IRS reports for members and non-members and mailing labels so you can easily mail the reports at the end of the year to meet IRS requirements. It prompts you for the minimum contribution amount so if IRS requirement changes you can still meet the new requirement.

Contributions are completely integrated with member pledges.

Tracks pledges by church members for any type of fund you want to set up.   It tracks the amount fulfilled and unfulfilled for each member and fund so you quickly determine how much has been collected and still unfulfilled.

It automatically updates each members fulfilled and unfulfilled pledge balance when a contribution is made.  It uses the date of the contribution and fund type to determine what pledge to apply the contribution to.

A Contribution Pledge Fund Summary report quickly shows how much has been fulfilled and unfulfilled for each fund.

Easily enter attendance for a worship Sunday by just selecting from a list of members using Member Attendance or select the Worship Attendance tab from Member Information to update a specific member's attendance using a weekly calendar.

Worship Non-Attendance Listing provides a list of non-attending members by assigned elder for a selected worship date. Worship Non-Attendance Consecutive Weeks lists members by assigned elder who have not attended for a consecutive number of weeks.

Separate pages are provided for each assigned elder so the report can be easily distributed to each elder.

Easily enter member visits using the Visitation tab from Member Information to add or update a specific member visit or use the Visitations option from the Data Entry menu.

You can enter the date visited, optionally a follow-up date, and  any information on who the member was visited by, the nature of the visit, and any additional comments.

You can print information about any member visit or print the Visitation Master Listing, which lists all member visits occuring after a specific date by member name. The Visitation tab in Member Information list all visits starting with the most recent visit.

Once you have built your family and member database, you can easily produce a telephone-style church directory.  The Family Directory Listing Information can be reviewed by selecting any family using Family Information.

Also using the Photo button from Family Information, you can assign an image to a family to be used to produce the Photo Directory.

The Photo Directory prints 9 families per page in a three row and column (3 x 3) format on 8 1/2 by 11 paper. You can preview the photo directory before printing.

Ministry member groups and member roles can be completely customized. You can assign members to a specifi group or you can assign each individual member to multiple groups using Member Information.  There is no limit on the number of groups or members that can be assigned to a group.

You can also produce mailing labels for members in any group to send letters to only members within selected groups.  Group Master Listing will list all members within a group.  Ministry Leaders Report list the assigned leaders for each group. The Member Non-Involvement Report lists all members currently not involved in any group or ministry. 

Each library item is assigned a major category and theme, and optionally any number of customizable key words describing its contents. It can then be searched for a list of items for a requested category, theme, or list of key words. These search requests can be stored and resubmitted at any time to produce a report listing the located items. These features create an easy way to build a library database and locate the materials you need quickly.

It can track member check in and out activity to determine the status and location of any library item. It also provides a variety of reports and mailing labels such as check out cards labels, past due notice post cards, donated by labels, and so on.

The Report Manager allows you to categorize and group reports, print or preview any reports, specify date ranges, select a detail or summary report, enter multiple selection criteria, save selection criteria for future use, and manage the producing and printing of reports from a print queue.

Use the Reports tab to select a report, Advanced Selection to enter any additional selection criteria, Report Definitions to produce reports from prior saved selection criteria, Report Groups to assign reports to report groups to produce a group of reports at the same time, and Print Queue to clear or print reports placed in the queue for printing.

Security Manager allows you to control access of individuals to the system.  It controls access to the system using a “User ID” (Logon ID) and “Password”.  Any one who wants to use the system must obtain a User ID and Password to sign on (logon) the system.

Security Manager allows you to maintain users, user groups, and user group permissions. You can restrict security by menu option, called "Menu Security",  or what a user can do within each menu option ("Add", "Update", "Delete", etc.) called "Functional Security". 

It also provides a Security Group and Security User reports to help manage and document security.