Summit Central — the core

Data management

  • Unlimited number of records
  • Multiple mailing, Web, and e-mail addresses
  • Up to 20 user-definable profiles
  • Unlimited groups
  • 20 data fields you can define
  • Export to Summit Event Manager
  • Flexible enough for small businesses or large corporations
  • Complete personal information, with photographs, affiliations, qualifications, education
  • Import from external sources with automatic duplicate checking
  • Detailed contact and event attendance history
  • Powerful organizer to track contacts and tasks
  • Greeting card lists with alerts

Contact and Correspondence Management

  • Send mail-merge letters by post or fax, or as email attachments
  • Select combinations of groups and profiles to define addressees
  • Create bulk mail with labels
  • Record all contacts with as much detail as needed
  • Set reminders of appointments or follow-up tasks
  • Export correspondence to Word, Excel, text or HTML

Reports

  • Ad hoc reporting with user-defined column contents 
  • Export reports to a variety of formats 
  • Standard reports 
  • Holiday card list 
  • Upcoming birthdays
  • Event attendance by event
  • Event attendance by person
  • People in groups or profiles
  • People in groups by person
  • Possible duplicates

Summit Event Manager Interface

  • Import from Summit Event Manager files with duplicate checking 
  • Automatically update cumulative event participation history
  • Automatically mirror name and address changes made in Event Manager files 
  • Export individuals or groups to an event you're managing with Event Manager, with no duplicate records

With Event Manager, each event is maintained in a separate file. When a second event includes the same attendees, contact information from the earlier event can be imported into the later file. But only limited information about their participation in one event is carried forward to succeeding events.

Summit Central is a more generalized contact management package. It allows you to work flexibly with your people outside of their participation in events. At the same time it pulls together the historical information of each person's participation in multiple events—in other words, who attended what event and in what capacity they attended. It has very flexible filtering capabilities, so that groups can be defined precisely, and any group can be exported to a new event file. Thus, when you’re building a database in an event file, there are several ways of populating it: manually typing in the data for each person, receiving the data from a Web registration page, importing from a previous event which involved some or all of the people, importing from another data source such as a spreadsheet, and exporting to the event file from Summit Central.

At the conclusion of the event, Summit Central can import the records from the event file back into the master database; in the process, it updates each participant's attendance history and (if you choose) their contact information, and creates (again, if you wish) new records for people who were not already in the database.

Summit Central
            — expansion modules

Membership Management

  • Define the structure of your group or association, its regions, branches, and chapters, its offices and committee positions
  • Process expressions of interest, new memberships and renewals
  • Monitor your financial position — record payments in and out, outstanding payments; reconcile income
  • Manage meeting details, tracking attendance
  • Develop meeting agendas and minutes
  • Track participation in committees and special interest groups

Products and Services

  • Track sales and rentals of merchandise and materials
  • Manage revenue associated with services you provide
  • Generate financial documents: invoices, receipts, deposit slips.
  • Report on overdue rentals, availability of rental items

Short Courses

  • Record details of courses and meetings  
  • Register attendance  
  • Send confirmations
  • Produce name badges  
  • Track credits
  • Monitor financial positions: income and expenditures  
  • Set course prerequisites  
  • Produce certificates of completion

Internet Assistant

  • Manage member activity through online forms
  • Process new membership applications
  • Enable old members to renew or change their contact information
  • Manage sales and rentals of products and services
  • Put your course registration page online and process registrations into your database
  • Review incoming information and requests before adding them to your database

 

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Expand Summit Central

Inexpensive modules allow you to tailor the Summit Central core to fill the needs of your organization.
Membership Management

Products and Services

Short Courses

Internet Assistant