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

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

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