Features | Basic | Advanced |
Organisations (name, address, phone, email, notes etc.) | ✔ | ✔ |
Individuals (name, address, phone, email, notes etc.) | ✔ | ✔ |
Identify the level of contact each contact wants from you | ✔ | ✔ |
Make selected contact details confidential | ✔ | ✔ |
Store Grant details – requests, receipts | ✔ | ✔ |
Store locations covered by organisations (e.g. towns, districts, regions, etc) | ✔ | ✔ |
Mailouts | ✔ | ✔ |
Actions | ✔ | ✔ |
Reminders | ✔ | ✔ |
Categorise organisations & individuals | ✔ | ✔ |
Search facility | ✔ | ✔ |
Select facility (by specifying criteria and/or tagging) | ✔ | ✔ |
Customise the system by adding your own fields for contacts (user defined fields) | ✔ | ✔ |
Customise the system for your own organisation | ✔ | ✔ |
Membership (simply record payments made) | ✔ | ✔ |
Reports – lists, labels and letters | ✔ | ✔ |
Reports – basic management statistics | ✔ | ✔ |
Reports – import tailor-made reports | ✔ | ✔ |
Export data to Excel | ✔ | ✔ |
User security (each user has own user name and password) | ✔ | ✔ |
Help system | ✔ | ✔ |
Advanced membership management (different rates, payments made, invoicing, reminders etc) | ✔ | |
Outputs & Outcomes | ✔ | |
Events details (venues, bookings, etc) | ✔ | |
Events financial management (invoicing, reminders etc) | ✔ | |
Equipment & Room Hire | ✔ | |
Product sales (payments, invoices etc) | ✔ |