Database	Accounts Payable	Subscriptions
Communications	General Ledger	Advertising Sales
Committees	Single-Activity Events	Continuing Education
Dues	Multiple-Activity Events	Certification
Inventory Sales	Trade Shows	Fundraising
Accounts Receivable	Facilities Management	Statistics
	Other Features

MTrack comes with features commonly used by organizations that serve a membership. The program can be further customized, however, to meet most special needs.

1. Database
MTrack is the database that stores all the information you need to track:

Member and contact:
Residence & organization addresses
Additional dates, notes, etc.
Demographic data

Tables of information on individual:
Qualifications & Work History etc.

Reports:
Roster lists from the database
Profile reports on individuals

Other features:
Searches for groups of records
Security for user access
Links between records

Additional customizing features:
Report editing capabilities
Screen design and customizing
Table design and customizing
Unlimited added fields and addresses

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2. Communications
This feature helps you communicate efficiently with members and contacts in a variety of ways:

By E-mail and fax:
Broadcast e-mail and fax through WinFax Pro

By Phone:
Search and list records to be phoned
Maintain time & date stamped records of conversations

By Mail:
Print single or lists of labels
Merge lists of records with letters

Follow-up:
Follow-up screen to track communications
To-do-list to assign tasks to staff
Tickler to remind staff of required actions

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3. Committees
Track and record information relating to your committees:

• Dates, locations & times of meetings
• Committee and sub-committee rosters

Maintain meeting records:

• Agendas & Minutes

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4. Dues
You can track and collect member dues:

• Dues renewal reminders
• Monthly/quarterly/annual billing options
• Late payment reminder letters and penalties
• Unpaid dues reports

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5. Inventory Sales
You can track and sell inventory items:

• Record cash and credit sales of inventory items
• Print valuation reports for inventory in stock
• Print sales reports, detailing sales of inventory items

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6. Accounts Receivable
MTrack works as your accounts receivable module. Transfer account balances to your general ledger:

• A/R chart of accounts
• Project accounting
• Trial balance listings
• Aged accounts receivable reports

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7. Accounts Payable
You can also use the accounts payable system to:

• Track all Accounts Payable transactions
• Laser printed cheques with statements

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8. General Ledger
You can also use the built-in General Ledger system to:

• Maintain G/L, Department and Project Accounts
• Fund accounting to maintain multiple sets of accounts
• Budget and actual comparison statements

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9. Single-activity Events e.g.: Luncheons and seminars
You can manage your single activity events, such as luncheon meetings:

• Register attendees
• Print invoices and record payments
• Print a list of registrants to an event
• Print revenue statements for an event

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10. Multiple-activity Events - e.g. Conferences
Events that are made up of a number of activities which can be managed:

• Register different conference packages
• Register for optional individual activities
• Track hotel bookings
• Print invoices and record payments
• Print badges
• Print roster lists with payment status
• Print roster lists by activity
• Print revenue statements

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11. Trade Shows
Trade shows can also be managed:

• Use the "Trade Booth Table" to record details of booths available with bookings
• Invoice and track booth payments
• Print booth specifications and bookings
• Print show guide

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12. Facilities Management
Use MTrack to manage your facilities - for example, room bookings for a conference:

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13. Subscriptions
Manage and track subscriptions for publications:

• Publication details and subscription rates
• Start date and "paid through" dates
• Invoice and track subscription payments
• Print renewal notices
• Print mailing labels w/"paid through" dates

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14. Advertising Sales
Manage bookings for advertising space in publications:

• Track advertising space and bookings on hand for all publications
• Record cash and credit sales for advertising
• Print reports for bookings on hand

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15. Continuing Education
Track and manage continuing education courses:

• Register students for courses
• Record CE histories and credits
• Track and record payments
• Record instructor histories

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16. Certification
Track and manage work history and education to administer certification:

• Print certification status reports
• "Certification" screen with relevant data
• Print roster with credits by category for all members in progress of certification

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17. Fund Raising
Raise and track pledges for fund raising. Manage events with partial tax-exempt status:

• Use communications capabilities for pledges
• Track pledges in the "Pledges" table
• Print pledge status reports
• Document income and issue receipts

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18. Statistics
Collect important statistics for recording in your database and preparation of reports:

• Random record generator target selections
• Track information in statistical data fields
• Export the data to a spreadsheet

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19. Other Features

• MTrack and Crystal Reports writers for user defined reports
• Macros for repetitive tasks (e.g. dues receipts)
• Year 2000 compliant

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