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Membership Dues Billing and Receipt Modules

The dues billing and receipts module is broken out into two separate components: billing process and receipt process.

The dues billing process is initiated in the front office and can be integrated with a back office accounting system.  Multiple billing types and items can be configured as required by the association.  The unique flexibility comes from the utilization of Microsoft’s products as items. 

The Receipts process supports multiple payment methods, integration with automated credit card processing and “multiple payments”.

Base CEU, Certification, Training and Faculty Maintenance

The baseline system incorporates the base CEU, Certification, Training and Faculty Maintenance modules and utilizes Microsoft core functionality.  The ability to track information, perform reporting and overall management of these areas is also provided. 

Each of these areas of functionality will be linked to the member records.  The specific functionality included within each sub-module is defined below.

CEU Maintenance

Member CEU’s are tracked as activities and may be associated with the member/contact and certification record(s).  Information maintained in the CEU record includes:

bulletMember/Contact Name
bulletMember Organization
bulletCEU points earned
bulletDate points earned
bulletCEU Source
bulletPlanned beginning & ending date
bulletActual beginning & ending date
bulletAssociated Certification (if applicable)
bulletStatus
bulletDescription
bulletComments

Faculty Maintenance

Faculty maintenance is provided in the membership, contacts and activities modules.  Faculty members are stored as contacts or members.  Specific information regarding their faculty status is maintained in available fields (i.e. Education Background, Highest Degree, Type, etc.) and activity records show prior event activity.

e-Membership On-line

The e-Membership system incorporates the Microsoft e-Commerce and eEvents web portals and integrates them into the customer’s existing web site.

Potential users of the system may include members, non-members, exhibitors and consumers. 

The Microsoft e-Customer application provides business-to-business and business-to-consumer selling over the Web. Functionality includes:

bulletMultimedia product catalogs
bulletProduct search tools including full-text search and parametric search based on product attributes
bulletUser-specified product comparison
bulletThread bar for easier catalog navigation
bulletCustomer profiling and personalization using Microsoft Personalization

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