Member Management

At the heart of Manexa association management system, is the Member Management module. Member Management is robust and flexible, maintaining every aspect of a member profile including; business and personal demographics, leadership roles, discipline, CE activities, cash transactions, correspondence, and preferences. The Member Management allows associations to quickly access critical member information, both current and historical.

With basic and advanced search tools, a profile page, transaction histories and account preferences, the member management module gives a complete picture of each member in one single, convenient place.

 
(click a screenshot above for a larger version)

Member Management Features:

• Quick and advanced search utilities for targeted, successful results presented in user-definable columns
• Member summary page for display of the most used public information such as member type and status, CLE cycle assignment, CLE hours to date and outstanding requirements, preferred mailing address, public email, licenses in other states, languages, specializations, associations (sections, committees, other bars), as well as name alias’s
• Member Profile page provides for updating and historical viewing of public and non-public member vital statistics with accessibility controlled by security settings from the System Administration module
• Full history audit trail functionality - retain three member addresses (Business, Residence, POB) with preferred mailing address identification and private email settings
• Maintain Member discipline history records (public & private) with user access controlled by security settings defined in the System Administration module
• Maintain and view member association activity and history for membership in sections, other county bars, committees and other groups managed by the bar
• Quick access to current and historical Member CLE activities for registered and attended events, CLE hour accumulation, pending hour requirements and applicable CLE requirements as defined in the MCLE RulesMatrix® in the System Administration module
• View current and historical Member cash transactions with access to full payment criteria such as payee, check number and cash batch number
• Maintain individual member account preferences for preferred mailing address, private email addresses and exclusion from non-mandatory bar mailings
• All historical lists support user-defined and memorized column layouts, custom filtering, administrative removal and recovery without actual record deletion, and sortable columns
• Ability to add new members, providing profile, demographic, association and member preferences at creation time
• Bar-defined formats and initial value settings for Member ID, GL Accounts, Cash Batch ID, Transaction ID, and Event ID
• Optional address cleansing utilities to ensure mailing address accuracy and reduce mailing costs