|Membership, HE & libraries site features|
Contacts forms the core of the Affiliate system and is where records for individuals and organisations are created and maintained. Each record has a unique identifier and holds details specific to the contact such as name, address, employment details, financial details, skills, qualifications and communication methods.
Membership keeps a full membership history for each member including payment details. Each membership grade can have a different set of grading criteria, which must be met prior to upgrading. All renewal and reminders letters are produced from the system, which keeps a correspondence log allowing you to track their despatch. The core contact details can be updated from within the membership module, preventing the need to re-key and preventing the duplication of centrally held data. The flexibility of the system allows additional information to be included with ease.
Finance supports multi-currency processing and comprises a full sales ledger for producing invoices with allocation and receipt matching facilities. It enables the user to perform debt adjustments, payment reversals, journal entries and facilitates credit control duties. Direct debit payment runs can be produced for processing any due membership fees.
Education manages the provision of an organisation's professional education including courses, certificates, examinations and recognised centres. It enables the creation, administration and scheduling of examinations, both internal and external to an awarding body. It includes a full examination centre application and approval process from initial enquiry to final acceptance or decline. Its functionality covers the assignment of programmes and staff as well as a rolling programme of visits. Students can be registered for examinations using any accreditations of prior learning recorded against them. To support the correct and efficient entry of examination and assignment marks, Affiliate provides a simple, efficient and accurate marking and certification process.
Advertising manages advertising sales for those membership organisations or awarding bodies selling advertising space within periodicals such as a professional journal or newsletter. It is an effective tool to price, book and schedule advertisements. The Advertising and Journals modules are complementary and the Journals module is necessary in order to utilise the Advertising module.
Event Management module (C&S)
With C&S all events arranged by your organisation can be scheduled and maintained, right down to individual members of staff, speakers, delegate attendance figures and hotel bookings. It encompasses venues, staff, event and seminar capacity, workshops, speakers and their requirements and full fee structures. Its functionality includes: programme details, event and booking cut-off dates, session details, total conference capacity, reserved places, seating plans, waiting lists, fees and finance management, venue, accommodation and delegate details.
Continuing Professional Development (CPD) module
CPD is similar to Education but includes much more detail on the on-going study, marking and assessments of members as they attain new qualifications and membership grades. Your organisation can create CPD cycles that the member/contact must fulfil in order to complete their CPD requirement. It also allows accreditation of a member’s company’s CPD scheme for inclusion into your organisation’s CPD.
Case Management manages the complaints procedure at your organisation. Complaints may be recorded against an individual and/or organisation and these may be subsequently linked if applicable. Details recorded include the complaint type, the complainant, summary notes, main notes and date received. A status such as new or closed can be assigned to the complaint to reflect the stage that it is at.
Donations allows your organisation to maintain details of donor records, the frequency and renewal of the donations and the payment method that is used to pay the donation. Gift Aid details are also stored and can be reported on in order to present details to the tax office.
Journals allows the creation of a journal (publication), details of the journal to be stored, for example, price, distribution method, publication and issue dates. This module also allows you to cancel subscriptions, perform renewals (either rolling or static) and create reminders for those subscribers who have not yet renewed their subscription.
Publishing deals with all publications your organisation may produce, includes suppliers, authors and publishers maintenance sections and the financial processing associated with them all.
Sales Order Processing (SOP) module
SOP manages the sales and distribution of all materials including books, journals, posters and videos. Its functionality includes: recording customer order details, history of purchases including free items, delivery and invoicing addresses, prices and discounts, stock control, order fulfilment, reporting and capturing marketing information.
Short Courses module
Short Courses manages and runs weekend or weeklong courses for enrolment by members, individuals or companies. It allows you to create group courses where you can associate a series of courses and charge a different price for the group than for each course individually, for example, if delegates go on all four courses they get the group for the price of three courses. It also enables you to issue season tickets so that an individual or organisation can buy a number of course hours and then use them to attend courses up to the value of the hours.