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SOS is a comprehensive software solution
for Membership organizations that manages Membership,
Accounting and Fundraising data in one integrated
package. SOS is specially designed to assist you
in making your daily activities easier and more
productive.
The following displays sample Management information
screens. In the section, documentation, on our web
site, are FAQs (Frequently Asked Questions) giving
step by step procedures to make your everyday activities
quicker and more productive.
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SOS has a built in help system. Simply press the
F1 key, or click on the Help Menu, and your
information is current for the current section of
the program. SOS FAQs are available from Help, SOS
Quick Tips directly accessible from the Main Menu.
FAQs are specific solutions such as How Do I add
a new member?
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Membership
Information Screen |
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 Unlimited
members with multiple addresses Emergency Names,
numbers, pager, cell phone,
Email address Total of 35 different fields for storing
data 12 User defined fields for Family, individuals
and companies Anniversary date, Join Date, Renew
Date Direct Email to any member or contact
Personalized Mailing labels for Family and individuals
Family notes, divided into General, Director
and Private Specify Current Residence, current Mailing
Address and current Billing Address
Individual Member Notes Business information per
member. School data both for Synagogue School and
grade/college Bar/Bat Mitzvah. Information Send
letter to any family or family member
directly from the screen. Display Members financial
records (only if set by the security module)
Family Correspondence preferences. Personal Correspondence
preferences.
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Business
Information Screen |
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Company Name, Title Occupation, Address, City, State
and Zip, Country, Telephone, Email,
Fax, Cell, Beeper, and Emergency Telephone
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Assign ticklers to any user as reminders. Ticklers
are user defined (unlimited) Set “reminders”
to members along
with description and date. Use this in combination
with Find option, Under Edit menu, in member list,
to
Retrieve members by Tickler or Tickler Date.
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Delete options (per security setup)
Delete entire family from the database
Delete only A2 from Database
Delete A1 and change A2 to A1 status
Remove A1 and transfer to new membership
Remove A2 and transfer to new membership
Delete option, is set by security module.
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Input upcoming events
Special dates in a shared network environment
Setup you own holidays
Print calendar notes for any date range
Track Reminders
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Activities/Committees
Screen |
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Add as many activities as desired.
Assign either adult or both adults to a committee
and assign children to a committee.
Print reports, labels, letters for any activity
Send an email to all members of the committee
that has an email address.
Print all members who are not part of an activity
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Assign Keywords to any member.
Such as Major Donor, Billing Type.
Allows multiple Categories per Member
Use Reports and Labels to run reports
By Member category (under Search Options)
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 Display
lists by all family members,
or adults only or children only.
Print predefined reports.
Directly print lists, labels, letters and export
any of the data.
Search or query any of the following fields:
Member Number or Last Name
City or Zip code range
Birth Month, Day range
Join Date and Anniversary range
Resign Date and Renew Date Range
Gender and Age range
Occupation
Public School and Grade
Members with Multiple addresses
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 Family
Status
Member Type and / or Category
Filter by State
Quick sort on (within a Month and
/ or Year)
Bar/Bat Mitzvah
Birthday, Join Date
Married in, Resign Date
Select fields to be printed
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Records notes for each family and have
notes available only to users with proper
security level.
3 different kinds of Notes:
Regular Notes
Confidential Notes
Director’s notes
On Family screen, have ability to track
Individual member notes
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Each member ID has 3 user defined fields.
Each member, has 9 individual user Defined fields
Print reports using any of the user defined fields,
in Reports and labels.
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