Event tracking for support of planned giving and visitation programs. Many detail, summary, and exception reports available. Reports are ordered when needed by the client and are based on the selection criteria specified. Gift receipts and pledge reminders are generated automatically. Different receipt and reminder letters or forms can be generated within a single run of the a program.
Client specifies the format and contents of receipt forms and letters.
In most cases, changes to receipt or letter formats can be handled entirely by the client without CAIS intervention. The ability to correspond with husband and wife individually or together on a mailing by mailing basis. Separate fields available for work addresses of the husband and wife. Effective and efficient on-line query based on name, address, city, state or zip code of donor. On-line lookup of an individuals pledge and gift history can be displayed in account number or date order.