On-line lookup of an individuals pledge and gift history can be displayed in account number or date order. An on-line notepad permits entry of additional information about a donor or contact. This information can be available to the entire office, or restricted to a single person. Standard reports show pledge income projections and unfulfilled pledges. Special routines permit you to produce a mailing list based on individual gifts, pledges, date or amount of first or last gift, date or amount of smallest or largest gift given, total amount given, number of gifts given, and average gift.
Standard report shows cost of a mailing, pledges generated, and amount raised per dollar spent.
Coding schemes to identify individuals are customized to the organization. Client independence with professional support. All data entry and reporting is done locally by the client. CAIS support staff is readily available to answer questions, provide training, and fulfill specific requests. Batch receipts can be transferred to the Financial Accounting System general ledger at a detail or summary level.