Increase Productivity

• Allegiance positions information on the main data entry screen to achieve high speed and clarity with as few keystrokes as possible.
• All data input, including adding/changing donors/accounts/pledges and processing cash, is executed in one program, enhancing productivity.
• Automatically updates all data at the time it is entered. No posting is necessary.
• Adds a new pledge from a current donor with as few as two keystrokes using default features and automatic calculations.
• Automatically notifies you of suspected duplicate accounts existing when a new account is being added
• Merges duplicate accounts at the same time data entry is being done. Combining all historical data in chronological order with no loss of information.
• Automatic Major Donor Alert informs the operator when a major donor account is being opened
• Flashing alerts can be created to alert staff of special needs or warnings.
• Short cut buttons allow you to copy addresses, phone numbers and email addresses with a couple of mouse clicks
• Allows you to define giving levels for all types of members and to determine which levels are considered major donors and prospects
• Automatically calculates the giving level based on the donor’s last renewal amount plus any additional gifts
• Allows an unlimited number of premiums for each pledge
• Stores capital campaign, auction donors and buyers, membership, volunteers and underwriters in one centralized database.
• Stores complete detailed donor history of all pledge and payment transactions in a simple and consistent way.
• Allows online data entry of donors, pledges, and cash in one program via a single menu option.
• Stores unlimited telephone numbers, emails, URLs and date-sensitive seasonal addresses for each individual on each account.
• Assigns a pre-defined premium code to a pledge or allows you to enter a special “X” code enabling a non-standard set of items to be sent as the premium.
• At the user’s discretion, the system can automatically assign a premium code based on the program and giving level.
• Mode of payment assigned for cash, credit card, EFT, payroll deduction, stock, in-kind/trade on a predictable or irregular frequency.

Security

• Security system to limit individual users to "read only" or block access to over 200 options, features and fields as well as selected affiliations.
• Triple DES data encryption for credit card and bank account numbers.
• Automatic cleansing of credit card and bank account numbers 90 days after pledge is paid.
• Integration with Sage Payment Solution's Vault™ to securely store encrypted data behind Sage's firewall rather than on your server.
• Online journaling of changes and additions to donor, pledge and contact info. IDs the user, time and date, and records "changed from" and "changed to" data.

Account Records

• An unlimited number of individuals can be attached to each account
• The main account screen displays primary contact information, account status, key statistics and a one-line summary of each pledge
• Tabs along the top of the account record provide instant access to contacts (individual/people records associated with the account), giving history charts, customer service activity logs, relationship links and other details required for proven practice membership and donor management
• A button for each email address on the account opens your Outlook or email program and fills in the address
• Has unlimited number of user-defined Special Interest fields which can automatically store responses from web survey forms.
• A button for each URL on the account opens a browser and navigates to that URL
• A drag and drop system to subscribe and unsubscribe individuals (not accounts) to groups, i.e. newsletters, e-newsletters, garden newsletter
• Clicking the “inactive” status on an individual's record removes the person from that account (name remains visible but italicized) and stores the removal date and explanation without losing valuable information

People Records

• Allows an unlimited number of accounts to be attached to each person
• Stores an unlimited number of email addresses, phone numbers, URLs and addresses for each individual on each account
• Entering the full name once and tabbing to the next field automatically fills in the name breakdown and the letter and envelope salutations which can be edited.
• Different titles may be assigned for a person on each of their accounts - i.e. Chairman of the Board, C.P.A.
• Effective (seasonal) date ranges can be assigned to each address to automatically redirect contacts
• Basic demographical information is stored for each individual including dedicated fields for DOB, gender, marital status, maiden name, nick name, occupation, employer, education level, political party, high school/year, under grad/year, grad school/year, religion, ethnicity, and date of death.
• Searchable biographical information is stored for each individual giving you the ability to do targeted appeals and marketing contacts

Searches

• Search by person by:
  • name
  • email
  • phone number
  • street name
  • address
  • biographical data
  • city
  • zip alias
  • user-defined field

  Each of the person’s accounts is summarized and accessible on the Person Search screen

• Search by account by:
  • affiliation/account number
  • last name
  • user-defined field
  • company name
  • affiliation/name
  • zip and last name

A pull-down list of people associated with each account is displayed with a one line summary of their contact information.

Each account can be expanded on the search screen to display a summary of each pledge.

Hovering over a pledge displays its details.

Double clicking a pledge summary on the search screen opens the account record with that pledge record open for editing.

• A Detailed Search option allows wild cards and search by any combination of:
  • affiliation/account number
  • first name
  • last name
  • company name
  • street address
  • city
  • phone
• Search last 10 accounts viewed.
• Search by last 10 personal records viewed.

Merging Duplicates

• Duplicate individual and account records can be merged with a simple drag and drop, combining all historical data in chronological order with no loss of information.
• Merged account numbers are cross-referenced with the new account number.