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IMPACT Features Detail
Application Management
Patron Management
Membership Management
Gift Management
Event Management
Financial Management
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Features: IMPACT Features Detail
This feature list is not complete, but does highlight the most significant areas of the IMPACT application.
APPLICATION MANAGEMENTModular Design
Eleven modules
User Interface
Consistent navigation methods and procedures
User oriented interface with clearly and consistently designed forms
Keyboard shortcut keys for common user navigation
Data Entry and Editing
Consistent data entry procedures
Combo (drop-down) boxes for dates and user- and system-defined codes
SSP (search, select, and paste), an easy method of entering basic data
Comprehensive editing of data upon entry, using standardized error messages
Education and Training
Complete online documentation
On-line tutorial that teaches you, step-by-step, the fundamentals of IMPACT
Comprehensive online HELP system, including a TABLE OF CONTENTS, an INDEX, and a SEARCH feature
A CUE CARD that displays procedure steps WHILE performing a procedure
Data Management
User defined codes and values for patrons and activities
Complete history of all information (membership, gifts, etc.), viewed online
Patron Inquiry, Reporting, and Communication
Date range inquiry, reporting, and communication, (e.g. MTD, YTD. etc.)
Comprehensive selection of patrons and patron information
Ability to "add", "intersect", "union", and "subtract" multiple selections
Export selected data to MS Word, Excel, etc., for analysis, mailings, or reporting
Ability to mail (labels, letters, e-mails, etc.) to any selectable set of patrons
Capability of tracking any actions and outgoing e-mail correspondence
Security
Three security levels: Manager, Administrator, and User
Four levels of capabilities: View, Add, Edit, and Delete
Password protection at logon
Ability to restrict editing and viewing of data based on security profile
Thorough audit trails which includes user name and date/time
Patron information access restriction
PATRON MANAGEMENT Demographic and biographical information
Multiple addresses, phone numbers, and notes
Easy combining of patron data to solve the problem of duplicate patrons
User-defined fields
Explicit benefit information
Multiple relationships between patrons
Extended notes
Attribute information
Communication (action) information
A comprehensive householding system
MEMBERSHIP MANAGEMENT Multiple types of memberships
Historical record of membership
Capability to easily find lapsed memberships
Automatic calculation of membership status
GIFT (PLEDGE) MANAGEMENT Multiple pledges (date, amount, type, schedule of payments, etc.)
Association of gifts to campaigns or other special events (activities)
Ability to track outstanding pledge balance
Automatic and customized scheduling of pledge payments
Historical tracking of gift payments
ACTIVITY (EVENT) MANAGEMENT Calendar view of historical and upcoming activities
Historical recording of any type of event, including description, fees, etc.
Historical registration information
Assign roles to registrants, e.g. participant, speaker, volunteer, coordinator, etc.
Historical role hours (participant, staff, etc.)
User defined fields
FINANCIAL MANAGEMENT Batch entry and balancing of financial information
QuickBooks interface for financial information
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A Testimonial from Tom Olbrich
"We have found IMPACT easy to use. Upon installation, we immediately began entering and tracking many different components of our business. It provides a great history of all activities, makes reporting easy, and allows for several different approaches to organizing and reporting. All in all, it is a great tool for inputting, tracking, and maintaining all of our patrons information and gave us an inexpensive boost to taking our small nonprofit to the next level organization."
-Tom Olbrich
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