• Individual Members Window that offers the following features ...

  • Contact information for the 21st century.  For starters, whether we want to accept it or not, we have people living together or life partners who are choosing not to get married so we provided solutions for entering their records into the system and tracking them.

  • 4 Fast Ways to add a new record

  • 8 one-button ways to pull up a record ... Company, Last/First Name, Home Phone, Cell Phone, Work Phone, Fax, Email and Recall Date.

  • Query By Form to search for records by any field.  Or just right mouse click on field like the City field and choose "Quick Filter" to only view records in the same City as the record you initiated the Quick Filter from.  Quick Filter can be done from almost every field.

  • You can open up an unlimited number of individual records at the same time

  • Captures two addresses ... a physical and a PO box

  • Captures 4 phone numbers

  • Depending on your phone system, you could auto-dial the numbers

  • Data-merge emailing.  You can even create email templates.

  • A Yahoo Map of their physical address and driving directions to their home from the church

  • Notes ... keep general notes for all users to view or private notes for only those with appropriate security to view

  • 6 User Defined fields that even have lookup tables to provide consistent data-entry

  • Query reports ... Query your records and then run reports on the query!  Nice!

  • Capture the members picture

  • Can even add businesses since businesses can also donate to the church along with other things.

  • Recall Date, Time and Reason to use your system like a contact management program ... sort your members by Recall Date & Time and call them back as promised or needed.

  • Assign to a family record easily.  Once assigned, you can jump to the family record with a click.

• Families Management - Create a family record and tie the individual records to it. This gives you two different places to go to to manage your members because most everything you can do at the Individual Window you can also do at the Family Window. You can view all family members from one screen and you even have each individual family members productivity tools accessible.  Very efficient.  Click thumbnail image to right to see the Family Window. 

The normal family is a husband and wife and their children.  With divorce rate so high, there's also the single parent.  And finally, some churches want to keep track of people living together and their children, and life partners and their children.  All of that can be done in the TAC CMS.

• Date of Birth Management (Module) - Keep track of date of births, ages for age related events or to track average age of your congregation, send out monthly birthday cards or add this months birthdays to the bulletin, and more.

• MS Word Integrator which includes Mass Mailing (Module) - Merge any field into a MS Word document.  Save the MS Word document as a template.  Print for the current record or all records in the query!  You can even print out labels and envelopes ... this is a very powerful integration!

• Quick Entry Individuals to add a lot of members to the system quickly

• Reports - You have your standard reports you'd expect and you have a very powerful report technique to query the exact records you want and print sub-total reports.  The walk-through will show this too you ... it's a very impressive report tool!

• Full Security - The TAC CMS offers a lot of security in what a user can access.  Having come from working with insurance agency software which is highly regulated, we believe your members should have a high level of security with their information as well.  Security allows you to establish by user what that user can access, view and edit.  It even allows control over what records can be deleted. In addition, it determines what reports a user can view.  With the privacy laws in place today, churches aren't immune from safe-guarding their members information and making sure it doesn't fall into someone's hands that shouldn't have access to it.  Setting up your users security is very easy.  Just checkmark the areas you want your staff (and/or volunteers) to have access too.

• Optional Data Conversions - When you purchase the TAC CMS, you could potentially, and very likely will have some sort of program that holds your members records (individual) and your family records.  That could be another database program or a spreadsheet like Excel.  A data conversion will convert data from your existing system (if we can access your data) to the TAC CMS.  Depending on where the information is coming from will depend on the cost.  Most (not all) that come from a database program will run around $95 depending on their table structures.  Spreadsheets can be more because there always seems to be cleanup work that needs to be done.  Once we're able to analyze your data files we'll be able to give you an accurate quote to convert your data.

Some Of The Thought Behind Our Database System, The TAC-CMS:

Many of the systems I've seen in the church industry and other industries lacks flexibility.  Most are quite rigid in forcing you how to do something.  In some cases, this is very good.

It's our objective to design a flexible system.  That's proven in the fact that there are 5 different ways to add an individual record.

Now, an individual record was initially designed for an individual person.  I took the approach of separating family members into their own record for more detailed record management and because it allows for more accurate reporting.  Plus, when joining groups and committees, or even when paying tithes, many times its an individual not both the husband and wife. 

The point is, to accurately and effectively work with your members and build a membership database of your members, the individual record is foundational and mandatory.  A family record becomes optional, but a very nice feature which we also offer. 

My point here is it really was my intent to create a flexible system.  A walk-through of the system will help explain the thought behind the system and design of the system.  Plus, with a walk-through I can show you just how flexible the system is and show you how easy the system is to use.