From activity enrollment and transaction history to special interests and medical alerts, our Customer Relationship Management module provides a 360-degree view of every resident for greater resident insight, improved service, and increased transaction efficiency.

Features

• At-a-glance resident summary automatically displays on screen once an ID card is swiped or a resident ID is entered
• Customize resident summary to display the most pertinent data to your organization, such as upcoming activities, interests, dues, fee payment history, and family relationships
• Chosen resident summary sections appear on a single screen for quick access to full resident information
• Streamline the search for or data-entry of residents when completing new registrations, bookings, memberships, etc.
• Add resident notes or alerts. Set the frequency to display high importance notes/alerts which users to alert.
• View transaction history for a resident and his/her family from registrations, memberships, point-of-sale, payments, communications, and more
• From the resident view, complete actions such as registrations, reservations, and fee payments without having to re-enter resident data
• Tabs, similar to the tab functionality in Internet Explorer 7.0, allow staff to move from one module to another without losing previous work or searches

Benefits