Vision Computer Programming Services, Inc.

Please click on the link in the left column to view and print these pages. You’ll find these step-by-steps easy to use and helpful for any new staff members learning the Member Tracking System.

Click here for new 30 minute recorded webinars on a variety of Supporter Donation System topics

Document Title	Description
Auction - Receive Items to Sell	Record items to be used later at your auction
Auction - Record Bid Sheets & Payments	Record auction bid sheets and payment on the scene
Backup and Restore	Backup data
Batch Payment Entry	Enter batches of checks on one screen
Campaign/Appeal/Sub-Appeal	Track the things you do to raise money for your organization
Classifications	Create classifications or groups for your supporters
First Time Set-up	How to install as a new program
Funds / Programs	Designate where your money goes
Mail Merge	Use mail merge to send letters, emails and more
Mass Email	Send mass emails quickly and easily
Meetings	Track meetings with staff, board, etc.
Organization Information	Setup defaults to be used through out the program
Pledge, Pay, Quick Letter	Create a pledge, receive the money and print a quick letter
Pledges	Record simple, over time and in-kind pledges
Procedures - Merge Supporters	Use this clean-up tool to merge duplicated supporters in your database
Quick Letters	Create fast thank you letters for individual donations
Reports	Build custom reports
Solicitation Notices	Create notices or reminders for your staff or board
Solicitations	Keep track of solicitations that your board perform with your supporters
Solicitors	Solicitors are setup to acquire pledges and donations
Supporters	People who donate or pledge to your organization
Supporter Search	Search for specific supporters in the database
Supporter Selection Engine	How to select specific information for reports
Unit Information	Track money by units / clubs / sites
Users	Setup users and security access to the database
Vendors	Track companies that you purchase from

Vision Computer Programming Services, Inc.
685 Main Street, Suite C
Safety Harbor, FL 34695
(888) 425-6964
Email: email@visioncps.com
Web Page: www.visioncps.com