Activitek 'Training'

Contact Manager Module | Activities Module| Registration Module |    Resource Module | Finance Module | Security Module

Contact Manager Module

The notion of contact manager includes clients, organizations, employees/ volunteers, suppliers, etc. It designates any person/entity likely to be invoiced or contacted. This module centralizes information on the organization’s various contact managers, whether they are clients, suppliers, employees or all three at the same time, which allows historical consultation of a person’s training/activity.

The module allows you to:

• Enter and manage a database on participants (last name, first name, address, phone number, e-mail, date of birth, etc.), with the flexibility for multiple e-mails, addresses and phone numbers..
• Enter and manage memberships with renewals.
• Record information for medical documents.
• Enter and manage data on parents or guardians.
• Enter notes of unlimited length to the clientele’s file. This note will be assigned to a security level ‘Special Attention’ warning message for viewing the contact file. This condition is assigned to a medical condition, physical state or specific conditions allocated to an activity. In addition this warning may be defined between two specific dates.
• Prevent duplication of clientele data entry.
• Manage members and their role in the organization.
• Manage the resources related to the organization that qualify contact manager ‘ex : instructors, volunteers, professors etc.
• Have flexibility of a custom field section that allows additional defined fields for the user.
• The contact manager file becomes unique which will be associated to all the functions of each module system.
  

This module also allows some additional functions:

• Search for a contact manager.
• Displays the picture of a person or the logo of an organization if available.
• Emits identity cards. (optional)
• Emits membership cards (volunteers, employees and others). (optional)
• Permits entering and managing the organizations’ annual programming.
• Restrain confidential information to individuals with predefined roles.
• Allows organizations to view only the information that concerns them in conjunction with their security access.
• Conserves clients’ history.