Personify

Personify is a leading-edge Association Management Software (AMS) system with the unique ability to adapt to the AOA.

Categories (15)

Introduction/Navigation

Basics about Personify including the overview, Personify at a glance, and common tasks performed in Personify.
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Constituents

In Personify, there are three types of constituents, Individuals, companies, and committees.
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Marketplace

In Personify, any item, service, or benefit that can be purchased by a member or customer is called a product. Personify provides a comprehensive and flexible product-definition structure that allows a combination of products across all subsystems.
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Membership

Membership subsystem enables users to setup membership products and orders that fit your organization's criteria. This subsystem tracks information on both members and non-members as well as any possible subgroups (regions, chapters, sections, states, etc.) that comprise our organizations.
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Order Entry

Order Entry allows users to place orders and track activities for all subsystems. For example, you can create an order for a membership, a meeting, etc. A customer can have multiple orders such as renewing membership, enrolling the member for a course, or registering a customer for a meeting.
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Accounting

Personify boast a robust accounts receivable (AR) system which tracks the flow of funds into the association from membership dues, meeting registration, inventory product sales, and more. Payments flow into Personify in the form of check, MasterCard, Visa, and American Express.
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Meetings

Meetings can be any event you want to track the registration for. Find answers to your questions regarding meeting products and orders within Personify.
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Reporting and Data Analyzer

Personify offers reports in the form of Batch/TRS jobs, Online reports, and queries from the third-party integration tool, Data Analyzer.
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TRS Jobs & Mass Processing

Documentation for processes such as expiration, renewals, mass write offs, etc.
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Committees

Committees are groups of constituents. These groups can be formal committees, or programs, workbooks, or lists of individuals you work with on a frequent basis. Learn all about creating and maintaining a committee in Personify.
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Errors/Known Issues

Find known errors/bugs with Personify v7.6.2 and also some resolutions to issues in this category of KB Articles.
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Data Analyzer Reports

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Credit Card Processing

Personify integrates with three credit card payment handlers, PayPal, Vantiv now WorldPay, and Cybersource. This article category gives additional information about these integrations that allow users to create credit card transactions directly in Personify.
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Certifications & Transcripts

The Certification subsystem tracks transcripts and other information against a defined set of requirements for that certification. The Certification subsystem works in tandem with the Transcript subsystem along with links to other product and demographic areas in the system.
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Fundraising

The Fundraising module (FND) in Personify360® covers the management of campaigns, appeals, funds, and recognition structures. We accomplish this by employing a different type of accounting compared to other Pesonify360® modules (i.e., cash-basis versus accrual). Additionally, it tracks how much money has been contributed, collected, and given by each donor and what is still due.
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Articles (9)

Convert AOA report to Affiliates report:

Correcting Corrupt Personify Files (i.e. DotNetChromium, DLL file errors, etc.)

Functions Comparison between SQL & Crystal reports

Inventory Report

Personify 7.7 Upgrade Status

Reschedule data analyzer report

Scheduling a report for multiple affiliates

Ship-to/Bill-to Membership Report

Update ORD660_TX