| Accounting |
N/A |
FAR |
Accounting is organized as a group of order records, each of which has one or more line items. Each line item has one or more financial transactions associated with it, and each financial transaction is made up of a master transaction record. The master transaction record includes debits and credits associated with the transaction. |
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Awards
|
Back Office Only |
AWD |
The Awards subsystem was created to give associations the ability to recognize candidates for a specific award. The Awards subsystem provides functionality to create and manage award programs. |
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Call Center
|
Back Office Only |
MRM
|
The Call Center subsystem serves as the “command center” for Personify. It is integrated with all Personify productivity and revenue modules, offering a central window into customer activity throughout the system. Using Call Center, users can initiate new activities for callers, register callers for meetings, create and renew memberships, enter product orders, and accept donations.
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| Certification |
Back Office Only |
CRT |
The Certification subsystem in Personify360 tracks transcripts and other information against a defined set of requirements for that certification. Certifications can include courses and requirements; the certifications can share courses with other certification programs. Requirements may be based on demographic information, for example, five years of experience as a Paraoptometric or upon completion of courses or exams. |
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Committee
|
Back Office Only |
COM
|
The Committees subsystem displays information specific to committees in the organization. When a record is retrieved, Personify displays all information about the committee and allows users to perform everyday tasks, such as emailing a committee, maintaining meeting minutes, changing contact information, and registering members for a meeting.
|
| Coupon |
N/A |
CPN |
Coupons can be applied as a discount against an entire order, a specific line item, a specific product, a product of a specific type, or products of a specific subsystem. You can assign an availability period and an expiration date to all coupons. |
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Credit Card Processing
|
Online |
CCP
|
Using this subsystem in conjunction with other subsystems, users can process credit card receipts for non-inventoried and inventoried products, schedule a credit card payment, process receipt reversals, process receipt refunds, and process a credit card via the Web.
|
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Customer
|
Online |
CUS
|
The Customer subsystem is centered on inter-connected functions used to manage information concerning individuals, companies, subgroups, and committees. A unique customer number assigned to each record relates to all other information in the system.
|
| Digital Content Delivery |
Back Office & AOA Online |
DCD |
The Digital Content Delivery (DCD) system for Personify360 allows you to create digital products that can be purchased and downloaded by your customers via your website. Since DCD products are “digital” products, they can only be purchased by your customers using your website. The Order Entry system in Personify360 is not involved with DCD products. |
| Exhibitions |
Back Office Only |
XBT |
The Exhibitions subsystem provides functionality to manage association exhibitions, from small tabletop shows to large shows with thousands of exhibitors. Using the Exhibitions subsystem, you can set up complex pricing, set up exhibitor registrations, including predefining booth inventory, define booths that can be shared, define booth reduction and cancellation fees, maintain booth requests until booths are assigned, define associated fees, badges, and sponsorships, and define hotel room blocks for exhibitors. |
| Facilities |
Back Office Only |
FAC |
Facilities are used to create an inventory of convention centers, hotels, and rooms. They represent internal and external meeting and conference rooms defined by name, size, and configuration. They also assist in tracking meeting expenses, such as the cost of a hotel or room rentals. |
| Fundraising |
Back Office Only |
FND |
Fundraising involves collecting donations through membership or pursuing long-term pledges and gifts over time. It allows organizations to structure their funds, campaigns, and appeals. You can also define donation products and recognition levels based on donor giving and solicitors. Fundraising tracks hard and soft gifts, contributions of all types, and pledges according to campaign, company, and individual. It also tracks how much money has been contributed, collected, or given by each donor and what is still due.
|
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Membership
|
Online |
MBR
|
Users can use the Membership subsystem to set up membership products, schedules, and rates. Membership products are typically used for services that cover a period and provide unique access to member privileges such as subscription benefits, special discounts, etc.
|
|
Order Entry
|
N/A |
ORD
|
Order Entry allows users to place orders and track activities for all subsystems, including inventoried products, memberships, subscriptions, exhibitions, meetings, facilities, fundraising, certification, transcripts, and miscellaneous invoices. For example, users can create an order for a membership, an exhibition, a meeting, a certification, or a transcript. A customer can have multiple orders, such as renewing a membership, signing up a member for a subscription, enrolling a member in a course, and registering the customer for a meeting.
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Meetings
|
Online |
MTG
|
The Meetings subsystem involves setting up a facility, a meeting, and one or more events or break-out sessions associated with the meeting. A meeting can range from a single-day course to a large multi-day annual meeting with hundreds of break-out sessions.
|
| Miscellaneous |
Back Office Only |
MISC |
Miscellaneous Invoice products are used for products or services not otherwise maintained in a Personify360 subsystem. For example, Miscellaneous Invoice products could include selling used office equipment to employees, parking garage fees, commissions, subletting office space, consulting fees, label sales, or personal postage. |
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Inventory Products
|
Online
(AOA Only)
|
INV
|
In Personify, any item, service, or benefit a member or customer can purchase is called a product. Personify provides a comprehensive, flexible product-definition structure that combines products from across all subsystems that can be combined, packaged, and sold individually. Inventoried products are typically recorded and must go through a shipping and invoicing process. This includes books, shirts, standards, and other intellectual property.
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| Transcripts |
Back-Office Only |
TRN |
The Transcripts subsystem allows you to track credits earned by customers. Current transcript program structures can be linked to other Personify360 subsystems. Using this subsystem, you can define courses and exams, products, and transcript programs. You can also upload customer transcript activities and create ad-hoc customer transcript records. |