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Description
GlobaFILE is the backbone of the ShelbyCHURCH suite of modules. It serves as a central storehouse for all demographic data for individuals and organizations. This means no re-keying information multiple times. Regardless of the person's relationship to your organization, the information is accessible by all appropriate modules; even data unique to your organization with Custom Tabs of unlimited user-defined data.
Features and Benefits
- Eliminate keying duplicate information: one record for each contact, regardless of the particular role, member, employee, vendor, parent, teacher
- Generate reports with Selections and Listings (Shelby's Reporting Tool) by predefining your selection choices, choosing the type of list(s) to print, and specifying the sort order
- Store general demographic data such as personal contact information, specific organization information, and organization structure
- Use screen filters to drill down to specific individual records
- Enter family relationships, phone types (voice, fax, pager, cellular), address types (residence, vacation, student, email) and unlimited user-defined salutations
- Associate files with individual records to Centralize word processing (.doc, .txt, etc.) files in one easy-to-find location
- Create unlimited dated and profiled comments with multiple security levels
- Route directions for visitation by utilizing mapping integration with Internet mapping services and Microsoft MapPoint
- Incorporate up to eight custom tabs to enter fields of information unique to your organization
- Securely store confidential information such as pastoral counseling notes and other sensitive data
- Tag records with profile codes for demographic details, date ranges, mailing lists, committee or class memberships for quick, easy report generation
- Import up to 38 fields from a tab-delimited, text file into the Shelby GlobaFILE database
- Utilize Update Selected Fields feature to quickly add or change information for multiple records simultaneously
- Produce ID cards and name badges one at a time or in batches with the ID Card Design utility
- Enter entire family records with the Family Entry feature
- Add on the Pose n' Print module to store individuals or family photos
- Keep your mailing lists current with updated mailing addresses and reduce postage costs by adding on ShelbyMAILROOM and MOVE Agent
Requirements
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