Introduction
The Foundation Module is designed for the effective management of foundation members. Here are the key features and capabilities it offers:
- Member Management:
- Defining various types of membership.
- Adding, validating, editing, ending (resigning), and deleting membership cards, including characteristics and photographs.
- Subscription Management:
- Deciding whether subscriptions are required.
- Adding, editing, and removing subscriptions as necessary.
- Mass Communication:
- Using the EMailing module to send emails to all members or a selected group.
- Synchronization:
- Synchronising member data with the LDAP directory via the LDAP module.
- Financial Integration:
- Using the Banking and Cash module to link subscriptions with the foundation’s cash register.
- Reporting and Export:
- Access to reporting functions to obtain comprehensive information.
- Using the Exports module for general data exports.
- Member Management Location:
- All functions related to managing foundation members are available in the top menu under “Members”.
Important Considerations
- SolutionsInc can manage bank accounts; however, it does not support professional accounting at the moment. Therefore, it may not be suitable for larger foundations with over 5,000 members.
- There is no available payroll management module yet.
- The foundation management module is an excellent choice for smaller foundations with an annual budget below £10,000 or $10,000.
SolutionsInc serves as an effective tool for managing foundations, particularly for those with a limited budget and a smaller member base.
Usage
Creation of a member type
To begin, you must first define the profiles of the members. Create a new member type by navigating to the Members type menu and then selecting New type.
Creation of personalized attributes
If you need to manage new attributes that are not currently supported on your members’ cards (such as age of captain, size of member, etc.), you can define a list of new properties to manage by navigating to the Members attributes menu and selecting New attribute. Here, you can choose the label that will be displayed for the attribute, as well as its code (which will also serve as the database field), type, and size.
Creation of a member
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To create a new member, navigate to the Members menu and select New member. A creation form will appear; fill in all required fields and click Create. Afterwards, you can validate the member’s status by clicking the Validate button on the member card.
If you would like this member to have SolutionsInc access, click on Create a user from the member card view. Additionally, if you want this member to be a third party for sending proposals, invoices, etc., select Create a third party from the member card view.
New or renew a subscription
A membership can be viewed as a contribution (payment). However, we also use the term “membership” for certain types of non-contributory members, for whom the fee is waived. This does not change the fact that their status as a member is time-limited, just like those who pay a membership fee. The term “membership” is therefore indicative of a renewal of the association, valid from a specific date and for a fixed term, regardless of whether the renewal is paid or free.
To enter a membership, navigate to the menu and select New membership, then search for the desired member. Alternatively, you can access the membership form and click on the Membership tab to select New membership.
The history of memberships is also maintained in the Membership tab of the member plug-in.
