How Premiums on Hold are approved for shipment

Most premium requests are entered in association with a Pledge record. And, almost always, they are entered with an initial Status of "H", which means "on-hold pending payment".

You may adjust the percentage of a Pledge which must be paid,

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How to see your MemSys build date

1. While running MemSys, click the Help menu item.

2. Choose "About"

3. Note the date at "(created…"

4. Compare the list of What's New features with that date.

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Forest Direct Premium Fulfillment

Here's how MemSys works with Forest Direct, the premium fulfillment organization:

1. Open "Mailing… Premium Shipments".  Enter the desired selection criteria and then…

forest-direct

 

 

 

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Logging into MemSys

Operator Login

After loading MemSys from a desktop shortcut, you will see the operator login panel:

Operator I.D.

Type in a valid Operator I.D.

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Backups

Backups are necessary because of the risk of computer malfunctions or electrical or physical hazards that could damage or destroy your data files.

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How to Count Active Donors

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    Our customers are saying...
    Barbara Lundquist - Former Membership ManagerBarbara Lundquist - Former Membership ManagerKTWU-TV
    Not being a technical person I find it to be exhilarating as well as challenging. The team at Memsys has been very kind and professional when I need assistance no matter what the question. They take the time to mentor me through the software. Because of the Memsys team, I am getting better at navigating the software and getting the data I need. It has been a game changer for our development efforts.
    Brian Black Digital Philanthropy & Annual Giving CoordinatorBrian Black Digital Philanthropy & Annual Giving CoordinatorWVTF-FM and Radio IQ
    I have been working in the MemSys CRM for 15 years. I began my career at WVTF processing daily check deposits and by the end of my first day I was able to easily enter all the donor data, pledge, and payment data and produce a daily register report to match the bank records. That’s says a lot for a someone who had never worked in a CRM before. Over the years our process changed from manual entry to lock box service and finally to remote check scanner deposits. With each change to our processes MemSys customized the software to ...
    Adriana Kelly - Development DirectorAdriana Kelly - Development DirectorKVMR-FM
    Memsys does exactly what I need, so I can spend less time on data entry and more time connecting with donors. It gives me all the tools I need for successful fundraising. As a bonus, the guys who write the code are the same guys answering your support questions! Their expertise and quick responses are irreplaceable. I love Memsys, for how flexible and responsive it is!
    Erin O'Doherty former Director of Membership at Wyoming Public MediaErin O'Doherty former Director of Membership at Wyoming Public MediaClimb Wyoming
    They always listen to suggested improvements. It’s really satisfying to see my ideas show up in the next update – new features that make it easier for me to raise more funds and better serve our members.
    Gene EvansGene EvansKHPR-FM
    The Query feature is intuitive and easy to use. And we really appreciate the consistent support!
    Grey JohnsonGrey JohnsonWBGO Jazz 88.3 FM
    Our training has allowed us the knowledge to think for ourselves with MemSys, which is truly wonderful. This and the good MemSys support team, assure me that we will be successful.