MEMBERSHIP PROFILE FUNCTIONALITY 149 Ability to create and maintain member information

including and not limited to:

•

Member number

•

Membership type

•

Member name (primary and secondary)

•

Mailing address (primary vs.

secondary)

•

Home/Cell telephone number

•

Business telephone number

•

Email address

•

Giftor database vs. Recipient database

•

Number of dependents (name and ages) etc.

150

Ability to assign sequential numbering system ID for new accounts

151

Identifies separate account types for individuals, corporations, foundations and other entities

152

Web-enabled for public access functions for on line membership purchasing, renewals and donations as well as updating of membership information (address, email, etc.)

153

Ability to keep the data synchronized continuously between the Web enabled public access modules (that resides outside of Toronto Zoo network) and the main system residing within the Toronto Zoo

154

Maintain upper- and lower case account name including last and first name

155

Provides for special job titles

156

Maintains full company name

157

Accommodates user-defined prefixes and suffices for names

158

System to output giftor mailing information, if selected, for mailing purposes on mailing materials (card, renewal notices, etc.)

159

Must be able to record for gifts whether membership package is mailed to the giftor or recipient

160

Retrieves an account's record by any combination of group name, first name, last name, second name (spouse/partner), street address, city, state, postal code, phone number, record ID, transaction ID, member number, maiden name or past name

Req. # Requirement Vendor Response

Comments

161

Ability to trigger expiry dates for new, rejoined,

renew, based on the membership status and categories (1 or 2 years)

162

Monitor and track staff through work stations/user ID's and the ability to track sales, accuracy, shortages, use of no sale key, etc.

163

Ability to manage MEMBER EVENT booking based on capacity (eg member events - exhibit previews, Christmas party, etc.)

164

Ability to provide waiting list for Member Only Events option if over capacity

165

On query, narrow down search list based on entered data. If searching by last name, entered search criteria should narrow down available options provided

166

Maintains (and extracts) sort name and/or alias field

by which organization records can be queried

167

Processes and records complimentary sales and the

reason for the comp sale

168

Tracking of a member's purchase history and by varying products - membership, parking, events, etc

169

Ability to flag constituent for:

-solicitation/trade (yes/no)

-anonymous for recognition posting (yes/no)

170

Must be able to assign commencement date of

membership based on actual date of purchases versus data entry date

171

Ability to override various automated fields - expiry date, prices, etc, based on user access level

172

Must be able to differently code membership status accordingly: active, lapsed, renewed, rejoined, cancelled, etc.

173

Must be able to group membership transactions according to:

-product sold (membership, parking, upgrade, event registration, lamination, etc.)

-marketing campaigns (direct mail, telemarketing, on-line, corporate, etc.)

-point of entry (on site, on line, by mail, by phone, internet, etc.)

-response via mailing batch (first mailing, second mailing, special mailing, etc.)

174

Ability to assign fields to enter children's names and date of birth to be included in a family/grandparent membership

175

Ability to issue/print unique bar coded printable receipts as proof of membership purchase and/or serve as temporary membership pass

Req. # Requirement Vendor Response

Comments

176

Ability to integrate/interface with other systems via

barcode, magstripe, or proximity card

177

Stores miscellaneous comments on the constituent's record to capture free-form text or file attachments

178

Be able to flag/alert notes when constituent file is

accessed

179

Restricts access to comments entered onto a constituent's record

180

Links related accounts (various memberships between same household, varying relations, etc.)

181

Maintains links from a constituent’s record to other

type of media such as an Excel spreadsheet, graphic image or photo

182

While on an account's record, offers the ability to launch a compliant email program via an icon and automatically populate the recipient address with an account's e-mail address

183

While on an account's record, offers the ability to launch Microsoft Word via an icon and to either automatically create a letter with the account's name, address and primary salutation filled in or to launch Word with a pre-defined letter

184

System must be able to generate barcodes for redemption processing and tracking purposes

185

Ability to maintain attendance and purchasing statistic by member via barcode scanning

186

Must be able to support photo archiving - capture, store and retrieve member photos

187

Ability to report all levels of discounts applied based on user-defined parameters and varying periodic range MEMBERSHIP PRINTING REQUIREMENTS

188

Be able to print specific member information to a card

stock, such as:

-member constituent file number -member name(s)

-number of dependents, if any -names/ages of dependents, if any -expiry of membership

-system must be able to support printing of barcodes on membership cards

-assigned parking number, if purchased -others, to be defined by user

189

Ability and flexibility to issue/print membership cards to be printed/issued on any other stock other than card/paper stock

190

Ability to print unique bar coded printable receipts as proof of membership purchase and/or serve as temporary membership pass

191

Ability to print donation tax receipts

192

System to allow for one or multiple card reprint per card OR one or multiple card from various

constituents in succession

193

Must be able to print stored photos to pre-defined Member cards

In document REQUEST FOR PROPOSAL CUSTOMER RELATIONS MANAGEMENT (CRM) SYSTEM RFP 24 ( ) (Page 37-41)