Nonprofit Management Software for Programs & Class Management

< html> Nonprofit Management Software for Programs & Class Management - Patron Software

Program Management

Patron Software offers easy-to-use management software designed for organizations that offer the following types of services:

PROGRAMS

Define each program offered
Assign one or more classes to a program (e.g., an after-school program may have several classes such as math skills or swimming)
Identify funding sources
Track who solicited the funding source
Modify program information
Enter instructor contact information
Enroll participants or students
Record pre- and post- assessments including tests given, test results, goals assigned and met (or not met)
Record class attendance
Maintain historical records for all programs
Generate dozens of reports
Query program and class records
Export program records to MS Word (mail merge), MS Excel or to an ASCII tab-delimited text file

PROGRAM PARTICIPANTS

Enter detailed demographic information about each participant – name, address, race, gender, marital status, birth date, etc.
Include a photo of the participant
Indicate who referred the participant to your organization
Indicate status and category
Track start and expiration dates
Print about-to-expire and expired membership reports
Enter emergency contact information
Enter legal guardian information
Enter authorized pick-up information including special instructions
Track medical history and current medical information
Enter insurance information including preferred hospital and physician
Indicate transportation needs for each participant
Record enrollment fees
Print cash receipt at time of enrollment
Assign up to 3 keywords (user-defined data fields) to each participant
Modify and delete participant records
Send an email to one participant or to a group of participants
Create and maintain a mail or email list
Track services received by participant
Enter unlimited notes on each interaction with a participant
Generate dozens of reports
Maintain year-to-year historical records of all participants
Query participant records
Export participant records to MS Word (mail merge), to MS Excel, or to an ASCII tab-delimited text file
Track the date participant record was added and by whom
Track the date participant record was last updated and by whom
Import names and addresses from MS Excel

REPORTS

View reports in preview mode
Publish any report in MS Word
Email any report as an attachment
Change margins or page format to fit your printer
Select formatting options for reports that are as complete or as streamlined as needed
Set the parameters of reports by selecting from a number of options
Produce reports for one record, all records, or selected records

EVENTS (Income-producing activities)

Define each event or income-producing activity
Assign a financial goal
Generate goal comparison reports (how much the organization has earned and how much needs to be earned to attain its financial goal)
Enter contact information for event coordinator(s)
Enter ticket or item price and the tax-deductible amount of each ticket or item purchased
Create a task or to-do list for each event
Query the event task list by date, event or item
Identify all donors – private and public – who participated in the event
Track the number of hours each volunteer worked on the event (requires the Volunteer Module add-on)
Export event transaction records or task records to MS Word (mail merge), MS Excel or to an ASCII tab-delimited text file

LISTS (Mail, Email, Phone, Distribution)

Create unlimited lists
Indicate list type (mail, email or phone)
Modify and delete list records
View recipients of each list
Add and remove recipients from a list
Send group email to everyone on the list
Generate dozens of reports
Export list records to MS Word (mail merge), to MS Excel, or to an ASCII tab-delimited text file
Track the date list was created and by whom
Track the date list was last updated and by whom

SEND EMAIL

MAILING LABELS

CALENDAR

Add entries (home visit, meetings, phone calls, to-do items) to the calendar as a single or recurring item
Assign tasks to one or more representatives of your organization
Indicate which tasks to note when completed
Link calendar entries to a participant
Indicate if calendar entry is associated with an event or a program
Modify or delete calendar entries
Identify past due tasks
Identify completed tasks
Create pledge reminder and due date entries
Generate dozens of reports
Assign up to 3 keywords (user-defined data fields) to each calendar entry
Query calendar entry records
Export participant records to MS Word (mail merge), to MS Excel, or to an ASCII tab-delimited text file
Track the date calendar entry was created and by whom
Track the date calendar entry was last updated and by whom

SECURITY (Users)

Assign a unique user ID and password to each user
Set permissions by functionality (e.g., user can add and modify a donor record, but cannot delete it)
Indicate user category (e.g., staff or volunteer)
Indicate user’s status – active or inactive
Modify and delete users
Track the date user record was added and by whom
Track the date user record was last updated and by whom
Generate user report with or without passwords
Each user can change his/her password anytime
Each user can select screen color options

QUERIES (Lookup)

Find records and groups of records by selecting a set of data values, query parameters and options
Refine the query by adding or removing records
Generate reports and/or mailing labels for the record set found
Add the names of the records found to an existing list
Export the record set to MS Word (mail merge), or MS Excel or to an ASCII tab-delimited text file
Send an email to everyone in the record set who has an email address
the record set as a list, or view complete information on each record found

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