Basic Features

Master Name And Address File -- The Master Name, Address and Profile File may include all students, parents, staff members, trustees and other affiliates and participants in your various events, activities and fund raising campaigns, current, recent and prospective. In addition to standard demographic data, this file may contain a wealth of information for various lists and records that you wish to maintain to assist you in profiling any of the above groups.
For example:

• Type or class of account codes -- Multiple child family, donor, etc.
• Dated check payment codes
• Marital status
• Synagogue affiliation

Directories or lists and/or mailing labels are available on demand from these files. Envelopes (individually or continuously fed) may be addressed directly from the name and address file. Rolodex or index cards may be produced with names, addresses, telephone numbers and other account data. Carrier route and ZIP sorting, and ZIP code summaries required by postal authorities for bulk mailing, are also provided.
To facilitate the process of selecting names or accounts, the system maintains three indices, the first being on account number and the second being on the account last name. A third index references the "sort name" field, enabling you to identify an account by any name (last name, firm name, etc.) that is most significant to you. This greatly speeds searches on large files. A different name may be maintained for salutation and for label purposes. Personalized letters may be generated via a standard Word Processor.

Student Files -- A file is maintained of extensive Student information, including personal information such as birth and graduation dates, social security number, Hebrew or other name, as well as data specifically related to classes/school such as locker and bus assignments.
Billing information, including scholarships and other discounts, may be maintained in this file and linked to the Accounts Receivable file for automatic billing. In addition to the primary family account, two related accounts may be referenced for each student.
This file may be used to create reports including lists and class rosters, and/or mailing labels or envelopes for any/all students. Letters to selected students or parents of selected students may be generated via the word processor.

Business And Alternate Name & Address File -- An alternate Name and Address file is maintained for additional addresses for each account.
The alternate address file contains profile date which may be referenced on screen or in a variety of reports. For example:

1. Record code of address type -- business, summer or winter address, etc.
2. Business/occupation code & description.
3. Gender of person at this address.

For any account, you may designate an alternate address for statement purposes.
Alternate address information may be printed together with the regular name and address data in a master directory printout. It may also be printed as a separate report of alternate address information only. Index cards and mailing labels/envelopes may be generated from this file. Letters to alternate addresses may be generated via the word processor.

Committees And Other Associate Group File -- A file may be maintained for various groups within the organization (e.g. officers, committees, individual interests, participation in events) or to further characterize parents, students, donors or prospects.
This file may be used to create lists and/or mailing labels or envelopes for any of the defined groups. Letters to members of a specified group may be generated via the word processor. Fees may be recorded in the Group File and automatically trandferred to accounts Receivable for billing purposes.

Emergency Contact File -- The Emergency contact information in this file is maintained both by account and for individual students within each account. Phone numbers of doctors, guardians and other emergency contacts may be maintained, as well as coded information such as allergies, disabilities, etc.
Emergency contact information may be included in lists or on index cards or labels.

Accounts Receivable/Fund Raising System -- This customized Accounts Receivable System is geared to a school's invoicing and fund raising needs. The Accounts Receivable System keeps track of all tuition charges, special fees, scholarships, discounts and donations that are owed, paid or pledged to your organization. A facility is available for recording and automatic billing of multi-period charges or pledges. Every money item, debit or credit, may be recorded as a transaction. A historical as well as a year to date file of transactions is maintained.
More than 1,250 different charge codes may be user-defined to designate and track income by source or by campaign (e.g. Tuition, Food Service, Class Trip, Scholarship Fund, Annual Dinner etc.). Every charge code may also be associated with a charge year, allowing you to define and isolate income items by year, as well as by category. Among the benefits of this powerful feature is the ability to produce reports or personalized letters targeting accounts who have participated in a fund-raising campaign or event last year but not this year or in one campaign but not another. Thank you letters for monies received or reminder letters for past-due items or unredeemed pledges may also be created. MARKS greatly facilitates the record-keeping and the production of receipts and reports your parents and donors need to comply with the 1993 Tax Laws. Statements may be generated whenever desired. In addition to statements, aging reports and cash receipt journals, various other transaction reports, such as year-to-year comparisons by income category, may be generated on demand.

Link To Word Processing -- A link file of names and addresses may be created from the Master Name & Address file, from demographic sub-files (such as the Student and Alternate Address files) and/or from the Accounts Receivable file. This link file may then be used by Wordstar or WordPerfect for word processing, in the preparation of receipts, personalized solicitation letters, reminders or thank you letters.

Optional Features

Dated Check Module -- Specifically designed for the purpose of processing post-dated checks. Enables you to maintain a file of dated checks, account by account. For each check, information stored includes check date, dollar amount, charge code/year, billing cycle, and status. Canceled and booked checks may be automatically deleted from this file.
Selected checks may be automatically processed into the Accounts Receivable system via transaction batches. Open credits remaining from dated checks may be automatically applied to balances due for selected charge codes.

Attendance & Lunch Module--The Attendance & Lunch Module enables you to separately track school and lunch attendance for your students. Presence and absence may be described by a variety of codes, indicating excused or unexcused absence, tardiness, etc.. Student-specific comments regarding attendance may also be recorded. Four levels of lunch coding, as well as a code to indicate absence from lunch, provide additional flexibility. A utility is provided for the importation of student data from MARKS. While in the Attendance Module, you are able to access the imported data and view the student's address, grade and codes, or delete the students' attendance records..
A variety of reports may be printed, including Attendance Rosters, Yearly Attendance Summaries and Lunch Attendance Reports. Blank Monthly and/or Weekly Attendance forms may be printed for use by teachers and lunch supervisors. A Register Of Attendance meets the requirements as to content and form of the New York State Education Department.

Dinner And Special Events Reservations Module -- Enables you to manage up to 1296 dinners, luncheons or other activities where reservations are taken and/or tables are assigned, per year. Up to four standard fees per event may be pre-defined, speeding up data entry. A history of attendance at such functions may be maintained for each account holder.
Alphabetical lists and/or lists by assigned table numbers may be generated on demand, reflecting last minute changes simply and expeditiously. To simplify the procedure of assigning table numbers, the system allows you to produce index cards for each reservation made. Billing for the dinner reservations may be globally generated and recorded automatically via the built-in link to the A/R Module.

Journal Ads Module -- Journal ads, including the actual ad text and typesetting codes, may be recorded and maintained on the system.
Lists of ads, or index cards with each ad, or lists by ad size or by solicitor may be generated. Ad texts may be transmitted by diskette to the typesetter for computerized typesetting. The billing for the journal ads may be globally generated and recorded automatically via the built-in link to the A/R Module.

Alumni Information Module -- Maintain a file of information for all Alumni. Record current address information on each alumnus, as well as data (such as graduation date/class) relating to their school attendance. Generate lists of selected alumni and mailing labels/envelopes for newsletters, etc. Link selected alumni records to a standard word processor to create personalized mailings, for example, for the purpose of fundraising.

General Comment/Memo Module -- An extremely versatile system with endless uses, this module will enable you to store an unlimited amount of free-form account information in an organized fashion. Each record contains fields to define the type of "comment or memo" represented, three dates, a money field, and a text field in which to record extensive textual information. Multiple records per account may be maintained. Reports of data from this file are available via a standard menu. Information from this file may be retrieved by comment type, by range of dollar amounts, by "entry date", "last call date" or "next call date", making its utility as an effective "tickler" system unsurpassed. Ten levels of passwords provide consummate flexibility in the protection of sensitive data.

Automatic Tickler Feature -- This enhancement to the General Comments/Memo Module, prints to the screen a summary of all records that require action today -- the perfect "Reminder System." This summary is displayed automatically whenever you enter MARKS and may also be accessed from any menu within MARKS. (The Automatic Tickler Feature requires that you also purchase the General Comments/Memo Module.)

Tribute/Donation Module -- Greatly facilitates the process of booking and tracking "in honor of," "in memory of," "in appreciation of," and similarly expressive pledges or contributions. Importantly it eliminates redundant handling and reduces the opportunity for missed transactions and errors. While the Tribute/Donation Module is fully integrated with the MARKS Accounts Receivable System, it may be maintained by non - financial personnel who may produce notification letters and receipts, as well as reports of Tributes by Type, Donor, Honoree or range of dates, or a linkfile for use by a word processor. The bookkeeper may automatically create a batch of entries in the MARKS A/R System.

Calendar Of Events/Facilities Management Module -- This useful module enables you to record classes and all other events scheduled in your facilities or by your organization, by date and room number or location. Each record may contain the date, start and stop time, room number, user name (individual or organization), and some other basic information about the event. Repeated (cyclical) events may be booked in a single step. The system checks and protects against the possible inadvertent booking of two events in a single facility/time slot. Lists are available by date (past or future events), by room number, by user name, or by type of event. Rental fees which are recorded in this file may be billed through the Accounts Receivable System. Lists of open slots (i.e. available rooms) are available by room number and date or time.

Yahrzeit Module -- Yahrzeit notification is an effective fund raising vehicle undertaken by many religious day schools and this module makes it easy. Every Yahrzeit to be observed by a family or other account may be recorded on this file which may contain either the English or Hebrew date of death or both, along with the relationship of the deceased to the account holder and other information. For Yahrzeit notification purposes, an internal Hebrew/ Secular calendar automatically converts the Hebrew date of death to the contemporary date on the secular calendar. This Hebrew/English calendar may also be accessed via a pop-up menu during data entry. A list of upcoming Yahrzeits, including a memorial plaque identifier, may be produced along with customized personal letters of notification. Yahrzeit donations may be recorded and maintained by the Accounts Receivable System.

Purim (Shalach Monos) Module -- A valuable labor saving tool that enables your organization to undertake an effective fund raising campaign associated with the tradition of sending gift packages among friends during the Holiday of Purim. This module enables you to track both the sender and recipients of the Shalach Monos packages and to automatically create donor records for reciprocity orders. (This saves members the potential embarrassment of receiving a gift from someone they had inadvertently neglected to include on their list).
Features include adding, updating and displaying Shalach Monos orders; printing lists of Shalach Monos Orders from the Purim file; printing special Purim list of members for distribution to your membership to enable them to create their individual Shalach Monos gift list; creating and printing records for reciprocity orders - generates a list of all orders that have not been reciprocated and, for all such orders for which reciprocity has been requested, creates Shalach Monos records that will reciprocate the orders.

Link To General Ledger -- This facility permits you to automatically post transactions from MARKS' Accounts Receivable System to the popular RealWorld General Ledger system or to the ACCPAC General Ledger system. Links to other standard General Ledgers may be available or could be created. Automatic Due-To/Due-From posting for Fund Accounting and either cash or accrual basis accounting are all accommodated.

Other Software Services

Word Processing -- This is accomplished by any of several powerful standard microcomputer software packages that can be integrated with the various demographic and accounts receivable files described above. MARKS provides the necessary links from the Name & Address System and from the Accounts Receivable System to a standard word processing package. ESF can provide the necessary training in the use of several popular word processors.

Accounts Payable, General Ledger and Payroll -- These functions may be accomplished with the popular standard Accounts Payable, General Ledger and Payroll software packages by RealWorld Corporation. ESF can provide the necessary guidance in set up and conversion to these systems and training in their use. ESF also has available a link, which permits the automatic posting of MARKS Accounts Receivable data to the RealWorld General Ledger, as well as to several other standard General Ledger packages.

Conversion of Records From Your Existing System -- We are prepared to evaluate and undertake the conversion of your data from your existing system, computerized or manual, to MARKS. If your name and address records are being maintained on a computer system, a computer to computer conversion may be possible. Such an effort must be individually discussed to ascertain its feasibility and cost. Conversion from "hard copy" is also available. Conversion of data before startup greatly facilitates the acceptance and learning of a new system and is strongly recommended.

You may rest assured of ESF's full cooperation in making the process trouble-free, and with a minimum of disruption of your day-to-day activity.