Monday, February 15, 2010

ChMS next steps... Revive ACS People

I am going to try and see if we can revive ACS People as soon as possible before heading too far down the ChMS & CRM discussion.   Plus we really need to get the membership data in some database to manipulate it for outreach i.e. be able to get it synced with office version of the directory and then be able in the near future to email, mail, phone call, etc.  Plus once it is in there and updated -- will be easier to export and import into another ChMS if we make that decision.

ACS People has been down for the count at least a year when the office PC died and the replacement came with Vista.  At that point ACS People was not being heavily used and they did not have a Vista compatible version.

I’m thinking about taking a day maybe tomorrow to try and get this one solved if I can download the software.  If I can’t and need to wait for a mailed/shipped disc – will be later in the week/when disc arrives.  

I may have to look into a short term GoToMyPC type service if we only have one license for the People module and it must remain in the office.  Unfortunately the data is so out of date and if its on the Church sectary's PC that means considerable data entry may need to happen.   My free time is mainly when my kids are in school/office open -- but that may be when she is working.  

Goal is to get the data in sync & updated with the manual church directory and to be able to categorize current active attendees separate from Visitors and Lapsed members/attendees.  What this allows us to do is communicate and give tools to current members as well as allow us to try and develop a plan to reach back out to lapsed and previous visitors.

UPDATE: Ed just sent me the ACS info, links to download 10.x and support credentials.  We do have the ongoing support at the Preferred level and cost is ~$85/month.  St. A's owns:

9010
People Module
Active
9015
Contributions Module
Active
9110
General Ledger Module
Active
9120
Accounts Payable Module
Active
9975-DOS
Parochial Report Module - DOS
Discontinued
9067
Parochial Report Module
Active

1 comment:

  1. we can set you up with TeamViewer ( http://www.teamviewer.com ) to do remote data entry. since the office is closed on Mondays (and weekends) that might be the opportune time.

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