Chaverware 5

Product Summary

Chaverware™ 5, the most sophisticated Windows^® based software, has a web-based component and seamless integration with both QuickBooks^® and Peachtree^®. Chaverware™ boasts the easiest integration with other standard programs in addition to QuickBooks^® and Peachtree^®. INtergrated credit card processing; seamless mail merge with Microsoft Word^® or Publisher^®; instant export to Microsoft Excel^®; email to your default email program; link to Constant Contact^®; get directions to any address in Chaverware with a single click and so much more.  With ChaverWeb™ your members will be able to access their own information for review as well as editing through a secure internet log in. They may look up their Yahrzeits, maintain their personal information, review their account status and make donations to your organization from the comfort of their home or office, resulting in increased fundraising. Through the use of the internet, your office staff will be able to save time and money.

Chaverware^™ has the most sophisticated, user-friendly interface available. With Chaverware 5, there are many new wizards to help guide you through difficult tasks, enhanced use of familiar paradigms that are similar to other Windows^® based programs, and greater consistency of interface throughout the program.

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CHAVERware 5 Features

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Membership Management
Unlimited Family Database includes individual information for each adult and child:

• Four different mailing addresses (winter, summer, etc.) with automated activation dates

• Occupational information including address, phone, fax, email address

• Emergency names, numbers and relationships

• Pager, Cell Phone, E-mail address

• Dynamic update of ages

• School attendance with college information

• Birthdates with Hebrew date conversion

• Anniversaries

• Blood Types

• Bar/Bat Mitzvah Information, including automated portion calculator

• Multiple Notes Records - free form notes with date stamp and individual not security

• Reminders for individual members and users

• User defined fields

• Flexible and simple Mail Merge capability

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Other Features

Web Module

Member lookup through secure internet connection

User Name and Password unique to each family

Synchronization of data on the web with data in the office

Make donations to selected categories from Chaverware™

Automatic update of software from the web

Optional Backup data to the web

There is an additional cost for the hosting of the data on the web

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Other Features

Multi Level Categories

Unlimited categories, all user definable

From each category:

·         mail merge

·         Create mailing labels

·         Create envelopes

·         Email to the entire category at once.

·         Export to Excel

·         Create a new category of selected individuals

Create Sub-Categories for as many categories as you like

Password restricted categories by user/group

Information is linked to any individual in the database, with no limit on the number of Categories assigned to one person.

Category examples are:           

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Other Features

Yahrzeit and Cemetery Information

• Link multiple members to each Yahrzeit record

• Automatic generation of Yahrzeit reminders and lists

• Plaque location

• Tracks by Jewish calendar date and/or Gregorian date

• Enter either Hebrew or Gregorian date and get a converted date in return

• Plaque Status and location reports

• Maintain data on burial, unveiling, funeral and much more

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Other Features

Fully featured, graphical Cemetery module

Manage one or more cemeteries graphically
Track available graves, reserved graves and occupied graves
Information includes:
            Full burial information
            Perpetual care information
            Responsible party data

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Other Features

Mail Merge, Reports and Queries

Hundreds of predefined reports with different sorting and filtering options

Avery mailing label formats

Easy creation of user defined quick reports

Query generator:

            Produce a list based on any criteria

            Do a query on a query, removing almost all limitations of looking up data.

            Results of a query can be

·         Used to produce a quick report

·         assigned to any category

·         mail merged to an existing or new document in Microsoft Word

·         mail merged to an existing or new document in Microsoft Publisher

·         seamlessly exported to:

Ø  Microsoft Excel®

Ø  Microsoft Access®

Ø  ASCII delimited files

Takes advantage of Office compatibility for full function mail merge to Microsoft Word®

Choose from existing mail merge templates

Create form letters, reminder post cards; utilize Word’s label options simply etc.

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Other Features

Donation Database

Keeps track of all pledges and donations by category

Automatically create billing entries

Allows pledges to be split over multiple years and other cycles

User defined information

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Other Features

Tribute Module

Create a tribute record for a donation
Store donor and honoree information
Mail Merge letters to both donor and honoree in a single step

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Other Features

Aliyah Module

• Track honors given to your members
• Specific Holidays
• Specific time and pages
• Mail merge for notification letters

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Other Features

Shalach Manot Module

Create Shalach Manot gift records for multiple recipients

View and edit from each Giver’s screen

Retain past years records

Create reciprocating records for those who opted

Give to the “Entire Congregation” or to an entire “Category” of people (i.e. Staff)

Print Card Enclosures

Print reports sorted by Giver, Recipient, Zip Code

Optionally create bills for Shalach Manot

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Other Features

High Holiday Seating Module

• Create seat layout graphically on the screen

• Seats can face any direction

• Flexible seat numbering

• Multiple Events for one room

• Multiple venues per holiday per year

• Handicap seat indication

• Generate bills from seating module

• Hold or Reserve a seat

• Assign seats by family for a group of people

• Print reports by seat location or by last name

• View previous year seating locations

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Other Features

Microsoft Office  compatibility

Seamless mail merge of a single record or a group of records with Word or Publisher

Integration with Excel for spreadsheet solutions

Integration with Access for database manipulation

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Other Features

Calendar

• Full Hebrew/Gregorian date conversion in either direction
• Holidays and Rosh Chodesh (Beginning of the month) listed

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Other Features

Phone Tree® Integration  

Links to the Phone Tree® automatic dialer for making automatic calls to different groups of people

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Other Features

Constant Contact Integration

Upload any set of names and email addresses directly to Constant Contact^®  from your Chaverware categories.

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Other Features

School Module (Additional Cost)

• Maintain Staff with address and phone information

• Create classes with specific teachers

• Assign students to each class

• Maintain Transportation routes with students

• Track attendance

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Other Features

Fully Networkable

Multi-User with login name and password

Multiple level password protection for each area of the program

 All of these areas have different “rights” assignable to a user in any combination as follows
·        View Only
·        Edit Records
·        Add Records
·        Delete Records

In addition there are specific “rights” for each area.

Password protected restricted categories

Private password protected notes

Create Groups of Users with common rights

Supports most common networks

            Windows XP, Vista, 7, Server 2003, Server 2008

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Other Features

Accounts Receivable

• Batch billing - Invoice dues and other categories automatically for entire membership
• Special billing by member, e.g., Monthly, Quarterly, Annual or other user defined option
• Receive cash for donations or other "non billed" items
• Receive cash from 3^rd parties
• Automatic distribution to General Ledger and Accounts Receivable accounts
• Automatic calculation of tax deductible amounts and generation of appropriate letters
• Full member’s statement generation with customizability
• User defined messages may be printed on Statements
• Payment / Cash receipt reports
• Flexible Aged Receivable reports

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Other Features

General Ledger

• Completely customizable Financial Statements
• Live Trial Balance output at any time
• Budget entry and comparison of budget vs. actual
• Fiscal calendar with flexible starting point - Up to 2 years of information available

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Other Features

Accounts Payable

• Supports Purchase Order generation to help control and track costs
• All vendor information available
• Print single checks, record hand written checks, or pay checks by batch
• Automatically distributes costs to General Ledger
• Prints full aging reports

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Other Features

Payroll

• Automatic payroll generation, including all withholding taxes
• Automatic deduction of other items, eg. 401K, Health Care, Etc.
• Tax updates available
• Tax table modification with user created formulas
• Pay both hourly and salaried employees
• Tracks vacation and sick leave
• All standard payroll reports, including Federal forms 940, 941, W2, etc.

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Other Features

Bank Reconciliation

• Multiple checking accounts supported
• Track checks and deposits

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Other Features

Windows, Windows, Windows

Chaver-ware operates in the Microsoft Windows environment. By utilizing the graphical user interface, we have been able to bring you a program that is extremely user friendly. Whether you are a computer expert or a computer novice, Chaver-ware can be mastered with minimal training. By implementing Windows' familiar pull down menus, index tabs and button bars, Chaver-ware makes any user feel like a pro.

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Interface to the Windows Accounting Software

Chaverware interfaces to either Peachtree Accounting for Windows or QuickBooks. Peachtree and QuickBooks are the recognized leaders in Windows based small business accounting software. We all know that a Synagogue office should be run like a business, with Peachtree or QuickBooks the ease of implementing Accounts Payable, Payroll, a full General Ledger system and Bank Reconciliation is extremely easy and user friendly. Visit Peachtree's or QuickBooks web sites for more information.

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"On the fly" Queries

"On the fly" queries allow you to query (or ask) your database for information based on a combination of different criteria. Using this feature you can find information in many different ways and then mail merge this data to form letters, create quick reports or assign this group of people to a new category. Our query generation makes the retrieval of data from Chaverware extremely powerful and flexible!

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System Requirements

Supported Networks:

• Windows XP
• Windows Server 2003
• Windows Server 2008
• Windows Vista
• Windows 7

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Pricing

CHAVER- ware 4 software system for Synagogues                         $2900

For up to 3 concurrent users*

2 hours of initial training remotely**
Unlimited Support for one full year
*Additional 3 user license pack @$500

Includes a single user license of Peachtree® Accounting or QuickBooks® Pro
Additional licenses available, please contact our sales department

Hebrew/Sunday School Module $600
which includes:

• Full class database with teacher information
• Additional Reports by Class and Grade
• Additional Labels by Class and Grade
• Transportation information including school districts and bus company
• Attendance information
• Utilize the same master Name and Address List from Chaver-ware

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CHAVER-ware Freedom Plan

Circuits & Systems Inc. agrees to provide  technical support through our 800 number, according to the plan below. This will cover you through the period of their Freedom Plan as long as payments are made in a timely fashion. In exchange for a Five (5) year Freedom Plan, you will receive a 3-user** license of Chaver-ware™ for FREE.

 Freedom Plan @$1600/year

      Unlimited Support for Chaver-ware™, including diagnosing problems with data entry, incorrect or damaged databases, and general “how to” issues. We can provide more efficient and better support using remote system access over a cable or DSL line. This allows us to access your computer “on line” as if we are sitting at your desk.

• Incremental updates and Major upgrades

• 2 hours of initial training remotely

• Remote training for 1 Hour on the use of Chaver-ware™ or Accounting Software* for any new employee hired

Freedom Plan Plus @$2000/year

Identical to Freedom Plan in addition you also receive:

• Support for the Accounting software*, including diagnosing problems with data entry, incorrect or damaged databases, and general “how to” issues

• Standard data conversion from your existing software.

Freedom Plan Premium @$2650/year

Identical to Freedom Plan Plus in addition you also receive:

      Remote Installation assistance
Religious School Module
Support for Windows®, Network and Hardware issues related to the use of Chaver-ware™ or Accounting Software only. This includes problems running either package caused by:

• installation of another program onto the system

• installation of, or changes of hardware, i.e. new computer, printer etc

• damaged or incorrectly setup Windows files

• damaged or incorrectly setup network files

• poor or incorrect network connections to your server.

*Accounting Software can be either QuickBooks or Peachtree depending on which one was shipped with Chaver-ware™

**Each Additional 3 user license pack @$500

Copyright © 1995 Circuits & Systems Computers & Peripherals Inc. All rights reserved.
Information in this document is subject to change without notice.
Other products and companies referred to herein are trademarks or registered trademarks of their respective companies or mark holders.