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Member Management


This add-in helps membership-based organizations manage member data, files, and communication.

Manage the data and documents related to your members and local chapters in a single SharePoint site, including member/local information, communications, case files, grievances, and more. Whether you have 200 members or 200,000 members, you can easily search for members and have quick access to all member-related information on a single page. This add-in was originally designed for a membership-based organization in the health care industry with many local union chapters; however, the modules and data columns can be easily customized. And, if you need additional functionality, we can develop additional modules to meet your exact needs.

  • Member Profile page to quickly search for members and manage all related information.
  • Local Profile page to quickly search for local chapters and manage all related information.
  • Manage phone calls and other correspondence.
  • Manage grievances, case files, and other general files.
  • Manage additional member information like education sessions attended and funding requests.
  • All data and documents are stored on your secure SharePoint site in your regional data center.
  • All pages are responsive and mobile-friendly.
  • Free version allows up to 200 members.
  • Paid subscriptions are available based on the number of members in your organization.