What can Metrix do?

Here are some of the ways in which Metrix can help your organization:

Contact Management

Metrix allows you to keep track of:

• Individuals, organizations and families
• Relationships between contacts
• Interaction history with your organization, including:
  • Pledges and payments
  • Events
  • Programs
  • Marketing and communications
  • Membership
  • Much more...

Metrix allows you to define "interactions" to create meaningful, productive histories for each contact.

Scheduling

Whether your contacts are donors, members or clients, Metrix allows you to keep track of how each contact interacts with your organization. Using Metrix, you can keep track of:

• Appointments, schedules and attendance
• Important reminders
• Appointment histories
• To-do Lists

Measuring and Using Your Data

Metrix gives you the flexibility to organize your data to meet your communications, reporting, and analysis needs. You can build queries as simple as selecting a subset of your data or complex enough to require layered criteria. You can:

• Run and edit built-in reports
• Create, edit and copy custom queries and reports
• Export data into Word, Excel and external applications.

Administration

You can utilize built-in tools to protect valuable, confidential data. Metrix includes features to allow each organization's system administrator control over:

• Users and user groups
• Permissions and security levels
• Routine, timed back-ups and maintenance
• Data for user-defined drop-down lists