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The Household List displays the existing households and allows a household to be selected for viewing or modification. Different sorting options are available and columns 3 through 6 can be changed to display different information.

At the bottom of the window there is an Add New Household button to bring up a blank Household Form and enter a new Household.

The Household Form allows for entry of a new household. The household Status code is used to classify them as Active, Inactive, Visitor or a custom status code of your own. The primary address is the local address and the Alternate Address is if they go somewhere else during a portion of the year.

The Send Email button allows you to quickly send an email without having to log into your outlook or other email application.

The Member List is a list of all the people. Clicking on a name will open the Member Form displaying all the information about the person including the other members in the household.

Different sorting options are available and columns 3 through 6 can be changed to display different information.

The Member Form is a powerful form that allows you to accomplish a variety of tasks and enter a plethora of information. IconCMO provides more membership information to be entered than any other web based product on the market and all by using one window.

There is no limit to the number of special dates the system can manage. The system is preloaded with common events such as Birth, Baptism, Confirmation etc.

The Member Form also allows for a member to be transferred from one household to another, work information to be entered, attach children of divorced parents to multiple households, and view any Groups, Talents and Attendance information about the individual.

The top left scroll window displays all the members belonging to the household and one can switch between members by clicking on the desired name.

The Talent Form is used to track the many talents within the church. IconCMO uses Talent Categories to group similar talents together. Pressing the plus sign next to a Category will display all the talents belonging to the category. Once a Talent is selected member names can be displayed on the right side of the window using the 'Display Members' button. Click the Yes/No on the right to change a person's assignment.

An unlimited number of talents and talent categories can be created.

The Group Members Form is similar to the Talents window but has some additional features. Select a group and the Group Email button opens a form allowing for an email to be written and sent to all Members of the selected Group. Adding an attachment to the email is another great feature.

The Group Copy button allows one to copy the membership from one group to another. This makes it very fast to create a new group that is made up of existing groups. Once a group is created, printing labels and sending emails is a breeze.

By clicking the Group Events button you can define events/meetings to a group as well as track attendance to the event. This is great for managing attendance to Sunday School classes and roll call reports can be printed from the Group Reports section.

The Group Events window is accessed from the Group Maintenance form and allows one to quickly set up meeting times and dates for a particular group. Roll call reports can be printed for an event and after the event has occurred this form can be used to mark the people that attended the event.

Attendance reports are available providing attendance ratio information and what events a member attended.

The Attendance window allows you to record your weekly Sunday Worship and Communion records.

It's simple and fast because all you have to do is click the 'No' and the system changes it to a 'Yes'. Recording attendance was never faster. Setting the age parameter restricts the members that appear in the scroll window.

The Attendance Ratio report is a great way to see who is and is not attending church, participating in communion, etc. The report shows the number of Events that occurred at the top and next to each name is the number of times that person attended. The Ratio on the right is the percent attended which is calculated by dividing the times attended by the total number of events.

All Reports are printed in a PDF format for easy printer compatibility.

The Absentee Report displays members that have not attended an event over the specified date range. It offers their contact information as useful information to bring them back to the church.

All Reports are printed in a PDF format for easy printer compatibility.

The Visual Tracking Report is a favorite of pastors. Being able to see people's attendance trends can offer valuable insight.

All Reports are printed in a PDF format for easy printer compatibility.

The Archive section is something most other systems don't offer yet retaining information about past members is a must for most churches.

Whenever a member is removed from the main database a question appears asking if the member should be archived. If a member returns to membership status, an un-archive feature is available returning the member to the main database. The system remembers all their special events such as baptisms, confirmation, first communion, etc.

The Archive Form displays all the information collected for the archived individual. In the middle of the window are the headings Archive Info, Special Dates, Work Info, and Notes.

Archive Info displays the household information, Birth Date and the Date the person was archived. The Special Dates section displays all relevant date information about the person such as Baptism, Confirmation etc. Work Info displays where the person worked and the phone number. Notes are any comments you may have made in regards to this person.

The top left corner of the window displays other family members that were also archived from the same household.

Print an Archive list of all past member.

Hse-Pictures is used to view and maintain household pictures. All pictures imported must be of type jpeg with a maximum size of one megabyte.

The Hse-Reports tab has a report called "Picture Directory" which creates a nicely formatted Pictorial Directory.

Mem-Pictures is used to view and maintain member pictures. All pictures imported must be of type jpeg with a maximum size of one megabyte.

Household Reports offers a wide variety of reports. Select the name of the report to print on the left. Address labels can be printed using any report with a 'Yes' in the right hand column.

The dark blue area on the right will change providing different options depending on the report choosen. When printing labels a pop-up window appears allowing one to select which label on a sheet of labels to begin with. This saves the church additional money by not wasting partial sheets. All reports are printed use the Adobe Acrobat Reader thereby providing the highest quality output possible regardless of the printer being used.

Notice the Status codes on the window above. The Active and Visitor status codes are both highlighted. This is a multi-select drop down list which allows the user to make any combination of selections. This is very valuable when it is important to rint more than one status code in the same report.

The system offers 7 different styles of Church Directories. These styles have been designed based on the input of our customers over 15 years and is the largest selection of directories provided by any church management system. The one shown here is a two-column list.

An extensive selection of pre-designed member reports is available. For each report selected the available options to the report appear in the right box. For example: Birthday, Anniversary, or other Special Event reports can be prepared based on a specific date range or a month range. Address labels can be printed by selecting any report containing a 'Yes' in the right most column.

Above is an example of the Birthday Report. If you have enough names to fill the left column the system will start a second column on the right. There are several ways to restrict who is included on the report so you can get exactly what you want. The report can be sorted by Date(Month), Date(Year), or by name.

From the Household Form press the button "More Information". This window allows you to add as many phone numbers and email addresses as you want to the household. I also allows you to view which "Household Groups" the household is assigned as well as define a couple of fields that are custom to your church.

Most phone numbers and email addresses belong to specific members in the household and not the household itself. This primary household form will contain the main household phone number and email address.

With IconCMO it is easy to quickly send an email to a household, member or entire group. On the Household Form click the "Send Email" link and this window pops-up. Fill out the information and press 'Send Email'. That's all there is to it. There's no need to open your local email program. An attachment can be included with the email by pressing the 'Browse' button.

The Member Form has a quick "Send Email" feature with optional attachment to a member without having to open your local email program.

The dark blue section of this window offers a variety of items specific to a member. Just above the dark blue section is "View" with a selection window next to it. Depending on what you select the dark blue section will alter what it displays. In this case the user selected "Phone Number" which allows you to view all the additional phone numbers that are assigned to this member.

The Group Email form is a pop-up form located on the Group Maintenance form. It allows an email to be created and sent to all members of the group. Even attachments can be uploaded from your local computer and attached to the email.

This is a quick way of notifying all the people in a group and at zero cost. In addition, a report can be run giving information about who doesn't have an email address and a status of the email process itself. For those that do not have an email address a label can be printed. All of this from this one form.

CMO allows you to choose three different styles of labels.
1) 1 Across (Avery 4010)
2) 2 Across (Avery 5161)
3) 3 Across (Avery 5160)

** The labels above are Avery 5160 **
Click File ->Print and make sure the option "Page Scaling" is set to "None"
This will ensure the labels fit perfectly on the paper with virtually any printer.

Select the label to start with. No more wasted labels. Now, any partial sheets of labels remaining from a previous run can be used.

Labels can be printed for Households, Members, Groups, Talents, Financial Information and Envelopes.

There are many export windows in IconCMO that allow one to pull the necessary information down to the clients computer. The Household Export allows for the exporting of Household Names and Addresses.

The LifeTouch Directory is used to export the information into format for the LifeTouch Corporation when creating a church directory.

The Envelope Export window allows one to export Envelope information from our servers to your local computer in a format that can be used by common utilities such as Microsoft Word or Excel. One of the most common uses of this form is to export the information onto a diskette and send it in to the company that prints your envelopes. It exports only the necessary fields the envelope company will need.

The Visitation window allows you to quickly see the schedules for everyone along with who they are visiting and the purpose of the visit.

The Main Menu is at the top of the screen. It allows you to quickly and easily traverse the system. Click on one of the Categories at the top such as People or Contributions or General Ledger and select from the drop down where you want to go. Depending on your selection the tabs will change to reflect the option you selected. Once you click on a tab the main portion of the application will be displayed in the window below.

The tabs listed above (Home,Information,Reminders,Registration) are listed when you select Organization -> Setup.

Church information can easily be changed.

Personal Preferences provides the ability to change the default values throughout the system. The fiscal year can be move forward or back depending on the desired year to work in. The user can change their password or their default email address.

Changes to this window will only affect the login id that was used when logging into the system. Other users of the system will need to maintain their own personal preferences.

If View Accounting is set to no then the menus at the top labeled General Ledger, Banking, AR, and AP will not appear.

The Church Preferences window is a powerful aspect of the membership system. It provides the ability to customize the fields to track the information you desire to record.

* Link to Fund Accounting: If set to yes, CMO will seamlessly link all contributions entered into the system to the accounting side of CMO. Many Church Software products on the market today offer an accounting system but few actually link the Contributions entered for a given sunday over to the actual General Ledger. CMO has the power to do this and link the dollars to a specified checking account and revenue account.

* The top right section is for modifying the drop down lists that are displayed throughout the system. These drop down list include the status of a household, the relationship to a household and a persons occupation just to name a few. The system includes four default status codes of Active, Visitor, Inactive and Delete. Most churches will use this section to add more status codes such as Prospect, Active Non-Member, Shut-in, and Associate Member. Their is no limit to the number of items that can be added.

* Maintain Phone and Email Types allows the addition of contact information to track. Examples: Cell Phone, Fax, Beeper, Work Email etc.

* Maitain Special Events: Click here to change the different dates to track. Example: Birth, Baptism, Confirmation, First Communion, Transferred In, etc.

This is where you will define the Contribution Funds or the funds that the congregation can designate their money. You can define as many funds as you wish. If the fund does not qualify for a tax deduction then change the Tax Exempt field from “Yes” to “No”. If the Fund is a one-time fund that will span multiple years you can change the date range to reflect the life of the fund. Examples might be a Building Fund or Capital Campaign.

This is also the window that allows you to declare how the money will be applied to the Accounting side of IconCMO. By clicking the Accounting Link button you can define which account in the Chart of Accounts to designate the posted dollars.

The Accounting Link window allows you to have a seamless link from the Contributions system to the Accounting system. Very few products actually have a seamless link to the Accounting product. Most will advertise they have both systems but do not actually link the two packages.

The Envelope Maintenance window allows you to keep track of all your envelope numbers and who appears in the finance section. There are some very big benefits of having a separate window to maintain all your envelope numbers.

1) You can track envelope numbers for different years. If the church re-assigns envelope numbers each year the next year envelope numbers can be prepared without affecting the current year.

2) Envelope numbers can be assigned to both Households and Members. If a Husband and Wife are giving together the envelope would be assigned to the Household. A son or daughter might also want to contribute separately. This gives the ability to define the children and/or other members of the household with a separate number.

3) The history of envelopes is not lost each year. By switching to a previous year the system will display what each household/member envelope number was for that year.

4) The Auto Assign #'s button offers the ability to quickly reassign envelope numbers alphabetically.

The Envelopes - Add/Edit Household Numbers window allows users to quickly and easily add/edit envelopes to households. There is also an "Add All" button on the right to quickly add everyone in the list with the number of zero.

The Envelopes - Add/Edit Member Numbers window allows users to quickly and easily add/edit envelopes to individual members.

Contribution Batches: Batches allow you to group a particular giving (Sunday Donations) together and verify it is correct before applying it to all the contributors and funds. Most users will create a new batch each sunday with the date of the giving being the name of the batch.

Example: Contributions given for Sunday January 1st 2006 might have a batch name of "January 1st 2006 Sunday Worship"

The Enter Contributions window truly separates IconCMO from the competition. No other web based product on the market today offers this kind of flexibility and information when entering the contributions.

1) Quickly browse through the names on the right to select the person giving the money. Quickly jump to a particular letter in the alphabet by selecting the letter to the right.

2) If the church uses envelope numbers, the number can be inserted in the "Envelope No." box on the left. When you tab to the next field the name is selected automatically and placed above the Giving Date.

3) The Receiving Fund can be changed by pressing the first letter of the fund or clicking the down arrow and clicking on the fund.

4) The "Show Transactions" button hides the list of names above and instead displays a list of transactions that have already been entered and saved.

5) The "Print Edit List" gives a nicely formated PDF report that can be printed and compared to verify the entries are correct.

6) The "Show Fund Summary" quickly displays the total donations received for each fund.

Pledges can be entered to help maintain a budget for the different funds the church is tracking. When adding pledges the frequency can be changed to show how often a person intends to contribute. (example: Weekly, Monthly, Quarter, Annual or Other). A date range is also offered for members that join the church in the middle of a pledge year. By modifying the date range the total amount pledges will reflect the partial year available to the donor.

Pledges can be added to as many funds as you wish.

Chart of Accounts is for maintaining the accounts that are used on the accounting side of IconCMO.

This window appears when the 'Add New Account' button on the Chart of Accounts form is pressed. The right "Help" window adjusts automatically as field types on the left change.

GL Journal Entries gives the ability to enter information directly to the General Ledger. You can specify the Fund each line item affects.

The General Ledger Register displays every transaction that occurs in the accounting system. The list viewed can be restricted by selecting a transaction type and date and a printed copy of what is in the scroll window.

Select the desired account at the top of the page and view all the activity that has occurred for that account. The contents of the scroll window can be restricted by transaction type and date. Pressing the 'Print' button prints the contents of the scroll window.

Budgets can be quickly entered by fund.

Add/Modify vendors from the Vendor List.

When an invoice is received it can be added to the system for payment at a later date to ensure the payment will not be forgotten. An invoice can be distributed across multiple accounts and multiple funds.

This form is also used to enter in credit memos.

When this form opens all the outstanding invoices and any credit memos not applied are displayed in the scroll window. Click the "Mark To Pay" switch to mark which bills to pay and the amount.

Once the payments are posted checks can be printed. And work interruptions aren't a problem as you can leave this form or close the browser completely. The system always remembers where you were at.

Seeing the complete picture of activity with a vendor was never easier. Selecting the Vendor on the left to displays all the activity for that vendor in the right scroll window. You can even restrict the view by setting the document type and period options located below the scroll window.

Create the checks and distribute the debits and credits appropriately at the bottom.

Enter the CheckBook Deposits. Print the Bank Deposit Slips.

The Reconcile Checkbook window allows great flexibility by entering the beginning balance, bank interest, any service charges, deposits and other miscellaneous information.

Reconcile the entries by clicking on the dollar amounts on either side.

Easily display all activity related to a particular Checkbook.

Add/Modify/Delete customers from the Customer List

The customer invoice form is a very powerful form. From this one form one can quickly prepare a single invoice, maintain an unlimited number of invoice batches, and print a batch of invoices using either a Product or Service type of invoice.

Enter Payments received from Customers. Payment types can be check, credit card, or cash. Selecting the customer making a payment displays all the open items in the scroll window. Items are marked for either full or partial payment.

Press the button 'Deposit Receipts' to create and print a bank deposit slip. When printed the way you want the system then posts the deposit.

Selecting the customer on the left to view all the activity for that customer.

The system works via form level security. Every form in the system is listed in the security window. There is not limit to the number of users that can be defined. Each form is assigned to a user with the access type of Read - Write, Read Only, or No Access.

There are three separate tabs to control security. The Membership tab controls the security for Membership, Talents, Groups, Attendance, Envelopes, and Contributions. The Fund Accounting tab controls the security for accounting side of IconCMO. The third security tab is the Parishioners tab for "Home Security". The home security section allows you to assign log in information for the members of the church that wish to review their data. By using separate tabs for Membership and Fund Accounting your organization is able to have a System Administrator for each area.

Example: John may have full access to the entire membership and contribution section including the responsibility of controlling the users in membership and contributions. However, John might not have access to the "Fund Accounting" side. Mary might be in charge of the Fund Accounting and control all access to this section. This enables the church to have one database and yet have separate people controlling the two main modules. (Membership and Fund Accounting).

The system works via form level security. Every form in the system is listed in the security window. There is not limit to the number of users that can be defined. Each form is assigned to a user with the access type of Read - Write, Read Only, or No Access.

There are three separate tabs to control security. The Membership tab controls the security for Membership, Talents, Groups, Attendance, Envelopes, and Contributions. The Fund Accounting tab controls the security for accounting side of IconCMO. The third security tab is the Parishioners tab for "Home Security". The home security section allows you to assign log in information for the members of the church that wish to review their data. By using separate tabs for Membership and Fund Accounting your organization is able to have a System Administrator for each area.

Example: John may have full access to the entire membership and contribution section including the responsibility of controlling the users in membership and contributions. However, John might not have access to the "Fund Accounting" side. Mary might be in charge of the Fund Accounting and control all access to this section. This enables the church to have one database and yet have separate people controlling the two main modules. (Membership and Fund Accounting).

An entirely separate system exists for households that would like to view their information. While access by a household is controlled through the use of this form, a separate system called the Parishioner system is opened when a household logs in.

A household cannot modify their information but they can view it and if they notice some changes that need to be made there is an Email feature they can access alerting the church office. In addition, a household can view their giving patterns, print their own contribution statement and view a church directory including pictures.

IconCMO is the only church management system that not only provides both a membership system and accounting system for the church but also a system for the households of the church.