Add Member

Navigation
The Add Member screen can be accessed by selecting Members > Add Member from the menu.

Access
This feature is open to anyone logged into groupable|m2 in any of the following roles: grandLodgeReadWrite, lodgeSecretary, lodgeAssistantSecretary.

Special Notes:

When you have the exclusive options of Search and Add available on this menu, be sure to follow these instructions:

Add Contact 

Then add the new member events from the new Contact Record.

Instructions
To add a member, enter the information into the form and click next. If the form reloads without error, click confirm to complete the form.

Field Descriptions:

• First Name - the member's first name
• Middle Name - the member's middle name
• Last Name - the member's last name
• Spouse - the first or full name of the spouse
• Lodge - the lodge to which the member is being added
• Birth Date - the member's date of birth in MM/DD/YYYY format
• Birth Place - the member's city/state of birth
• Occupation - the member's occupation
• Proposed By (GL#) - the GL Number of the member who proposed the member being added. This can be found using the Find Function detailed below.
• Special Status
  • None - This is a normal member
  • Guest - This person is being entered as a guest of the lodge to be included in mailings and such
  • Subscription Only - This person is being entered to receive the magazine
  • Widow - This is a widow of a member
• Degrees
  • Initiated - The date the member was initiated in MM/DD/YYYY format
  • Passed - The date the member was passed into fellowcraft in MM/DD/YYYY format
  • Raised - The date the member was raised to Master Mason in MM/DD/YYYY format
• contact information
  • Home Address - the member's address for most/all of the year
    • Address 1 - first line of the address of c/o for an organization
    • Address 2 - second line of the address
    • City - the city (required if foreign country is blank)
    • State/Province - the state or province (required if foreign country is blank)
    • Zip/Postal Code - The zip or postal code (must be ##### or #####-#### if foreign country is blank)
    • Foreign Country - the country (blank for US)
    • Phone - phone number at this address
    • Fax - fax number at this address
  • Snowbird Address - another address at which member summers/winters
    • Address 1 - first line of the address of c/o for an organization
    • Address 2 - second line of the address
    • City - the city (required if foreign country is blank)
    • State/Province - the state or province (required if foreign country is blank)
    • Zip/Postal Code - The zip or postal code (must be ##### or #####-#### if foreign country is blank)
    • Foreign Country - the country (blank for US)
    • Phone - phone number at this address
    • Fax - fax number at this address
  • Work Address - the address where the member works. (Note: the system will not produce labels for this address)
    • Company - the company where the member works
    • Address 1 - first line of the address of c/o for an organization
    • Address 2 - second line of the address
    • City - the city (required if foreign country is blank)
    • State/Province - the state or province (required if foreign country is blank)
    • Zip/Postal Code - The zip or postal code (must be ##### or #####-#### if foreign country is blank)
    • Foreign Country - the country (blank for US)
    • Phone - phone number at this address
    • Fax - fax number at this address
  • Snowbird Effective
    • From - month/day to begin using the snowbird address as their primary address
    • To - month/day to stop using the snowbird address as their primary address
  • Email Address - the person's email address
  • Cell Phone - the person's cell phone number
  • Privacy - if checked, limits display of the contact information in some isolate circumstances (e.g., on the Grand Lodge Roster)

Find Function
Clicking a find link next to a GL Number field will launch a "Finder" window that works exactly like the find member screen. Clicking select on the finder screen will populate the related field with the desired GL Number.

Notes

• A member is only added when they are completely new.
• A member from another lodge affiliating with a lodge should be entered through either the Add Affiliation or the Add Foreign Affiliation screen.
• Use Add Widow feature if the deceased Spouse already has an existing member record.
• Degrees are only required if the person being added is a member.