Navigation
The Member Labels / Emails screen can be accessed by selecting Mailing > Labels/Emails from the menu.
Access
This section is open to anyone logged into groupable|m2 in any of the following roles: lodgeSecretary, lodgeAssistantSecretary.
Instructions
This screen is used to produce emails, labels, and member reports. The production of these is done in two stages.
In the first stage, you use the various criteria available to build a "buffer" of members. The buffer will persist until it is cleared or until you have to log in again. To clear the buffer, click the 'clear buffer' button.
The second stage involves the actual production of the reports and/or labels. This is done by either selecting the report from the Reports section of the label/file format from the labels section.
Field Descriptions:
- Buffer Building - fields for building the buffer:
- Members by Status - add members to the buffer by their status
- Members by Birth Month - add members to the buffer my the month they were born
- Members by Raised Date - add members by the date they were raised From and To inclusively in MM/DD/YYYY format
- Members by Raised Month - add members by the month they were raised
- Members by Mailing List - add members by the mailing lists to which they belong
- Single Members - add members individually. This is broken down by active members, inactive members, and non-master mason members
- Reports:
- Select Report - the report you would like (see below)
- Labels:
- Select Labels - the label/file format (see below)
- Sort By - the order by which the labels will be sorted
- name - sort in last, first order
- zip - sort in zip/postal code order
Contact List Report
This screen can produce a Contact List in PDF format for the members in the buffer. Select "contact list" from the list of reports and click 'print.'
Years Of Service Report
This screen can produce a Years of Service report in PDF format for the members in the buffer. Select "years of service" from the list of reports and click 'print.'
Age/Birth Date Report
This screen can produce an Age/Birth Date report in PDF format for the members in the buffer. Select "age/birth date" from the list of reports and click 'print.'
Avery 5160/8160 Labels
This screen can produce three columns of 10 labels formatted for the Avery 5160 labels. Select "Labels Avery 5160..." from the list of labels and click 'print.'
Avery 5161/8161 Labels
This screen can produce two columns of 10 labels formatted for the Avery 5161 labels. Select "Labels Avery 5161..." from the list of labels and click 'print.'
Number 10 Envelopes
This screen can produce label output to go onto Number 10 envelopes. Select "Envelopes No. 10" from the list of labels and click 'print.'
Excel (DBF) File
This screen can produce an Excel file in the DBF format of the buffer. Select "Excel (DBF) File..." from the list of labels and click 'print.' The file will not be sorted.
The Excel file contains the following columns:
- GLNUM - Grand Lodge Number
- FNAME - First Name
- MNAME - Middle Name
- LNAME - Last Name
- NAME - Full Name
- SUFFIX - Suffix (Sr, Jr, etc.)
- SNAME - Spouse Name
- SPNAME - Spouse Name (Deprecated)
- ADDR1 - Address 1
- ADDR2 - Address 2
- CITY - City
- STATE - State Abbreviation
- ZIP - Zip / Postal Code
- FORCNTY - Foreign City
- BADADDR - Bad Address Indicator (0 good, 1 bad)
- HOMEPH - Home Phone
- WORKPH - Work Phone
- WORKEXT - Work Phone Extension
- CELLPH - Cell Phone
- FAX - Fax
- EMAIL- email
- GLSTAT - Grand Lodge Status
- Blank - Active in Good Standing
- I - Inactive
- N - Dropped for Non-Payment of Dues
- D - Deceased
- M - Demitted
- FAILED_TO_ADVANCE - Failed to advance beyond EA or FC.
- TITLE - Masonic Title
- Bro. - Brother
- W. - Worshipful
- VW. - Very Worshipful
- RW. - Right Worshipful
- MW. - Most Worshipful)
- YGS - Years in Good Standing
- AGE - Age
- LODGE - Primary Lodge
- LODGENUM - Primary Lodge Number
- LODGECITY - Primary Lodge City
- AFFTYPE - Affiliation Type
- M - Master Mason
- F - Fellowcraft
- E - Entered Apprentice
- C - Candidate
- AFFDATE - Affiliation Date
- This is the date the first event for a member creating the relationship with the lodge occurred.
- AFFSTAT - Final state of affiliation. (i.e.. If a member is deceased, this shows the status at
- time of death.)
- Blank - Active in Good Standing Master Mason
- I - Inactive
- N - Dropped for Non-Payment of Dues
- M - Demitted
- ABBR - District Abbreviation
- DIST - District Name
- DISTNUM - District Number
- BIRTHDATE - Birth Date
- DEATHDATE - Death Date
- IDATE - Initiation Date
- ILODGE - Initiation Lodge
- ILODGENUMB - Initiation Lodge Number
- ILODGESTAT - Initiation Lodge State
- PDATE - Passing Date
- PLODGE - Passing Lodge
- PLODGENUMB - Passing Lodge Number
- PLODGESTAT - Passing Lodge State
- RDATE - Raise Date
- RLODGE - Raise Lodge
- RLODGENUMB - Raise Lodge Number
- RLODGESTAT - Raise Lodge State
- ATYPE - Affiliation Type
- R - Regular
- H - Honorary
- C - Candidate
- OFFICE - Deprecated
- VETERAN - US Military Veteran
- FIRST_RESPONDER - First Responder Info
Notes
- For most selection criteria, more than one thing can be selected at a time. For example, When doing member statuses, you can choose active members and guests and add them both to the buffer with one click of 'add to buffer.'
- The buffer automatically de-duplicates the members added to it. For example, if you added active members and the members of a mailing list into the buffer, anyone matching both criteria will only appear in the buffer once.
- You can use the Find Members Help Article to search for members using parameters not accessible from this screen.
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