Use Add Contact to add a person to the system

• before adding member events to a timeline
• To add a Foreign Affiliate (Admin only)
• before adding donations from a donor who makes regular donations (use non-member donor for one-time donors or building renters)
• to add a subscriber, guest, or widow

Add Contact Available to:

• Read/Write logins: Secretary, Parent Group Users in:
  • New Jurisdictions
  • Jurisdictions converted to the v2EE

Where to Find:

Navigation Menu: Members/Contacts > Add

Secretary Home Screen: Membership Menu

Parent Group Home Screen: Current Membership Menu

Add Contact Screen:

This is what the Add Contact screen looks like:

FOR GROUPS ADMINS ONLY: Make Member a Foreign Affiliate

Once you have Created the Contact,

Find their record in your Others tab on your Overview screen:

Make Contact a Local Member

In order to make a contact a member, click on the member record and simply add the member events to the timeline.

Sections of the Add Contact Screen:

1. Bio information
   1. Prefix (Miss, Mr, etc)
   2. First Name
   3. Middle Name
   4. Last Name (required)
   5. Suffix
   6. Full Preferred Name (include last name here)
   7. Gender
   8. Birth Date
   9. Birth City
   10. Occupation
2. Organizational Information (Lodge/Local Name)
3. Contact Info
   1. Address Line 1
   2. Address Line 2
   3. City
   4. State
   5. Country
   6. Zip / Postal Code
   7. Phone
   8. Cell
   9. Email