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  1. Groupable -- Help Center
  2. Groupable|m2 Manual By Menu Position

Groupable|m2 Manual By Menu Position

A reference manual for the groupable|m2 Navigation Menu (the Navigation Menu is found on the left-hand side in groupable|m2, with additional menus sprinkled throughout the app wherever you see three horizontal lines)

Home

  • Home Screen
  • Search bar

ACCOUNT

  • Logout
  • Update User Account Settings
  • Manage Accounts
  • Groupable|m2 User Account Management

MEMBERS

  • Why do I have a Non-Member in my "Others"?
  • Add / Update Member / Contact Photo
  • Add Contact
  • Search / Find Member
  • Add Member
  • Add a Local Affiliation to Existing Member (Affiliate)
See all 17 articles

LODGE/LOCAL

  • Member Types
  • Lodge Summons in groupable:m2
  • Add Additional Local Users (Subordinate Roles) in groupable|m2
  • Certificates of Election in groupable:m2
  • Add Certificate of Election (new screen 2022)
  • Add Certificate Of Election (update list of Officers)
See all 15 articles

FINANCIAL (Finances 2.0)

  • Finances 2.0 Training Playlist
  • Income / Expenses
  • Untransferred Funds
  • Dues / Arrears
  • Add Payments / Non-Member Payments
  • Chart of Accounts
See all 10 articles

MAILING

  • Bad Addresses / Missing Emails / Cell Phones
  • Labels / Emails
  • Mailing Lists
  • Dues Notices: Printing Envelopes & Labels Settings
  • View Your Sent Emails

REPORTS

OTHER

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