Groupable|m2 Manual By Menu Position

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)

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)

FINANCIAL (Finances 2.0)

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

MAILING

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

REPORTS

OTHER