Groupable|m2 Manual By Menu Position

Home

• Home Screen
• Search bar

ACCOUNT

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

MEMBERS

• Manual: Status Checker
• Why do I have a Non-Member in my "Others"?
• Add / Update Member / Contact Photo
• Add Contact
• Search / Find Member
• Add Member

Audiences (Email, Labels, Envelopes, Reports, Exports)

• Manual: Birthday Reports by Month
• Manual: Masonic Anniversary (Raised Month) Report
• Printing a Single Label/Envelope
• Email Members Shortcut
• Labels, Envelopes, Mail Merge, and Export Shortcut
• Advanced Audience Builder

LODGES/LOCALS

• Update the District for Any Local

LODGE/LOCAL

• Dues Categories
• Lodge Summons in groupable:m2
• Add Additional Local Users (Subordinate Roles) in groupable|m2
• Certificates of Election in groupable|m2
• Add Certificate Of Election (update Local Officers)
• Special Circumstances: Monthly Report in the event of no meeting

GROUP/GRAND LODGE

• To-Dos

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 (Deprecated)
• Mailing Lists
• Dues Notices: Printing Envelopes & Labels Settings
• View Your Sent Emails

REPORTS

OTHER