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CLMS Workshop

CLMS Workshop. Presented by Your CLMS Coordinators Mark Cronin John Mack Jim Fuller Ed Rosenberg. Topics We Will Cover Today. Changes to Lodge Settings Printing Dues Notices Printing Membership Cards for 2009-2010 Recording Dues Committee Reports (For New ER)

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CLMS Workshop

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  1. CLMS Workshop Presented by Your CLMS Coordinators Mark Cronin John Mack Jim Fuller Ed Rosenberg

  2. Topics We Will Cover Today • Changes to Lodge Settings • Printing Dues Notices • Printing Membership Cards for 2009-2010 • Recording Dues • Committee Reports (For New ER) • Dropping Members At End of Year • Year End Procedures

  3. Change Your Lodge Settings !! The Grand Lodge per Capita is increasing from $8.00 to $11.00. That change has to be applied to your Lodge Settings.

  4. Change Your Lodge Settings !!

  5. Change Your Lodge Settings !!

  6. Change Your Lodge Settings !! When finished, click the “Save” button in the lower right. CLMS will restart.

  7. Dues Statements Dues Statements are printed from the “Reports” screen. Click the “Reports” button.

  8. Dues Statements

  9. Dues Statements • Options: • Member Type • Regular Members • Life Members • Statement Type • Select “Custom Dues Statement” Radio Button • Include • All • Exclude Members with E-mail Addresses Order

  10. Dues Statements Designed to fit a Standard #10 Window Envelope. “Tick Marks” on the right side are fold marks. Suggestion – order #9 Window Envelope for a Return Envelope.

  11. Membership Cards

  12. Membership Cards

  13. Membership Cards IMPORTANT !!! Select “April 1, 2010”

  14. Recording Dues Simple Process !

  15. Recording Dues

  16. Recording Dues

  17. Recording Dues

  18. Committee Reports First thing to do is set up your Lodge’s Committees. Do that by clicking the “Committees” button on the member’s screen: The following will display:

  19. Committee Reports

  20. Committee Reports Print the blank reports. Give to Exalted Ruler-Elect. Update Members’ records when information received. Print Final Reports for Exalted Ruler-Elect. To print the blank reports – Click the “Report” icon:

  21. Committee Reports

  22. Committee Reports Select each of the 4 pages and print.

  23. Dropping Members Find the Member’s record. Enter the date dropped in the “Dropped” field. VERY IMPORTANT !!!! Enter “03-31-2009” for the Dropped Date – otherwise, your numbers for Lodge Year 2008-2009 AND 2009-2010 will be incorrect.

  24. Year End Follow the Instructions in the “CLMS Year End” steps: Backup Lodge Officers Maintenance Committee Maintenance Lodge Settings – Exalted Ruler’s & Secretary’s fields. Reports (to verify Year End Report) Reports (reference) Submit Reports to Grand Lodge (Page 1 and Page 2) Lodge Settings – Do this AFTER GL has accepted your Year End Report. Update the “Elk Year Begins” field – 2009 Update the “Number of Reported Elks” field Update the “Number of Life Members” field

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