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CLMS - Chicago Lodge Membership System

How to: Add Advertisers

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CLMS provides a lodge record type so that you can record lodge information for other lodges within the organization. Follow the steps below for "Adding An Advertiser Record"

Adding An Advertiser Record

 

1.From the "Selection" Filter Select the type of record you are adding.  In this case the "Selection" filter should  be set to "Adver" for adding a Advertiser record.   You may encounter a message indicating that this is the first record of this type,  If so just click the "OK" button to proceed. 

 

       

 

 

 

 

2.You will then get a message indicating the requirements for data to be entered in the "Advertiser's", "Number" field.  The  requirements for a new "Adver"  record is that the number will be preceded with the letter "V" followed by a 5 digits numbers 0 through 9.   The letter "V" should automatically appear in the number field.  Click the "OK" button to continue.  

 

 

       

 

3.You may get this message if this is the first "Adver" type record click the "OK" button to continue. 

       

 

Now supply a unique "Number" in the Number field as noted. It will automatically be preceded by the        letter "V" then you supply the unique 5 digits.  See Notes for Number field.

 

       

 

4.Type the "Last" and "First" names in the name fields.  Enter a "Birthday" in mm/dd format. 

 

 

 

 

Note

If you have the proper paperwork, you will have all of this information.

 

5.Click on the "Save" button in the upper right portion of the Membership Record window.

 

6.Use the "Selection Filter" to locate records of a specific type and enter more information at a later time. 

 

 

Note

Once a non-member record has been entered you can maintain and edit this information much as you would a membership record. 

See Also

Reference

Adding Lodges

Adding Associates

Adding Members

Adding Widow(er)s

How to: Add Member by Affiliation

How to:Initiate New Member

Update Candidate Information

Notes on Member Number

 

Suggestions or bug reports about the CLMS product or help can be emailed to CLMS Helpdesk.

© B.P.O. Elks of U.S.A. All rights reserved.

 


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