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)

•Dropping Members At End of Year

•Year End Procedures

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.

Change Your Lodge Settings !!

Change Your Lodge Settings !!

Change Your Lodge Settings !!

When finished, click the “Save” button in the lower right.

CLMS will restart.

Dues Statements

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

Dues Statements

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

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.

Blank Membership Cards, 8-Up

582808 $10.30

Sold in Lots of 100

Blank ID Cards, 8-Up 582908 $10.30

Sold in Lots of 100

Blank Life & Honorary Life Cards, 8-Up

583408 $10.30

Sold in Lots of 100

Blank Regular & Spouse Combo, 2-Up

582208 $10.30

Sold in Lots of 100

Membership Cards

Membership Cards

Membership Cards

IMPORTANT !!! Select

“April 1, 2010”

Recording Dues

Simple Process !

Recording Dues

Recording Dues

Recording Dues

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:

Committee Reports

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:

Committee Reports

Committee Reports

Select each of the 4 pages and print.

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.

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