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In CLMS, it's important to maintain an accurate history of the Elk "milestone" dates associated with each member. Please exercise extreme caution when revising this data!
The fields available for editing will vary depending on the date that you're revising. A "paid-to", for example, includes a lodge and membership number in addition to the date itself. An initiation date, on the other hand, includes those fields as well as fields for the Exalted Ruler and Secretary in office on the day of initiation.
Lost Years
The "lost years" field in included on initiation dates, reinstatement dates, and affiliation dates, and is included to provide secretaries with a method to adjust total membership years. If a member reinstates after a three-year membership lapse, for example, entering 3 in the lost years field will subtract three years from the "Member Years" field that displays on the rolodex Contact tab.
In most cases, new dates will be added to a member's record automatically through use of the various rolodex "wizards." You may need to edit those dates in the event of a typo, but the manual creation of a new date should relatively rare occurance. In the unlikely event that you do need to create a milestone date manually, you'll need click the "Enable Editing of Sensitive Data" checkbox on the main menu options tab, and then return to the rolodex History tab.
Once you've enabled the editing of sensitive data, you'll see a new [Add New Elk Milestone Date] on the history tab. Select the type of date you'd like to add, and click the GO button to add your new date.
The deletion of a milestone date is another relatively rare occurance, and is disabled by default. To enable the ability to delete dates and other records from your database, click the "Enable permanent deletion of records" checkbox from the main menu options tab.
Once the deletion option is enabled, open the date for editing, and you'll see a button labeled, "DELETE THIS DATE." Click the button to delete the date permanently.
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