| 1 CLMS - Chicago Lodge Membership System |
| 1.1 What's New in CLMS |
 | 1.1.1 Overview of CLMS Features |
| 1.2 Getting Started with CLMS |
| 1.2.1 Installing CLMS |
| 1.2.1.1 Upgrading from Earlier Versions |
| 1.2.1.2 Automated CLMS updates |
| 1.2.1.3 Requirements for Installing CLMS |
| 1.2.1.4 Installing From Download |
| 1.2.1.5 Installing From CD |
| 1.2.1.6 How to: Uninstall CLMS |
| 1.2.1.7 Troubleshooting Installation |
| 1.2.2 Mouse Techniques |
| 1.2.3 Keyboard Usage |
| 1.2.4 Using CLMS Help |
| 1.2.5 Running CLMS |
| 1.3 Using CLMS |
| 1.3.1 Screens |
| 1.3.1.1 Dialog Boxes |
| 1.3.1.2 Lodge Settings Screen |
| 1.3.1.3 Membership Screen |
| 1.3.1.4 The User Interface |
| 1.3.1.4.1 Menus |
| 1.3.1.4.1.1 System Menu Bar |
| 1.3.1.4.1.2 Security |
| 1.3.1.4.1.3 File Menu |
| 1.3.1.4.1.4 Edit Menu |
| 1.3.1.4.1.5 View Menu |
| 1.3.1.4.1.6 Tools Menu |
| 1.3.1.4.1.7 Help Menu |
| 1.3.1.4.2 Toolbars |
| 1.3.1.4.2.1 Standard Toolbar |
| 1.3.1.4.2.2 Contact Toolbar |
| 1.3.1.4.2.3 Reports and Labels Toolbar |
| 1.3.1.4.2.4 Dues Toolbar |
| 1.3.1.4.2.5 Navigation Toolbar |
| 1.3.1.4.2.6 Print Preview Toolbar |
| 1.3.1.4.3 Controls |
| 1.3.1.4.3.1 Check Boxes |
| 1.3.1.4.3.2 Command Buttons |
| 1.3.1.4.3.3 Date Pickers |
| 1.3.1.4.3.4 Drop Down Lists |
| 1.3.1.4.3.5 Grids |
| 1.3.1.4.3.6 List Boxes |
| 1.3.1.4.3.7 Page Frames |
| 1.3.1.4.3.8 Radio Buttons |
| 1.3.1.4.3.9 Text Boxes |
| 1.3.1.4.3.10 Windows Control Box |
| 1.3.2 Accounting |
| 1.3.2.1 QuickBooks Accounting Screen |
| 1.3.2.2 Grand Lodge Chart of Accounts |
| 1.4 How To Topics |
| 1.4.1 Add Member by Affiliation |
| 1.4.2 Adding Advertisers |
| 1.4.3 Adding Associates |
| 1.4.4 Adding Lodges |
| 1.4.5 Adding Members |
| 1.4.6 Adding Widows |
| 1.4.7 Address Information Maintenance |
| 1.4.8 Backup Membership Data |
| 1.4.9 Browse Membership Roster |
| 1.4.10 Bulk Email |
| 1.4.11 Change Number Field |
| 1.4.12 Create Drawing List |
| 1.4.13 Create Magazine Audit |
| 1.4.14 Create Optional Dues |
| 1.4.15 Delet a Record |
| 1.4.16 Display Total Dues Collected |
| 1.4.17 Edit Labels |
| 1.4.18 Initiate New Member |
| 1.4.19 Make Committee Assignments |
| 1.4.20 Manage Chart Of Accounts |
| 1.4.21 Override Lost Years |
| 1.4.22 Pack Database Tables |
| 1.4.23 Payment with Optional Dues |
| 1.4.24 Partial Payment |
| 1.4.25 Perform CASS Update |
| 1.4.26 Print Member and ID Cards for current record |
| 1.4.27 Printing Groups of Member Cards |
| 1.4.27.1 Printing Associate Member/Spouce Cards |
| 1.4.27.2 Editing Membership or ID cards |
| 1.4.27.3 Printing cards for a range in the memberships member number |
| 1.4.27.4 Print Cards as Dues are Paid |
| 1.4.27.5 Printing Member Cards and Spouse ID |
| 1.4.27.6 Printing Identification Cards |
| 1.4.28 Recreate Indexes |
| 1.4.29 Reports and Labels |
| 1.4.29.1 Reports |
| 1.4.29.1.1 System Reports |
| 1.4.29.1.1.1 General |
| 1.4.29.1.1.1.1 5505 |
| 1.4.29.1.1.1.2 All Active Members |
| 1.4.29.1.1.1.3 Birthdays and Anniversaries |
| 1.4.29.1.1.1.4 Customize Labels |
| 1.4.29.1.1.1.5 Edit Reports |
| 1.4.29.1.1.1.6 Committee Reports |
| 1.4.29.1.1.1.7 Deliquents |
| 1.4.29.1.1.1.8 Elks Paid to April |
| 1.4.29.1.1.1.9 Elks Paid to October |
| 1.4.29.1.1.1.10 Honorary Life Members |
| 1.4.29.1.1.1.11 Life Member Eligibility |
| 1.4.29.1.1.1.12 Life Members |
| 1.4.29.1.1.1.13 Membership/Lapsation |
| 1.4.29.1.1.1.14 Officers Information |
| 1.4.29.1.1.1.15 Old Timers Event |
| 1.4.29.1.1.1.16 Past Elks of the Year |
| 1.4.29.1.1.1.17 Past Exalted Rulers |
| 1.4.29.1.1.1.18 Past Officer of the Year |
| 1.4.29.1.1.2 Grand Lodge |
| 1.4.29.1.1.2.1 District Deputy Visitation |
| 1.4.29.1.1.2.2 Annual Report |
| 1.4.29.1.1.2.3 Statutory Committees |
| 1.4.29.1.1.2.4 Semi Annual Membership Report |
| 1.4.29.1.1.3 Membership Dues Notices |
| 1.4.29.1.1.3.1 Dues Statements (April1 to October1) |
| 1.4.29.1.1.3.2 Dues Statements (October 1 to April 1) |
| 1.4.29.1.1.3.3 First Dues Statements (January 1 to April 1) |
| 1.4.29.1.1.4 Dues and Fees |
| 1.4.29.1.1.4.1 Abs Dimit Fees (Other Lodge) |
| 1.4.29.1.1.4.2 Abs Dimit Fees (This Lodge) |
| 1.4.29.1.1.4.3 Certificate of Release Fees |
| 1.4.29.1.1.4.4 Daily Dues Payment Register |
| 1.4.29.1.1.4.5 Dues Paid by New Brothers |
| 1.4.29.1.1.4.6 Initiation Fees by Months |
| 1.4.29.1.1.4.7 Ledger Button |
| 1.4.29.1.1.4.8 Ledger Transactions Summary by Types/Date |
| 1.4.29.1.1.4.9 Reinstatement Fees |
| 1.4.29.1.1.4.10 Transfer Dimit Fees |
| 1.4.29.1.2 Rapid Reports |
| 1.4.29.1.3 Query Maker |
| 1.4.29.1.3.1 Pick Output Type |
| 1.4.29.1.3.2 Edit Record Filter |
| 1.4.29.1.3.3 Edit Output Fields |
| 1.4.29.1.3.4 Edit Sort Order |
| 1.4.29.1.3.5 Copying A Query and Customizing |
| 1.4.29.2 Labels |
| 1.4.29.2.1 Birthdays and Anniversaries |
| 1.4.29.2.2 Delinquents |
| 1.4.29.2.3 Dues Notices |
| 1.4.29.2.4 Exporting Labels |
| 1.4.29.2.5 Lodge Bulletins |
| 1.4.29.2.6 Old Timers |
| 1.4.29.3 Mail Merge |
| 1.4.29.3.1 Simple Mail Merge |
| 1.4.29.3.2 Advanced Mail Merge Editing |
| 1.4.30 Restore Membership Data |
| 1.4.31 Search for Information |
| 1.4.32 Select Officers and other titles |
| 1.4.33 Send Email Button |
| 1.4.34 Update Candidate Information |
| 1.4.35 Verify or View Payments |
| 1.5 Reference |
| 1.5.1 Notes on Member Number |
| 1.5.2 Extra Hints and Tips |
| 1.5.3 Ledger TYPE Codes |
| 1.5.4 Query Extraction Fields |
| 1.5.5 Report Fields |
| 1.5.6 Report Functions |
| 1.5.7 CASS status and error codes |
| 1.5.8 Forms used by program |
| 1.6 Product Support |
| 1.6.1 CLMS Technical Support |
| 1.6.2 Copyright Notice |
Copyright B.P.O. Elks of U.S.A. 2008 02/24/2011