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Secretary and/or Lodge Software

Bloke

Premium Member
I know our Secretary uses it for summons via post (it builds everything he needs and he just prints it out). Given the technology I'm sure you could email as well, but I haven't dug into that part yet. Truthfully I'm fairly new with it and have only had access to it for a few months in preparation for becoming Secretary next year, but this system is extremely robust and is as professional a system as I believe you'd find for this purpose (evidence by the number of Grand Lodges using it for their states). It was built specifically for this. Once I'm the one in and running it regularly I'll be able to answer with more certainty. Given the price tag and the full professional support backing though, I'd venture a guess that there's very little you'd be able to find that this system does not do.
Thanks. I said I hated our system... i was surprised by what i said, it's not that bad, but there to help GL not lodges. I was having issues with it when i posted..
 

Illuminatio

Premium Member
Thanks. I said I hated our system... i was surprised by what i said, it's not that bad, but there to help GL not lodges. I was having issues with it when i posted..

Being in IT I fully understand angst at a piece of software (and it's often fully warranted). :) Oh, and I failed to say so on the last reply, but yes it also covers everything related to dues bills/arrears/anything on the financial side as well.

A couple generic screenshots of a few menus may help.

upload_2017-6-15_16-45-47.png


upload_2017-6-15_16-46-17.png


upload_2017-6-15_16-46-51.png
 

David Duke

Premium Member
The GLoTX just move over the the Grandview software. From what I can tell so far it is much better than the old system we were using. Not everything has been migrated over nor have it’s full capabilities been made available but I am hopeful.


Sent from my iPhone using My Freemasonry
 

Keith C

Registered User
The GL of PA recently moved to SalesForce for Secretary and audit purposes. So far it has been a mess. Most Lodges are still struggling to get the Audits, which were completed on paper in March into this system.
 

Bloke

Premium Member
The GL of PA recently moved to SalesForce for Secretary and audit purposes. So far it has been a mess. Most Lodges are still struggling to get the Audits, which were completed on paper in March into this system.
Sorry to hear that - so subordinate lodges are using it for billing or just as a reporting tool for Financial Books held external to Salesforce ?
 

Harry Crijns

Registered User
Hello
-Stephen Davis
James A. Smith Lodge #395
Farmers Branch, TX
Read your post with very much interest, there are a few of us in our area wish to do the same and we are extremely interested in the software you are trying to obtain. Should you be successful we would appreciate letting us know, so that we can obtain a copy and assess it for our needs.
We thank you in advance for your response and guidance in this matter.
Best wishes
Harry
 

Winter

Premium Member
Hello
-Stephen Davis
James A. Smith Lodge #395
Farmers Branch, TX
Read your post with very much interest, there are a few of us in our area wish to do the same and we are extremely interested in the software you are trying to obtain. Should you be successful we would appreciate letting us know, so that we can obtain a copy and assess it for our needs.
We thank you in advance for your response and guidance in this matter.
Best wishes
Harry
Harry, there are several software platforms out there these days for Lodge secretaries to help them. But they are usually enacted at the Grand Lodge level. This thread is over a year old, so I wouldn't expect much in the way of responses. But if I can find my links after work for some of the programs I will send them your way.

Transmitted via R5 astromech using Tapatalk Galactic
 

Winter

Premium Member
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