With Grand View Software your organization can manage all of your membership records from an intuitive web based interface. Information is updated in real time and the software promotes distributed data entry and management by allowing Lodge Secretaries to interact directly with the database. There is no need to worry about data integrity as the software is engineered to retain historical information so if a secretary or user makes an error that change is easily corrected or rolled back to the previous state. There is also a verification system where all changes can be reviewed and approved through the Grand Lodge.
Here are a few of the membership management features:
History of all contact information and addresses
This aids in genealogy searches and reports.
Lodge secretaries or members themselves can upload profile photos into the system an archive of the photos and dates they were uploaded are saved in the database for archival and genealogy reporting.
With Grand View’s intuitive interface member events and history can be added real time. From initiation, passing, and raising to awards and recognition, the historical events of a member are easily accessed and archived.
In addition to events all offices both and blue lodge and grand lodge are stored and easily viewed. From a simple interface all of a members Masonic history is displayed and recorded.
Member Communication Preferences
With Grand View’s advanced communication systems we have thought of those members who prefer to manage how they receive communications. Each member or their lodge secretary has the ability to set custom parameters on how a member receives lodge and Grand Lodge notices and communications.
Online Member Education
With Grand View educational materials can be posted on the encrypted member portal and made available to members as they log into the system. Educational materials can be configured on a per degree basis where the member gains access to new degree appropriate materials as they progress on their journey to more light. With the conferral of each degree they will automatically gain access to the materials and receive email notification.
Online Dues Payment and donations
Grand View allows individual members to pay their dues online using our secure member portal. There are many ways to configure how payments are routed. If you would like more information please contact us to discuss available options and how they work.
Member Dues & Donations Accounting
With Grand View, you can track members dues payments, donations, payments for fundraisers, etc. Receipts are sent via email, and are available for viewing within the portal. Helping secretaries keep correct accounts for their lodge donations and dues.
With Grand View software, lodge management is a snap and many of the time consuming functions of a lodge secretary are automated for speed, accuracy, and efficiency.
Lodge location and contact information are easily edited. This information feeds directly into the Lodge Locator functionality and changes happen in real time.
Lodge officers are easily added and changed with notifications going to the proper places. The information is easily searched and reports can be generated for district or jurisdiction directories.
Lodge Secretaries can add correspondence to the system and that correspondence is distributed to the proper destination whether it be to members, neighboring lodges, or the Grand Lodge.
Events can be added into the system and notifications are scheduled in less than 5 minutes. This allows secretaries to set an event and forget about it. Email, text messages, and even voice notifications are automated so all members are made aware of the event and reminded accordingly. (There may be additional costs for voice messaging.)
From the Lodge Interface member rosters and statuses are easily and intuitively accessed and managed. From a single screen you can view all Master Masons, Fellow Craft Masons, and Entered Apprentice Masons as well as candidates who have petitioned your lodge. This at-a-glance layout greatly aids and assists the lodge secretary and ensures that members are not forgotten or overlooked.
Forms, Processes, and Educational Materials
Secretary specific documents are easily accessed through the portal and important information can be stored and readily accessible by lodge secretaries. This includes: processes, procedures, checklists, and more. Not only can the secretaries access documents provided by the Grand Body they can also upload Bylaws to be accessed by the members and Grand bodies.
Grand View takes the frustration out of annual reporting and per capita dues remission. Simply put, the information that annual returns are calculated upon is right there in the database. All of the collateral information and backup can be easily accessed and reviewed. From the financials tab Lodge secretaries can view monies owed to the grand lodge and the grand lodge can record the receipt of payment.
Grand Lodge Management
Having all of your operational information assimilated in a single system you can rely on the information you need to make critical decisions.
Grand Lodge Dashboard
Grand View has an overview dashboard that puts the numbers at your fingertips. With real time information you can gauge whether or not your membership is growing and where it is growing.
Custom reports can be generated and made accessible from that point forward. With the detailed information stored in Grand View you can look at it from any perspective and know that you are making decisions with real information and not a best guess.
Grand View has a robust Lodge Locator built into the system and uses the real time information stored in the lodge record. This means that changes are made instantly and easily.
The lodge locator functionality includes robust and intuitive search features as well as a map-based search where lodge details can be quickly and easily found by traveling brethren.
Grand View is a hosted application meaning there is no need for you to maintain expensive servers or big Internet connections. All information is stored in our secure datacenters on state of the art virtual server platforms. What all this means is that you won’t need an IT guy to use Grand View. You won’t have to worry about backing up the data or what you’ll do in the event of a problem. Our experienced team of system administrators and developers handle all aspects of managing and maintaining the database and hosting servers. This reduces downtime and expenses and lets you focus on your task at hand.
Your data is backed up on regular intervals and you are provided with a backup of that information on a quarterly basis. If you need more frequent backups or would like to have the information replicated to a server at your location we are happy to work with you to achieve those goals. (Note: additional costs may be incurred for offsite replication of the database.)
Support and Training
Last but certainly not least…Grand View offers exceptional service and training. This is truly what sets us apart from our competitors. When you call you will get to speak directly to a person who can help you. You will not be asked to submit a ticket or go days without a response.
Training is accomplished through online videos, regularly scheduled webinar training sessions, and on-site training. (Note: travel costs may be incurred for on-site training)
Please CLICK HERE Training page for our video tutorial and step-by-step instructions for many of our features.