LodgeDat

  Information can be easily stored and retrieved

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People

• Names
  - forenames, surname, known as
• Addresses
  - current, past with dates, 4 address lines plus town (city), county (state), postcode (zip), country
• GPS
  - record OS (UK) references for GPS systems
• Contact details
  - 2 phone, mobile, fax, 2 email, website
• Dates
  - data on any dates can be stored
• Important personal events
  - dates and information on all personal events can be stored and retrieved
• Masonic record
  - initiated, passed, raised, advanced, exalted, etc, etc - anything
• Instant maps
  - see where people live using Google, MapQuest (UK only), Multimap, Michelin - more in progress
• Prepare address labels
  - select from a variety of standard sizes
• Prepare and print detailed reports for selected contacts
  - all, range, individual
  - use the built-in reports
  - export to Word for further processing
  - list of assets held by the contact
• Instant emailing
  - a single click opens your email program ready to send email to the contact selected
• Membership of orders
  - current offices, rank, and membership of any number of orders or lodges, etc
• Family connections
  - record family relationships for help with seating plans or for any other reason
• Business connections
  - record where people work, see who worked where, who works with whom
• Search
  - for data in any field
• Share
  - export data for use in Outlook or other programs that can read Access files

In progress ...

• Record GPS data for anywhere in the world
• International addressing standards
• Automatic updating of family connections
• Sharing of data between users
• Personal subscriptions details
• Personal dining fees details

Masonic Orders

• Names
  - the details of over 5,000 Lodges (UGLE), Chapters and Conclaves are supplied ready for your use. Add more as you need them. (More will be included as details become available.)
• Venues
  - the addresses of over 1,000 meeting rooms are already supplied. Add more as you need them. (More will be included as details become available.)
• Constitution
  - select from a drop-down list or enter your own
• Province / District
  - drop down and select, or add your own.
• Venues
  - details of the venue are displayed.
• Primary contact
  - select the name of the primary contact for a lodge from a list of members
• All Contacts page
  - names and addresses of all contacts regardless of status
• Current membership
  - names and full details of all members
• Visitors' details
  - names and full details of all visitors, who are regulars, who invited them
• Historical membership records
  - initiated, passed, raised, advanced, exalted, resigned - anything
• Officers
  - who does what (who did what is in progress)
• Historical lodge events
  - consecrations, Provincial visits, BBQs!, donations, etc, etc - anything. Prepare notes for your own lodge history
• Meeting dates and times
  - list months and times of meetings, LOI, etc
• Notes
  - keep general notes of interest
• Prepare and print detailed reports for selected orders
  - name, venue, main contact, members
  - use the built-in reports
  - configure printed output
  - export to Word or Excel for further processing
  - list the assets of the order
• Locate Members
  - export members' details to AutoRoute™ and produce a map of where your members live
• Instant maps
  - see where they meet using Google, MapQuest (UK only), Multimap, Michelin - more in progress
• Instant linking to web sites
  - a single click opens the order's web site
• Search
  - for data in any field
• Assets
  - view a list of assets owned by the Order
  - use the Assets form to record and update details of assets owned by the Order

In progress ...

• Subscriptions module
• Dining fees module
• Direct linking to Lodge documents
• Production of standard documents such as Clearance Certificates
• Sharing of data between users
• International addressing standards

Meetings

• Lodge
  - which lodge is holding the meeting
• Type
  - installation, regular meeting, etc
• Business
  - main business for the meeting, initiation etc. Also used to produce table plans, etc
• Meeting Time
  - when does it start
• Notes
  - enter extended notes for future reference
• Date
  - select from a calendar for ease of use
• Cost
  Record the Dining Fees, etc, for each meeting
• Attendees
  - who is attending
  - automatically add regular attendees and visitors
  - store and then automatically add regular places at table
  - record visitors' hosts.
  - record invitations sent and replies received
  - record apologies
  - record fees paid and owing for individual meetings
• Search
  - for data in any field
• Send invitations for the meeting directly to members and / or guests
• Prepare and print summary reports for selected attendees showing amounts paid / owing, etc

Export Data

• to Excel™ for standard table plans and meetings fees analysis
• to Word™ to produce place labels for the Festive Board and to send invitations to meetings
• to PerfectTablePlan™ for more involved seating plans

Masonic venues

• Venue
  - full address and contact details of the meeting room
• Mapping
  - as described above
• Lodges
  - list all lodges meeting at the venue together with notes
• GPS
  - record OS (UK) references for GPS systems
• Search
  - for data in any field

In progress ...

• Record GPS data for anywhere in the world

Business connections

• Company Names
  - record work details of members and lodge suppliers
• Addresses
  - 4 address lines plus town (city), county (state), postcode (zip), country
• GPS
  - record OS (UK) references for GPS systems
• Contact details
  - phone, fax, email, company website
• Employees
  - record who works there
• Notes
  - record general notes about the company
• Important Company events
  - dates and information on all company events can be stored and retrieved
• Instant maps
  - see where companies are using Google, Multimap, Michelin, MapQuest (uk only) -more in progress
• Instant emailing
  - a single click opens your email program ready to send email to the contact selected
• Search
  - for data in any field

In progress ...

• Record GPS data for anywhere in the world

Order Assets

• Owner
  - record details of the order the asset belongs to
• Asset Number
  - the identifier you have assigned to the asset
• Description
  - details about the item: and who donated it, perhaps
• Held by
  - who is responsible for the item or is storing it, for instance
• Vendor
  - which supplier it was bought from
• Asset Category
  - regalia, lodge furniture, etc
• Status
  - in use, stored, archived, etc
• Next Scheduled Maintenance
  - when does it need cleaning etc
• Dates
  - acquired
  - sold
• Model Number
  - the supplier's part number
• Serial Number
  - its unique manufacturer's identifier
• Prices / Values
  - Purchase price
  - Current Value
  - Total Maintenance costs so far (record additional details on a subform)
  - Total Depreciation so far (record additional details on a subform)
• Comments
  - record additional comments about the item
• Prepare and print detailed asset reports
  - for a selected order by category, date acquired
  - for all orders by holder, vendor, or prepare a maintenance history
  - use the built-in reports
  - configure printed output
  - export to Word or Excel for further processing
• Search
  - for data in any field

  The data can be easily exported for use with ...

• Microsoft Word™
    Templates for Word™ and Excel™ are provided and automatically installed.
    Templates for other programs are in progress.
• Excel™
• AutoRoute™
• PerfectTablePlan™
• Any other program that can import from an Access™ data file or .csv formatted file.

In progress ...

• Compatibility with more productivity suites.
  (Currently Microsoft Office only)

  Data output

• Data export is simplified by the automatic running of the program the data is destined for and the loading of the chosen document.
• Membership lists, complete with details of partners, can be produced in seconds.
• Individual requests for information to update data held by the Lodge, together with a printout of current data can be produced using the Word™ templates provided, ready for mailing.
• Labels in a variety of sizes and formats for members, visitors, partners, etc, can be printed via Word™ allowing for full customisation.
• Personalised emails using selective mailing facilities can be produced to issue minutes or important news.
• Standard table planning for the Festive Board and Ladies Nights, etc, is built in using the supplied Excel™ and Word™ templates.
• LodgeDat exports properly formatted data for use by the excellent PerfectTablePlan™ program to produce fully customisable seating plans.
• Table labels welcoming your members and visitors to the Festive Board can be prepared without effort.

In progress ...

• Compatibility with more productivity suites.
  (Currently Microsoft Office only)