Add Enquirer

Description

This allows you to add an 'Enquirer', either an existing member or a new Initiate, Foreign Joiner or Foreign Exaltee. This is the first step in the ‘Prospective Members’ process.

Step by Step Instructions

Step 1: Open the ‘Prospective Members’ screen within ‘Member Management’

Step 2: Click on ‘Add Enquirer’ 

Step 3: Enter 'GL Ref' or 'First Names', 'Surname' and 'Date of Birth' into the respective boxes and click on 'Search'

Step 4: For an Initiate, Foreign Joiner or Foreign Exaltee you will need to click 'Create New', or for a Joiner (Attached or Unattached) or Exaltee click the 'Select' button next to the relevant member's name

Step 5a (Initiate, Foreign Joiner or Foreign Exaltee): Complete the mandatory fields 'Title', 'Personal Email Address', 'Preferred Contact Number' (including the country) and select the appropriate answer to 'How did the Enquirer hear about Freemasonry'

Step 5b (Unattached Joiner): Review the information held on record and use the 'Update Contact Details' button if you need to amend their 'Personal Email Address' (or Contact Numbers)

Step 5c (Attached Joiner or Exaltee): Review the information held on record, if their 'Personal Email Address' (or Contact Numbers) need to be amended then please ask them to advise the Secretary or Scribe E of a Lodge or Chapter they currently hold a membership for. You can still add the enquiry

Step 6: Click 'Add Enquiry'

Step 7: Upon reading the confirmation message, click 'OK' to confirm the change

Additional Information

• You cannot amend the contact details for a member who holds membership in another Lodge/Chapter when adding an Enquirer. Please ask the member to advise the Secretary or Scribe E of a Lodge or Chapter they currently hold a membership for.