If you wish to gain a finer designation of family members, beyond what can be inferred from age alone, we now offer a field that we’re calling Role within Family. Typical values would be Parent, Minor child, Adult child, and perhaps others such as Elderly parent.
You may then use these fields within the queries and reports–for example, to find all the minor children not enrolled in religious school.
Below is a 3 1/2 minute video illustrating the feature.
Some time ago, in response to how crowded with fields was the Member query, we made available check boxes by which the user could select which fields should appear on the reports and spreadsheet downloads.
The same selection ability is now available on the Yahrzeit queries. This makes for a more device-responsive, cleaner appearance.
Realizing that this is fairly dry material, we nonetheless wish to mention several small enhancements within the Yahrzeit capability:
ShalomCloud has for some time offered “tags,” alternatively dubbed “attributes,” for Households and individuals. Yahrzeits can also now be associated with tags….which means you can also query and report by those tags.
If your congregation maintains plaques for Yahrzeits, you might be interested in a new query–displaying all the Yahrzeits with no plaque.
In the same vein, the application has long been able to show and display Yahrzeits and relationships to people in the congregation. Now we flip to the opposite question–showing all the Yahrzeits for whom no relationship exists.
Next occurrence of Yahrzeit, as of a user-entered date.
Here is a small collection of keyboard commands that potentially could save the reader time, compared to constantly alternating between the mouse and the keyboard. I can’t guarantee that these will work on all operating systems, all browsers, but it’ll take about two seconds to find out in each case:
Instead of pointing and clicking to your browser’s address bar, just use <Ctrl>L .
Instead of scrolling to the bottom of a long document, whether Word or Google Docs, use <Ctrl><End> .
Conversely, if you’re at the bottom of a long document and you want to go back to the beginning, instead of grabbing the scroll bar and dragging up, use <Ctrl><Home>.
To go back one screen in your browser, Instead of grabbing the mouse and aiming at the small back arrow, use <Alt><left arrow>.
If you’re fond of tabs in your browser, instead of clicking to go from tab to tab, use <Ctrl><Page up> or <Ctrl><Page down> .
If this list looks daunting, I’d suggest picking any one of these shortcuts, and trying it for a week. It’ll quickly become a habit, and you’ll find yourself incrementally more productive.
ShalomCloud has, from the outset, provided the ability for the congregation to create letter templates, used primarily when acknowledging donations and sending Yahrzeit notifications. Moreover, the software exposes a letter preview for each contribution letter, which the office can use to override the letter template for that specific missive.
However, until now the letter heading has been fixed per congregation. With today’s release, both the letter template and the letter preview allow control of the following:
The heading text itself, including line breaks
Bold lettering anywhere in the heading–by line, by phrase, by word–even by individual character(s).
Italics anywhere in the heading–by line, by phrase, by word–even by individual character.
Font size–varying anywhere in the heading.
Option to center the heading or place it on the left margin.
In addition, several different fonts are now available for the entire letter.