In this article, we’ll review something old, and present something new.
Something old: from the Family/Household query screen, you can do a wholesale change of billing status. For example, suppose you’ve collected a few dozen prospective members during the High Holiday season. And you’ve appropriately entered them into ShalomCloud with a status of “Prospect.” A couple of weeks go by, and several of those prospective contacts have gone ahead and joined the congregation. Via the query, you can use the checkbox on the right, and use the red button to
And now for something new:
Hopefully, you’re acquainted with the idea of family attributes. You’d declare them near the bottom of the Configuration menu. Then, you’d assign them in one of two ways:
- In the Maintenance -> Add/Update Families screen, or
- Under Maintenance -> Assign Family (yours might say Household) Attr.
There is now a third way, via Queries – Families, as described in the second paragraph above. But, instead of using the “Change status for checked” button, you select an attribute, and use the new button, “Add attribute to families.”
For an animated look at what’s described in this article, feel free to follow this link.