A common, but non-trivial, question that constantly occurs is simply this: "How many membership units do we have?" ShalomCloud answers this question two ways, in seconds. By a bar chart that shows membership counts going back twenty years By a table that shows members joined, members resigned, and membership count, by year.
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 … Continue reading Next set of Yahrzeit Enhancements
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 … Continue reading Handy keyboard shortcuts
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 … Continue reading Expanded capabilities on acknowledgment letters
For some time, ShalomCloud Synagogue Management Software has been able to produce acknowledgment letters for contributions--not only to the contributor, but also to any congregation members whom the contributor wishes to let know. For example, if Allen Abelson contributes $18 to the General Fund in honor of the birthday of Sam Silverstein, Mr. Abelson would … Continue reading Multi-donations on one letter
Ever-responsive to customer requests, we have added a few fields. The reader will note that, when we add fields, that implies that, not only do we carry them in the database, but also They are present in spreadsheet uploads, for bulk data input. They are present in spreadsheet downloads. They are available for searching. Within … Continue reading A few new fields
As you're gathering momentum (or just starting) to prepare for the holidays, allow me to recommend something a tad bold and different, but which should help mightily. Does this describe your situation? (1) Many events to orchestrate and coordinate; (2) Several people, and several committees, with varying responsibilities; (3) A mix of professional staff, office … Continue reading Organizing for the High Holidays
This article has nothing to do with ShalomCloud, but rather is a general technology-related tip that may help the reader in ordinary daily activities, both professional and personal. Have you heard of IFTTT (If This, Then That)? IFTTT offers a way to integrate disparate applications. A couple of examples: Example I: For those with Apple … Continue reading A handy productivity tip
We have broadened our payments function to include recurring payments. There are some rather sophisticated ideas implemented herein: Validates the card information immediately Shows you all the unpaid items for a selected family Drag and drop(!) the order in which you'd like to pay the outstanding items (thus establishing a waterfall). Select a payment frequency … Continue reading Recurring Payments Capability Added
Visualization! ShalomCloud now provides various ways to depict your data. This initial rollout includes: Families joining, by year Pledged amounts and owed amounts, by year Pie chart of revenue by category "Burndown" chart--month by month cumulative totals of pledged and paid amounts. Here's a five-minute video showing this feature in action.