Bulk change of family status: when you run a family/household query, you will now see a button on the bottom left of the screen. That button enables you to change the status of any families that you check. For example, you might query for all families with attribute “moved away.” From there, in one step, you could change all of those families to a status of “Inactive.”
On family/household queries, you can now pull lists of families who do not have a certain attribute. There is one example in the video above. Here’s another example–suppose you want to do a paper mailing, appealing to raise funds for a new roof. You maintain an attribute called “Founding Families,” to whom you might make a personal appeal. You would want to exclude from that query the Founding Families, so as not to send them the general appeal communication.
Likewise on individual member queries. There is a good example in the video, namely pulling a list of ladies in your congregation who are not in the Sisterhood.
If you print labels from the member query screen, the first line of the label now shows the individual member name, rather than the family formal name.
On the household/family query screen, you can now query by date resigned, and by reason for resigning.
For the notes/memos–you can now receive an email with your individual tasks that are past due (which appear in red), or due within the next seven days. Your administrator can determine the timing and frequency of those “push” emails–for example, the system can send the emails at 11 pm, seven days a week; or, if that seems too often, perhaps 5 am Monday through Friday.
Pertaining to Yahrzeits, where some notifications are by Hebrew date, while other notifications are by Gregorian date–a single export button now gives you two tabs. The first tab matches the top part of the screen; the second tab matches the Gregorian portion of the screen.
When producing a directory, beside each email address is the person’s first name.
In addition, there is one change intended to solve a reported problem that manifests itself as the cryptic message “502 Bad Gateway nginx/1.12.1.”
We have added middle name and suffix to the fields available on the individual person records:
These fields are also available for update in the user portal. Moreover, with the recent addition of the audit trail, synagogue administrators can now find the source of every update–the who, what, and when of updates to any of the family/member information.
There is one additional field included in the member query–current zip code.
Zip had already been available in the Family/Household query, but this brings a little more convenience to gather info about individuals.
Couple of points:
It is not necessary to enter an entire zip–if you enter 1234, the program will find persons in 12340, 12341, … , 12349.
The term “current zip” means that the query is aware of whether that person is residing at the primary or secondary address. For example, if the primary address is within zip code 12345, with the secondary address at 98765–if the person is currently at the secondary address, asking for 12345 will not include that person.