Export Chart Data

NEW — you can now export chart data to CSV or Excel–or display the underlying data right on the page!

(see blue highlighted area in the screen shot)

 

Revenue by Category
Revenue by Category, with options to export

In case you haven’t seen our application, let’s list the available charts:

  • Families by year
    • Joined by year (this is the number of households who joined the congregation, year by year)
    • Joined minus resigned by year (which gives you a net membership count, by year)
  • Families by Zip (bar graph, showing number of households by zip, with hyperlinks to those households).
  • Pledges by Year (stacked bar graph, interactively showing pledged and paid, by year)
  • Revenue by Category (pictured above)
  • Pledged-Paid Gap (line graph, going back several years, showing the cumulative difference between pledged amounts and paid amounts).

For each chart, there is a little symbol toward the upper right that lets you export the chart to PDF, JPG, PNG, or just print it directly.

With this change, that same symbol allows you to export the data that goes into making the chart, into a spreadsheet-compatible format.

 

Better Queries

We have three improvements in which you might be interested, with a six-minute video that runs through all three:

Queries with ‘NOT’; bulk status changes.

  • 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.

 

 

Member Portal, Part III

Members of your congregation can now add people to their families via the member portal.

Previously, your members could change only existing information. Now, they will be able to round out your membership by adding, for example,

  • children
  • elderly parents
  • adult children who may have moved back home.

 

 

First batch of changes in 5779

Several small enhancements are now live:

  1. 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.
  2. On the household/family query screen, you can now query by date resigned, and by reason for resigning.
  3. 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.
  4. 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.
  5. 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.”

Eight Tools to Edit PDF Files

Have you the need to edit PDF files?  The wonderful Zapier organization has published an article describing eight different ways to approach the task.

To save the reader some time, I’ve summarized some salient facts below.

Product Web Windows Mac iOS Android Entry price
Preview x free
Xodo x x x x free
Sejda x x x free
CloudConvert x free
PDF Expert x x 9.99 iOS; 59.99 Mac
PDFElement x x x x free iOS, Android; 39.95 desktop
Foxit x x x x x 7.99/month
Adobe Acrobat x x 14.99/month

Two New Fields for Member Records

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.

 

Audit Trail

ShalomCloud now captures an audit trail of changes and deletions to certain critical portions of data–initially, Yahrzeits, Families, and Individuals.  This video shows how it works:

ShalomCloud Audit Trail from Norman Snyder on Vimeo.

In a nutshell, the audit trail captures when the change occurred, by whom, what changed, a version number, and the content of each changed field both before and after the change.

On deletions, it captures the entire record that was deleted–thus enabling you to re-add a record if it were inadvertently deleted.

Find Individuals by Zip Code

There is one additional field included in the member query–current zip code.
current_zip

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.

Track Contributions–Automatically

Now available–accepting and tracking Internet contributions:

ShalomCloud Handling of Contributions from Norman Snyder on Vimeo.

  • Automatically stores information about the contributor–no need to download spreadsheets or copy and paste from emails.
  • Automatically enters financial activity into the system–no need to manually key the entries after the fact.
  • Offers the the option of including card processing fees.

Small enhancement to Household Query

Previously, when you selected Queries => Household (a.k.a Family), and you wanted to pull by billing status,  such as Active, Inactive, or Resigned, you were limited to

  1. selecting All,  or
  2. selecting one specific billing status.

With this enhancement, you can select as many statuses as you wish, by simply sweeping your mouse pointer over several consecutive items, or using Ctrl-click to select several non-consecutive items.

ShalomCloud Multi-select on Billing Status from Norman Snyder on Vimeo.