Now live and in production--email templates. Format and save email templates, using a familiar-looking toolbar. Not only static content--able to substitute values from family records, individuals' information, and Yahrzeits. Watch this video (6 m, 13 s) to see how to create a template, and to see how to send emails using the template.
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 … Continue reading New feature: role within family
Creating your annual directory can be a daunting challenge. No longer: After you've designated your format using the ShalomCloud Letter Templates, you are now able to product a directory in three mouse clicks. Have a look at this three-minute video to see the end-to-end process. ShalomCloud_Directory from Norman Snyder on Vimeo.
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.
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