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.