To give you another way to handle outstanding pledges, we now provide a way to issue adjustments to amounts owed. Let’s run through a couple of situations where this could be useful: Situation 1: The family has pledged $1100. Four months later, they send in a check for $600, accompanied by a letter explaining that …
You can now query for individual members, by the attributes associated with their household records. To step back a bit–for some time, ShalomCloud has provided a way to define attributes (or ‘tags’) for families (a.k.a. Households), for individuals within those families, and for Yahrzeits. There are screens where you can easily and quickly tag your …
This post discusses a couple of new ways to send donation acknowledgments. For quite awhile, you could send such acknowledgments via postal mail, using a template in the format of a typical business letter. The structure included things such as insider address, greeting, body, complimentary close, and writer identification. If your synagogue’s letters fit into …
Here in one compressed article is a list of recent changes. Some of these have merited their own independent post. Where that’s the case, you’ll see a link to that article. Otherwise, we’ll show a short explanation of the change. Financial On Queries => Financial Transactions, you can now enter a check number, check amount, …
We have a change in store, designed to give you some more flexibility when sending congregational emails. The change is the ability to select an alternate ‘from’ email address when sending emails to your membership. First, some background–we purposefully have defaulted the ‘from’ address when sending emails, to that of the logged-in id. That was …
