Month: March 2019

End-of-school-year Promotion

If you track your religious school enrollment within ShalomCloud, you can now take advantage of the end-of-school-year promotion process.

In order to use this action, you’d want to make sure that your grade levels are set up. One typical example would be 1 = Alef, 2 = Bet, 3 = Gimel, etc. You’d want to ensure, above all, that the grade levels are numeric and consecutive.

We typically upload your current student population during the conversion process, rather than your having to enter them student by student.

With those setup items complete, to run the end-of-school-year promotion process, you’d go to Maintenance => Promote to next grade level. The system does pause to confirm that you want to take this action. If you reply OK, you’ll see a screen, with each student’s new grade level, and any errors that occurred.

Here’s a video illustrating the end to end promotion process.

Country Code

You can now enter a country code as part of the address for your congregational families.

In most cases, you likely do not want to designate a country. That is, if the mailing address is in the same country as your synagogue, it is best to not designate a country.

In contrast, let’s say that your temple is in a northern climate in the United States, and you have a family or two with a winter home in Costa Rica. You would want to designate a country (CRI in this example) for that seasonal address. Or the opposite–your congregation is in Florida, and you have folks with a Canada address, either as their primary or seasonal address. You’d put CAN as a country code.

If the system sees a country code, it will print a separate line on envelopes and labels to show it.

New drop-down selection for country

Yahrzeit Query by Billing Status

Hang onto your hats, folks. This one goes a mite deep.

First, in order to understand this change, let’s outline how some of the data relates to each other. Modeled after the real world,

  • ShalomCloud houses family units, sometimes referred to as households.
  • One or more individuals reside within those family units.
  • Yahrzeits, in and of themselves, are records of deceased persons, containing, among other details, both the Hebrew and Gregorian dates of death.
  • Yahrzeit relationships, then, are the ties between the deceased and the individuals defined and maintained by you.

The family units / households contain a field called “billing status.” Thus, a member of a household listed as “Active” can also be thought of as Active. Likewise, a member of a household with status “Inactive,” for example, can be thought of as Inactive.

And now, at last we arrive at the change. Within Yahrzeit queries, you can now select billing status(es) for relationships you want to appear in the answer. For example, let’s say that there are two brothers, Adam and Billy. Adam is a member of your congregation; Billy is indeed tracked in your data, but has a status of “Out of Town.” Let’s say, also, that their father David’s Yahrzeit is in the system.

In this example, if you run a Yahrzeit query without specifying billing status, you’ll see both David, father of Adam and David, father of Billy. However, if you run that same query, specifying only Active, you’ll see only David, father of Adam.

Also, the actions that flow from the query screen–the mail merge export, the Yahrzeit reminder letters, and the Yahrzeit reminder emails–match what you’ll see on the screen.

Here is a five-minute video that shows how this works.