Month: April 2019

Synagogue Directory: More Choices

When producing a synagogue directory, you’ll now have a few more choices. In the initial roll-out of the synagogue directory, there weren’t any options. The program simply created a document of all your Active families, in two columns, on 8 1/2 by 11 paper. Just three mouse clicks would create that directory. Since that initial …

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How to: Input and Report on Yahrzeits

This post runs through most aspects of updating Yahrzeits, especially connecting members of your congregation to their loved ones who have passed away. The video also shows how to Pull Yahrzeit lists by both Hebrew date range and Gregorian date range. Obtain a spreadsheet with both lists. Create Yahrzeit reminder notifications, honed specifically to the …

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Setting Up the User Portal

Some of you may be aware of the logged-in area of ShalomCloud, but may be wondering how you’d go about setting up the user portal. Wonder no more. In case you’re unfamiliar with the user portal, this is a place where logged-in users can: See and maintain their own household information. Review any Yahrzeits connected …

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The Turnaround Document

Scattered through these posts are some citations of the Turnaround Document. The Turnaround Document, to be brief, is a way for you to send letters or emails to your congregation, with all the information you have on file for each family. The document shows: Household information, such as physical address and primary phone number Information …

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