Month: January 2020

Yahrzeit Letters – Tabular Format

by Norman Snyder, posted in Yahrzeits

If in your congregation, it is common for one person to receive multiple Yahrzeit reminder letters in the same period, you can now use the tabular format. In this format, the Yahrzeits appear in neat columns, in the middle of the page. In contrast, in the traditional format, the Yahrzeits were in-line with the rest of the text.

There is one thing you should be aware of, though. The tabular format is fixed–it has the name of the deceased, relationship to the living person, and Hebrew and Gregorian dates. There is no flexibility to include or exclude fields in that table.

With the Yahrzeit letters tabular format, you still do control the rest of the text of the letter–the areas above and below the table are free-form.

Here’s a video (3:51) showing how this works.

Yahrzeit letter tabular format

Tax Statements by Email

by Norman Snyder, posted in General

You can now send links to your memberships’ tax statements by email.

For some time, ShalomCloud could send tax statements by printed letter. As with the periodic statements, you can now send links by email to your members. By accessing the link, each member can see, print, or download the tax statement.

There are two “must-have” items for this process. One — the actual tax letter. Two, an email template entitled, specifically, “send_tax_statement_link.” If you already have a “send_statement_link”, you can copy that one, and change it for tax purposes.

Here is a video showing the tax email process in action:

Tax statements by email

Tax Letters by Email
Tax Letters by Email