When a congregant passes away, there are a number of tasks to take care of. Until now, we provided a list of those actions, which you had to perform one by one.
With this enhancement, we have streamlined that process and automated quite a few steps. Where the steps do require manual input, we’ve gathered those inputs into fewer screens than you had to visit in the past.
The manual steps are:
Update the formal name, informal name, and informal label of the family
Possibly changing the billing status, especially if the one who passed away was the last survivor of the family
The automated steps — those that ShalomCloud performs without your intervention are:
Sets the “deceased” flag for the member.
Erases the email address (to avoid inadvertently sending an email from ShalomCloud).
Erases the cell phone (to avoid inadvertently sending a text message from ShalomCloud).
Changes the role-within-family to “Deceased.”
For all Yahrzeit notifications that the newly deceased was receiving, sets the notification flag to “N”. This avoids the embarrassing possibility of sending Yahrzeit reminders.
Tags the Yahrzeit as a former member. Thus, you can query Yahrzeits for former members who passed away during a given time period.
After performing these actions, both manual and automated, the system then provides you with a link to all the Yahrzeits currently observed by the person who passed away. This gives you the opportunity to declare other reminders, thus keeping alive the lineage.
To see this process in action, please peruse this video, illustrating the process to follow when a congregant passes away.
We have a couple of yahrzeit enhancements that may be quite useful, depending on your situation.
yahrzeit enhancements 1: Date range change
Until now, when you keyed a date range to pull yahrzeit lists, that range had to be entirely in the future. If you entered a date in the past, the system assumed you meant next year. With this enhancement, you may enter dates up until 10 days ago. For example, if you’re pulling a yahrzeit list on Friday, 11/13/2020, you may enter Saturday, 11/7/2020 through Friday, 11/13/2020. Another example — suppose it’s the 3rd of a month, and you meant to pull the entire month three days ago, but somehow missed doing it. Now it works to pull from the 1st through end of month.
yahrzeit enhancements 2: Export bimah list
After running the query, if you’ll scroll to roughly the middle of the page, you’ll find a light blue button entitled “Create Combo Bimah List.” That is not new — it presents a nicely formatted page, combining the yahrzeits with the observers by Hebrew date, along with the observers by Gregorian date.
New, though, is a button to the right of the the light blue button. This is an indigo button
that makes the same data available in a spreadsheet.
The spreadsheet has a few features not available on the web page:
the name of the yahrzeit appears with the first and last names in separate columns, and then again with the first and last names combined into one column.
if there is a plaque, the plaque location occupies a column
the first and last names of the observer, and the relationship of the deceased to the observer, appears in separate columns; and then combined into one column.