We have five enhancements to show and explain. In no particular order, they are as follows.
On the member query, you can now enter part (or all) of a family code as your search criteria. This might be especially useful if you’re intending to send an email via ShalomCloud to members of a specific family, who may have different last names.
Also on the member query, specifically the part of the screen used to send emails. Until now, the email addresses were placed into a text box. If you wanted to avoid sending content to one or several of the selected members, you had to find the respective email addresses and delete them from the screen. Now, you can use the check-boxes on the right of the screen to effect that selection.
Turning our attention to Yahrzeits — in the case where
- the person passed away on February 29 (of a leap year, of course), and
- there are observers by Gregorian date, and
- the current year is not a leap year
the system works correctly if you pull a list for February 1 through February 28.
The “all-children report” now includes a record count.
For those who use our QuickBooks Desktop integration — you can now query financial transactions by the batch code. Furthermore, the batch code appears on the CSV exports. The batch code does not have to be complete. For example, you could query on something like 2020-12-20, and that will pick up all all batches from that day, such as 2020-12-20-1-CHK, 2020-12-20-2-CRD, etc.
If you’d like to see any or all of these changes in action, have a look at this presentation.