Month: May 2023

Now up to you — accept or disallow recurring contributions

It’s now your choice — either to accept, or to disallow, recurring contributions from the public portal.

On the publicly-facing payment/contribution page, you may have noticed an option to make a recurring contribution. This is analogous to what you’ll see on many charitable organizations, such as Shriners Hospital and Red Cross. Those organizations, like ShalomCloud, allow the contributor to choose between a one-time payment, or a recurring monthly payment.

Recurring contributions can add complexity to your synagogue finances. Accordingly, we now offer a way to exclude that recurring option. To effect that choice, simply go to Home -> Declare synagogue options, and you’ll see

Allow or disallow recurring contributions

By selecting “Do not allow recurring contributions,” your page will look like this:

Now up to you -- accept or disallow recurring contributions

instead of:

Now up to you -- accept or disallow recurring contributions

Here’s a video that displays and explains this new option.

More than one assigned user per note; now include secondary users

Expanding on our memos/notes capability, ShalomCloud now accommodates assigning additional users to a memo. The term you’ll see on the screen is “interested parties.”

Until now, you could assign one and only one user to a memo. There is still a primary “assigned to” person; but now, you can select any number of additional users who have access to that memo. All that’s required is that they exist as users in the system, and that they have at least the family permission. If an intended user is not in the list, you’d need to create that person as a ShalomCloud user, and give that user at least Read permission on families.

Each memo contains a checkbox to declare it as private. Once so declared, only users attached to that memo, either as primary or as an interested party, will be able to edit the item. That includes changing the reminder date, marking it complete, and even changing the topic. Non-attached users will, as before, be able to view most fields, other than the body of the note, which says, “*** Contents of note private ***”.

If you’re not at all familiar with this aspect of ShalomCloud, let us repeat this information from a prior post, to wit:

For the notes/memos–you can now receive an email with your individual tasks that are past due (which appear in red), or due within the next seven days.  Your administrator can determine the timing and frequency of those “push” emails–for example, the system can send the emails at 11 pm, seven days a week; or, if that seems too often, perhaps 5 am Monday through Friday.

Feel free to view the visual demonstration of this expanded capability.