Month: August 2023

The directory and the portal — respecting privacy

If any of your folks have expressed a desire to NOT appear in your ShalomCloud membership directory — – or, if they wish to not appear in the member portal search — here is how you’d fulfill that wish.

First, create a family attribute, specifically with the abbreviation _EXCL. That’s uppercase EXCL, preceded by an underscore.

Then, you’d proceed to tag the privacy-oriented families, using Maintenance -> Assign Family Attr.

Once so tagged, when you produce a directory (Queries -> Produce Directory), that entire household does not appear.

Also, in the member search section of the logged-in member portal, people in the excluded families do not appear.

Video illustration.

Credit balances now on statements

We call it, officially, “credit on file.” Sometimes referred to as pre-payments. These are funds sent in ahead of time, to be used in the future, as specified by your congregants.

We at ShalomCloud had conceived the periodic (monthly, quarterly, annually) statements as something geared to commitments, and then payments toward those commitments. However, as time bore on, we’ve received feedback that, in those cases where your folks send in money ahead of time, those funds should appear on the statements.

You’ve suggested; we’ve acted accordingly. Now, those credits appear on the statements, listed after the commitments (a.k.a. dues or pledges).

One rule-of-thumb to be aware of — once a credit balance gets drawn down to zero, it

  • Does not appear if its effective date precedes the statement period.
  • Conversely, does appear if its effective date falls during the statement period.

Here’s the video illustration of the above textual description.

One more thing — we’ve guessed that the vast majority of our readership will prefer this addition to the statements. If you do not wish those credits to appear on statements,

  • After signing into ShalomCloud, go to Home -> Declare synagogue options.
  • Find the selection “Statements show credits on file.”
  • Select the radio button Exclude credits-on-file on statements.
  • Submit