New capability — to acknowledge pledges

Adding to the existing ability to acknowledge payments in bulk, we now have the ability to bulk acknowledge pledges.

If you’re not families with what we mean by “bulk acknowledge,” please view this article.

That works handily for recognizing payments of any kind. Now, we’ve added the a button to sent several acknowledgements for pledges, or any amount owed, for that matter. For example, you may want to sent email thank-you notes after a pledge drive, or after people have made commitments to a building campaign.

The procedure is the same as before — it stars with Queries -> Financial transactions. Then, you’d likely select a date ranges; and, perhaps focus on a designated set of categories

New is the light blue button to bulk acknowledge pledges (actually, any type of amount owed).

Here is a video to view the end-to-end process

Direct Link — Member Portal to Shopping Cart

Now available — a direct link from the member portal to the shopping cart.

Some basics — if you’re unfamiliar with the member portal, it might help to view this video.

The ShalomCloud shopping cart provides a way for your community to purchase items (including zero-cost items), and sign up for events. Examples include Shabbat dinners, Rabbi classes, Lulav and Etrog, concerts … quite a variety.

In the last step, where the user goes through a check-out process, there’s a form to fill out. As described in the shopping cart tutorial, ShalomCloud uses the demographic information in that form to identify the buyer, and to attribute the purchase to a family known to your synagogue — or to create a new family unit, if none of the info matches anything in the system.

What is new about this announcement is that, if the congregant first logs into the member portal, a new button will appear. That button will launch the shopping cart. Furthermore, when that person enters the check-out, all the demographic information will be pre-filled. Name, email, phone, physical address. Thus, no need to repetitively fill out known data–as long as your congregant first logs into the member portal.

Video demonstration