Unveiling a New Twist on an Old Concept: The Art of Discarding in Shalom Cloud
In the ever-evolving world of digital solutions, even the most traditional concepts can receive a modern twist. Today, we delve into an intriguing update in Shalom Cloud that transforms the way we think about managing household or family units within the system. The concept in question? Discarding.
Traditionally, actions like “destroy” meant a permanent removal, erasing all traces from existence. However, Shalom Cloud introduces us to “discard,” a soft delete that removes visibility but keeps the data intact. This subtle distinction has sparked a debate among users: is it better to discard, or simply change a family’s status to “resigned” or “inactive”? While this choice remains personal and varies across synagogues, the demand for a discard option has been acknowledged.
However, challenges have emerged. Imagine discarding a family unit, only to realize later that you need to retrieve it. Previously, this meant reaching out to support. In an empowering move towards self-service, Shalom Cloud now allows users to resurrect previously discarded families on their own.
Here’s how you can do it: navigate to Queries > Families. Since the original status of a discarded family may be unknown, it’s recommended to check all statuses. A new checkbox for “only discarded” families is now available. Upon searching, the discarded families appear. To restore them, simply check the actions column and hit the new purple “undiscard checked” button. Just like that, they return to your records, ready for management once more.
A noteworthy enhancement accompanies this update. Discarding a family with an outstanding balance can lead to complications, as there was previously no method to address the balance. The system now prevents discarding families with balances, prompting users to adjust financial transactions first. This additional safeguard ensures a seamless experience and prevents potential pitfalls.
In practice, suppose a family named Boyle has moved away, leaving behind a $950 balance. By adjusting this balance to zero, you can then proceed to discard them confidently. This update offers a complete round-trip process: query families, view all statuses, select only discarded, and restore or re-discard as needed.
While the frequency of needing this capability may be low, having it available is invaluable. Embrace this modern twist on an age-old concept and navigate your Shalom Cloud management tasks with newfound ease and efficiency.
Or, to see a step by step procedure, open the ShalomCloud User Manual, under the heading “Families — Discard and Undiscard.