This change gives you more control over which buttons appear in the logged in member portal. If you’re unfamiliar with the member portal, here is a series of articles about it. In brief, it gives your folks the ability to: This specific change is rather narrow in scope, actually. It gives you finer control over … Continue reading Customize Your Member Portal: Show and Hide Buttons
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 … Continue reading Direct Link — Member Portal to Shopping Cart
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 … Continue reading The directory and the portal — respecting privacy
Just a few changes to announce, concerning the contribution portal (a.k.a., non-logged-in portal). First, where the contributor can name a person to be notified. The screen now has a radio button, to choose either email or postal mail address. Then, depending on which button the user selected, it offers an area in which to enter … Continue reading A few changes to the contribution portal
We have a few things to offer toward improvements in the member portal setup. If you’re unfamiliar with the member portal, please have a look at this article. This provides the basic information about setting up the ability for your congregants to perform self-service in a variety of areas. This announcement explains some improvements, primarily … Continue reading Improvements to Member Portal Setup
This enhancement talks about financial categories with the portals. By way of background — ShalomCloud offers two payment portals: first, a public portal, where any person or organization can enter some basic information, then choose from a list of funds or categories. Another alternative is the member portal. For more information, feel free to browse … Continue reading Financial Categories with the Portals
ShalomCloud now offers the ability to create recurring payments in the member portal. By way of background — we have for some time offered the following capabilities, once a congregant logs in: Maintain own family’s demographic information See yahrzeits related to any member of the family Add a member to the family Pull a statement … Continue reading Recurring Payments in the Member Portal
Logged-in users and now search for other temple members.
The payment portal, sometimes called the non-logged-in portal, and sometimes called the contribution portal, has a new wrinkle. Until now, the portal was purely a means to accept contributions. Now, though, if you do indeed create charges for items such as school tuition or pledges, you’ll see the portal looking for such receivables against which … Continue reading Payment Portal for Receivables
As seen in the December, 2018 post, you’ve had the option of asking your contributors if they’d like to absorb card processing fees, bundled into their contribution. As originally set up, you could determine: The percentage to be recovered The per-transaction amount to be recovered The actual phrase or sentence that asks whether the contributor … Continue reading Contribution Portal — card fees
