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
Some of you may be aware of the logged-in area of ShalomCloud, but may be wondering how you’d go about setting up the user portal. Wonder no more. In case you’re unfamiliar with the user portal, this is a place where logged-in users can: See and maintain their own household information. Review any Yahrzeits connected … Continue reading Setting Up the User Portal
The contribution portal has added a smarter search for contributors who might be Temple members. What do we mean by that? First of all, if you watch the video about the non-logged-in portal, you’ll have the background for this post. Regardless, let’s squeeze an explanation into a few sentences. The non-logged-in portal accepts payments and … Continue reading Smarter Contribution Portal
Members of your congregation can now add people to their families via the member portal. Previously, your members could change only existing information. Now, they will be able to round out your membership by adding, for example, children elderly parents adult children who may have moved back home.
As of last post, congregants could update their demographic information–name, address, phone, email, birthday, et al.–and could pull statements for any time interval. Added to that capability, members can enter financial activity directly into the system.