Hang onto your hats, folks. This one goes a mite deep.
First, in order to understand this change, let’s outline how some of the data relates to each other. Modeled after the real world,
- ShalomCloud houses family units, sometimes referred to as households.
- One or more individuals reside within those family units.
- Yahrzeits, in and of themselves, are records of deceased persons, containing, among other details, both the Hebrew and Gregorian dates of death.
- Yahrzeit relationships, then, are the ties between the deceased and the individuals defined and maintained by you.
The family units / households contain a field called “billing status.” Thus, a member of a household listed as “Active” can also be thought of as Active. Likewise, a member of a household with status “Inactive,” for example, can be thought of as Inactive.
And now, at last we arrive at the change. Within Yahrzeit queries, you can now select billing status(es) for relationships you want to appear in the answer. For example, let’s say that there are two brothers, Adam and Billy. Adam is a member of your congregation; Billy is indeed tracked in your data, but has a status of “Out of Town.” Let’s say, also, that their father David’s Yahrzeit is in the system.
In this example, if you run a Yahrzeit query without specifying billing status, you’ll see both David, father of Adam and David, father of Billy. However, if you run that same query, specifying only Active, you’ll see only David, father of Adam.
Also, the actions that flow from the query screen–the mail merge export, the Yahrzeit reminder letters, and the Yahrzeit reminder emails–match what you’ll see on the screen.
Here is a five-minute video that shows how this works.