For some time, ShalomCloud Synagogue Management Software has been able to produce acknowledgment letters for contributions–not only to the contributor, but also to any congregation members whom the contributor wishes to let know. For example, if Allen Abelson contributes $18 to the General Fund in honor of the birthday of Sam Silverstein, Mr. Abelson would typically like for Mr. Silverstein to be notified about the contribution.
However, there’s been a less-than-optimal facet of this process: namely that, if a payment included contributions to several different funds, the contributor would receive a separate letter for each granular contribution.
The enhancement implemented on 7/9/2017 groups such line items into one letter to the contributor. Letters to “Notifees” remain as they were.
Ever-responsive to customer requests, we have added a few fields. The reader will note that, when we add fields, that implies that, not only do we carry them in the database, but also
- They are present in spreadsheet uploads, for bulk data input.
- They are present in spreadsheet downloads.
- They are available for searching.
Within the Member person records, we have added marital status and maiden name. Thus, if you’re planning to run a young singles night, you could ask the system for a list of those with marital status of ‘single’ who are under the age of –you pick it– …And then email those Members from within the software.
Within Yahrzeit records, we have added Hebrew name and maiden name.
This article has nothing to do with ShalomCloud, but rather is a general technology-related tip that may help the reader in ordinary daily activities, both professional and personal.
Have you heard of IFTTT (If This, Then That)? IFTTT offers a way to integrate disparate applications. A couple of examples:
Continue reading “A handy productivity tip”
Let’s say you’ve heard about this ambiguous idea dubbed “the cloud,” and let’s say you’re in tune with the idea of running your organization on applications that don’t reside on your computers, or within your premises. With those givens, what specifically can ShalomCloud do for you?
Let’s run through a few real-world examples:
- You’re the president of the Sisterhood, and you want an up-to-date roster of your members. ShalomCloud provides a tagging system for any and all members. By means of that tag (or “attribute”), you, the president of Sisterhood, can log into the system from your smart phone, pull down a spreadsheet of Sisterhood members, and call them via tapping the phone number–or send an instant email, right from within the software.
- You’re the comptroller, treasurer, or anyone else who handles incoming funds. With ShalomCloud, you have the ease of booking financial activity, and having it flow through QuickBooks Online immediately. Thus, you are freed from having to periodically download activity from the synagogue management system. Furthermore, having an immediate update should dramatically reduce the complexity of reconciling the two systems.
- Building on the point above–you’re the Executive Director, and you’re looking for ways to reduce manual, repetitive tasks among your personnel. With ShalomCloud, you can, at your discretion, allow your membership to make payments online, which flow directly into the software. As a result, there will be less time spent taking phone calls with credit card instructions, and less time spent opening envelopes and applying payments.
- You’re on the Board of Directors, and you want multi-year running totals, by family, of pledges and payments. And you want a yearly summary along with it. Sure, if you’re familiar with pivot tables in Excel, and if your software can dump down its history in a usable format, you can achieve that goal. But with ShalomCloud, the work is done for you–at the touch of button, it creates a six-year trend report, by family, for any set of categories.
This is certainly not an exhaustive list. Rather, your author has sought to take what may be an abstract concept (“it’s in the cloud”) and put paint to the canvas, so to speak, to provide concrete examples of how our software would benefit your entire organization.
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