How to

Mass Change for Relationship Phrases

Now available — mass change for relationship phrases. Suppose in your list of Yahrzeits, you have some inconsistencies. Brother and brother. Sister-in-Law and sister in law. Of course, you wouldn’t want to change them one by one, to match your preferences. Now, in one easy step, you can change all the relationships from one phrase …

Mass Change for Relationship Phrases Read More »

When a Congregant Passes Away

When a congregant passes away, there are a number of tasks to take care of. Until now, we provided a list of those actions, which you had to perform one by one. With this enhancement, we have streamlined that process and automated quite a few steps. Where the steps do require manual input, we’ve gathered …

When a Congregant Passes Away Read More »

Search Financial Transactions using a wildcard

You can now search financial transactions using a wildcard, or key-word, for the category. Especially for those of you converting from a legacy system, you may find yourself with hundreds of financial categories. Worse, the naming convention may have differed from year to year, especially if the fiscal year was part of the category name. …

Search Financial Transactions using a wildcard Read More »

Running Statements

Running statements can tie up your screen for much more than a few seconds. In fact, if statements take more than two minutes, you’ll see a message about a Gateway timeout. In order to avoid this, we are now processing statements as a background job. What does this mean to you? First of all, as …

Running Statements Read More »

Recurring Payments in the Member Portal

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 …

Recurring Payments in the Member Portal Read More »

Segment the Turnaround Document

Our larger customers may be interested in the capability to segment the turnaround document. What is the turnaround document, you might wonder? For background, please have a look at this video. This is a document that holds all the fields we have collected for families, individuals, and Yahrzeits. The goal is to send each document …

Segment the Turnaround Document Read More »

Private Notes

ShalomCloud now has the ability to create private notes. For a few years now, ShalomCloud has had the ability to create notes. The note creator can assign a priority, a due date, and can assign a user to the note. However, until now, anyone with the “families” permission could read the notes. With this change, …

Private Notes Read More »

The Turnaround Document

This post shows how to ask your congregation to verify the information on hand, via the turnaround document. The turnaround document is an email template. It consists of placeholders for all the information in ShalomCloud for each family, member, and Yahrzeit data, per household. You can choose to send it by email, by postal mail, …

The Turnaround Document Read More »

Aged accounts receivable reports

Aged Accounts Receivable Reports

ShalomCloud now has available four aged accounts receivable reports. The four reports are: By family, summarized. By family, detail. By category, summarized. By category, detail. If you’ve entered Due Date in the charge, that is the field that determines the age of the receivable item. Lacking due date, the system chooses effective date. Lacking effective …

Aged Accounts Receivable Reports Read More »