Synagogue Directory: More Choices

When producing a synagogue directory, you’ll now have a few more choices.

In the initial roll-out of the synagogue directory, there weren’t any options. The program simply created a document of all your Active families, in two columns, on 8 1/2 by 11 paper. Just three mouse clicks would create that directory.

Since that initial announcement, we’ve add a few things. First, you can select which families to include, based on the billing status [Active, Associate, Friends, etc]. Also, you can select by family attribute(s). Moreover, there is a special attribute to exclude a family entirely from the directory.

The newest set of options provides one more selection criteria. If you’ve marked your individual members with the Role within Family (see this link for details), you can indicate which roles to include. For example, if you’ve marked roles such as Adult and Child, you can specify that only Adults would appear in the directory.

As mentioned above, the directory had been available in one format, and one format only–8 1/2 x 11 paper, in two columns. Now, you can designate your paper size (for example, 8 1/2 inches tall, 5 1/2 inches wide), and whether you want a one-column format or a two-column format.

Directory options
Directory Options

This video (8 m, 18s) runs through these options.

Certainly, if you’d like to help setting up these directory templates, feel free to reach out to us.

How to: Input and Report on Yahrzeits

This post runs through most aspects of updating Yahrzeits, especially connecting members of your congregation to their loved ones who have passed away.

The video also shows how to

  • Pull Yahrzeit lists by both Hebrew date range and Gregorian date range.
  • Obtain a spreadsheet with both lists.
  • Create Yahrzeit reminder notifications, honed specifically to the recipient’s preference of Hebrew or Gregorian.
  • How to create a printable list of Yahrzeits, using either a Hebrew date range or a Gregorian date range.

In contrast to most of our posts, which announce new features, this is meant as an instructional video. Enjoy.

How to: Maintain and report on Yahrzeits.