Now live and in production--email templates. Format and save email templates, using a familiar-looking toolbar. Not only static content--able to substitute values from family records, individuals' information, and Yahrzeits. Watch this video (6 m, 13 s) to see how to create a template, and to see how to send emails using the template.
If you wish to gain a finer designation of family members, beyond what can be inferred from age alone, we now offer a field that we're calling Role within Family. Typical values would be Parent, Minor child, Adult child, and perhaps others such as Elderly parent. You may then use these fields within the queries … Continue reading New feature: role within family
Creating your annual directory can be a daunting challenge. No longer: After you've designated your format using the ShalomCloud Letter Templates, you are now able to product a directory in three mouse clicks. Have a look at this three-minute video to see the end-to-end process. ShalomCloud_Directory from Norman Snyder on Vimeo.
Some time ago, in response to how crowded with fields was the Member query, we made available check boxes by which the user could select which fields should appear on the reports and spreadsheet downloads. The same selection ability is now available on the Yahrzeit queries. This makes for a more device-responsive, cleaner appearance.
Realizing that this is fairly dry material, we nonetheless wish to mention several small enhancements within the Yahrzeit capability: ShalomCloud has for some time offered "tags," alternatively dubbed "attributes," for Households and individuals. Yahrzeits can also now be associated with tags....which means you can also query and report by those tags. If your congregation maintains … Continue reading Next set of Yahrzeit Enhancements
ShalomCloud has, from the outset, provided the ability for the congregation to create letter templates, used primarily when acknowledging donations and sending Yahrzeit notifications. Moreover, the software exposes a letter preview for each contribution letter, which the office can use to override the letter template for that specific missive. However, until now the letter heading … Continue reading Expanded capabilities on acknowledgment letters
As you're gathering momentum (or just starting) to prepare for the holidays, allow me to recommend something a tad bold and different, but which should help mightily. Does this describe your situation? (1) Many events to orchestrate and coordinate; (2) Several people, and several committees, with varying responsibilities; (3) A mix of professional staff, office … Continue reading Organizing for the High Holidays
We have broadened our payments function to include recurring payments. There are some rather sophisticated ideas implemented herein: Validates the card information immediately Shows you all the unpaid items for a selected family Drag and drop(!) the order in which you'd like to pay the outstanding items (thus establishing a waterfall). Select a payment frequency … Continue reading Recurring Payments Capability Added
Visualization! ShalomCloud now provides various ways to depict your data. This initial rollout includes: Families joining, by year Pledged amounts and owed amounts, by year Pie chart of revenue by category "Burndown" chart--month by month cumulative totals of pledged and paid amounts. Here's a five-minute video showing this feature in action.
An opinion based on decades of dealing with programs and users (please forgive the virtual yelling): It's your data. Your should be able to extract it into a spreadsheet at any time. Too often, purveyors of software make you a prisoner of their environment, because your data is locked inside their database. As a trivial … Continue reading Import and Export