Setting Up the User Portal

Some of you may be aware of the logged-in area of ShalomCloud, but may be wondering how you’d go about setting up the user portal. Wonder no more. In case you’re unfamiliar with the user portal, this is a place where logged-in users can: See and maintain their own household information. Review any Yahrzeits connected …

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Yahrzeit Letters Enhanced

Enhanced formatting for Yahrzeit letters–by which we mean fonts, colors, sizing, and the like. At first, ShalomCloud offered a way to control content for Yahrzeit notifications, presuming you would print and mail them.  After that, we bolstered the communication offering by making available email templates.  The latter included a toolbar to control letter sizes, letter …

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First batch of changes in 5779

Several small enhancements are now live: If you print labels from the member query screen, the first line of the label now shows the individual member name, rather than the family formal name. On the household/family query screen, you can now query by date resigned, and by reason for resigning. For the notes/memos–you can now …

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Audit Trail

ShalomCloud now captures an audit trail of changes and deletions to certain critical portions of data–initially, Yahrzeits, Families, and Individuals.  This video shows how it works: ShalomCloud Audit Trail from Norman Snyder on Vimeo. In a nutshell, the audit trail captures when the change occurred, by whom, what changed, a version number, and the content …

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Send Text Messages! (SMS)

Asked for, and now delivered–the ability to send text messages from ShalomCloud. Apparently text messages reach over 95% of their intended audience, whereas email is doing well to reach 30%.  Therefore, for short, time-sensitive announcements (service time changes, reminders about classes and events), this might be your preferred channel for reaching a selection of congregants …

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Labels–Starting Where You Wish

Suppose you’ve printed several labels, and now have a few more to print, for a selected audience.  You’d like to start where you left off, rather than inserting a whole new sheet of labels. For example, suppose you’ve asked the system for a list of Board members: Now, you want to print labels for this …

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Email Templates Now Available

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.

Field selection on Yahrzeit queries

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.  

Next set of Yahrzeit Enhancements

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 …

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Organizing for the High Holidays

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 …

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