On the Queries => Families (for some, Queries => Households), the checkboxes on the right now apply to the printing of both envelopes and labels. Prior to this time, the checkboxes pertained only to envelopes, while the program printed labels for every family that met the search criteria.
Bulk change of family status: when you run a family/household query, you will now see a button on the bottom left of the screen. That button enables you to change the status of any families that you check. For example, you might query for all families with attribute “moved away.” From there, in one step, you could change all of those families to a status of “Inactive.”
On family/household queries, you can now pull lists of families who do not have a certain attribute. There is one example in the video above. Here’s another example–suppose you want to do a paper mailing, appealing to raise funds for a new roof. You maintain an attribute called “Founding Families,” to whom you might make a personal appeal. You would want to exclude from that query the Founding Families, so as not to send them the general appeal communication.
Likewise on individual member queries. There is a good example in the video, namely pulling a list of ladies in your congregation who are not in the Sisterhood.
We have added middle name and suffix to the fields available on the individual person records:
These fields are also available for update in the user portal. Moreover, with the recent addition of the audit trail, synagogue administrators can now find the source of every update–the who, what, and when of updates to any of the family/member information.
There is one additional field included in the member query–current zip code.
Zip had already been available in the Family/Household query, but this brings a little more convenience to gather info about individuals.
Couple of points:
It is not necessary to enter an entire zip–if you enter 1234, the program will find persons in 12340, 12341, … , 12349.
The term “current zip” means that the query is aware of whether that person is residing at the primary or secondary address. For example, if the primary address is within zip code 12345, with the secondary address at 98765–if the person is currently at the secondary address, asking for 12345 will not include that person.
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 and reports–for example, to find all the minor children not enrolled in religious school.
Below is a 3 1/2 minute video illustrating the feature.