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.
Ever-responsive to customer requests, we have added a few fields. The reader will note that, when we add fields, that implies that, not only do we carry them in the database, but also
They are present in spreadsheet uploads, for bulk data input.
They are present in spreadsheet downloads.
They are available for searching.
Within the Member person records, we have added marital status and maiden name. Thus, if you’re planning to run a young singles night, you could ask the system for a list of those with marital status of ‘single’ who are under the age of –you pick it– …And then email those Members from within the software.
Within Yahrzeit records, we have added Hebrew name and maiden name.