Synagogue Membership Tracking

When a Congregant Passes Away

When a congregant passes away, there are a number of tasks to take care of. Until now, we provided a list of those actions, which you had to perform one by one. With this enhancement, we have streamlined that process and automated quite a few steps. Where the steps do require manual input, we’ve gathered …

When a Congregant Passes Away Read More »

Move a person from one family to another

ShalomCloud now offers a convenient way to move a person from one family to another. On occasion, you may have added a person to the wrong family. Or, you may have what are, in reality, duplicate records that you wish to consolidate. You may even have situations where families merge. For any of these situations, …

Move a person from one family to another Read More »

Segment the Turnaround Document

Our larger customers may be interested in the capability to segment the turnaround document. What is the turnaround document, you might wonder? For background, please have a look at this video. This is a document that holds all the fields we have collected for families, individuals, and Yahrzeits. The goal is to send each document …

Segment the Turnaround Document Read More »

The Turnaround Document

Scattered through these posts are some citations of the Turnaround Document. The Turnaround Document, to be brief, is a way for you to send letters or emails to your congregation, with all the information you have on file for each family. The document shows: Household information, such as physical address and primary phone number Information …

The Turnaround Document Read More »

End-of-school-year Promotion

If you track your religious school enrollment within ShalomCloud, you can now take advantage of the end-of-school-year promotion process. In order to use this action, you’d want to make sure that your grade levels are set up. One typical example would be 1 = Alef, 2 = Bet, 3 = Gimel, etc. You’d want to …

End-of-school-year Promotion Read More »

Country Code

You can now enter a country code as part of the address for your congregational families. In most cases, you likely do not want to designate a country. That is, if the mailing address is in the same country as your synagogue, it is best to not designate a country. In contrast, let’s say that …

Country Code Read More »

Members by Household Attributes

You can now query for individual members, by the attributes associated with their household records. To step back a bit–for some time, ShalomCloud has provided a way to define attributes (or ‘tags’) for families (a.k.a. Households), for individuals within those families, and for Yahrzeits. There are screens where you can easily and quickly tag your …

Members by Household Attributes Read More »

Donation Acknowledgments

This post discusses a couple of new ways to send donation acknowledgments. For quite awhile, you could send such acknowledgments via postal mail, using a template in the format of a typical business letter. The structure included things such as insider address, greeting, body, complimentary close, and writer identification. If your synagogue’s letters fit into …

Donation Acknowledgments Read More »

Recent Changes

Here in one compressed article is a list of recent changes. Some of these have merited their own independent post. Where that’s the case, you’ll see a link to that article. Otherwise, we’ll show a short explanation of the change. Financial On Queries => Financial Transactions, you can now enter a check number, check amount, …

Recent Changes Read More »