Member Portal, Part III

Members of your congregation can now add people to their families via the member portal.

Previously, your members could change only existing information. Now, they will be able to round out your membership by adding, for example,

  • children
  • elderly parents
  • adult children who may have moved back home.

 

 

Two New Fields for Member Records

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.

 

Find Individuals by Zip Code

There is one additional field included in the member query–current zip code.
current_zip

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.

Small enhancement to Household Query

Previously, when you selected Queries => Household (a.k.a Family), and you wanted to pull by billing status,  such as Active, Inactive, or Resigned, you were limited to

  1. selecting All,  or
  2. selecting one specific billing status.

With this enhancement, you can select as many statuses as you wish, by simply sweeping your mouse pointer over several consecutive items, or using Ctrl-click to select several non-consecutive items.

ShalomCloud Multi-select on Billing Status from Norman Snyder on Vimeo.

 

Households by Date Joined

Suppose you want to know

  • which families have joined your Temple during the current fiscal year; or
  • which families have belonged to your synagogue for at least ten years.

There is now a way to pull that data (and export it to spreadsheet).

This three-minute video shows how.

ShalomCloud Query by Date Joined from Norman Snyder on Vimeo.

New feature: role within family

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.

Produce a Synagogue Directory in Three Clicks

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.

New Chart–Membership Units by Year

A common, but non-trivial, question that constantly occurs is simply this: “How many membership units do we have?”

ShalomCloud answers this question two ways, in seconds.

  1. By a bar chart that shows membership counts going back twenty years
  2. By a table that shows members joined, members resigned, and membership count, by year.
Chart_of_families_by_year
Chart of families by year

member_by_year_table

A few new fields

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

  1. They are present in spreadsheet uploads, for bulk data input.
  2. They are present in spreadsheet downloads.
  3. 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.

Graphs and Charts

Visualization!

ShalomCloud now provides various ways to depict your data.  This initial rollout includes:

  1. Families joining, by year
  2. Pledged amounts and owed amounts, by year
  3. Pie chart of revenue by category
  4. “Burndown” chart–month by month cumulative totals of pledged and paid amounts.

Here’s a five-minute video showing this feature in action.