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.

 

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 quickly and effectively.

ShalomCloud Text Messaging from Norman Snyder on Vimeo.

Finer adjustments on letter templates

If you’d like to specify custom margins on your hard-copy letter templates, that is now available.  The adjustment goes down to 1/72nd of an inch–in other words, to declare a two-inch left margin, you’d put 144  (2 x 72) as the left margin; to specify a one-inch right margin, enter 72, etc.

custom_margins

Some other minor additional capabilities:

  • Bold, italic, and bold+italic characters in any of the available fonts.
  • Ability to suppress ShalomCloud-generated headers.
  • Ability to suppress ShalomCloud-generated footers.
  • Ability to print current date in various representations, such as June 30, 2018 and 6/20/18.

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:

starting_labels_screen1

Now, you want to print labels for this audience–and the latest sheet of labels used the first row and the first label of the second row–a total of four labels.

Simply change the starting label number to 5:

starting_label_position_2

The result will be a sheet that looks like this:

starting_label_position_3

Next time printing labels, you’d start with 12.

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.
  • email_templates

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.

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.
Yahrzeit_field_selection

 

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