Statement Options

This enhancement includes a number of statement options. Note that you need not change anything, unless you wish to avail yourself of one or more of these options. Current Options Currently, the name and address of the synagogue, along with phone number and website URL, appear at the bottom of the statement. If you’d like …

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Recurring Payments Waterfall

Now available — the ability to change the recurring payments waterfall. What do we mean by the term “waterfall?” Like water descending from a high plateau, we’re referring to the order in which payments are applied against owed items. As a result of this change, you may now alter the course of the waterfall (to …

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The All-Children Report

The All-Children Report now has some additional capabilities. Setup: To set this up, it is imperative that, in the Configuration => Roles Within Family, you have various roles for adults and/or parents, and for children. Then, it is also imperative that each person, whether child or adult, to appear on the report, must have an …

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Financial Categories with the Portals

This enhancement talks about financial categories with the portals. By way of background — ShalomCloud offers two payment portals: first, a public portal, where any person or organization can enter some basic information, then choose from a list of funds or categories. Another alternative is the member portal. For more information, feel free to browse …

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Running Statements

Running statements can tie up your screen for much more than a few seconds. In fact, if statements take more than two minutes, you’ll see a message about a Gateway timeout. In order to avoid this, we are now processing statements as a background job. What does this mean to you? First of all, as …

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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, …

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Email Attachments

ShalomCloud now offers the ability to add email attachments to your communications. Before we delve into the “how-to,” let’s look at some of the things you might consider before sending out email attachments. In most email systems, the recipient must download the attachment to see any part of the email. Many users read emails on …

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Recurring Payments in the Member Portal

ShalomCloud now offers the ability to create recurring payments in the member portal. By way of background — we have for some time offered the following capabilities, once a congregant logs in: Maintain own family’s demographic information See yahrzeits related to any member of the family Add a member to the family Pull a statement …

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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 …

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Private Notes

ShalomCloud now has the ability to create private notes. For a few years now, ShalomCloud has had the ability to create notes. The note creator can assign a priority, a due date, and can assign a user to the note. However, until now, anyone with the “families” permission could read the notes. With this change, …

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