1. Quick Stats

Provides a high-level overview of your database with total and period-specific counts for:

• Families — total families and how many were added in the selected period
• Members — total members and how many were created in the selected period
• Transactions — total transactions and how many were added in the selected period

Settings:

• Time Range — Today, This Week, This Month, This Year, or All Time

An Add Family button is available for users with contact creation permissions.

2. Payments Summary

Shows the total payment amount and a breakdown by category and subcategory.

Settings:

• Time Range — Today, This Week, This Month, This Year, or All Time
• Display Mode — Table view (category list) or Bar Chart
• Category Filter — select one or more categories to narrow results

The widget shows the top 10 categories. Remaining categories are grouped under "Other".

View All opens a full detail page with the complete category breakdown and CSV export.

3. Bills Summary

Displays three financial totals:

• Total Billed — the sum of all bills in the selected period
• Total Paid — payments applied to those bills
• Total Due — the outstanding balance (Billed minus Paid)

Each total is broken down by category and subcategory.

Settings:

• Time Range — Today, This Week, This Month, This Year, or All Time
• Display Mode — Table view or Stacked Bar Chart
• Category Filter — select one or more categories to narrow results
• Outstanding Only — toggle to show only categories with an unpaid balance

View All opens a full detail page with the complete breakdown and CSV export.

4. Recent Activity

A chronological feed of the most recent changes across the system, including:

• New families added
• New members created
• Transactions entered
• Web form submissions received

Displays up to 20 events. Each row is clickable and navigates to the relevant record.

5. Quick Search

A search box that finds families as you type. Results appear instantly (with a brief delay for performance). Up to 8 matching families are shown. Click a result to navigate to that family's contact page.

6. Upcoming Birthdays

Lists members with upcoming birthdays within a configurable number of days.

Settings:

• Days Ahead — how far ahead to look (1 to 365 days, default 30)
• Calculation and Display Calendar — Hebrew or English (determines which date is used to find upcoming birthdays and how dates are shown)

Email Features:

• Send a birthday email to each person individually using a configured letter template.
• If an email was already sent for this birthday, a confirmation prompt appears before resending.
• Bulk send is available on the detail page.

The widget shows the first 10 birthdays. View All opens a paginated detail page with bulk send, select mode, and CSV export.

7. Upcoming Anniversaries

Lists families with upcoming wedding anniversaries within a configurable number of days.

Settings:

• Days Ahead — how far ahead to look (1 to 365 days, default 30)
• Calculation and Display Calendar — Hebrew or English (default English)

Email Features:

• Send an anniversary email to each family individually.
• Resend confirmation if already sent.
• Bulk send available on the detail page.

View All opens a paginated detail page with bulk send, select mode, and CSV export.

8. Upcoming Yahrtzeits

Displays deceased members with upcoming yahrtzeits and their relatives to notify.

Settings:

• Days Ahead — how far ahead to look (1 to 365 days, default 30)
• Calculation and Display Calendar — Hebrew or English (default Hebrew)

Features:

• Each deceased member row can be expanded to show all relatives being notified.
• Expand/collapse all rows at once.
• Paginated (10 items per page on the widget).

Email Features:

• Send a yahrtzeit notification email to individual recipients.
• Resend confirmation if already sent.
• Bulk send all unsent recipients (limited to 30 days or less).
• Bulk select mode — check individual recipient pairs and send only the selected ones.

View All opens a paginated detail page with full bulk send capabilities and CSV export.

9. My Tasks

Displays your personal task list. If you have no tasks, the widget is automatically hidden.

10. News Feed

Displays the latest news and announcements from CMS Cloud. Each item shows a title, description snippet, and publish date. Click an item to read the full article.