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CMS Cloud
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Articles in CMS Cloud

CMS Cloud > Categories
  • Assigning Categories to Families
  • Family Categories Setup
CMS Cloud > Credit Cards
  • Completed Credit Card Pledges
  • Manage Credit Cards
CMS Cloud > Deposits and QB Integration
  • Bank Accounts
  • Quickbooks Integration
  • QuickBooks Integration - Video
  • Tracking Deposits
CMS Cloud > Emails
  • ChabadOne Communicator Integration
  • Email Outbox
  • MailChimp Integration - Video
  • Sent Emails
CMS Cloud > Maps
  • Google Maps - Secure API Key
  • Google Maps API Setup
  • Routes - Optimized Driving to Multiple Destinations
  • Routes and Driving Directions - Video
CMS Cloud > Miscellaneous
  • 2 Step Authentication
  • Gift Tracking Module
  • Move to New Family
  • Move Transactions
  • New Family
  • Users and Permissions
CMS Cloud > Online Forms
  • 1. Form List
  • 2. Form Setup & Design
  • 3. Form Elements
  • Donor Covers Processing Fee option
  • Importing Submissions
  • Invoice Payment Form
  • Online Form Security Features
  • Online Forms Integration - Video
CMS Cloud > Receipts and Invoices
  • Custom Invoice Stationery
  • Notice of Donations
  • Statements
  • Stationery Setup and Receipts - Video
  • Thank you letter for Donor-Advised Fund
  • Year End Letters
CMS Cloud > Reports
  • Event Reports - Step by Step
  • Exporting Totals by Year
  • Printing Labels
  • Report on upcoming Birthdays
  • Reporting: Transactions - Video
CMS Cloud > Yahrtzeits and Birthdays
  • Add Yahrtzeits
  • Automatic Birthdays and Yahrtzeit Emails
  • Relationships

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