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CMS Cloud
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Articles in CMS Cloud

CMS Cloud
  • Add Yahrtzeits
  • Assigning Categories to Families
  • Bank Accounts
  • Completed Credit Card Pledges
  • Custom Invoice Stationery
  • Donor Covers Processing Fee option
  • Email Outbox
  • Event Reports - Step by Step
  • Exporting Totals by Year
  • Family Categories Setup
  • Gift Tracking Module
  • Google Maps API Setup
  • Importing Submissions
  • Invoice Payment Form
  • Manage Credit Cards
  • Move to New Family
  • Move Transactions
  • New Family
  • Notice of Donations
  • Online Form Security Features
  • Printing Labels
  • Quickbooks Integration
  • Relationships
  • Report on upcoming Birthdays
  • Routes - Optimized Driving to Multiple Destinations
  • Sent Emails
  • Statements
  • Tracking Deposits
  • Users and Permissions
  • Year End Letters

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