CMS Cloud — What's New
We've rolled out a fresh new look along with a long list of new features and improvements. The new design is currently in BETA, so you can switch back to the original look any time. We'd love your input — use the Feedback link at the top of the screen to share thoughts or suggestions.
New Features
Updated Layout BETA
A cleaner, more modern look. Pages feel faster, menus are easier to find, and the whole app now works nicely on phones and tablets.
How to try it: click the colorful palette icon in the top-right corner. Click it again any time to go back to the original layout.
Chai Club (Recurring Givers) Tracking
A dedicated place to manage your recurring donors. Enroll families in the program, see at a glance who's giving steadily (Active), who's falling behind (At Risk), and who's stopped (Inactive). There's also a suggestions list of families who are already giving regularly but haven't been formally enrolled yet.
How to see it: Credit Card Charges → Chai Club tab. First-time setup takes a minute: choose which donation categories count toward Chai Club under Settings.
Card Expired Tab
One screen for every bill that needs your attention because of a card problem — cards that have expired, plus recurring bills where no card is attached.
How to see it: Credit Card Charges → Card Expired tab.
Redesigned Bill Screen
Creating and editing bills is now much smoother. You can see everything on one screen — line items, dates, recurring schedules, and payment method. Running totals update as you type, and if you accidentally close without saving, you'll be warned.
How to see it: in the Updated Layout, click the pencil icon on any bill, or use "New Bill" from a family page.
Edit a Credit Card in Place
When a family's card expires, you can update the expiration date (or address or email) right from the Card Expired list — no need to open their family page first.
How to see it: Credit Card Charges → Card Expired → click the small card icon on the row.
Better Transactions List
The Transactions screen now lets you filter by multiple categories, classes, solicitors, and more — all at once. You can pick which columns to show, save your preferred sort order, and keep the filter panel open while you work.
How to see it: Transactions (in the Updated Layout).
Invoices & Statements Batches
A complete workflow for sending out invoices and statements in bulk. Send them by email, download as a PDF, or print — all from one screen. Year-End statements include the right date defaults automatically.
How to see it: Letters → Invoices Batch.
Edit Letters Before Sending
When you're about to send a batch of letters, you can now click into any single letter to tweak it first. You can also change the "From" name, "From" email, or subject line on individual letters — useful when different staff members want their own letters going out under their own name.
How to see it: open any batch → click a letter row to open the editor.
Improvements
Configurable Home Dashboard
Drag-and-drop tiles for birthdays, anniversaries, yahrtzeits, upcoming bills, and recent payments. Arrange the dashboard the way you like — it remembers your choice.
How to see it: Home (in the Updated Layout).
Categories Page
Browse categories as a tree, and do bulk actions — add or remove many members at once, or update start dates, end dates, or notes across a whole group in one go. Consolidated view for both Family and Member categories.
How to see it: Categories (in the Updated Layout).
Deposits Page
Cleaner layout, a dedicated section for gifts, an improved New Batch screen, and smoother QuickBooks export.
How to see it: Deposits (in the Updated Layout).
Display Preferences
Pick an accent color (blue, green, purple, red, or teal), adjust text size, and choose which layout you prefer — your settings stick across sessions.
How to see it: in the Updated Layout, click the Display icon in the top-right header.
No More Autofill Clutter
Your browser's autofill won't pop up on admin forms anymore (like credit card billing or family details) — which was often more in the way than helpful. Donor-facing public forms are unchanged and still autofill normally.
Sent-Letter Indicators
On credit-card-charge rows, a small badge now shows how many reminder emails you've already sent for that transaction (declined card, renewal, or card-expired notices). Helps avoid sending the same reminder twice.
Fixes
- Bill screen opens faster — especially noticeable on families with lots of history.
- Deposits date filter — fixed an issue where the last day in a date range was sometimes missed.
- Completed Charges period filter — the "+30 days" / "+90 days" options now work the way you'd expect.
- Dismissed charges — recurring bills that were dismissed now correctly reappear when they need attention again.
- Honor / Memory on payments — the Honor/Memory note now saves properly.
- Payment processor compatibility — a few address-formatting issues with Payrix have been straightened out.
- Editing letter text for PDFs — changes you make to an individual letter's PDF content now save and stay saved.
- Year-End letters — default dates now fill in correctly when you start a Year-End batch.
Coming Next
Quite a few pages still use the original layout because we're moving through the app section by section. You can switch between the old and new layout any time — all your data is the same either way. More pages are on the way soon. Please share ideas or requests using the Feedback link in the header.