Recent News

let you organize your Contact Reports and Transaction Reports into a folder structure, similar to how you organize files on your computer. Instead of scrolling through a long list of reports, you can group related reports into folders and subfolders for easy access. See this KB article for more details. https://cloudsupport.chabadms.com/kb/a3814/report-folders.aspx

CMS Cloud now includes built-in SMS text messaging, allowing you to send bulk text messages directly to your contacts' mobile phones.

Details on this feature are here https://cloudsupport.chabadms.com/kb/a3810 If you would like to come on board at this time, please reach out to tech support so it can be enabled on your account.

The new CMS Dashboard is a fully configurable, widget-based homepage. Each user can customize which widgets they see, where they appear, and how they are sized. The dashboard provides at-a-glance insights into contacts, finances, upcoming events, and more. See this KB Article for more details. https://cloudsupport.chabadms.com/kb/a3809/dashboard.aspx

You can Choose Columns for the Bills and Payment list. Click the Gear Icon in the List Header and check which columns you want or don't want. New Useful columns for Bills is the Recurring Period and Perpetual columns. [image]

We’ve added new invoice customization features, including font and margin controls, header color selection, customizable field labels, and support for PDF letterhead with automatically populated form fields.

See this KB article for more details.

https://cloudsupport.chabadms.com/kb/a3746/routes-optimized-driving-to-multiple-destinations.aspx

Whether you're delivering challah and soup, Shalach Manos, Matzah or doing bikur bayis, getting to all your destinations in the fastest manner can be a challenge. Often, when looking at a report and trying to figure out which destination to visit in which order, you end up circling back to the same area unnecessarily causing frustration and wasting valuable time. This is especially true...

New options for how submissions are imported when a new Email, Phone or Mailing address (New Data) is added to a matched record. By default, the New Data is make Primary. So if there is a different Data, that will be made non-primary and the New data will become Primary. These options are located under Settings > Website Form Submissions Settings [image] When importing submissions, you can override any of these defaults. Check or Uncheck the Primary check box for the New...

makes it simple to push (upload) your emails to use Communicator account. Requested by many users. Now available. https://cloudsupport.chabadms.com/kb/a3800/chabadone-communicator-integration.aspx

Improvements, Bug Fixes and New Features Q2 2025 Auto match spaces. Automatch for submissions now removes extra spaces in the data submitted which would cause a no match. Editing bill from Expired or Completed Cards now works as expected. Google Type ahead Auto fill for addresses now works correctly when entering an apartment. Transaction Reports Amounts formatting on PDF to currency include Billed, Paid, Due as well as Totals and Grand Totals. Family Members list now correctly...

Be sure to remove the "recurringNumber" element, if you had it, (and adjust the columns width to 70%). When the submission is imported, it will assume perpetual. Details on the new way bills are scheduled to be charged are in this News Item For newly created forms inserting the Payment group will not include the "recurringNumber" element. Also, the recurring period will default to just the two popular options. a) One time donation b) Monthly recurring