Recent News

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

This allows you to easily navigate to the family where the submissions were imported to. This also works for past submissions. To see past submissions, choose "Imported" from the filter options when viewing Form Submissions.

Previously, a recurring bill was entered by it having multiple line items (typically 12), each with a different date (4/1, 5/1, 6/1...) . When the bill was completed (the last item was charged), it needed to be renewed. The "Completed" list under Pending Charges is an indispensable tool for renewing completed bills. The Perpetual feature simplifies this entire process. When entering a new bill, click the Recurring button. The defaults are Monthly and Perpetual. Click Save. ...

Create a relationship link between two otherwise unrelated members. Details on this can be found in this KB article. https://cloudsupport.chabadms.com/kb/a3797/relationships.aspx

A child groups up and moves out of the house. A divorce - spouse moves out... How to quickly and efficiently take a family member and move it to it's own new record. Do I need to re-enter all the info, contact numbers, categories, notes, etc? Absolutely NOT! Details on doing this are described in this KB Article.