Recent News

Announcing full integration with our Support Tickets site. Single Sign On (SSO) means you no longer need to login to our Support Website to view and create Support Tickets. To access your Support Tickets, simply click the Help Menu (?) and choose Support Tickets. The Support Tickets page will open and you will be automatically logged in. If you access the Support Website directly (when not logged in to CMS Cloud), use the same email/password that you use for CMS Cloud to...

Improvement: A change on how you can view deceased members and modify Yahrzeit information. Here is a summary of these improvements. 1. Deceased family members are now separated and appear below other family members in their own section. 2. If there is yahrtzeit info, it will be displayed in this section as well. 3. A "Y" button allows you to directly edit and add yahrtzeit info to any deceased person. 4. When viewing an member page, a list of all Yahrtzeits for that person is...

The Settings link has been moved. To access the settings for different modules, click the Settings button at the top-right of the app. [image] This button used to show the Themes Options and colors. If you want to choose colors, you can still do this. Click Settings > User (Set Up Module) > Template Themes Other minor changes: News link has been added to the Help menu along the Remote Assistance and Knowledge Base links. [image]

New settings have been added to Online Forms for Solicitor and Family Category. These are on the Settings tab of the Form Designer. Solicitor By choosing a solicitor in the form setting, any submissions that have a Transaction created will have the solicitor on the form settings automatically entered in the Transaction. Family Category By choosing a Family category in the form setting, when importing the submission, the Family will be automatically added to the designated...

Previously, a New family will have the name imported as a Male. And can only be modified after importing.

With this feature, the user can indicate the gender while reviewing the submission, making it much easier and avoiding having to remember (and often forget) to do it later.

This applies to new family (unmatched), and allows you to indicate if the submitted name is a "Male" or "Female". For matched submissions, the the current data is not modfieid.

Users can now enable the Gift module on their own. Enable the Gift module under Settings. Reminder that if you need Gift History data migrated from CMS Classic, this must be done BEFORE you manually enter any gift info in CMS Cloud

This bug only occurred when a form had a Guest Reservation element, but did not have an option for Donation. While the Card Processing was being charged (if the donor checked the box), the data wasn't reflected in their record. This issue has now been corrected. To add the option for an optional Card Processing Fee to your forms, see this KB Article.

We are excited to announce that the Gift Tracking module is now available. This module adds the ability to track gifts that you give to your bale batim. Details on this module are in this KB Article. You can see and experiment with this module on the DEMO database. If you don't have a login to the DEMO, you can create one here. If you would like this module added to your account, please email cloud@chabadms.com

New Features, Fixes and Improvements Period: April 2021 What you may have missed if you weren't paying attention... Online Forms Submissions Submissions that have the Guest Reservations will only show the Items that have been reserved. Qty 0 will not show. Auto-matching logic has been enhanced so that if there is no address at all on the submission, the default address off a match (by name and mobile/email) will be used. Phone Number matching (new/match) now discards the...

We created a new support login page for CMS Cloud. https://CloudSupport.chabadms.com We hope that this change will make using our support site easier by not presenting you with information related to our Desktop (classic) version of CMS. The support site works just as before and your login remains the same. The difference is that you will only see information related to CMS Cloud. This applies to Knowledge Base articles, News Items, Tickets and more. We also...