Recent News

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.

The bill...

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.

The Completed tab for Recurring Charges can now be filtered based on one or more categories.

Click Settings / Transactions / Categories Edit the Donation Category (for example) and check the "Add to Completed" check box.

See this KB Article for more details. https://cloudsupport.chabadms.com/kb/a3793/completed-credit-card-pledges.aspx

OUTBOX While automating sending emails for various things are great, you might have been hesitant to use them because you need some control on what is being sent. It's not enough to see the email after it's sent (Sent Items), you might want to see them, and sometimes modify, or even stop, an email before it's sent.

Now you can do that and much more using Outbox. Outbox offers rich tools to freeze emails add send delays.

Yahrtzeit or Birthday emails, Batch Letters, Year End Summary...

New Features, Fixes and Improvements

- New: OUTBOX major feature released. Allows you to view your emails before they are sent. Details on this feature can be found in this News Item and Knowledge Base article. To turn and configure this feature, click Settings > Outbox. - New: Year end letter {{TransctionList}} is now available in the email body as well (not just in the PDF). - Change: reCaptcha v2 has been completely removed. Forms now rely exclusively on v3 silent reCaptcha. -...

New Features, Fixes and Improvements

- Bug Fix: Fixed issue where Batch Statements were including even those that the amount due is $0, - Change: Dashboard Yahrtzeits now include those that were already notified. - New: Year End Letters have the option to choose which fields show on the Transaction List. - Bug Fix: Fixed issue where at times, the exports delimiter would be incorrect and use the comma even where international users have defined it as a semicolon. - improvement: Remove...

New Features, Fixes and Improvements ​

- Change: Version 2 reports are made to be default. - Change: After an auto-charge event occurs and a card is declined, it will not be automatically reattempted unless the user manually checks that item. - Fix: Fixed error when submitting to a form if the Purpose field hasn’t been configured. - New: CSV Settings for international users, where delimiter needs to be a semicolon. Users who need this should reach out to tech support for...