Recent News

New Features, Fixes and Improvements What you may have missed while we have been hard at work in implementing new features and improving on existing ones.

- BUG FIX: Fixed issue where if a payment was designated as Him or Her (overriding the default on the address) it was not affected the Labels and Envelopes for the Batch. - IMPROVEMENT: Implemented a Default for Pledge letters. When generating batch pledge letters the default can more easily be used. The same applies for other letter...

New Features, Fixes and Improvements What you may have missed while we have been hard at work in implementing new features and improving on existing ones.

- UI: Refractor Alert messages to friendlier look. - Change: Auto Charge credit cards limited to once per day, avoiding multiple re-attempts on the same day. - New: Mail Chimp Tags. Allowing automatic updating of Tags. This makes having multiple MailChimp Audiences unnecessary. Details on this feature are here. - Optimization:...

If you have multiple people in your organization using CMS, you should create dedicated user logins for each person. Having a separate login ensure that you won't keep getting logged out when the other person logs in with the same account.

It also allows you to set up roles and permissions for each user if needed, and gives you more control should you need to revoke access from a user.

Notes, Follow ups and other features within CMS are also tied to users.

Details on this feature...

A statement combines multiple invoices into one document. Statement either be sent by email or printed.

See this KB article for details on setting this up and using this feature

New Payment Link form is now ready to use.

It allows you to configure a special type of form which a donor can submit to and directly pay the specific invoice you sent them.

Details on this feature can be found in this KB Article

Next Occurrence is the English date when the Hebrew Date next occurs. This field is now available in reports (v2) to include and to use as criteria.

See this KB article on generating a report for upcoming Birthdays.

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 log in 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 displayed.

The Settings link has been moved. To access the settings for different modules, click the Settings button at the top-right of the app.

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.

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...