Recent News

New Features, Fixes and Improvements Period: 3/1/2021 - 3/21/2021 What you may have missed if you weren't paying attention... Routes Send Route by email Implemented the ability to send an email to volunteer with a link to the route. Volunteer clicks link and driving directions to entire route opens in Google Maps app on his phone. Delete Route Ability to delete a route. Click the red delete icon. Only shows points on route, all others are hidden. When viewing a Route...

option has been added to your form. This KB Article describes how to add it. https://cloudsupport.chabadms.com/kb/a3751/donor-covers-processing-fee-option.aspx If you are adding this to an existing form make sure to test it to ensure that all is working as expected. Also, be sure to increase the height of the iframe accordingly to avoid a vertical scroll bar from showing.

If you were using the Google Maps integration for Routes, you need to enable additional APIs. The following 5 APIs are needed in your Google Cloud account. Directions API Geocoding API Maps Embed API Maps JavaScript API Places API Initial setup instructions (prior to this Feb 17th 2021) did not include Geocoding and Maps Embed. In order for the Route feature to work correctly, please login to your Google Cloud account and make sure to enable all 5. Important: Without...

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 if you have volunteers who aren't familiar with your area. CMS Cloud Routes addresses this issue in a...

Here are the steps to generate a report that shows a break down of Attendees and other Items you set up. On the Main Menu, click Reports > Transactions and click the New Report (+) button. This brings up the New Transaction Report window.

[image] Enter a name for the report (e.g. High Holiday Reservations). Change the Report Type to Bills. In the Criteria section, Transaction Subcategory: Choose the Subcategory you set up for your event (e.g. Rosh Hashana). Dates:...

Having a custom letterhead for invoices gives them a personal touch. This new feature also comes with the ability to save defaults for From Email, From Name, Email Subject and Body as well as the custom note. Details on setting this up and more can be found in this KB Article.

You can now view emails that you sent, and track their status. Check out this new Knowledge Base Article for full details. This applies to Thank You Letters, Invoices, Batch or Individual, Yahrrtzeit Reminders Emails and Online Form Submission emails. You can see both the body and pdf attachment if applicable. You can find this feature on the Main Menu. Click Mail > Sent Emails. Your continued feedback is very much appreciated.

Stronger Security for CMS Cloud With 2-Step Verification, you'll protect your account with both your password and your phone. 2-Step Verification can help keep bad guys out, even if they have your password. Signing in to your account will work a little differently You'll enter your password Whenever you sign in to CMS Cloud, you'll enter your password as usual. You'll be asked for something else Then, a code will be sent to your phone via text. You enter this code and...

We are excited to announce that extremely useful and money saving tools have been added to manage your recurring pledges and credit cards. The point of these tools is have a better handle on following up with donors in renewing their monthly pledges before the pledge expires, and seeing whose card expired or is expiring soon. When clicking Pending Charges on the Main Menu, you'll notice that there are now three tabs. General, Completed and Card Expiring. Notice the Date...

Amount options have been added to the online forms. [image] Follow these steps to add this to your form. Drag the Amount field (input) off your form. Drag the new "Radio group" onto the form (where the Amount field was). It should now look something like this. [image] In the Settings for this Radio group, fill out the options accordingly. Especially important is the DataType which must be set to "paymentAmount" [image] Click Options button and enter the Amounts you...