Recent News

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 encourage you to use...

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...