Recent News

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.

- 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: Choose...

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 you're...

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 Period...

Amount options have been added to the online forms.

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. - In the Settings for this Radio group, fill out the options accordingly. Especially important is the DataType which must be set to "paymentAmount" - Click Options button and enter the Amounts you want. You can also enter...

The New Family button is now available on the Family detail page (when viewing any family). This makes it easier to get to and saves time since you don't have to click on (and load) the Families list.

In mobile view, this button is at the very bottom of the Family page. In desktop view, this button is on the far right.

This features is now fully functional. Should any user want to add it to their account, please email us at cloud@chabadms.com

We are excited to announce that a new release to CMS Cloud has just been posted.

Transactions is included in this release and many more features and improvements, as well as bug fixes, have been implemented.

If you are using CMS Cloud with your own database in sync with CMS Classic, you will not yet see Transactions, as the link to CMS Classic is not yet complete. If you would like to explore and provide feedback on the new Transactions feature, please create a new account to the DEMO...

You ASKED, we LISTENED, now HERE IT IS.

You can now try out the first release demo of CMS Cloud.

Click here to get started http://demo.chabadms.com/auth/register

Please note that the demo is a shared public database. As such, when exploring the system's capabilities, you should not enter private information that you would not want to share with others.

This demo has the core basics of contacts data entry and lookup (families, members, birthdays, phones and emails, mailing...