Keep track of actual attendance for scheduled classes. To access this feature: Click View > Adult Education - Enrollment Browser. Select the scheduled class. Click the Attendance Mode check box. Double-click a name to mark that person as "Absent". (double-click it again to remove the "Absent" flag). Adult Education reports display the Absent status. You can also filter by this field (Absent, Attended, or All). Click Reports > Adult Education Other tab This is useful t... Friday, July 23, 2010 6:59 PM |
The built-in stationery for Letters and Invoices now displays your email address. Make sure that your email address is entered correctly under Tools > Options > User Info. If you don't want the email address (or fax) displayed, simply leave those fields blank. (The word "Fax" and "Email" will not show up). Improvement implemented in version 10.4.27 Tuesday, April 27, 2010 1:15 PM |
A new field to your online forms has been added to simplify the entering of data into the forms. "UseSame" is the name of this field. Whe submitting a credit card, quite often the contact information and billing address of the card is the same as the contact information of the contact. To show or hide this field, click Edit Fields in your CMS CONNECTED Form Designer and check or uncheck the Visible check box for the UseSame field. (you should NOT make this field "required"). By default, th... Friday, March 12, 2010 11:42 AM |
You can now automatically track and bill for Swimming, Lunch, Extended Care and Transportation. No longer do you have to work around creating "bunks" for Swimming and Extended Care. Tuition Plans are much easier because you avoid having to create the many different plans for the various possibilities. Here's how it works. Set up your Swim, Lunch, Extended Care and Transportation Click Tools > Options > Camp/School and click on the appropriate button for any of the above (Ext. Care,... Monday, January 18, 2010 12:07 AM |
Optional. Have the donor's card charged instantly upon submission. Submissions that are already charged are authomatically entered in CMS as payments. In contrast, submissions that are not charged, are entered as pending charges. When using "instant charge" with a recurring payment submission, the first payment will have already been charged. A recurring pledge will be created in CMS with a single payment applied. Supported gateways: Authorize.net only. Mtrex support coming soon. To have th... Tuesday, January 12, 2010 5:32 PM |
A check box was added to the Process wizard allowing you to skip submission(s). Submissions flagged as Skipped can always be un-skipped by simply unchecking the Skip check box. Implemented in version 10.1.12 Tuesday, January 12, 2010 5:29 PM |
Clicking Preview Note on the History tab, does not display the note correctly. This has been corrected in version 10.1.8. Friday, January 08, 2010 12:09 PM |
The following bugs were fixed and improvements were made: Updating of Matched record does not update the phone or email field. This is now done in the last step of the wizard. You have an option whether the submitted phone and email should overwrite the phone/email that is currently in the database. When clicking the Update Matched Record button, you are now prompted to confirm this non-reversible update. When a new phone number or new email address is submitted the error that occur... Monday, December 21, 2009 2:07 PM |
When uploading your emails to MyChabad.org Communicator, the Title field is now included in the upload. The Gender field in the Contact Report screen (Report tab) affects the Title, First and Last fields that will be sent to Communicator. Leaving the Gender field blank, will combine both the Husband and Wife into these fields. Choose "Men" or "Women" will make the upload be specific to use just "Her" fields or "His" fields. This improvement has been implemented in version 9.12.20 Sunday, December 20, 2009 12:11 AM |
You can choose which System List to upload to within the Contact Report. In the Contact report screen, after choosing MyChabad.org Communcator (Output), the next field (Report) is renamed to System Lists and displays a drop-down of all the System Lists you have. To create additional System Lists, click Tools > Options > Custom. Click the Communicator Settings button, then click Create List. For general information on using MyChabad.org Communicator with CMS, see MyChabad.org Communicator Thursday, November 05, 2009 4:33 PM |