Recent News

When adding a new address to an existing contact, the Label and Salutation fields do not get filled up automatically.

This has been corrected in version 9.9.4.

The Credit Card Processing Integration (CCPI) Module allows you to store credit cards securely and to automatically charge them on a recurring basis. See http://support.chabadms.com/KB/c9/credit-cards.aspx for details.

You can now easily see a list of all recurring Credit Card Pledges in which the monthly pledge is nearing its end or has ended. For example, you can get a list of all recurring pledges that have just 1 payment left. This will allow you to follow up and renew their...

When viewing bills, the Invoice Number column is not desplayed correctly. To show the invoice nunber, you need to scoll all the way to the right...

This has been corrected in version 9.9.1

Going to the 'Family' tab in Reports>Occasions, and then clicking on the 'Show Sub Programs' checkbox, resulted in an error - "Type mismatch".

This has been corrected in version 9.8.11

The Note List (History tab) now displays the Reminder Date and Time.

For more information about Reminders, see http://support.chabadms.com/KB/a252/cms-reminders.aspx

On the Tranaction tab, you can now display yearly totals by subcategory.

Click the Show Yearly Totals check box at the top-right of the Transaction List. To get back to the Detail view, simply uncheck that check box.

Like the detailed transation list, the Yearly Totals can be filtered by Date, Category and Subcategory, and can be sorted by clicking on any of the column headers.

When viewing totals, only the Year, Category, Subcateogry and Total Amount will be shown and you cannot...

When attempting to generate labels for Invoices or Statements (Reports > Batch Invoices and Statements), an error occurs. "Enter Parameter Value - Add"

Whatever you type into this error box will come up instead off the address.

This has been corrected in version 9.6.22

Workaround: Use Word for labels.

You can filter the reminder window by History Type.

This is useful if, for example, you are entering notes regarding phone call follow ups (Type: Call) and meetings you set up. If you only want to see upcoming meetings, you can filter by Type so that only upcoming (or past due...) meetings will show up in the reminder window.

Feature implementedin version 9.6.22

When setting a reminder for follow up on a note (History tab), you can display other reminders that are scheduled that particular day by clicking the Show Schedule button.

The scheduled reminders list that is displayed is for the date of the new reminder which is about to be entered.

This helps avoid conflicts in scheduling, especially if this is with regards to appointments or visitations (as apposed to a simple call back by phone).

The scheduled reminders list will also only...

Adds more options to the Filter on the reminders window, including choosing a date range.

For more information on Reminders, see http://support.chabadms.com/KB/a252/cms-reminders.aspx

Improvement implemented in version 9.6.1