Recent News

When enrolling an individual in a course using the Adult Education module, the System now automatcially assigns the Orgainzation of the Category to the bill.

To select which Organization is used, click Tools > Category Manager. Select the Category that you use for these enrollments and click Modify.

If you have the Credit Card Processing Integration module with multiple merchant accounts, the settings for this Organization will determine the merchant account the funds will be directed...

You can now choose to view reminders by Date. Choose to view Current and Past Due, Tomorrow, Yesterday, Today, or enter any date you'd like to see reminders for.

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

Improvement implemented in version 9.5.17

The <Address> field in the Word Template may not automatically be detected in certain Word Merges.

Workaround: Manually insert the <<Addr>> field before merging to a Pinter or to New Document.

Fix implemented in version 9.5.17 (Only affects version 9.5.8 and later)

Help menus now link directly to the new Support Website, making it easier to submit inquiries and get answers to questions. Help > Knowledge Base. Takes you to http://support.chabadms.com/KB/root.aspx Help > Whats New. Takes you to http://support.chabadms.com/News/root.aspx Help > Support Website / Program Updates. Takes you to http://support.chabadms.com/ (sign in to get to the download section).

Improvement implemented in version 9.5.12

Send your Yahrtzeit and Birthday Reminders by Email.

Just in time for the US Post Office price increase for regular mail to a whopping .44 cents (!) CMS comes up with yet another way to save you time and money. Send your occasion reminders by Email. The only downside is that you can't include a yahrtzeit candle...

Here are the steps Click Reports > Occasions Choose Occasion: Yahrtzeit or Birthday, etc. Choose Output: Word Merge In the Include Email field, choose an...

Filter your batch Thank-you Letters by amount.

This is especially useful for those who don't want to send thank-you letters for smaller donations, or want to send small donations by email (see http://support.chabadms.com/News/72/9511.aspx). You may also want to filter to larger amounts to print in a separate batch to give them more attention and add a personal PS as you sign those letters.

To specify an Amount filter, click the Other tab on the Batch Letters and Receipts screen and...

Send Thank-you Letters or Donation Receipts by Email*.

Just in time for the US Post Office price increase for regular mail to a whopping .44 cents (!) CMS comes up with yet another way to save you time and money. Send your thank-you letters by Email. This is especially useful for smaller donations.

Here are the steps: Click Reports > Batch > Letters & Receipts. Choose Output: Word Merge In the Include Email field, choose which Email address to use Optionally, limit to...

When exporting a Contact Report (Output: Export) while in an Active Filter, the Address field is blank.

Correction implemented in version 9.5.8

Workaround: Remove the filter and choose the criteria you need using the options in the Contact Report screen.

For more information about filtering, see http://support.chabadms.com/KB/a371/filtering.aspx

Making a Transaction Report based on Referred By (Contact Crtieria tab), brings up a list of refered contacts (i.e. contact who were referred by someone), not a list of contacts on the Referral List.

Correction implemented in version 9.5.7

When generating a Contact Report to screen, Type: Family, a message comes up "Enter Parameter Value: AddressID"

The report comes up but the Total at the end of the report incorrectly displays 0.

Correction Implemented in version 9.5.6