ShalomCloud Tutorials

• Families, Households, and Members
  — Maintaining your 'people' records. Demographic information, attributes, roles et al.
  
• Producing Yahrzeit Notifications
  — How to produce Yahrzeit reminders, by Hebrew and Gregorian date ranges. Maintaining your 'people' records. Demographic information, attributes, roles et al.
  
• Connecting to QuickBooks
  — How to connect ShalomCloud financial activity to QuickBooks.
  
• Introduction to ShalomCloud Financials
  — How to record payments and set up categories.
  
• The ShalomCloud Form Builder
  — How to build and send forms. Member renewals, school registration, polls.
  
• Audit Trails
  — How to see changes for families, members, yahrzeit, financial transactions, and permissions