Introduction
Mid-2024 ShulCloud released a New Side Bar Navigation Menu as an upgrade to the Legacy Top Bar Admin Menu. This article will provide a crosswalk of where to find Legacy Top Bar Admin Menu items in the New Side Bar Navigation Menu.
ShulSchool Short Video
For a video walk through, watch this 3 minute video.
Updated Top Bar
In the top right hand corner of ShulCloud, you will still find the Login button. Once logged in, the administrators name will appear in the righthand most field
When selecting the Login Dropdown, three features will appear: My Personal Account (previously My Account) which will direct to the member portal; Our ShulCloud Account which will direct to details about the Shul's details with ShulCloud; and Logout.
ShulCloud Help
The question mark next to the admin login is still where training and support resources can be found with the addition of Release Notes.
| Legacy Top Bar Menu | New Top Bar Menu |
| 1. Help Center | Written articles and documentation for ShulCloud |
| 2. ShulSchool | Video based learning and training for ShulCloud |
| 3. New Support Ticket | Submit a new ticket for the support team |
| 4. View Support Tickets | Find past and current support tickets and the resolution for each |
| 5. Professional Services | Fill out a form to receive a quote for assistance from professional services |
| 6. Release Notes | Read the latest notes on updates that have been made to ShulCloud. |
New Search Bar
A search bar has been added to the right of the new side bar navigation menu. This search bar will remain visible as you move throughout features within ShulCloud. To search for accounts, ensure the Accounts dropdown is selected. To search for people, ensure the People dropdown is selected. It can be used to search for accounts, people, addresses, phone numbers, email addresses, and more!
Legacy Top Bar Admin Menu to New Side Bar Navigation Menu Crosswalk
Please note: As with the legacy top bar admin menu, features may vary based on permissions assigned to admins.
In addition to grouping the new side bar navigation menu by functional area, new navigation options to more easily access common admin tasks have been added. These new options are denoted with an *.
Setup
| Legacy Top Bar Admin Menu | New Side Bar Navigation Menu |
| Settings | Admin > Settings |
| My Lists | Admin > My Lists |
| Subscriber Lists | Communications > Lists* |
| Import Uploads | Admin > Import Uploads |
| My ShulCloud Account | Login Dropdown > Our ShulCloud Account |
Features
| Legacy Top Bar Admin Menu | New Side Bar Navigation Menu |
| Release Notes | New Top Bar Question Mark (?) > Release Notes |
| Feature Requests | Unavailable |
School
| Legacy Top Bar Admin Menu | New Side Bar Navigation Menu |
| Fields | School > Fields |
| Terms | School > Terms |
| Enrollments | School > Enrollments |
| Students | School > Students |
Extras
| Legacy Top Bar Admin Menu | New Side Bar Navigation Menu |
| Administrator App | Extras > Administrator App |
| Connecting to G/L Software | Financials > Financial Sync |
| Merchant Application | Extras > Merchant Application |
| Mobile Apps | Extras > Mobile Apps |
| SMS Messaging | Extras > SMS/Text Messaging |
Admin Functions
| Legacy Top Bar Admin Menu | New Side Bar Navigation Menu |
| Accounts | Accounts > Accounts |
| Audio Library | Website/Media > Audio Library |
| Audit Logs | Admin > Audit Logs |
| Batch Billing | Financials > Batch Billing |
| Batch Payments (UK Only) | Financials > Batch Payments |
| Campaigns | Fundraising > Campaigns |
| Cemeteries | Lifecycles > Cemeteries |
| CMS Pages | Website/Media > Pages |
| Sliders | Website/Media > Sliders* |
| CRM | Accounts > CRM |
| Dedications | Financials > Dedications |
| Deposits | Financials > Deposits |
| Email Marketing | Communications > Email Marketing |
| Groups | Communications > Groups* |
| Templates | Communications > Templates* |
| Enrollments | Admin > Enrollments |
| Event Seating | Seating > Event Seating |
| Events | Calendar > Events |
| Export | Admin > Export |
| Files | Website/Media > Files |
| Forms | Admin > Forms |
| Fundraising Goals | Fundraising > Fundraising Goals |
| Gabbai | Other > Gabbai |
| Galleries | Website/Media > Photo Galleries |
| Honor Scheduling/Bidding | Other > Honors Scheduling/Bidding |
| Integrated Gateway Invoices | Online Payments > Processing Fee Invoices |
| Integrated Gateway Settlement | Online Payments > Settlement Files |
| Lifecycles | Lifecycles > Lifecycles |
| Communications > Legacy Mail | |
| Manage Subscriber Lists | Communications > Subscribers* |
| Membership Directory | Accounts > Member Directory |
| Memorial Boards | Lifecycles > Memorial Board |
| Navigation | Website/Media > Navigation |
| Online Payments | Online Payments > Online Payments |
| Recurring Payments | Online Payments > Recurring Payments* |
| People | Accounts > People |
| Reports | Reports > Reports |
| Schedule | Calendar > Schedule Rules |
| Seats | Seats > Permanent Seating |
| ShulStats | Reports > ShulStats |
| Transaction Add | Financials > Transaction Add |
| Transaction Reports | Reports > Transaction Reports |
| Transactions | Financials > Transactions |
| Transactions > Statements | Financials > Statements* |
| TV | Other > TV |
| Yahrzeits | Lifecycles > Yahrzeits |
| Main Navigation > Calendar | Calendar > Calendar* |
Related Resources