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Navigating an Account Record

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    This article will highlight the items found within a ShulCloud account.

    General Account Dashboard

    Account Overview.png
    Field Description
    1. Account Name Displays the Account Name, usually some combination of both Primary and Secondary people on the account. It is recommended for this to be automatically generated for consistency, however, it can be manually updated if needed.
    2. Account Details Displays details on the account such as the unique ShulCloud Account ID, the Account Type, and the Date Joined. If Account Billing Type is used, it will be displayed here. If an account has resigned and the Resigned Date field is used, the resigned date will also be displayed here.
    3. Mailing Name Displays the mailing name as determined by Field Templates. This field can be manually overwritten if needed.
    4. Mailing Address Mailing address for the account.
    5. Children If children are on the account, their names will be listed here, but details will be found in the People tab.
    6. Primary Adult Position Information specific to the primary adult on the account will be listed here.
    7. Secondary Adult Position Information specific to the secondary adult on the account will be listed here.
    8. Go To Accounts Page Redirects user to the main accounts page. Custom Account Reports
    9. Actions Menu Reviewed below.
    10. Account Details Menu Reviewed below.

     

    Action Menu

    Account Actions.png
    Field Description
    1. Edit Account

    Edit details for the overall account such as Account Type and status of the account. 

    • Adults: Primary or secondary adult on the account.
    • Children: Add/edit additional children.
    • More Info: Add/edit join date, resigned date, and marital status.
    • Financial: Add Account Billing Type and any discounts to be applied in Batch Billing module.
    • Gabbai: Add notes specific to Gabbai for the account.

    The option to merge or delete accounts is also here.
    2. Edit Addresses

    Add a new address or edit an existing address. 
    3. Edit Account Primary

    Edit details specifically for the account primary - other person details can be edited under People in Other Account Information 

    • Personal: Update login email/password and details about the primary adult.
    • Contact Info: Add phone information specific to the primary adult and manage subscription preferences.
    • Business: Add details about the primary adult's business name and contact information.
    • Lifecycles: Add lifecycle event dates for birthday, bar/bat mitzvah, ufruf, and whether these dates should be visible to the public if a director is shared with this information.
    • Permissions: Add/edit person permissions and admin permissions.
    • Other: Add the school details (secular), Country of birth, notes, tags, mark the primary adult as deceased, and indicate if the person on the account is active.

    Additional settings are to mark the person as deceased, split or move the person from the account, and save changes. 
    4. Add Person  Add another person to the account, such as another adult living in the household. Be sure the correct person type has already been created. 
    5. Add Transaction Add a transaction directly to the account.
    6. Start Online Payment Process an online payment through the gateway as the primary or secondary person would.
    7. Create Statement Create a Statement: Account Level (How To)
    8. Login as Account Primary Determine what the user will see with the current permissions, or lack thereof.
    9. Add a Correspondence Create a CRM Note (internal only) on the account.

     

    Account Details Menu

    The order in which this account information is displayed is set in settings. Visibility and the ability to edit for admins is based on admin permissions.

    Account - Other.png
    Field Description
    1. Transactions View all transactions on an account. Transaction Log: Account Level (Reference)
    2. People View/Edit all people on an account. Add a person to an account.
    3. Yahrzeits View/Edit all Yahrzeits on an account.
    4. CRM/Notes Add/View all CRM notes related to people on the account.
    5. Addresses View all addresses listed for the account. Add/Edit addresses.
    6. High Holiday View High Holiday Seats based on High Holiday reservations.
    7. Pay Methods View/Add/Edit saved payment methods for the account.
    8. Cake/Hamburger Menu

    Expand this menu to see additional account information such as:

    • Audit Logs: Displays changes made to the account and who has made the changes.
    • Cemetery Plots: for use if utilizing the Cemetery Module
    • Email Tracking: View emails sent to people on the account both for Legacy Mail and Email Marketing
    • Events: View the events that have been registered for by people on the account.
    • Forms: View form submissions by people on the account.
    • Honor Scheduling: View previous and upcoming honors for people on the account.
    • Lifecycles: View and filter Lifecycle events for all people on the account.
    • Memorial Boards: Add/Edit/View memorial boards associated with people/yahrzeits on the account.
    • Online Payments: View and filter payments made specifically online for all people on the account.
    • Private Files: Best used for vaccination cards, emergency contact forms, etc. Do NOT use for copies of checks or financial information.
    • Recurring Payments: View/Edit current recurring payment schedules.
    • Relationships: View relationships between people on the account with people on other accounts.
    • School Enrollments: If applicable, view current ShulCloud School Enrollments
    • Schools: If applicable, view previous ShulCloud School Enrollments
    • Seats: View permanent High Holiday Seats.
    • Statements: View statements previous sent to account.
    • Tracks:
    • Transaction Reports: Run transaction reports specific to this account only.

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