My Lists

My Lists Overview

• My Lists Overview- Training video

SCI API Keys

• Connecting to RMS
• Setting up the ShulCloud Kiosk

Account Billing Types

• Create Account Billing Type

Account Types

• Create New Account Types

Address Types

• Creating Address Types

Bank Accounts

• Creating Bank Accounts
• Connecting to Financial Software

CRM Category

• Adding CRM Categories

Charge Types

• Adding New Charge Types
• Setting Tax Deductible Amounts
• Editing Charge Types

Dedication Types

• Adding and Editing Dedication Types
• Dedications and Tributes

Email Senders

• Amazon SES Verification & Email Senders

Field Templates

• Field Templates

Gabbai Kibbud

• Adding Kibbudim

Gabbai Kibbud Type

• Set Up Kibbud Types

Gateways

• Gateway Settings
• Gateway and Merchant Application

High Holiday Seating

• High Holiday Seating

Mail Tags

• Creating Mail Tags

Mailing Lists

• Subscriber Lists

Payment Types

• Handling the "Unspecified Payment Type" or "Unspecified" Payment Type
• Creating Payment Types

Person Types

• Administering Person Types

Resources

• Adding Resources

Reversal Types

• Creating Reversal Types

Roles

• School Roles and Permissions

Tags

• Creating Tags
• Add a Tag to Any List of People

Template Text

• Using Template Text
• Statement Templates

Word Templates

• Using Word Templates