What we suggest everyone knows how to do
Can at least one key person on your staff do the following?
Accounts
- Add a new account
- Give someone a login and password
- Add an email sender address
- Run Yahrzeits/print/send via email
- Do a search from the Accounts page
- Send an email to a group of people
Financials
- Enter a charge
- Enter a payment with a check and a credit card
- Create a deposit
- Run a report
- Add a new charge type
- Create statements
General
- Find the ShulCloud Help Center
- Chat Support
- Open a Support ticket
Note: These are the minimal tasks ShulCloud suggests you/your staff can do before going live.