Please share these with your staff and contact us if you need a one-pager on a specific ShulCloud topic!
Adding a Charge
Adding and Removing Charge Types from Donation Dropdown
Best Practices for Using Tags
Capturing Donor Info
Charge Types
Creating & Using a Limited-Viewer CRM Category
Downloading & Using the Admin App
Duplicating Form Fields
Emailing Yahrzeit Letters
Enable Your Members to Set Billing Preferences
Entering dedication details from your custom donation form
Generating a Simple Demographic List
Generating an Account Statement
Generating Print Yahrzeit Letters w Word Template
Join/Resign Checklist
Making Someone Deceased
Running a Simple Transaction List
Refunding an Online Payment
ShulCloud Onboarding PDF
