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Getting the Best Use Out of Our FormAssembly Templates

Creating new forms for your congregants just got easier when using FormAssembly.  We have created some templates so you don’t have to start from scratch. Whether you are creating a form for an upcoming event or a donation page, we have just the right templates for you. Actually, the trick is, you should never start from scratch. The first step is to look at the templates that your consultant created for you and to clone those. To clone a form, click on the template name and click the copy button on the top right of the screen. Once you are in your new form, make sure to save the form with a new name, otherwise it will save as an untitled form which can be confusing.       If those templates aren’t working for you, then take a look at the ones that we made, which are explained below. To access our templates, in the My Forms tab, click on the sub-tab for Templates.   Once you are in the Templates tab, you can take a look at the Uncategorized, Default, and Client forms but please note, these forms are not modified and managed by us. We cannot remove them or our clients will have issues with their forms. Please use the forms that are in the categories called Events or Donations.   Events As you can see in the image above, there are a few event templates to choose from. There are three templates that I highly recommend using based on your needs. If you are looking to have a paid event in which you want to track each...

Congregation Connect in the 2014 Synagogue Management Systems Idealware Report

You may have seen the Idealware report from January 2013 on Synagogue Management Systems (SMS) that describes many products (including Cloud for Synagogues). The initial report was sponsored by UJA-Federation of New York in order to help synagogues understand what their current and future needs for their data. The report identified key requirements for a SMS and evaluated 22 vendors based upon how well their system met the requirements. At the time of the initial report, Congregation Connect (formally Cloud for Synagogues) was just getting started and we weren’t able to demo many of our current functions to the researchers. An updated Idealware report was published this past July this time only listing the top 9 systems. The report only covers changes which were made to the system which enabled Idealware to give a more accurate picture of Cloud for Synagogues. According to the report, a synagogue management system should be able to provide a “360 degree look at all of your different constituents” where members,  yartzeits, invoices, and emails are seamlessly integrated and easy to access and report off of and cloud based technologies are built to do just that. Cloud based systems mean that the synagogue can access the system as long as they have internet, a computer or mobile device without having to store any data on their own servers. CFS stands above our other cloud based competitors because we are website flexibe (we do not require you to use a certain content management system), have the power of the Salesforce.com platform, and Cloud for Good consultants are experts at implementing Saleforce solutions. The results of the updated report show that...