News & Updates

🎉 Cheshvan 5787 Release: ChabadOne CRM

We're pleased to share our latest update. This release brings bug fixes and small improvements that make your daily work in the CRM smoother.

Highlights

🕯️ No automatic letters on Shabbos and Yom Tov

• Automatic receipts and letters are no longer sent during Shabbos and Yom Tov.
• For now, please send letters for gifts that come in on Shabbos or Yom Tov yourself after Havdalah. We are working on sending these automatically after Havdalah.

💳 Payments

• PayPal payments now come into the CRM as paid. Before, some came in as outstanding pledges.
• Payments on a payment plan now update the pledge's Paid amount, so paid-off pledges no longer show a balance.

✅ Your selections stay selected

• When you select contacts in a list and then search for more, your earlier selections now stay selected. Adding many contacts to a group is much easier.

🔍 Filters work as expected

• Quick Filters on Observances, the Subtype Quick Filter on Payments, and the Account filter's Apply button now work correctly. Smart Groups and cross filters now handle more than 50,000 records.

A huge Yasher Koach to everyone who contributed by providing their feedback and suggestions:

• Rabbi Mendy Begun — Coronado, CA
• Rabbi Mendy Bukiet — Bradenton, FL
• Rabbi Zalman Charytan — Kennesaw, GA
• Rabbi Yehuda Heber — Yorktown Heights, NY
• Rabbi Shneur Hecht — Puerto Vallarta, Mexico
• Rabbi Sholom Ber Levitin — Seattle, WA
• Rabbi Chaim B. Lipskier — Orlando, FL
• Rabbi Levi Minsky — Phoenix, AZ
• Rabbi Avraham Super — Rodney Bay, St. Lucia
• Rabbi Mendy Tennenhaus — Hollywood, FL
• Rabbi Mendel Zarchi — Carolina, PR

And many more of you! Please keep the feedback coming.

Sincerely,
The ChabadOne CRM Team

We hope everyone is having an inspiring and meaningful New Year!

We’re pleased to announce our latest update, focused on smoother household management, better letter previewing, and a long list of fixes that remove friction from your daily work. Here are some highlights:

Following up on our promise from the Chanukah release, we are thrilled to unveil the completely reimagined Bulk Actions. This update focuses on making the tools you already use more reliable, easier to use, and faster. We’ve rebuilt the engine from the ground up to ensure your CRM experience is smoother than ever.

Unified Interface: A refreshed look and feel for all bulk actions across the CRM. Background Processing: Start a bulk action and keep working while the CRM handles the heavy lifting. Streamlined Logic: Workflows have been optimized to reduce errors and improve speed. Alerts: Receive a notification every time your bulk action finishes, with a link to view details.

Happy Chanukah!

We’re pleased to announce our latest update, focused on making your CRM experience more reliable and insightful. We’ve spent this round improving reliability, data accuracy, and adding smart tools to help you manage your community more effectively. Here are some highlights:

ChabadOne CRM AI Chatbot We have integrated an AI-powered chatbot directly into your CRM footer. Trained on our extensive help documentation, you can use it to receive instant, step-by-step guidance and links to helpful resources. The new button is conveniently located in the bottom navigation bar for quick access.

New Engagement Snapshot A new engagement snapshot has been added to the contact, household, and organization detail pages, allowing you to get a quick overview of your members’ engagement, including finances and event participation.

We deeply appreciate your continued feedback, bug reports, and suggestions for new features. Your input helps us grow and serve you better each day.

🚨 Bug Fixes

• Recurring Billing: Resolved pledge-only creation, pause button visibility, deletion issues, and notification failures.
• Contacts and Households: Fixed issues with editing primary/secondary contacts, address/phone display errors.
• Letters and Templates: Resolved envelope template errors, merge setting glitches, and bulk action inconsistencies.
• UI and Exporting: Improved list views and fixed data export issues.

✨ New Features

• Mass Update: You can now update reference (lookup) fields directly from list views.
• Relationship Letters: New support for Relationship-based letters in the Contact List component.

🔧 General Improvements

• Receipts: Clearer prompts and confirmations when sending or resending receipts.
• User Interface: Enhanced modals, contact details, credit card labeling, and interaction flow.
• Households: Added tools to manage family members and display spouse relationships.
• Performance: Backend logic improvements for faster, more stable experience.

This update boosts reliability, adds helpful automation, and improves your day-to-day CRM experience!

You'll be thrilled about our latest update, just in time for the summer season. We focused on making sure you have the best experience possible. Here are some highlights

Get Started with your CRM We have added a simplified Startup Guide to the home screen, this will help you with making sure that your CRM is fully configured.

Easily filter your lists With the new Quick Filters we've made the most commonly used filters just a click away.

As we kick off the year 2022, we are pleased to announce our latest release which includes many new features and some brand new pages. Below are some of the highlights in the new release.

• ​IMPORTANT!
  • With this update some of our old pages were switched to use the new lightning versions while in the ChabadOne CRM app. If you would like to continue using the old (classic) pages of ChabadOne CRM for now, you can switch to the "ChabadOne CRM Classic" app, here's how:
    
• New Payment Page (beta) :
  • We completely revamped the “new payment” page to make it easier than ever to record new payments, create new payment programs and pay off multiple pledges at once. Check out the help doc here to learn more about it.
• New Lightning pages:
  • The new organization detail page in lightning adds many more features, such as taking action on the contacts in that organization, easily adding new members and more. Click Here to learn more.
  • The new campaign / event detail page makes managing your events and campaigns easier. You now have quick and easy-to-read information about the campaign details, as well as the ability to send Campaign-specific emails. Click Here to learn more.

We would like to thank all The Shluchim who contributed to this release by providing their feedback and suggestions.

Dear Shliach,

We hope you and your family are well.

As we get closer to the end of the year we are nearing the completion of our transition over to the new and improved Salesforce Lightning experience. We are very excited to announce the release of additional pages that were converted to lightning as well as some brand new features!

Here are some highlights: 

New Lightning Observances page 

Check out the new Observances page with premade list views for upcoming Birthdays, Anniversaries, and Yahrzeits. The new page also includes a new bulk action to record tasks / activities and send / generate letters. Click here to learn more.

New Lightning Households page 

If you love the new lightning contacts page, then this one's for you! The new household page offers all the amazing features of our lightning list view, such as premade / saved list views, the new filtering system, the list view gallery, and the ability to create Smart Groups for households! Click here to learn more.

New Lightning Contact Detail page

The new contact detail page offers a quick and easy way to view and take action on a contact with a bevy of new features. New features include  a new quick pay action, new send letter action, and brand new activity timeline where you can manage upcoming or overdue tasks and view a full history of all your interactions with the contact. You can even see if a contact opened a specific email you sent!. Click here to learn more.

Ability to subscribe to a list view

This new feature on the new contact list view allows you to subscribe to all your favorite list views. This means you will get an email sent directly to you with a preview of up to 10 records that are in that list view. Click here to learn more.

Sincerely,

The ChabadOne CRM Team

P.S. We would like to give a special thanks to the shluchim who contributed with their feedback and innovative ideas that were included in this month’s release:

Rabbi Menachem Landa, Novato CA

Rabbi Zalman Charytan, Kennesaw, GA

Rabbi Avraham Stolik, Coral Gables FL

Rabbi Chaim Lipsker, Oviedo FL

Rabbi Kushi Schusterman, Bel Air, MD

Rabbi Bentzy Stolik, Olney MD

Dear Shluchim,

We hope you and your family had a safe and enjoyable summer.

As you are well aware by now, we are in the midst of transitioning over to the new and improved Salesforce Lightning experience. In this release, we converted more pages to lightning as well as added more functionality to existing pages, including: 

• New Lightning Observance List View

• New Lightning Letter Editor

• New actions on the Lightning Financial Page

To learn more about the amazing benefits of Lightning, and some awesome new features, be sure to check out our recent webinar and our in depth lightning help videos. 

Wishing you and your family a safe and happy sweet new year.
כתיבה וחתימה טובה לשנה טובה ומתוקה

Sincerely,

The ChabadOne CRM Team

P.S. We would like to give a special thanks to the shluchim who contributed with their feedback and innovative ideas that were included in this month’s release:

Mrs. Becky Rivett, Glendale, WI
Mrs. Leah Chaiton, Malvern, AU
Mrs. Mussie Rosenblum, Pittsburgh, PA
Mrs. Altie Kasowitz, West Orange, NJ
Rabbi Levi Slonim, Binghamton, NY
Rabbi Leibel Lipsker, New Orleans, LA
Rabbi Menachem Vogel, London, UK
Rabbi Yechezkel Rapoport, Seattle, Wa
Rabbi Mordy Andrusier, Pembroke Pines, FL
Rabbi Levi Druk, Baltimore, MD
Rabbi Pinny Adler, Palm Harbor, FL

Here is the full recording of our most recent webinar “Lightning list view A-Z” as well as answers to some of the questions that were asked, and links to help you get started with lightning. For our in depth session on the new lightning list view, click here.

Here is a recap of what was covered during the webinar as well as some of the questions that were asked.

• The general layout of the new list view. 
• Filtering for records
• Taking action on records
• Rollup fields

Timestamps can be found for each of these sections in the video description.

Q/A

How can I access the contact list view in lightning?

To access the list view, follow these simple steps. 1. Make sure you’re in lightning mode. 2. On the top navigation bar click “Contacts (new)”. If you have any trouble finding the page, please reach out to support and we will help you out. 

What actions are available?

On the new lightning list view you will find all the actions you are familiar with from the old view, as well as additional options and features that are only available in lightning. Click here to learn more.

What’s the benefit of the new contacts list view in lightning?

There are a lot of reasons why this new page is superior to the old one, here are just a few:

• You can now customize the page to a far greater degree. 
• Add and remove columns of your choosing. 
• Basic and advanced filters. 
• Save your list view for easy access and future use. You can also share your list view with other shluchim using the list view gallery. 

There’s much more, be sure to check out our resources on lighting to see additional features. 

What is the “List View Gallery”? How does it work?

You might be familiar with the Templates Gallery, a place where shluchim can create and share templates with each other. You can now do that with our lightning list view. Once you create a list view and save it to your CRM, if you feel it’s something other shluchim can benefit from, simply upload it to the list view gallery. Also, be sure to check out the gallery to see if other shluchim created list views that you can benefit from. Click here to learn more about it. 

Is this new list view available for households as well?

All of our pages will be converted to lightning pages, including the households list view. Right now, they are still in testing. The Contacts List view, though, is fully tested and ready for use. It’s a perfect place to get familiar with the new page layout so you’ll be ready when we convert the rest of our pages to lightning. 

What are rollup fields?

A roll-up summary field calculates values from related records, such as income records related to a contact, and sums up a field or a record count. You can learn more about rollup fields here.

I see that the income rollup fields only work for tax deductible donations, how do I set the tax deductible settings? 

To set what types of incomes in your CRM are tax deductible, in the navigation bar click on the Settings tab. On the left side  you will see the “Financial settings” tab. Click on  the tab and you will then be able to check which income types are tax deductible. Be sure to save your changes. 

I have an idea for a rollup field that I would like to see in my CRM and believe other shluchim can benefit from, what do I do?

Please reach out to us with your idea and if we can implement it, we would be more than happy to do so for you and all shluchim using ChabadOne CRM.

Dear Shluchim,

We hope you and your family are well.

In anticipation of a busy summer season, we are very excited to announce our latest release, packed with awesome updates and features built with you in mind. This release focuses on our transition to our new lightning interface. Here are a few highlighted features that we are most excited about:

New list view gallery

• Already love the new lightning lists? Things just got much better! You can now select a list view from the template gallery page shared by fellow Shluchim. Have a nice list view? Share it with your pals with one easy click! Click here to learn how.

Campaign letters

• Want to send out a reminder about your upcoming event? With our new Campaign & Event letter type, you can do just that. Send out your event reminders without stress.

Choose which email address letters get sent from

• Event emails from one email address and financial letters from another? You bet! You can now select a “from email address” on the template. Just select any preset org wide email address available in your account. Click here to learn how to configure an org wide email address. 

New interface for the Templates page

• We completely revamped your experience for our Email Templates page to make it faster and more intuitive. Be sure to check it out.

Below is a comprehensive list of all our updates in this release:

We would like to thank the Shluchim who provided valuable feedback that allowed us to provide these incredible features.

Rabbi Levi Marinovsky, Houston, TX
Rabbi Colaiv Freedman, Miami, FL
Rabbi Amram Hoffer, Orlando, FL
Rabbi Shlomo Levertov, Paradise Valley, AZ
Rabbi Avraham Stolik, Coral Gables, FL
Rabbi Mendy Begun, Chula Vista, CA
Rabbi Moshe Kievman, Miami, FL
Rabbi Pinchas Adler, Pinellas County, FL
Rabbi Kushi Schusterman, Bel Air, MD
Rabbi Mordechai Andrusier, Pembroke Pines, FL
Rabbi Moshe Naparstek, Dallas, TX
Rabbi Zalman Charytan, Kennesaw, GA

Dear Shliach,

The hustle and bustle of Pesach is in the air but it’s not slowing us down in our mission to provide Shluchim with the most powerful tools to assist them in efficiently managing their shlichus. Or work to create the best CRM possible for you never ceases and we are excited to bring to you the latest updates, fixes, and features to the CRM.

Here are some highlights of the major features being released:

• Attache a PDF invoice/receipt to an email

• Whether you want your invoice and receipt to look more professional or if someone wants a PDF for their records, you now have the option to add a pdf attachment to any invoice or receipt. Click here to see how it's done.

  Note: this feature is currently available when sending individual emails. IY"H in a coming update it will be avialable for multi-line and bulk letters.

• Ability to save your new contacts list view as a smart group 

• There are many great features on our new lightning contact list view and our latest one is the ability to save your list view as a smart group! Click here to see how it's done or Here to learn about the new lightning list view.

• Invoice/receipt sent fields on financials now indicate if it was email or pdf/doc

• Wondering if you already sent an invoice or receipt for an income, or what king of letter you sent? Wonder no more. Whenever you send a email or doc for an income you will now see an icon on to the record indicating what was sent and when

As always, we would like to thank the Shluchim who provided valuable feedback that allowed us to create these incredible features. 

Special thanks to:

Rabbi Mendy Begun
Rabbi Tzali Borenstein
Rabbi Shmuel Gopin
Rabi Eli Gurevitz
Rabbi Motti Harlig
Rabbi Menachem Landa
Rabbi Yossi Lazaroff
Rabbi Chaim Lipskier
Rabbi Zalman Sandhaus
Rabbi Nechemia Schusterman
Rabbi Shloime Adler
Rabbi Pinchas Adler
Rabbi Zalman Gordon
Rabbi Mendy Harlig
Rabbi Shlomo Silverman
Rabbi Avraham Stolik
Rabbi Bentzy Stolik
Rabbi Dov Thaler
Rabbi Levi Druk
Rabbi Levi Ezagui
Rabbi Shlomy Levertov
Rabbi Yochonon Baitelman
Rabbi Zalman Charytan
Rabbi Shmuly Slonim
Rabbi Levi Stein
Natalie Schoener
Rabbi Mendy Posner
Rabbi Dovber Dechter