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Get the latest CMS Update
Click here to see What's New in this version
(see Latest
News
for information that did not make it into the "Whats New" document above)
Click here to download
the latest version of CMS
You will need to login to the support website in order to
gain access to the download.
Important: A current subscription is required to
install updates. If your subscription has expired, please
contact tech support for instructions on renewal.
Calendar Solicitation add-on
This add-on enables you to generate personalized letter that
list the ads and date reminder details of previous calendar year.
It also has the ability to generate a letter to all contact who have any
occasions entered, listing their occasions and requesting confirmation on the
accuracy and whether they want to put in a Date Reminder.
It also enables you to easily export this years Date Reminders
to an excel file to send to your designer.
Click here for
screenshots and sample reports.
This add-on is available for free and as-is. Good suggestions are always
welcome and will IY"H be implemented when this add-on is built-in to the CMS
Program in future updates. This is a free add-on for all currently subscribed
users. However, no tech support is offered. Should you require assistance, a
minimum setup fee of $40 is requested and a
www.logmein.com (free) account is a must.
Instructions:
- Click here to
download the calendar.zip file.
- Unzip (extract) this file to the The CMS folder in My
Documents (or to a location of your choice).
- Double-click on the Calendar.mdb file.
- Follow the onscreen instructions.
The add-on should automatically locate and connect to your
active CMS data file. If you are prompted to select your "CMS Data File", select your
Active CMS Data file.
(If you are unsure where this file is, start the CMS
program and click Help > About Chabad Management System.)
Note: The add-on relies on your entering ads as bills. Each
date reminder should have the occasion indicated in the bill details. To do
this, the occasion needs to have been already entered under occasions before
creating the bill. For example: you are entering a bill for two occasions for
Mr. Yankel Katz. In this example we'll assume that you have a category called
Advertising, a subcategory called called Calendar and Price Details under
calendar for Date Reminder, Business card, etc. Your categories may differ. You
can setup your categories under Tools > Category Manager within the CMS Program
(not in the add-on).
- First enter the occasions. This is done on the Family tab
(entering the person whom is having the birthday or the deceased person) and
on the Occasions tab.
- On the Transaction tab, click New Bill. Choose Category:
Advertising.
- Create a line item for each occasion in the calendar.
Subcategory: Calendar. Price Detail: Date Reminder. Click the Bill Details
button and choose the Occasion (already entered in the system) from the
occasion drop-down. (You can leave the Family field empty.
IMPORTANT: For each occasion enter a separate line item on the bill.
Do not simply do it the "quick and easy" way using the Quantity=2. If you do
that, you will not be able to specify which occasions are associated with
this bill.
If the previous year's billing was not entered in such a
fashion, the reports will not work. You should at least entering your calendar
billing this way for this year so that you will have the exporting capabilities
this add-on provides you.
Customizing the letter/report
There are two reports in the Calendar.mdb file that you can
customized as needed. You can add your own logo, letterhead, edit the letter
text, change fonts and more. These changes are done by modifying the report in
Design View.
Basic knowledge of Access Report Design is needed and you must have the full
version of MS Access to make any changes to these reports (not Access Runtime).
Enjoy.
Help Files
These files should be downloaded and extracted in the CMS
folder. The program uses these files to provide context sensitive help within
the user interface. Clicking on any ? and then on a section of the screen will
provide you with a a quick instruction on the item that was clicked.
Download Help Files
User Guide
This User Guide provides the CMS User with a comprehensive manual to help
understand the program and all its details. Users should read the user guide and
then use it as a reference. Acrobat Reader is required in order to open the user
guide and is a free download from www.adobe.com
Download User Guide
OneCallNow
CMS integrates with OneCallNow to quickly and easily make phone calls to a group of contacts. All you need to do is create an account at
www.OneCallNow.com/chabad and download
this component.
- Prerequisite:
Install the .NET Framework version 1.1
- Click Here to begin download
the OneCallNow component.
- When prompted to open or save, choose Open
- In the Setup wizard, use the default settings (click
Next, Next, Next, Close).
- Be sure to configure your options for your
OneCallNow account.
This is done by going to
www.onecallnow.com/chabad and signing in to your account.
There are options for Call Rings, CallerID, Time Zone, Call Next Day, and
more.
Please refer to
OneCallNow
documentation for details on these and other features.
Upload your Phone List
- Click Tools > Options > Phone Calls tab and
enter your GroupID and PIN.
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Click Reports > Contacts and choose
OneCallNow from the Output drop-down.
You can specify any criteria you usually do for Contact Reports.
Snapshot Viewer
Most reports, statements, invoices, letters, and more, that are generated with
the Chabad Management System can be saved as a Snapshot (snp) file. To view
Snapshot files, Microsoft Snapshot Viewer needs to be installed. This can be
installed from the Access or Office CD or by clicking the link below.
Download Viewer
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