RakefetOnline

Rakefet Support Video Showcase 7

• RakefetOnline Video Channel
• Member Video Channel
• RakefetOnline Demo Video Channel
• Rakefet Unlimited Support Help - Video Showcases
• RakefetNerds Video Showcase

View all 7

Logging into RakefetOnline / RakefetOnline-Hybrid 1

• First Time Login

RakefetOnline-CRM and RakefetOnline-Hybrid 2

• RakefetOnline-CRM with ERP makes RakefetOnline-CRM+
• What is RakefetOnline-Hybrid?

RakefetOnline QuickStart 7

• QuickStart RakefetOnline
• How to Add a Family
• How to Add a Donations and Payments to a Family's profile
• Add Transaction in the Transactions page
• Allocate Member Payments

View all 7

Menus & Views 2

• What is a Family View?
• Menus & Sub Menus / Menu Guide

Inviting Users 5

• Bulk Member Invite
• Single Member Invite
• Creating CRM Roles
• Inviting CRM Office Side Users
• Inviting Hybrid Office Side Users

Email 1

• Emails

Online Payments 5

• What payment processing companies does RakefetOnline work with?
• Setting Up Payment Processing In RakefetOnline
• Convenience Fees
• Recurring Payments
• Payment Form

Setting Up Member and Donor Payment Options 4

• Member Portal Account Options
• Setup Recurring Payments with PayPal
• Manage Recurring Payments
• Open Payment Forms

Reports 1

• Reports

Logging into your Synagogue 1

• How do I log in from the RakefetOnline website?

First Time Login 2

• First Time RakefetOnline Hybrid / RakefetOnline Login
• First Time Login Email for RakefetOnline

Forgot Password 2

• Forgot Password for RakefetOnline-Hybrid and RakefetOnline-CRM
• Forgot Password :: Temporary Password

How do I create a login account? 2

• Creating an Office Level User
• Creating a Member Level User

What is a Dashboard? 4

• Dashboard
• Dashboards / Office
• Dashboards / Member
• CRM and Roles

Calendar 1

• Google Calendar Integration

Views & Filters 2

• Menus and Sub Menus
• Filtering, Switches, Dropdown Menus & Searches

Searches 0

Date Queries 0

Quick Emails 0

Codes 0

Date Searches 0

Tagging 0

Exporting Records 0

Notes & Attachments 1

• Notes & Attachments

Yahrzeit Page 2

• Yahrzeit / Mourner Page
• Yahrzeit Manager

Yahrzeit Notices and Reports 3

• Creating Yahrzeit Notices
• Emailing and Printing
• Yahrzeit Reports

Email Templates 4

• Create or Edit a Template
• Creating a Yahrzeit Template
• Email or Print General Template to my families or individuals
• Adding Emojis or GIFs into your outgoing Emails

Quick Emails 1

• Create a Quick Email

WYSIWYG Editor in RakefetOnline 1

• WYSIWYG Editor

Scheduled Emails 2

• Deleting Scheduled Emails
• Schedule Emails

Assessments 1

• Global Assessments

Bank Reconciliation 3

• Bank Reconciliation Video
• Bank Reconciliation in RakefetOnline
• Bank Reconciliation FAQ

Chart of Accounts 1

• Chart of Accounts

Budget Setup 1

• Choosing the Budget Type

Fund Types 1

• Funds

General Ledger / Transaction History 4

• Transaction History
• Transaction History / Office Side
• Transaction History / Member View
• Make a Payment / Office Side - Make Payments

Journal Entries 1

• Journal Entries

Online Payments - Payment Processing 2

• Credit Card Processing In Rakefet
• Payment Processing Office Side

Payment Types 1

• Payment Types

Refunds and Reversals 2

• Reversals
• Refunds

Financial Q & A 4

• How do I edit a bank on a posted transaction?
• How do I add an account to the Chart of Accounts?
• How Do I Setup Convenience Fees for my Form Payments?
• RakefetOnline Security with Rakefet Unlimited

Form Builder 2

• Form Builder Video
• Form Builder

Member Renewal Form 0

New Member Form 0

Open Payment Form 1

• Open Payment Form

Payables and Check Writing 2

• Payables and Check Writing
• How to Pay a Vendor

PayPal 2

• About PayPal
• Setting Up PayPal

PayQuiq 2

• About PayQuiq
• Setting Up PayQuiq

Givebutter 2

• About Givebutter
• How to integrate Givebutter with RakefetOnline

Givebutter Integration 0

Database 1

• Labels And Envelopes

Children/ School 0

Yahrzeit 0

Receivables 3

• Statements
• Donor Receipts
• Thank You Letter / Receipt

General Ledger 0

Budget 0

UK Tax Reporting 0

Bank Accounts 0

Payables/Payroll 0

Fundraising 0

Seating 0

Scheduling 0

Activities 0

Audit 0

Browser Settings 1

• How to turn off Pop-Up Blockers

Text Messaging 4

• Text Messaging in RakefetOnline
• Twilio Integration
• How to create a Text Message Template
• Text Message Size Requirements

Vendors & Employees 1

• Vendors & Employees

Graphics 1

• File api small demo for stackoverflow

Responsive Design 1

• Responsive Web Design (RWD)

Tech Q & A 1

• Where is RakefetOnline's product infrastructure hosted?

RakefetOnline / RakefetOnline-Hybrid 3

• Upgrades & Feature Releases
• Suggestions when using RakefetOnline-Hybrid
• What is RakefetOnline's programming languages?

Rakefet for Windows 1

• Rakefet for Windows Installation - Version 5.04

RakefetOnline-Hybrid 4

• Setup a live demo today!
• Oooooh Lala! RakefetOnline-Hybrid
• Rakefet Gets Groovy
• Coming Soon 2015!

Rakefet Support & Service 3

• Database Management & Accounting / Support & Service
• Rakefet Unlimited - Affordable Support & Service
• Rakefet Unlimited - Synagogue Management Software

Past Sales 2

• Purim Madness
• Cyber Monday

Schedule a Training 4

• Schedule a Training
• RakefetNerds Video Channel
• RakefetOnline-Member Video Channel
• RakefetOnline-Hybrid Support & Service Video Channel

Events - See our integration with Givebutter 0

Rakefet Nexus 1

• How to sync your Rakefet for Windows data to RakefetOnline...