Based on your login permissions, different Menu and Submenu options are available to access.


Menus and Submenus are used to group together and organize functions with their related subjects and actions.


The top text headers are the Menus.  If the Menus are grey, the Menu will contain a Submenu.


CRM Admin Menu Example:


CRM Admin Submenu Example:



CRM Member Menu Example:


CRM Member Submenu Example:


The entire basic menu and submenu structure by permissions:


Member Menus:  Link to QuickStart for Members 

  • Dashboard
  • Transactions
  • Make Payments
  • Reports
    • Statements
    • Donor Receipts
  • Announcements
  • My User Account
    • Profile
      • View Family / Yahrzeit Details
      • Add profile picture
    • Change My Password
    • Logout


Office Side Menus:

  • Dashboard (Financial Permission Based)
  • Family (Family Page)
    • Families with Membership
    • Families with Accounts
    • All Families
    • Adults
    • Children
    • Adults + Children
    • +Add Family (CRM Only)
  • Yahrzeits
    • Yahrzeit Notices (Yahrzeit / Mourner Manager)
      • Mourners - Families with Membership
      • Mourners - Families with Accounts
      • Mourners - All Families
      • +Add Yahrzeit (CRM Only)
    • Yahrzeit Manager (CRM Only) 
      • Search and Manage Mourners
      • Search and Manage Deceased
      • Search and Manage Relationships
      • Search and Manage Notes
      • Search and Manage Unassociated Yahrzeits (Yahrzeits not linked to mourners)
      • +Add Yahrzeit (CRM Only)
  • Transactions
    • All Transactions
    • Income
    • Payments
    • Donations
    • Journal 
    • Charge
    • Expense
    • Other Credit
    • Work Credit
    • +Add Transaction (CRM Only)
      • Add Receivables (CRM Only) 
      • Add Income / Expense (CRM Only) 
  • Payments
    • Make Payments
      • Make Payments
      • Setup Recurring Payments
      • View Recurring Payments
    • Allocate Member Payments
    • Refund / Reversal (CRM Only)
  • Payables (CRM Only) 
    • Create Invoices (CRM Only)
    • Print Checks (CRM Only) 
    • Post Checks  (CRM Only) 
  • Reports
    • Database Reports 
      • Aliyot
      • Birthdays
      • Anniversaries
      • General Labels
      • General Envelopes
    • Yahrzeit Reports
      • Yahrzeit List
      • Yizkor List
      • Yahrzeit Labels
      • Yahrzeit Envelopes
    • Children / School Report
      • Children's Information 
      • Classes
      • Class List
    • Receivables
      • Activity
      • Member Account Status
      • Receivables by Account
      • Receivables by Family
      • Payments and Donations
      • Donor Receipts
      • Statements
      • Thank You Letter / Receipt
      • Thank You Letter Log
    • General Ledger
      • Balance Sheet (CRM Only) 
      • Chart of Accounts
      • Income
      • Transaction History
      • General Ledger Detail
      • Profit & Loss
      • Restricted Fund Summary (CRM Only) 
      • Trial Balance (CRM Only) 
    • Bank Reports (CRM Only)
      • Bank Details (CRM Only) 
      • Bank Summary (CRM Only) 
      • Bank Reconciliation (CRM Only) 
      • Check / Deposit Register (CRM Only) 
    • Vendors / Employees Reports (CRM Only)
      • Payables (CRM Only) 
      • Vendor Detail (CRM Only) 
      • Vendor Data (CRM Only) 
      • Vendor Labels (CRM Only) 
      • Vendor Envelopes (CRM Only) 
      • Payroll Journal (CRM Only) 
    • Budget Reports (CRM Only) 
      • Actual Amounts (CRM Only) 
      • Budget Progress (CRM Only) 
      • Budget List (CRM Only) 
    • Fundraising Reports (CRM Only)
    • Favourites
  • Announcements
    • Add Announcement
  • Setup
    • Database (CRM Only)
      • Class Codes (CRM Only) 
        • Enroll / In-Enroll Children (CRM Only) 
      • Family Codes (CRM Only) 
      • Individual Codes (CRM Only) 
      • Memo Password Setup (CRM Only) 
        • Family (CRM Only) 
        • Children (CRM Only) 
      • User Defined Fields
      • Mass Coding
      • Form Manager (CRM Only) 
    •  GL / Budget / Payables (CRM Only) 
      • Budget (CRM Only) 
      • Funds (CRM Only) 
      • Vendors and Employees (CRM Only) 
      • Chart of Accounts (CRM Only)
      • Journal Entries (CRM Only) 
    • Banking (CRM Only) 
      • Bank Reconciliation (CRM Only) 
    • Receivables
      • Assessments (CRM Only) 
      • Payment Form 
      • Payments
      • Gift In Kind (CRM Only) 
      • Payment Types (CRM Only) 
      • Transaction Reconciliation
    • Manage Users
      • Manage Users / Invite
      • User Roles (CRM Only) 
    • Templates
      • Templates
        • All Templates
        • General Templates (Family Page)
        • Yahrzeit Templates (Yahrzeit Notice Page)
        • Thank you / Receipts (Receivables Reports)
        • Thank You  / Gift In Kind (Receivables Setup)
      •  SMS 
    • Integrations
      • Givebutter
  • My User Account
    • Profile
    • Synagogue Profile
      • Logo Control
      • Synagogue Name and Address Control
      • Main Email Control
      • Date Format
      • Fiscal Year
      • Adar I / Adar II Control
      • Google Calendar Control
      • Text Messaging Control
    • Change My Password
    • Logout