In RakefetOnline, office side users can filter Families and Individuals by Family Codes and / or Individual Codes.
In the Families page, Yahrzeit page, Payments page and specific reports (Database, Yahrzeit, and Receivable reports) will observe Filtering.
When using either Family or Individual Codes, you can easily type the description in the Find field for the code you are looking for to find it.
To activate the filter by Family and / or Individual Codes, click Run Report.
Filters in the Family page are ideal to use for emailing or printing mail merge templates.
In addition to filtering, you will find several switches and drop down menus to assist you with your queries.
Family Page:
On the Families page, while viewing Families (Members, Families with Accounts or All Families) you will find switches and dropdown menus options to query for members With / Without Emails, With / Without Cell Numbers, Outstanding Balances, Children in school and / or specific classes, and Wedding Anniversary.
When in an Individual view (Adults and / or Children) you will find switches and dropdown menus to query for Aliyahs, With / Without Emails, With / Without Cell Numbers, Outstanding Balances, Gender, and Birthdays.
When in the view of Children, you can filter for all the things listed as an Adult and School and / or specific classes.
In all views there is a Search field that can query for Family Name, First Name, and Salutation
To activate the filter by Switches and Dropdown Menus, click Run Report.
Yahrzeit Notices Page:
On the Yahrzeit Notice page, you will have the option to filter your Families by Member Families, Families with Accounts, All Families, as well as filtering for mourners based on their Family Codes, as well as the drop down menus for Observance (Jewish / Gregorian and / or Yahrzeit or Death date) and Quick Date.
You can also filter by switches for With / Without Emails and Note 1.
In all views there is a Search field that can query for Family Name, Email, Salutation and Deceased Name.
To activate the filter by Switches and Dropdown Menus, click Run Report.
Filters in the Yahrzeit Notice page are ideal to use for emailing or printing Yahrzeit Notices.
Yahrzeit Manager Page:
The Yahrzeit Manager page is dedicate to managing the deceased of your database.
Within this page you can filter for deceased names, Yahrzeit or Death dates, Hebrew Dates, Note 1 and / Note 2, and deceased without mourners. When entering your filter settings, click Run Report to activate your search.
Other tools within the Yahrzeit Manager page include the ability to add new Yahrzeits, link and unlink Yahrzeits to mourners, as well as seeing overall mourner relationships with deceased.
Transaction History Page:
On the Transaction History page, you can filter by transaction type (Payments + Donations, Only Payments, Only Donations, Income + Expenses, Only Income, Only Expenses, Journal Entries. Other Credits sand Work Credits.
You may also filter for Amount ranges (Equal, Greater or Lesser than a value).
All filter queries but Journal Entries will give you a total.
To activate the filter click Run Report
Within the Transaction History page you can also add Accounts Receivables, Donation Receipts, Pledges, and Accounts Payables.
