Review recent Stripe transactions and issue refunds as necessary.
| Date | Customer | Description | Amount | Refunded | Receipt | Refund |
|---|---|---|---|---|---|---|
| Click "Load Transactions" to view | ||||||
CAF contribution history with the ability to mark transactions as tour-related. Click the checkbox in the Tour column to toggle the flag.
Submit expense reimbursement requests with multiple line items. Attach receipts in any format (PDF, JPG, PNG, HEIC, etc.). Your submission will be recorded and processed.
Max 5 MB per file, 20 MB total per submission
Below is a list of transactions that are in "suspense" and not correctly allocated to member accounts. Allocate to the correct member account via the form below. If it requires other manual adjustment, do so directly from Quickbooks.
Blackout and exception dates on the Shabbat reservations page can be managed below.
Blackout Dates: Dates that will be removed from the calendar and unavailable for reservations.
| Date | Action |
|---|---|
| Click "Load Blackout Dates" to view |
Exception Dates: Dates that will be added to the calendar despite not being a regular Friday. These override the default Friday-only availability.
| Date | Action |
|---|---|
| Click "Load Exception Dates" to view |
Manage event registration events, including adding new events and removing existing ones.
| Select | Event ID | Event Date | Event Name | Cost (JPY) | Venue Choice |
|---|---|---|---|---|---|
| Click "Load Events" to view | |||||
Event costs must be unique. If a duplicate cost is used, it will be incremented by 10 JPY. Minimum event cost is 100 JPY.
This is the events calendar that is hosted at this link: https://jccjapan.jp/jcj-events/
View all event registrations submitted through the event registration page.
| Name | Adults | Children | |
|---|---|---|---|
| Click "Load Registrations" to view | |||
Send event details and attendee lists to staff by email.
Run background checks on individuals.
Shabbat meal reservations from 15 days ago through the future, grouped by event date.
General inquiries received through the website. Most recent inquiries appear first. Click on a row to view full details.
Record and archive board meeting minutes with attendance tracking, discussion notes, and next meeting date.
View and manage open Zendesk tickets. Click any ticket row to view the comment thread. Use the Solve button to mark a ticket as resolved.
View all Formidable form submissions logged to Airtable.
View WordPress login activity logged to Airtable.
Create and schedule email campaigns. You can save your work at three levels: Save Campaign to preserve the entire workflow (all steps), Save Email Content to save just the message subject, preheader, and sections for reuse, or save individual email sections for building blocks.
Optional. Max 5MB. Recommended: 600px wide or larger for best email display.
View all email campaigns currently scheduled in Mailchimp. Send times are shown in JST (Japan Standard Time).
| Send Time (JST) | Subject | From | Preview |
|---|---|---|---|
| Click "Retrieve Campaigns" to view | |||
View opens and clicks data for sent email campaigns. Select a campaign to see detailed engagement metrics.
Available API routes and endpoints. Select an endpoint and click "Run" to trigger it.
Add a new contact to the mailing list. The system will check if the email already exists in our CRM.
Look up a member's full CRM profile including family details, billing, addresses, members, school, and yahrzeits.
Unassigned (100% opacity) | Assigned (50% opacity) | Split Assignment (50% + border)
Methodology and interpretation guidance for both Summary and Detailed P&L presentations.