People & families

Add a donor, member or anyone else to People with their English and Hebrew names, phones, email, address, tags and how they want receipts. Editing uses the same form.

Three quick ways to find anyone: the search box at the top of every page, the People list search, and Ctrl+K. Search by English or Hebrew name, phone, email or account number.

Each person has a full Hebrew name — title, first name, last name, suffix and father's name — used on Hebrew receipts, yahrzeit lists and for search. Here is how to fill each box.

Link relatives so they show on each other's pages and in the household view. You link once — Yahiv adds the opposite link by itself.

A husband and wife who both give, or a family that pays together: add the spouse, link them, add children, then see the whole family's giving in one place.

See a whole family's giving together — the person, their spouse and children — and print one statement for the household.

When the same person was entered twice, combine the two records into one. All gifts, pledges, recurring gifts, cards, family links and messages move to the record you keep.

Stop all receipts, reminders and messages to a person while keeping their giving history. Yahiv has no separate “deceased” switch, so you combine a few settings.

Tags are short labels like “board”, “kiddush” or “young-couples”. Use them to find groups, filter lists, and send messages to just those people.

Set up a filtered People list once — for example “Lakewood members who owe” — and save it with a name. It appears on the left of People every time.

Add your own boxes to every person — yeshiva, kehilla, seat number, spouse's maiden name — as text, number, date or a drop-down list.

Set, per person, whether receipts go by email, text, WhatsApp, printed mail or not at all, and whether they get a regular giving summary or a bill for what they owe.

Keep a card or bank account on file so you can charge future gifts or recurring payments without asking for the number again. Nothing is charged when you save it.

Keep a record of every call, meeting or visit on the person's page, and set a follow-up so you (or a colleague) remember to call back.

Remove people who shouldn't be in your list, like test entries. They go to the Recycle bin for 30 days and can be brought back.

Every night Yahiv gives each person a score from 3 to 15 based on how recently, how often and how much they gave, plus a trend like “Giving more” or “Slipping away”. Use it to decide who to call.

Upload PDFs, pictures, Word or Excel files to a person's page so DAF letters, signed forms and paperwork are always with them.