What is a CRM, for those of us who weren't on the first webinar?

What does CRM mean?

CRM - Client Relationship Manager

Or “customer relations manager”

Shulcloud is the Salesforce of CRM haha

Please ask any questions in the chat

As a long-term Treasurer and Kesef customer, I inherited a Bal Sheet. I "understand" every penny in all of the P&L accounts and the "active" Balance Sheet accounts. What do should we do with accounts like Building Fund pre 1989? Should we work with Kesef to "rebuild" the Balance Sheet?

we will be sending the samples out to you

WHy would you send a tax letter for a gift that has not yet been made?

How does modified cash method work for money that is paid the year after it should have been? Example: when someone pays last year's dues now.

Exactly what does "get an audit" mean? By the government? By a private auditor?

Thanks, that makes sense.