Event Notification System

Supported Event Types

🎂Birthday

Gregorian calendar birthdays for all members. The system automatically calculates upcoming birthdays and displays the person's age.

Use Case: Send birthday wishes, plan celebrations, coordinate community recognition

🎁Hebrew Birthday

Hebrew calendar birthdays calculated according to the Jewish calendar. Handles leap years and Adar I/II automatically.

Use Case: Bar/Bat Mitzvah planning, Hebrew birthday celebrations, traditional observances

💍Anniversary

Wedding anniversaries and other significant milestone dates. Track both Gregorian and Hebrew anniversary dates.

Use Case: Celebrate member milestones, coordinate community recognition, plan anniversary events

🕯️Yahrzeit

Memorial dates for loved ones according to the Hebrew calendar. Automatically calculates annual observance dates.

Use Case: Memorial service coordination, community support, yahrzeit candle reminders

📖Bar/Bat Mitzvah

Coming-of-age celebrations for boys at 13 and girls at 12 (or 13). Calculated based on Hebrew birthday.

Use Case: Event planning, aliyah scheduling, community celebration coordination

Dashboard Panel overview

The notification panel appears on your dashboard, providing a quick overview of upcoming member events. The panel is collapsible and shows the most urgent events first.

Collapsible Interface: Expand or collapse the panel to manage screen space
Event Count Badge: See total number of upcoming events when collapsed
Top 3 Events: Most urgent events displayed in the panel
Color Coding: Visual indicators for urgency (today, tomorrow, this week)
Event Details: Person name, event type, date, age, and countdown
Hebrew Dates: Hebrew calendar dates shown for applicable events

Today Events: Highlighted with urgent styling

Tomorrow Events: Special "Tomorrow" indicator

This Week: Warning styling for 2-7 days

Future Events: Standard styling for 8+ days

Panel Position

The notification panel can be positioned at the top or bottom of your dashboard. Configure this in the system settings to match your workflow preferences.

Event Detection automatic

The system automatically scans your member database and detects upcoming events based on date of birth and other milestone information stored in person records.

Automatic Scanning: Events detected from person information automatically
Date Range: Configurable future date range (default 7 days)
Age Calculation: Automatic age calculation for birthdays
Hebrew Calendar: Accurate Hebrew date conversions and calculations
Leap Year Handling: Proper handling of Adar I/II in Hebrew calendar
Real-time Updates: Events refresh automatically as dates change

Birthday Detection: From dateOfBirth field

Hebrew Birthday: Converted from Gregorian DOB

Anniversary: From marriage date field

Yahrzeit: From memorial date records

Data Requirements

Events are only detected for members with complete date information in their person records. Ensure date of birth and other milestone dates are entered accurately for proper event detection.

View All Events modal

Click "View More Events" to open a full-screen modal displaying all upcoming events in a comprehensive, organized format with filtering and sorting options.

Complete Event List: All events within your configured date range
Organized Display: Events grouped by urgency and type
Search & Filter: Find specific people or event types quickly
Sort Options: Sort by date, name, or event type
Event Cards: Detailed information for each event
Print Functionality: Print event lists for offline reference

Full Details: Complete event information

Filtering: Filter by event type or date range

Responsive: Works on mobile, tablet, and desktop

Accessibility: Screen reader compatible

Modal Behavior

Opening the events modal automatically collapses the dashboard panel to provide a clean viewing experience. The modal can be dismissed by clicking outside or using the close button.

System Settings configure

Customize how the event notification system behaves with settings for date range, panel position, and display preferences. Settings are saved automatically and persist across sessions.

Default Future Days: Set how many days ahead to show events (1-365 days)
Panel Position: Choose top or bottom of dashboard placement
Panel Collapsed State: Automatically saved when you toggle the panel
Reset to Defaults: Restore original settings with one click
Validation: Input validation ensures valid settings
Auto-Save: Settings saved automatically on change

Flexible Range: 1 to 365 days ahead

Position Control: Top or bottom placement

Persistent State: Settings saved across sessions

Quick Reset: One-click default restoration

Date Range Impact

Increasing the default future days will show more events but may impact performance. For most use cases, 7-30 days provides a good balance between visibility and performance.

Pro Tips & Best Practices

Data Accuracy:

Ensure all member date of birth information is accurate and complete
Verify Hebrew dates are correctly converted from Gregorian dates
Regularly audit member records for missing or incorrect dates
Update anniversary and yahrzeit dates as new information becomes available

Date Range Configuration: Set your default future days based on your planning needs. Use 7 days for immediate awareness, 30 days for monthly planning, or 90 days for quarterly event coordination. Longer ranges help with advance planning but show more events at once.

Panel Management:

Collapse the panel when you need more dashboard space
The event count badge keeps you informed even when collapsed
Position the panel at the top for immediate visibility or bottom to prioritize other dashboard content
Your collapsed/expanded preference is saved automatically

Event Prioritization: The system automatically prioritizes events by urgency. Today's events appear first with urgent styling, followed by tomorrow's events, then events within the week. Use this visual hierarchy to focus on the most time-sensitive items.

Hebrew Calendar Events: For Hebrew birthdays, yahrzeits, and Bar/Bat Mitzvahs, the system handles all Hebrew calendar complexities including leap years and Adar I/II. The Hebrew date is displayed alongside the Gregorian date for easy reference.

Print for Offline Use: Use the print functionality in the events modal to create physical copies of upcoming events. This is useful for staff meetings, bulletin boards, or offline planning sessions.

Regular Review: Check the notification panel daily to stay aware of upcoming events. Set a routine to review the full events list weekly for better planning and coordination of community recognition and celebrations.

Integration with Other Features: Use event notifications to coordinate with other system features like email communications, pledge follow-ups, and community announcements. Upcoming birthdays and anniversaries are great opportunities for engagement.

Error Handling: If events fail to load, use the retry button in the panel. The system includes automatic error recovery and will show clear messages if data is temporarily unavailable. Check your internet connection if errors persist.

Need Help?

The Event Notification System helps you stay connected with your community by automatically tracking and displaying important member milestones. With support for multiple event types and flexible configuration options, you'll never miss an opportunity to celebrate with your members.

Remember: Accurate member data is essential for reliable event detection. Keep person records up-to-date for the best experience.