Customizing Membership



Each module can be customized in minor ways in Shepherd’s Staff®. Many customizations are done automatically, and all are saved so they appear the same way every time you open the module. Below are some of the ways to customize your experience.


» Window Size and Settings—Shepherd’s Staff will remember where each window was last placed on the screen and how large the window was. This option can be reset under Utilities in each module or under Utilities > Settings in the main menu.

» Background Color—The background in any module can be set to any color you wish. In the specific module, select Utilities in the top navigation and then Change background color. A window will appear with some basic colors already selected. For more options, select Define Custom Colors. This will bring up a color picker, where you can pick any color.

» Zoom Level when Previewing Reports—You can select the zoom level of a report's print preview under Utilities>Print Preview Default Zoom Level.  You will see a drop-down where you can select from various zoom levels.

» Change Default Printer—To change the default printer Shepherd's Staff sends reports to, go to Utilities and click Change the Default Printer.  This will give you a Print setup box that will allow you to select the printer you want to use.

» Column Order and Sizes—You can reorder and resize columns in every data grid to whatever configuration is most useful to you. This can be done by clicking a column header and dragging it to the spot you want. The columns will always be in the same order every time you open the module. These options can be reset in each view by selecting the reset button in the upper right corner of the view.

» Favorites—Each user can have a variety of favorites saved, like different views, reports, and even specific actions.