A person's record in Shepherd's Staff has all of their personal information in one compact area.
This article will go a little more in-depth list on exactly what specific information related to this person is contained in each individual tab.
If you are looking for a particular field, it may be easier to press Control+F to type your query into find a related field on this page.
Read-Only Area
The top area is a section used for quick and easy reference. Though this area is read-only, if you double-click the subtitle for each line, it will automatically open the tab containing that information if the tab is closed.
To the right of the read-only area,
- The question mark will open a web page from the help center on Person Records.
- The camera will open a photo editor to add/edit/delete a picture for the person record.
- The push-pin contains additional notes for the person. (Some phone numbers from 8.7 or earlier may have converted into this area)
- The paperclip allows you to add attachments to the person record.
- The envelope allows you to email this person straight from their record. (Email will need to be set up first)
- The phone allows you to text this person straight from their record. (Texting will need to be set up first)
Personal Information
- First Name
- Preferred Name
- Middle Name
- Last Name
- Suffix
- Title
- Personal salutation
- Household name
- Household Position
- Life verse (field name can be customized in Tools / Settings)
- Sex
- Ethnic origin
- Church background
- Birth date
- Birth place (can be opened by clicking the pushpin icon next to Birth date)
- Marital status
- Wedding Date
- Spouse's name
- Prior surname
- Death Date
- Death place (can be opened by clicking the pushpin icon next to Death date)
- Widowed date
- Divorced date
Church
- Member or Non-member
- Participation (Active, inactive, homebound, etc)
- Membership code (Associate, Preparatory, Full Member, etc)
- Received by (as a member) reason
- Received (as a member) date
- Removed by (as a member) reason
- Removed (as a member) date
- Sunday School Grade (field name can be customized in Tools / Settings)
- Sunday School Grade Section (if there are multiple classes for the same grade)
- Ministry Group override (overrides the Ministry group assigned to the household, if any)
- Person Assigned override (overrides the Person Assigned to the household, if any)
- Baptized checkbox
- Baptism date
- Confirmed checkbox (field name can be customized in Tools / Settings)
- Confirmation date (field name can be customized in Tools / Settings)
- First Communion checkbox (field name can be customized in Tools / Settings)
- First Communion date (field name can be customized in Tools / Settings)
- User-defined 3 checkbox (field name can be customized in Tools / Settings)
- User-defined 3 date (field name can be customized in Tools / Settings)
- Envelope number (must be added/edited in Contributions at this time)
- Register number
Addresses
- Home address (To edit information relating to the home address, click the pencil icon near Address)
- Home address description (can be opened by clicking the pushpin icon next to Address)
- Home address phone numbers
- Home address phone number descriptions (can be opened by clicking the pushpin icon next to Address phone numbers)
- Person Away 1 address
- Person Away 1 address description (can be opened by clicking the pushpin icon next to Address)
- Person Away 1 Start and End dates
- Person Away 1 phone numbers
- Person Away 1 phone number descriptions (can be opened by clicking the pushpin icon next to Address phone numbers)
- Person Away 2 address
- Person Away 2 address description (can be opened by clicking the pushpin icon next to Address)
- Person Away 2 Start and End dates
- Person Away 2 phone numbers
- Person Away 2 phone number descriptions (can be opened by clicking the pushpin icon next to Address phone numbers)
- Mailing address (if Home Address is not used as mailing address)
- The lock icons by the phone numbers marks them as private if locked, and public if unlocked.
- The pushpin to the far right can contain additional notes for any of the addresses.
- The trashcan to the far right will delete the address currently selected. To delete a home address, you will need to click the pencil icon to edit it.
- The clipboard will copy the address currently selected to your Clipboard to paste elsewhere.
- The globe will open Google Maps for that address.
Contact
- Cell phone
- Carrier (required for texting only)
- Personal email
- Home address phone 1 (pulls from information in the Addresses tab)
- Home address phone 2 (pulls from information in the Addresses tab)
- Household email (pulls from information in the Household record)
- Emergency Phone 1
- Emergency Phone 1 description (can be opened by clicking the pushpin icon next to Emergency Phone 1)
- Emergency Phone 2
- Emergency Phone 2 description (can be opened by clicking the pushpin icon next to Emergency Phone 2)
- Preferred contact method
- Work phone
- Work Phone description (can be opened by clicking the pushpin icon next to Work Phone)
- Work email
- The lock icons by any contact information marks them as private if locked, and public if unlocked.
Family
- Family relationship
- Father or guardian's name
- Mother or guardian's name
- Number of children
- Children living
Work / School
- Education level
- Grade
- Current school
- Graduation year (this is a manually input field, it is not generated based on Grade)
- Occupation or title
- Military status
- Work shift
- Employer
- Work phone (pulls from information in the Contact tab)
- Work email (pulls from information in the Contact tab)
Other
- These custom fields are separate from those in household records.
- Option 1 (field name can be customized in Tools / Settings)
- Option 2 (field name can be customized in Tools / Settings)
- Option 3 (field name can be customized in Tools / Settings)
- Text 1 (field name can be customized in Tools / Settings)
- Text 2 (field name can be customized in Tools / Settings)
- Text 3 (field name can be customized in Tools / Settings)
- Date 1 (field name can be customized in Tools / Settings)
- Date 2 (field name can be customized in Tools / Settings)
- Date 3 (field name can be customized in Tools / Settings)
- Yes/No checkbox 1 (field name can be customized in Tools / Settings)
- Yes/No checkbox 2 (field name can be customized in Tools / Settings)
- Yes/No checkbox 3 (field name can be customized in Tools / Settings)
- Show this person in Church360 Unite checkbox
- Medical / Allergies
- Map block
Ministry
- Service Planning notes (can be opened by clicking the pushpin icon next to Service planning)
- Pastoral care notes (can be opened by clicking the pushpin icon next to Pastoral care; field name can be customized in Tools / Settings)
- Add a touchpoint for this person
- Edit a touchpoint for this person
- Copy a touchpoint for this person
- Delete a touchpoint for this person
- Export all touchpoints for this person