A household record in Shepherd's Staff will have address and mailing information for a single household located in one compact area.
This article will go a little more in-depth list on exactly what specific information related to a household 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 Household Records.
- The camera will open a photo editor to add/edit/delete a picture for the household record.
- The push-pin contains additional notes for the household. (Some phone numbers from 8.7 or earlier may have converted into this area)
- The paperclip allows you to add attachments to the household record.
- The envelope allows you to email this household straight from this record. (Email will need to be set up first)
- The phone allows you to text this household straight from this record. (Texting will need to be set up first)
Household Information
- Household name
- Household type
- Non-household checkbox
- Person assigned to household (can be eclipsed by Person assigned override in a person record)
- Ministry group for household (can be eclipsed by Ministry group override in a person record)
People
- List of all people in the household, living and deceased. Double-clicking a person's name will open up their personal record.
Contact
- Primary Phone
- Secondary Phone
- Household email
- The lock icons by any contact information marks them as private if locked, and public if unlocked.
- The phone icon to the far right of the tab will contain a list of all phone numbers, household, work, and personal.
- An extra notepad for any other contact information is provided by clicking the pushpin icon next to More.
Addresses
- Home 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)
- Household Away 1 address
- Household Away 1 address description (can be opened by clicking the pushpin icon next to Address)
- Household Away 1 Start and End dates
- Household Away 1 phone numbers
- Household Away 1 phone number descriptions (can be opened by clicking the pushpin icon next to Address phone numbers)
- Household Away 2 address
- Household Away 2 address description (can be opened by clicking the pushpin icon next to Address)
- Household Away 2 Start and End dates
- Household Away 2 phone numbers
- Household 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.
Mailing Information
- Salutation for form letters
- Label name styles (for mailing labels)
- Receives newsletter checkbox
- Preferred newsletter format (only visible if Receives newsletter is checked)
Touchpoint
- Add a touchpoint for this household
- Edit a touchpoint for this household
- Copy a touchpoint for this household
- Delete a touchpoint for this household
- Export all touchpoints for this household
Other
- These custom fields are separate from those in person 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)
- Map block