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  2. Membership

Membership

This section provides a general overview of the Membership module in the current release of Shepherd's Staff.

Introduction to Membership

  • Introduction to Membership Module
  • Membership Dashboard
  • Search and Filter
  • Customizing Membership
  • Dashboard
  • Sending Emails

Individuals

  • The People Grid
  • Person Records
  • Add Person
  • Personal Information Tab
  • Church Tab
  • Person Addresses Tab
See all 13 articles

Households

  • Delete Household
  • Households and People
  • The Households Grid
  • Non-Households Grid
  • Household Tree
  • Household Records
See all 14 articles

Lists

  • The Lists Grid
  • Add Activity
  • Add Skill/Spiritual Gift
  • Add Training
  • Add Person Assigned
  • Add Ministry Group
See all 8 articles

Add/Edit Records

  • Adding to a Family
  • Handling Marriages
  • Managing a Divorce
  • Move a Person to a Different Household Utility
  • Remove a Person from Membership
  • Combine Duplicate Person Information
See all 11 articles

Anniversaries, Volunteer search, and Parent Search

  • Anniversaries Grid
  • Volunteer Search
  • Parents Search

Ministry

  • Participation
  • Introduction to Touchpoints
  • Touchpoints Planned
  • Add Planned Touchpoint
  • Touchpoints Completed
  • Add Completed Touchpoint
See all 10 articles

Church Register

  • Introduction to Church Register
  • Baptisms
  • Add/Edit Baptism
  • Confirmed
  • Add/Edit Confirmation
  • First Communion
See all 19 articles

Reports

  • Print a household record
  • Print a person record
  • Report Conventions
  • Saving Reports
  • Report Preview
  • Mailing Labels
See all 21 articles

Tools and Settings

  • Person/Household Record Defaults
  • Combine Duplicate Person Information
  • Change Field Names
  • Data Entry Settings
  • View the Person Archive
  • Data Cleanup
See all 7 articles

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