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Brad Egberts

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Articles

Recent activity by Brad Egberts
  • Introduction to Subgroups [Legacy]

    Overview A Subgroup is a specific list of people that is generated by the user or assembled by common traits. Subgroups are very useful as filters for printing reports and generating statistics whe...

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  • Dynamic Subgroups [Legacy]

    Overview Dynamic Subgroups are based on a set of criteria for fields within your database. Because Dynamic Subgroups use data in Shepherd’s Staff, the people in the list can change as the data chan...

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  • Static Subgroups [Legacy]

    Overview Static Subgroups are lists of people that the user creates manually. A Static Subgroup should be used when a list of names is needed for which no data is common in Shepherd’s Staff. For ex...

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  • Combined Subgroups [Legacy]

    Overview Combined Subgroups are the product of two or more Dynamic and/or Static Subgroups added or subtracted together. These Subgroups are usually the right choice for the following: » Subtractiv...

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  • Subgroups Security [Legacy]

    Overview The Security tab on the Subgroups window allows you to specify who can make use of any Subgroup on a case-by-case basis. Each Subgroup carries its own security settings and can be adjusted...

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  • Accessing WebTools [Legacy]

    Overview Every Shepherd's Staff® customer who has an active support contract has the option of accessing their own secure WebTools site. The data kept in WebTools is safe, and only those individual...

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  • Entering Attendance [Legacy]

    Overview Entering attendance in WebTools is easy and simple. It allows you—or volunteers—to enter attendance from home if you do not have the ability to enter it from the church office. The attenda...

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  • Edit a Batch in Webtools [Legacy]

    Overview You can edit an attendance batch in WebTools any time before it has been imported into Shepherd’s Staff®. After it has been imported, the batch will need to be edited in Shepherd’s Staff. ...

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  • Importing Batches from WebTools [Legacy]

    Overview After you have completed an attendance batch in WebTools, the batch is ready to be imported into Shepherd’s Staff. The first step to making the import happen is to change the batch’s statu...

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  • Using the Clean-up Utility [Legacy]

    This Clean-up Utility is used to permanently remove person records from your database. After doing this, ALL the past membership, attendance, and contribution records for these persons will be perm...

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    • 1 vote