Taylor-B
Articles
-
How can I add multiple people to an activity list? [FAQ]
When adding to an activity list, it's nice to be able to add multiple people one after another. In the People Tab, click on Lists Click the Add button at the bottom of the grid and select which l...
-
How do I print a birthday and/or anniversary list? [FAQ]
To show a list of birthdays or anniversaries in our new Membership module, Go to the Membership Module Go to the People Tab Go to the Anniversaries section For the Filter drop down menu, select th...
-
How do I change mailing label salutations for a household? [FAQ]
To change an addressee name, Go into Membership Go to the People Tab Click on the Household section Find your household to edit. Feel free to use search filters. Click Edit or double click the rec...
-
How do I navigate the Household Tree? [FAQ]
To the left of an opened household record, you will be able to see an alphabetical list of all of the households you have in Shepherd’s Staff. The number in parenthesis tells you how many people ar...
-
How do I change a phone number? [FAQ]
If you need to change an individual's phone number, Go into the individual’s personal record Go to the Contact tab The individual’s home, work and cell phones can easily be changed here. Note: If...