Taylor Brown
Articles
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Connecting Funds in Contributions to Accounts in Finance
One feature offered in Shepherd's Staff is the ability to convert offering batches from the Contributions module into deposit transactions in the Finance module. For these deposits to happen, you'l...
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Anatomy of a Household Record [Tech Specs]
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 wha...
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Does the new version of Shepherd's Staff print rotary cards? [FAQ]
Rotary card or Rolodex printing has been omitted from the newest versions of Shepherd's Staff due to a lack of reported use and the age of the technology.Instead, we have focused on adding more cap...
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Upgrade Path
In order to keep your Shepherd's Staff software up-to-date, you will need to install updates periodically. We release new versions of the software at least once a year and release service packs sev...
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How do I manage drop-down lists in Membership? [FAQ]
In our new Membership module, add and removing options in a drop down list is made to be very straightforward.In an individual or household record, click inside the field of the drop down list you ...
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My window is too zoomed in! How do I reset window sizes and settings to their defaults? [FAQ]
Note: If specific parts of your records are being cut off or missing, you may be having a display issue. Steps for this problem can be found here. If the windows within the modules are too zoomed...
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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...
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Anatomy of a Person Record [Tech Specs]
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 th...
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How do I generate a list of subgroups that one person is a part of? [FAQ]
Open the Membership or Attendance window and click on the Subgroups icon on the Central Toolbar. Click on the Reports/Tools in the Subgroup window. The default report is Subgroups by Person. In ...