Taylor Brown
Articles
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Does Shepherd's Staff offer Manuals? [FAQ]
Yes, Shepherd's Staff does offer manuals. For your convenience, we have converted all manual-related articles within a module into a printable, interactive PDF format. Plus, the manuals are now ...
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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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How do I request an installation file from support? [FAQ]
All churches with an active support contract can receive updates and installation files of the newest version of Shepherd’s Staff by contacting CTS at support@shepherdsstaff.zendesk.com. To prevent...
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Data Cleanup
The 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 people will be perman...
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How do I print a person record? [FAQ]
To print an individual's record in our new Membership module, Go to the Membership Module. Go to the People Tab. Go to the Individuals section. For the Filter drop down menu, you can select which ...
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How do I print a household record? [FAQ]
To print a household record in our new Membership module, Go to the Membership Module Go to the People Tab Go to the Households section For the Filter drop down menu, you can select which househol...
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What Version and Release of Shepherd’s Staff am I using? [FAQ]
Whenever you call support, you may be asked what version and release are you using. This will be helpful in troubleshooting what the situation might be or to see if the problem you’re having is fix...
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How do I create a report of those who haven’t attended or contributed in a certain amount of time? [FAQ]
The Inactivity view allows you to search for people, based on specific criteria that would make them be considered inactive by your church, and get information on when these people have last contri...
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How do I clean up my list of subgroups? [FAQ]
The Subgroup Cleanup utility will allow you to find subgroups that are either empty or have not been used in over 18 months. This utility is handy for maintaining your subgroup list, and trimming o...
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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 ...