Taylor Brown
Articles
-
Shepherd's Staff Year-End Document
Welcome and thank you for reading the Shepherd’s Staff Year-End Document! CTS has created this document as a checklist to help you keep up with any possible tasks or reports you may need to complet...
-
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 ...
-
Does Shepherd's Staff offer a Membership Manual? [FAQ]
Even the most seasoned Shepherd's Staff user needs a reference tool, and we are happy to offer these pdfs of our help center articles for download. This manual provides a general overview of the M...
-
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...
-
Does Shepherd's Staff offer a Contributions Manual? [FAQ]
Even the most seasoned Shepherd's Staff user needs a reference tool, and we are happy to offer these pdfs of our help center articles for download. This manual provides a general overview of the n...
-
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 ...
-
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 move a person to a new household? [FAQ]
If someone is moving to a new household, whether it’s a child moving out of their parent’s house or someone moving after marrying, it’s a simple process to reflect this in Shepherd’s Staff. There a...
-
Does Shepherd's Staff offer a Finance Manual? [FAQ]
Even the most seasoned Shepherd's Staff user needs a reference tool, and we are happy to offer these pdfs of our help center articles for download. This manual provides a general overview of the F...
-
How do I fix an offering after it's been posted? [FAQ]
After a batch has been posted, each offering is distributed to their respective member record. Therefore, any editing of offerings will need to be changed individually. To edit an individual offeri...