
Taylor B
Articles
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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...
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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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How do I use the Google Mapping function? [FAQ]
In the event you need directions to a household for ministry or other purposes, you can click the Globe icon on the far right of the household window in the Addresses section. This will pull up the...
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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...
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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...
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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 ...
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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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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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What data is synchronized between Shepherd’s Staff and Unite? [FAQ]
Churches can create logins on their Unite site that allow members to log in and make changes to the online directory. Then this can be synced with your Shepherd’s Staff software to keep your databa...