Taylor B
Articles
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How do I change addressee / salutation / label name style fields? FAQ]
You can access and edit mailing information in your household records. To do that, Go into Membership Go to the People Tab Click on the Household section Find the household to edit. Feel free to u...
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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 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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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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What’s the difference between a household and a non-household? [FAQ]
A Non-household is a placeholder for a business, church or other organization that isn’t a family. This distinction allows users to have business contact information in Shepherd’s Staff without hav...
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04.09.2025 Update [9.1.6]
Shepherd's Staff 2025 Version (9.1.6), release 20250409 CONTRIBUTIONS Fixed When importing Shepherd's Staff offering batches, any "other giver contact information" in the original batch was not im...
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What are Household Types? [FAQ]
When looking at the Household grid, you may notice that there is a type column with various descriptions. To elaborate on a few definitions to help clear up any confusion, » A Blended Family is a f...
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04.15.2025 Update [9.1.7]
Shepherd's Staff 2025 Version (9.1.7), release 20250415 CONTRIBUTIONS Fixed If a contributor was deleted and their giving history was assigned to Anonymous (both before and after the update), thos...
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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...
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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...