Taylor B
Articles
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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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How do I edit an address? [FAQ]
The software presumes that if a person moves, they will either move their entire household as well or will leave the household to create their own. Therefore, the address is attached strictly to th...
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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 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...