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Jordan Bogart

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Latest activity by Jordan Bogart
  • Jordan Bogart created an article,

    Dynamic Subgroups

    Overview Dynamic Subgroups are based on a set of criteria for fields within your database. Because Dynamic Subgroups use data in Shepherd’s Staff, the people in the list can change as the data chan...

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  • Jordan Bogart created an article,

    Introduction to Subgroups

    Overview A Subgroup is a specific list of people that is generated by the user or assembled by common traits. Subgroups are very useful as filters for printing reports and generating statistics whe...

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  • Jordan Bogart created an article,

    Combine Duplicate Person Information

    The Combine Person utility takes the records of two people and combines them. This utility combines attendance for the two people but does not combine their contribution information. » Note: If the...

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  • Jordan Bogart created an article,

    Deleting a person

    The deletion process is very simple if a person has no Attendance or Offering records. However, if a person does have at least one Attendance or Offering record that person cannot be deleted. If a ...

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  • Jordan Bogart created an article,

    Remove a person from a family

    Whenever a person moves or passes away, we want to make sure their record is handled properly, so that their data and your reporting stay accurate. In order to properly update a removed person’s re...

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  • Jordan Bogart created an article,

    Mailing Information Tab

    The Mailing Information Tab of a household record contains fields that designate how a household is addressed when it comes to form letters and mailing labels. You can also designate if a household...

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  • Jordan Bogart created an article,

    Adding to a Family

    When a new person joins a family through an event like birth or adoption, there are a few different spots in Shepherd’s Staff that need to be addressed. Add the person (Refer to the “Add a Person”...

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  • Jordan Bogart created an article,

    Managing a Divorce

    In order to manage a divorce in your database, you will need to know the answers to the following questions: » Is one of the parties staying at their current residence? If so, then that party’s Per...

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  • Jordan Bogart created an article,

    Handling Marriages

    Whenever a couple gets married, there are a few housekeeping items that need to take place. Namely, moving them into the same household and updating any names or other data that need to be changed....

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  • Jordan Bogart created an article,

    Move a Person to a Different Household Utility

    Often, you will need to move people from one household to another, or from one household into their own household. This can happen for a variety of reasons, but in each situation, a person will nee...

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