Jordan Bogart
Articles
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Do not use nicknames in envelope names
The "Do not use nicknames in envelope" names feature will make sure that only legal names are used when looking at envelope names in the Contributions module. This would include on the Contributors...
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Contributions Dashboard
The Contributions Dashboard provides a quick snapshot of your Contributions data. This includes information about the number of contributors you have in different categories, and information on Wee...
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Recreating a Batch Report
If you need to print a Batch report from a posted Batch, you can do that directly in the batches window. The batches window has a filter to show you only your posted batches, so you can use this to...
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Deaths
When the death of a contributor happens, the criteria that affects the process going forward depends on whether or not there is a surviving spouse. If there is a surviving spouse, we will want to s...
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Customize Field Names
On contributor records, the Contributions module of Shepherd's Staff gives you access to 5 different Giver ID fields. One of those fields is already uniquely named as Vanco, but the other 4 are lab...
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Pledge mail merge
The Pledge mail merge report is used to help you prepare letters to send out to your congregation that contains information about the pledges that they've made. This report will produce an export t...
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Giving by month/year
The Giving by month/year report is useful for making comparisons between months, between years, and between funds in those time periods. This report will let you select a group of people, a date ra...
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Envelope box export
The Envelope box export report is used if you order your envelopes from printing companies. This report can produce an excel or CSV file that you can then provide to your printing company to print ...
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Envelope box labels
The Envelope box labels report will generate labels that will list either the current or upcoming envelope number for each contributor. This report is especially useful when distributing your envel...
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Repeat Expired Pledges
The Repeat Expired Pledges feature is the new version of the Renew Pledges utility from previous versions of Shepherd's Staff. This utility will find any pledges to funds that have renewable pledge...