Jordan Bogart
Articles
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Editing a Posted Batch
When a batch is posted, it creates offering records, but the batch itself is no longer something that you can edit as a batch anymore (except for the date of the batch itself, which can be edited b...
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Moving Shepherd's Staff to a new computer [FAQ]
You may come to a point that you need to get Shepherd's Staff moved over to a new computer. If so, there are steps that you should follow in order to ensure that you can access Shepherd's Staff fro...
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Remove a Person from Membership
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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How do I give a new Member an Envelope? [FAQ]
When you add a new person in the Membership module, whether they are a member or not, if this person will be contributing to your church on a regular basis, you will need to give them an envelope n...
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Why do my Vanco offerings say "Invalid Fund" or "Invalid Envelope"? [FAQ]
When using the Vanco import utility, there are a few nuances you need to be aware of so Shepherd's Staff can make the connection between offerings given in your church's Vanco account and the contr...
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Start using the Next Year envelopes
This is the second half of the Envelope Renumbering process, which takes place after the beginning of your new year. If you have not renumbered your envelopes yet, please check out the "Renumber Ne...
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Introduction to Touchpoints
Overview Touchpoints in Shepherd's Staff represent when a church contacts a person in an official capacity. This contact can take many different forms, such as a phone call, an email, a face-to-fac...
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Sending Emails
After you've set up your email settings and you've made sure that the user you're signed in as has permission to send emails in Shepherd's Staff, you're ready to send out emails. Sending out emails...
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Add Household
To add a Household in Shepherd's Staff, you need to press the Add button on the household grid. The window that appears next will include fields for all suggested information that should be entered...
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Fix an offering batch posted to the wrong date
Occasionally, you may realize that an offering batch that you've posted was posted to the wrong date. If this happens, Shepherd's Staff offers a way to correct the date on the entire batch. The "Fi...