Jordan Bogart
Articles
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Add Completed Touchpoint
Adding a completed touchpoint takes place on the Touchpoints view. You would add a completed touchpoint any time you have made contact with someone in your congregation in an official capacity and ...
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Touchpoints Completed
The Touchpoints Completed grid shows all of the touchpoints that your church has completed, with details on who visited a particular person or household, when this contact happened, and how this co...
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Add Planned Touchpoint
Adding a planned touchpoint takes place on the Touchpoints view. You would add a planned touchpoint any time you are planning to contact a person or household in your congregation. In the Touchpo...
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Touchpoints Planned
The Touchpoints Planned grid shows all of the touchpoints that your church has planned out in advance, with details on who is going to be visiting a particular person or household, when this contac...
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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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Parents Search
The Parents Search tool allows you to search for children, based on specific criteria, and find out who their parents are and then provides you with ways to contact those children's parents and rep...
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Volunteer Search
The Volunteer Search tool allows you to create positions for various jobs and roles within your church and then based on the criteria that you specify, find people within your database who would be...
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Anniversaries Grid
The Anniversaries grid gives you an overview of all the different types of anniversaries in your database, from Birthdays and Wedding Anniversaries to Baptism and Confirmation Anniversaries. All of...
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Mass update Membership information
At times, you may find it necessary to update the same field on many different people or households at once. While you can go through each record and update the field in question for each and every...
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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 ...