Jordan Bogart
Articles
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Action-Based Task
There are times when repeating a task based on a schedule will just not work. This is where action-based tasks come into play. These tasks generate automatically when a user makes a change in Sheph...
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Favorites
Overview The favorites panel allows you to save the actions, views and reports you use most frequently in Shepherd's Staff. This window can be displayed or hidden by clicking the star icon on the r...
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Consistent Data Entry
The power of Shepherd’s Staff comes not only from its ability to keep and track data but also from the ability to find and report data. In order to get the most out of these abilities, it is impera...
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Exporting a View
Since all data views contain rows and columns, all views can be exported as an Excel document that can be opened in any spreadsheet application. By default, Shepherd’s Staff® will attempt to open t...
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Registering your Database
Registering your database is required if you plan to use WebTools or upload a backup to CTS for safekeeping. Doing this will also tell you if you have an active or expired support contract. It will...
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Add/Edit Route Summaries
Each time a route is run, a new route summary record should be created to track the details of that day's running of the route. We will walk through how to add a route summary below, and also how t...
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Add/Edit Routes
When your church decides to start a ministry where they utilize a bus or van to get people to and from church, adding a route record can help you keep track of who all is involved with the route, b...
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Add/Edit Loans
Whenever an item from your church's inventory is loaned out, a loan record should be created to keep track of who and where that item is located. Below, we'll walk through adding and editing loan r...
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Add/Edit Keys
You will need to add Key records for your church to keep track of who has which keys, and what rooms these keys go with. We will walk through the process of adding key records below, or editing an...
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Change Field Names
Many Fields in Shepherd's Staff can have their names changed to better suit your church. For example, if your church isn't interested in tracking when someone took their first communion, but you ha...