Jordan Bogart
Articles
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Work/School Tab
As the title suggests, the Work / School tab keeps track of the person’s work and school information. Many of these fields are option fields which means they use drop-down boxes to choose the data....
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Person Contact Tab
The Person Contact Tab contains all the different ways you can contact a person. This includes phone numbers and email addresses. The Home Phone fields are inherited from the Household record. The ...
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Household Tree
The Household Tree view is available when looking at any household or individual record. The household tree view shows you each household in your database, and how many people are in that household...
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Touchpoints Tab
The Touchpoints tab shows all planned and completed touchpoints for the household, and each individual in the household, with some basic details including date, category, who made the touchpoint, a...
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Mail Merge
The Mail Merge report exports basic Household, Person, and Contributor information in a format that is readable by other software programs. This file can be saved in the computer or exported to Wor...
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Attendance Comparison
The Attendance Comparison report lets you compare attendance for a weekly, monthly, quarterly, or yearly basis across multiple years. This is a good report to review at year end to get a big pictur...
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Add/Edit First Communion
Adding a First Communion can be accomplished by opening the First Communion view, clicking the add button at the bottom of the grid, and filling in each piece of information that the next window re...
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Add/Edit Ministers/clergy
Adding a person to the Ministers/clergy view can be accomplished by opening the Ministers/clergy view, clicking the add button at the bottom of the grid, and filling in each piece of information th...
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Add/Edit Historical Events
Adding historical events can be accomplished by opening the Historical Events view, clicking the add button at the bottom of the grid, and filling in each piece of information that the next window ...
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Historical Events
The Historical Events view in the Church Register section of Shepherd's Staff is a place for recording the details of an event that was historically significant to your church, such as the dedicati...