Jordan Bogart
Articles
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Add Person
There are two different ways to add person records: » Go to the Individuals Grid and click the Add button » When you are first creating a household add in each person you want to include in the hou...
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Person Records
The Person record contains several pieces of information about an individual, and is a good reference to get an overview of a person. A Person Record contains several tabs, each referencing differe...
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The People Grid
The People Grid looks very similar to the Household Grid but keep in mind that the Household Grid contains only Household records. The People Grid on the other hand actually contains all Person rec...
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Search and Filter
Overview Each data grid in Shepherd’s Staff® has a search box and usually also a filter. The search box and filter can be used to narrow down the large amount of data that can appear in grids. In a...
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Membership Dashboard
The Membership Dashboard provides a quick snapshot of your Membership data. This includes information about activity among different groups of people, changes in membership, counts and listings of ...
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Introduction to Membership Module
The Membership module allows you to store a variety of information about the members of your church. Common tasks include adding households and members, editing contact and demographic information,...
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Setting up Email
Sending emails in Shepherd's Staff requires that you have an email client outside of Shepherd's Staff that you would like to use to send your emails. Examples of this are Outlook, Yahoo or Zoho. Sh...
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Deceased spouses are still showing up on my contribution statements [FAQ]
When a person on a joint envelope passes away, they are not automatically removed from their envelope. This gives you the opportunity to print a final contribution statement with both people on it....
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I recalculated my pledges, but some of my offerings still aren't attached to my pledges [FAQ]
The Recalculate Pledges Utility only attaches offerings to pledges if the pledge ends within the current year. In the case of multi-year pledges, if you aren't in the year that pledge ends, then th...
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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...