Jordan Bogart
Articles
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Household Addresses Tab
The Household Addresses Tab contains the address information fields, as well as phone numbers for each address a household may be associated with. You can designate the primary address, two alterna...
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Clean-Up Utility
Contributions
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Posting Contribution Batches
Contribution Batches are the fastest way to enter multiple offerings at the same time in Shepherd's Staff, but Contribution Batches themselves are not counted towards your offering totals until the...
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Subgroup Cleanup
The Subgroup Cleanup utility will allow you to find subgroups that are either empty or have not been used in over 18 months. This utility is handy for maintaining your subgroup list, and trimming o...
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Subgroup Security Report
The Subgroup Security report provides a listing of all your subgroups, sorted by type (Dynamic, Static, Combined). This listing also provides information on the needed permission levels to be able ...
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Subgroups by Person
The Subgroups by Person report will let you pick a particular group, subgroup or list, and look at each individual in that list and provide you with each subgroup each person on that list is on. Th...
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Subgroup Definitions
The Subgroup Definitions report will show you a listing of all your Dynamic or Combined subgroups and how those subgroups are built, showing each trait in the case of a Dynamic Subgroup, or each Su...
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Subgroup List
The Subgroup List report provides a listing of all your subgroups, sorted by type (Dynamic, Static, Combined). This listing also includes the Category, Description, Last Used date, and which user u...