Webtools Sync

1. Introduction to Shepherd's Staff
2. Utilities

Overview Keeping your database synced with WebTools is important so your data is kept up to date. The icon on the Shepherd's Staff Central Toolbar allows you to quickly sync WebTools at any time. W...

• Edited May 04, 2022 12:59
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Setting up Texting

1. Introduction to Shepherd's Staff
2. Utilities

Shepherd's Staff can used to send out text messages, but it requires a bit of setup first. The first thing that is required is the ability to send out email from Shepherd's Staff. Once the email se...

• Edited May 04, 2022 12:59
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Favorites

1. Introduction to Shepherd's Staff
2. Conventions

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...

• Edited May 04, 2022 12:59
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Print Preview

1. Introduction to Shepherd's Staff
2. Conventions

Overview Similarly to how each data view can be exported, each view and report can be printed or exported in a variety of different formats. Before a view is printed, though, a preview will display...

• Edited May 04, 2022 12:59
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Repeating Task

1. Introduction to Shepherd's Staff
2. Ministry Task Manager and To-Do List

Templates are an essential part of the Task Manager. A task template is used to create repeating tasks and save all of your settings for later use. There are two types of repeating tasks: a task ba...

• Edited May 04, 2022 12:59
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Action-Based Task

1. Introduction to Shepherd's Staff
2. Ministry Task Manager and To-Do List

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...

• Edited May 04, 2022 12:59
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Syncing with Church360° Unite

1. Introduction to Shepherd's Staff
2. Utilities

The Church360° Unite Utility sends certain Membership information to Church360° Unite, and receives back any changes made by church members via the church’s Church360° Unite website, so that your S...

• Edited May 04, 2022 12:56
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Change Password

1. System Administration
2. Introduction to System Administration

Any user can change his or her password by using the Change your password utility. They can also set a hint for his or her password. Access the Change your password utility by going to the Shepher...

• Edited May 04, 2022 12:56
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Audit Log

1. System Administration
2. Introduction to System Administration

The Audit Log is an internal-activity tracking system. The log tracks who logged in, when they logged in, what modules they went into, and exactly what they did. The Audit Log will track activities...

• Edited May 04, 2022 12:56
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Reset Utility

1. System Administration
2. Utilities

The “Reset window sizes and settings” utility allows you to reset screen sizes, sort orders, and user preferences. This will allow you to return these items back to the system default if you have c...

• Edited May 04, 2022 12:56
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