Jordan Bogart
Articles
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Create a Church
The Create a Church utility allows you to create a new church database. A new database will contain the same Program Settings as the church. It is recommended that you change the name of the church...
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Check for Updates
The “Check for Software Updates” tool checks the Shepherd’s Staff server to determine whether you are using the most recent version of the software. Note: You must be connected to the internet for...
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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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Statement signature image
For our Canadian users of Shepherd's Staff, a signature is required by the Canadian Revenue Agency on contribution statements. Shepherd's Staff provides a way for you to upload a signature image so...
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Do not use nicknames in envelope names
The "Do not use nicknames in envelope" names feature will make sure that only legal names are used when looking at envelope names in the Contributions module. This would include on the Contributors...
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Fix an offering batch posted to the wrong date
Occasionally, you may realize that an offering batch that you've posted was posted to the wrong date. If this happens, Shepherd's Staff offers a way to correct the date on the entire batch. The "Fi...
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Attach offerings to pledges
In order to count towards a pledge, an offering record must be attached to that pledge. This happens automatically when an offering is entered as part of an offering batch and the contributor selec...
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Pledges
A pledge is a record you can enter for a contributor that lets that contributor establish a giving goal to a particular fund over a specific period of time. Pledges help the church in setting budge...
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Customize Field Names
Throughout the Scheduler module, there are fields that you are able to rename to better suit the needs of your church. In the tools section of the Scheduler module, we provide an option to update t...
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Undo an envelope activation
When going into a new year, your church may renumber the envelope numbers your contributors use in advance of the new year. Once you run the "Start using the Next Year envelope" utility, those numb...