Jordan Bogart
Articles
-
Customize Field Names
On contributor records, the Contributions module of Shepherd's Staff gives you access to 5 different Giver ID fields. One of those fields is already uniquely named as Vanco, but the other 4 are lab...
-
Envelope reference
The Envelope reference report can provide two different reports. The first of these is the Envelope cross-reference report. This report will show you a listing of all your envelopes that aren't ski...
-
Sum by contributor, year
The Sum by contributor, year view is a view that will show you each contributor, and the total that they contributed in each year. The data grid for this view will show you the envelope number and ...
-
Sum by fund, year, month
The Sum by fund, year, month view is a view that will show you contribution totals broken out by fund, for each year, and then showing you totals for each month within that year. Each year is broke...
-
Sum by fund, year (across)
The Sum by fund, year (across) view shows similar information to the Sum by fund, year view, but instead of each year having its own row, each fund has its own row, and each year has its own column...
-
Sum by fund, year
The Sum by fund, year view is a view that will show you total contributions to each fund for each year. The view will show the year, the fund, the number of contributors you had to that fund during...
-
Mass add pledges
If you have to enter the same pledge for multiple people, the Mass add option is a good way to quickly add this pledge for more than one person at once. To add pledges in mass, access the pledge r...
-
Swap contributions for two envelopes
You may encounter a situation where you had two givers' envelopes transposed, and each giver has been getting credit for the other's offerings. In this case, there may be several offerings that nee...
-
Renumber Giving IDs
Giving IDs connect contributors in Shepherd's Staff with those contributors' accounts in external e-giving platforms. While these giving IDs can be updated in each record individually, Shepherd's S...
-
Top givers
The Top Givers view allows you to see the top "X" number of givers to a particular fund or set of funds. This view can be handy, as your church may want to somehow recognize these contributors, or ...