Jordan Bogart
Articles
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Add/Edit Event
The events view is where you can add events to the Scheduler module. We will walk through, step-by-step how to add a single event to your Events view, or edit an existing event On the Events view,...
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Change a Repeated Event
If you find at some point you need to change a repeated event, you can do so. If you just need to change a single event due to a rescheduling or cancellation, you can do that just by selecting the ...
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Add Ministry Group
Your church may have different groups that households or individuals are assigned to that meet outside of the normal Sunday services. Shepherd's Staff defines these groups as Ministry Groups, and i...
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Mailing Information Tab
The Mailing Information Tab of a household record contains fields that designate how a household is addressed when it comes to form letters and mailing labels. You can also designate if a household...
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Church Tab
The Church tab contains the person’s church-related information including their membership, important dates, involvement within the church, and even the person’s envelope number. Note: The envelop...
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Inactivity
The Inactivity view allows you to search for people, based on specific criteria that would make them be considered inactive by your church, and get information on when these people have last contri...
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Touchpoints Completed
The Touchpoints Completed grid shows all of the touchpoints that your church has completed, with details on who visited a particular person or household, when this contact happened, and how this co...
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Non-Households Grid
The Non-Households grid displays all records that have been added into your system that have been designated as non-households. A non-household is designated as a group, organization or another chu...
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Restoring a Backup
“Restore” is a powerful tool that allows you to restore the data from a previous backup. This utility must be used carefully—if a backup from two years ago is restored, then all the data keyed in a...
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Change Password
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...