Jordan Bogart
Articles
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Membership Dashboard
The Membership Dashboard provides a quick snapshot of your Membership data. This includes information about activity among different groups of people, changes in membership, counts and listings of ...
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I already did my renumbering, but I have new people to add to my list of envelopes. [FAQ]
You can still enter new people onto your envelope list, even after renumbering. To do this, you would add that person or couple to the envelope list in the current year, like you would for any new ...
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Search and Filter
Overview Each data grid in Shepherd’s Staff® has a search box and usually also a filter. The search box and filter can be used to narrow down the large amount of data that can appear in grids. In a...
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Report Preview
Clicking the print button on most screens in Shepherd's Staff will first take you to a preview of what you're going to print out. This is the report preview screen, and this lets you get a look at ...
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Adding to a Family
When a new person joins a family through an event like birth or adoption, there are a few different spots in Shepherd’s Staff that need to be addressed. Add the person (Refer to the “Add a Person”...
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Search and Filter
Overview Each data grid in Shepherd’s Staff® has a search box and usually also a filter. The search box and filter can be used to narrow down the large amount of data that can appear in grids. In a...
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Deaths
The Deaths view allows you to record deaths that impact entire households, or just individuals within a given household. By using this view, churches can record details of who might be affected by ...
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The Lists Grid
Lists inside of Shepherd's Staff represent many different ideas, from the activities in the church one is associated with to the Sunday School Grade one is a part of. The Lists grid organizes all t...
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Add/Edit Fund
In order to record offerings, you'll first need to have contribution funds to record those offerings to. The article below walks you through how to add and edit fund records. Add Fund To access th...
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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...