Jordan Bogart
Articles
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Attendance by Event and Year
Seeing your Attendance by Event over the course of a year, can be a helpful thing to see at year end, as this can let you see what events are attracting visitors and what your highest attended even...
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Touchpoints Tab
The Touchpoints tab shows all planned and completed touchpoints for the household, and each individual in the household, with some basic details including date, category, who made the touchpoint, a...
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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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Customizing Scheduler
Overview Each module can be customized in minor ways in Shepherd’s Staff®. Many customizations are done automatically, and all are saved so they appear the same way every time you open the module. ...
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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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I activated my envelopes too early. What can I do? [FAQ]
If you ran the utility to activate the new envelope numbers before you had entered all of your previous year's offerings, you can either restore the backup you made before you ran the "Start Using ...
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Vehicles Report
The Vehicles report provides a listing of all the vehicles your church owns, or a blank maintenance form to record the details of maintenance performed on a vehicle. Both of these reports are usefu...
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Cleanup
Over time, your church may decide that you would like to delete events that have already happened from your Scheduler module. If this is the case, the Scheduler module has a cleanup tool built in t...
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Custom Holidays
The Custom Holidays tool allows you to create special holidays that are relevant to your church, such as noting a church's 100th year anniversary or a yearly church picnic. You have the option of m...
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Route Details Report
The Route Details report is an important report to run if you utilize the Routes feature of Shepherd's Staff. This report allows you to generate route checklists, a listing of all the contacts and ...