Jordan Bogart
Articles
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Church Statistics
The Church Statistics Report provides you with geographic and demographic information about your congregation. When preparing your Church Statistics reports, you first must define what a member of...
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Household Addresses Tab
The Household Addresses Tab contains the address information fields, as well as phone numbers for each address a household may be associated with. You can designate the primary address, two alterna...
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Payments
The Payments window is where you can view, add, edit, copy and delete any payments in the finance module of Shepherd's Staff. There are filters in this view to control which Book and bank account y...
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How do I delete an account with a balance that I no longer use? [FAQ]
Shepherd's Staff prevents the deletion of accounts with transactions in any fiscal year and the deletion of accounts with balances. The reason Shepherd's Staff does this is because deleting an acco...
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Personal Information Tab
The Personal Information Tab contains basic information about an individual, such as their name, what household they belong to, birth and death date, marital status and wedding date, as well as oth...
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The People Grid
The People Grid looks very similar to the Household Grid but keep in mind that the Household Grid contains only Household records. The People Grid on the other hand actually contains all Person rec...
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Households and People
The Membership Module is based around two different types of records: Households and People. It is important to understand the differences between them and how they relate to each other. » A Househ...
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Church Directory by Household
The Church Directory by Household report allows you to create a report that shows the people within your congregation, grouped into their households. This report is useful for providing a directory...
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Person Addresses Tab
The Person Addresses Tab shows the address that the person currently resides at. There are three address options that will appear in this window, Home Address, Person Away 1, and Person Away 2. The...
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Add/Edit Contributor (Envelope)
In order to record offerings for a person, they must first have a contributor record. This article walks you through the process of adding a new contributor or editing an already existing contribut...