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Jordan Bogart

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Recent activity by Jordan Bogart
  • Events, Rooms, and Inventory

    With Scheduler, you can prevent conflicts with rooms and resources and improve communication in your congregation. Use Scheduler to prevent conflicts of room and resource usage; schedule recurrent...

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  • Vanco Import

    Warning As of November 13, 2018, the Vanco importer will no longer work with Shepherd's Staff versions 8.6 and older. This is because of a security update that Vanco implemented.   Overview The V...

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  • Running the Finance Year-End Utility

    The finance module is unique in that it is the only module in Shepherd's Staff that has a year-end utility. The year-end utility in the finance module is one of the last things you'll run for your ...

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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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  • Household Other Tab

    The Household Other Tab is a place to put in information for custom fields. You can customize the names of these fields in "Customize field names section" of the Tools/Settings section of the Membe...

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  • People Tab

    This tab in a household record lists the people who are members of the currently selected household. This tab contains information on each person's household position, as well as membership status ...

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  • Household Tree

    The Household Tree view is available when looking at any household or individual record. The household tree view shows you each household in your database, and how many people are in that household...

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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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  • 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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  • 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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