Jordan Bogart
Articles
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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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Registering your Database
Registering your database is required if you plan to use WebTools or upload a backup to CTS for safekeeping. Doing this will also tell you if you have an active or expired support contract. It will...
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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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Add/Edit Routes
When your church decides to start a ministry where they utilize a bus or van to get people to and from church, adding a route record can help you keep track of who all is involved with the route, b...
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Add/Edit Inventory
Adding inventory records is necessary for tracking how items at your church are used in different Rooms and Events. We'll walk through the steps below on how to create inventory records, or edit ex...
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Add/Edit Room
You will need to add Rooms to place your events in. The steps below walk through the process of adding rooms to your database, or editing an existing room. In the Scheduler module, under the Event...
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Change Field Names
Many Fields in Shepherd's Staff can have their names changed to better suit your church. For example, if your church isn't interested in tracking when someone took their first communion, but you ha...
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Saving Reports
Saving Reports allows you to skip a lot of the setup of reports that you run on a regular basis by saving the settings you have designated on specific reports. This can be a big time saver on repor...
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Introduction to Touchpoints
Overview Touchpoints in Shepherd's Staff represent when a church contacts a person in an official capacity. This contact can take many different forms, such as a phone call, an email, a face-to-fac...
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Add Activity
Your church has many different groups that serve your church or your congregation in many different ways. Activities are a type of list that can track who are in these groups, and in what capacity ...