Jordan Bogart
Articles
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Remove a Person from Membership
Whenever a person moves or passes away, we want to make sure their record is handled properly, so that their data and your reporting stay accurate. In order to properly update a removed person’s re...
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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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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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Sending Emails
After you've set up your email settings and you've made sure that the user you're signed in as has permission to send emails in Shepherd's Staff, you're ready to send out emails. Sending out emails...
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Confirmations
The Confirmations View in the Church Register section of the Membership module is a place where you can enter additional data on Confirmations that occurred at your church. This includes informatio...
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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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Backing up Photos and Attachments
Photo backups are handled by a separate utility from database backups. This is because the photos are not actually stored in the Shepherd’s Staff database. A photo backup will also back up any atta...
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Add Vendors
Any person, company, or organization who receives a check, payment, or other disbursement of funds from your congregation, including employees, is considered a vendor. To add a vendor, do the follo...
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Statements
One reason to use the Contributions module is to provide giving statements at year-end for tax deduction purposes. Shepherd’s Staff offers several options for providing giving statements. The most ...
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Subgroups
A subgroup is simply a list of names retrieved from your records, either by specifying them manually or by using Shepherd’s Staff to locate them using a set of criteria. Subgroups differ from other...