Jordan Bogart
Articles
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Subgroup List
The Subgroup List report provides a listing of all your subgroups, sorted by type (Dynamic, Static, Combined). This listing also includes the Category, Description, Last Used date, and which user u...
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Church Tab
The Church tab contains the person’s church-related information including their membership, important dates, involvement within the church, and even the person’s envelope number. Note: The envelop...
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Selecting Email Recipients
When you are writing an email, you'll need to decide who you will be sending the email to. Shepherd's Staff provides an easy way to pick multiple people or groups of people all at once to send your...
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Add/Edit Confirmation
Adding Confirmations can be accomplished by opening the Confirmations view, clicking the add button at the bottom of the grid, and filling in each piece of information that the next window requires...
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Household Records
The Household record contains several pieces of information about a family, and is a good reference to get an overview of a family. A Household Record contains several tabs, each referencing differ...
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Move a Person to a Different Household
Often, you will need to move people from one household to another, or from one household into their own household. This can happen for a variety of reasons, but in each situation, a person will nee...
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Attendance by Person/Week
It can be helpful to see attendance patterns for individual people in your data to identify trends, and if needed, reach out to people whose attendance may have fallen off through the course of the...
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Transactions
All financial activities for a congregation are called transactions. These fall into three categories. Deposits Any receipt of money that is deposited in the bank is a deposit. To create a deposit,...
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Restore Finance Only
Shepherd’s Staff has the ability to make a copy of only the Finance data. This allows the church’s treasurer to take a backup of the main database and update the finance module at home. The treasur...
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Explore by Weekly Giving
The "Weekly giving" view lets you view the total giving, number of givers or amounts given to a pledge for each week over the number of weeks you select. This can be helpful for seeing week-by-week...