Jordan Bogart
Articles
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Add Household
To add a Household in Shepherd's Staff, you need to press the Add button on the household grid. The window that appears next will include fields for all suggested information that should be entered...
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First Communion
The First Communion View in the Church Register section of the Membership module is a place where you can enter additional data on a person's First Communion that occurred at your church. This incl...
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Touchpoints Completed
The Touchpoints Completed grid shows all of the touchpoints that your church has completed, with details on who visited a particular person or household, when this contact happened, and how this co...
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Events
Overview Without event records, you cannot enter attendance. If you are using Shepherd’s Staff for the first time, you will need to create at least one event record in order to enter attendance. An...
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Restoring Photos and Attachments
The “Restore Photo” utility is a powerful tool that allows you to restore photos from a previous backup, just like you can do with the database. This utility must be used carefully—if a backup from...
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Reports
There are more than twenty financial reports, each with variations to help analyze every aspect of your church’s finances. Two of the most common reports are the General Ledger and the Statement of...
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The "New" Dashboard
The Dashboard provides a quick look at upcoming life events for the members of your church, upcoming touchpoints or tasks, church events, and holidays. The dashboard also provides a section that wi...
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Explore by Monthly Giving
The "Monthly giving" view lets you view the total giving, number of givers or amounts given to a pledge for each month over the number of years you select. This can be helpful for comparing giving ...
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By Age Group
The By age group view will show you attendance totals broken out by age group, by attendance type or event, over the year you select. This view is helpful in seeing how different age groups attend ...
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Reprint a Reconciliation Report
When running your Bank Account Reconciliation, you typically will want to print a reconciliation report before posting your reconciliation. If you miss this step, Shepherd's Staff does offer a way ...