Jordan Bogart
Articles
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Combine Duplicate Person Information
The Combine Person utility takes the records of two people and combines them. This utility combines attendance for the two people but does not combine their contribution information. » Note: If eit...
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Person Contact Tab
The Person Contact Tab contains all the different ways you can contact a person. This includes phone numbers and email addresses. The Home Phone fields are inherited from the Household record. The ...
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Household Information Tab
The Household Information Tab of a household record contains fields that Name and describe the household, such as setting the Person Assigned and Ministry Group for that household. You can also des...
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Mail Merge
The Mail Merge report exports basic Household, Person, and Contributor information in a format that is readable by other software programs. This file can be saved in the computer or exported to Wor...
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Add/Edit First Communion
Adding a First Communion can be accomplished by opening the First Communion view, clicking the add button at the bottom of the grid, and filling in each piece of information that the next window re...
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Add Sunday School/School Grade
Sunday School and School Grades are similar concepts in Shepherd's Staff. A person's Sunday School grade refers to the Sunday School class a person is in at your church. A school grade refers to gr...
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By Date
Overview The By date view lists all the event records by date and displays the attendance total for each event. If you want to enter just a head count for an event, this is the place to do it. This...
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Audit Log
The Audit Log is an internal-activity tracking system. The log tracks who logged in, when they logged in, what modules they went into, and exactly what they did. The Audit Log will track activities...
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Other Givers
The Other Givers Report is a report that will show you all giving records entered under the (other giver) record over the period you pick. This record is used for any giver who may only be giving o...