Jordan Bogart
Articles
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Introduction to Loans
On occasion, the church may find it needs to loan out items to members of the congregation or even other organizations or people within the community. In this situation you can enter this loan into...
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Add/Edit Contact
Contacts will need to be added in the Scheduler module, as they link in to many different types of records. Below, we'll walk through the two different methods you can add in a contact to the Sched...
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Church Directory by Household
The Church Directory by Household report allows you to create a report that shows the people within your congregation, grouped into their households. This report is useful for providing a directory...
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Subgroup Security
Overview The Security tab on the Subgroups window allows you to specify who can make use of any Subgroup on a case-by-case basis. Each Subgroup carries its own security settings and can be adjusted...
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Work/School Tab
As the title suggests, the Work / School tab keeps track of the person’s work and school information. Many of these fields are option fields which means they use drop-down boxes to choose the data....
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Contact Tab
This tab lists the primary ways to get in touch with a family in a household. There are fields that list both the primary and secondary phone numbers for the household, and a household e-mail field...
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Add/Edit Weddings
Adding Weddings can be accomplished by opening the wedding view, clicking the add button at the bottom of the grid, and filling in each piece of information that the next window requires, and you c...
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Deaths
The Deaths view allows you to record deaths that impact entire households, or just individuals within a given household. By using this view, churches can record details of who might be affected by ...
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By Year
Overview The By year category is a reference-only view that displays the yearly data for each type of event. Statistics in this view are generated from the totals that are in the By event view. Any...
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Change Password
Any user can change his or her password by using the Change your password utility. They can also set a hint for his or her password. Access the Change your password utility by going to the Shepher...