Jordan Bogart
Articles
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Add/Edit Contributor (Envelope)
In order to record offerings for a person, they must first have a contributor record. This article walks you through the process of adding a new contributor or editing an already existing contribut...
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Statistics: Denomination Specific Report: Lutheran - LCMS
The Congregation Annual Report (LCMS) is exclusively used by Lutheran Church—Missouri Synod churches. This report is designed specifically to assist users in filling out the yearly Congregational S...
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Search and Filter
Overview Each data grid in Shepherd’s Staff® has a search box and usually also a filter. The search box and filter can be used to narrow down the large amount of data that can appear in grids. In a...
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Mass update Membership information
At times, you may find it necessary to update the same field on many different people or households at once. While you can go through each record and update the field in question for each and every...
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Touchpoints Tab
The Touchpoints tab shows all planned and completed touchpoints for the household, and each individual in the household, with some basic details including date, category, who made the touchpoint, a...
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Add/Edit Funeral
Adding Funerals can be accomplished by opening the funerals 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 ...
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Follow-up
The Follow-up view allows you to search for people based on specific criteria with the intention of reaching out to those people. This is frequently used for first-time visitors at a church to help...
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Recalculate Beginning Balances
The Recalculate Beginning Balances utility is designed to review the ending balances of each of your Asset, Liability, Equity and Dedicated accounts from your previous fiscal year, and update your ...
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Equity Account View
Equity for non-profits typically represents the church's retained earnings (the amount of money the church has left over after paying all of its costs). Equity accounts can also be used to track f...
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Add Additional Vendor Contacts
With some of your vendors, you may have specific contacts that your church works with. In that case, you may want to keep that person's contact information associated with the vendor. Shepherd's St...