Shepherd's Staff—Membership 201: Viewing & Updating Records
Learn how to view and update records in Shepherd’s Staff. We’ll talk about the “I Want To…” window, the dashboard, the menu bar, tree views, and pastoral visit reports. We’ll also cover the different ways to find a person and how to update records. I Want To… Dashboard Menu bar Tree views Finding a person - Grids - Menu bar - Global - Tree Updating records - Activities - Skills - Training - Add new list for mass updates - List manager - Mass update - Multi-add - Reports