Shepherd's Staff—Membership 201: Viewing & Updating Records

June 11, 2019

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

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Shepherd's Staff—Membership 301: Membership Module Utilities
Shepherd's Staff—Membership 301: Membership Module Utilities

Learn how to use the various utilities in the Membership module to efficiently manage the information in yo...

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Shepherd's Staff—Membership 102: Subgroups & Reports
Shepherd's Staff—Membership 102: Subgroups & Reports

Learn how to organize and view the information you’ve recorded in Shepherd’s Staff. We’ll cover the differe...