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

November 5, 2019

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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 The webinar is being provided for free to introduce the new functionality in Shepherd's Staff 2020.

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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...

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Shepherd's Staff—Membership 101: Getting Started & Adding People

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

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