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Resource Center

Membership 101: Getting Started & Adding People

Mon, Sep 30, 2019 | 10:00–11:30 a.m. CST

Learn the basics of Shepherd’s Staff in this introductory training course. We’ll give you an overview of the software interface and show you how to add and update people and household records.

  • Main screen
  • Member screen
  • Database conventions
    • Grids
    • Data fields
    • Mailing labels and maps
  • Entering data
  • Adding people
  • Adding visitor families
  • Making changes
  • Removing or deleting people

 

Cancellation Policy: Verbal cancellation required at least fifteen days prior to training start date. No refund will be given for cancellation after fifteen-day period.

CTS reserves the right to cancel or change dates.