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Resource Center

Membership 201: Viewing & Updating Records

Tue, Oct 1, 2019 | 1:00–2:30 p.m. CST

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 
  • Pastoral visits report

 

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.