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Resource Center

Membership 201: Viewing & Updating Records

Thu, Jun 18, 2020 | 10:00 AM-11:30 AM CT

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 

Price: $25 per seat for supported customers and $30 per seat for non-supported. Quantity discounts are available. A digital training manual and a recording of the webinar are included in the price. Your church will be invoiced once after all webinars are completed.

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.

Register for the Webinar