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Forms Manager NEW Partial Payments, Handling Your Group
Promotions, New Worship Planning Software, Webinar Recordings & more!
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We hope that you enjoy reading our newsletter each month
as we keep you "in the know" regarding our platforms and
services. The August edition includes some tips that we hope help you
grow your ministry and minister to your congregation.
In this month's newsletter we’ll
cover:
- Keeping your Database Clean
- Handling Duplicate Records
- Forms Manager Now Supports
Partial Payments
- Getting the most out of our
New Worship Planning software
- The New Individual
Attendance Report in ShelbyNext Membership
- How to Handle Group
Promotions
- Protecting your Employees'
Integrity with Accountability Policies
- Quarterly State of Shelby
Webinar Recording
- Update on MPower20
We are here to serve you as you serve in your ministry.
Have a blessed day and enjoy the newsletter!
Steve Pruitt
steve.pruitt@shelbyinc.com
General Manager, Shelby Systems
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Database
Cleanup – Duplicate Records
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A
quick google search on 'cleaning your church database' will produce many
results, from spring cleaning checklists to help articles. Since
maintaining a clean and concise database is so important, we thought
ShelbyNews would be a great avenue for presenting tips for keeping your
database clean. After all, your church database is only as good as the
information you put into it.
This
issue will help you address duplicate records.
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Forms Manager Now Supports Partial Payments
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Ever
wished you or your members could set a total amount for a gift or
registration, then make payments in ShelbyNext Giving? Well, now you can
with our new feature, Partial Payments.
By
enabling Partial Payments on a registration or giving form, you provide
the option for the person to pay in installments.
Partial
Payments allows you to:
- Set a
minimum due at time of submission
- Choose
to allow scheduled/automatic payments
- Track
payments towards totals
- And
more!
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Getting the
Most Out of Your
Church Planning Software
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Our team shared some ways to help you get the most out of
our new Worship Planning Solution that is included with your ShelbyNext
Membership subscription at no additional charge. The replay is now
available to watch again and share with the rest of your team!
Also,
if you're not in charge of worship at your church, please send this to
the staff member who is!
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If you
haven't already, be sure to activate your free Worship Planning Deluxe
account to connect your accounts and synchronize your efforts to manage
and plan your church services and events.
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Individual Attendance Report
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This
is an anticipated report that allows the user to see attendance patterns
over a time frame the user can control.
This
can show attendance patterns for any activity on each of the weeks chosen
in the time frame. The list can also be filtered by group, by campus, or
other factors. It also exports nicely as a CSV file that can open in
Excel.
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How to Handle Group Promotions
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Well, it is that time again to promote your classes up to a new grade as you
begin a new year. This is a somewhat simple process. The key is to always
promote from the highest grade level descending as you go, so that you
empty out the new class before adding new folks to it. For details and a
step-by-step walkthrough, click the link below.
ShelbyNext
Membership:
How to Handle Class Promotions or Graduation
Arena:
Promoting from Bulk Update
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Protecting Your Employees' Integrity
by Adding Accountability Policies
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Brotherhood Mutual has been tracking the rising trend of
embezzlement within churches for a few years. Their latest report states
that church fraud reached an estimated $68 million during the first six
months of 2019. Compare that with the total missions expenditures, which
was running about $60 billion for the same period. However, the trending
church fraud amount only includes reported cases. Most church
embezzlements go unreported.
Your church's policies, or better said lack of policies,
might tempt employees to steal from the church's funds.
We believe that all churches should establish and set an
environment where employees' integrity is protected. So, here are a few
suggestions to get you thinking about adopting integrity protecting
policies.
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Quarterly State of Shelby Webinar Recording
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Last
week our leadership team shared what's new, what we are working on now,
and where we are headed next with Shelby Systems during our Q3 State
of Shelby Webinar.
If you missed
the webinar, or if you would just like to re-watch or share with someone
you think might be interested, click below to access the full webinar
recording!
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Also, click below to find additional helpful links from
the webinar!
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Due to the
recent events related to the Coronavirus, MPower20 has been
tentatively re-scheduled for October 13-14 as a virtual event. Be on the
lookout for additional registration and event information in the next few
weeks!
Visit: mpowerconference.com
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Do you know
someone that would benefit from ShelbyNews? Forward this email and tell
them to click here to subscribe.
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