1) DBM
A) new S2O file
B) data entry
i) changed all >18 yr olds marital status to unknown

1) VTM
A) finished back log of months of CAG CONNECTs
i) excel chart
ii) entry in shelby
2) DBM
A) data entry
B) had names to combine.doc converted to gSpreadsheet
C) move TDY ppl to MS b/c they do not receive visit dates even if they are marked present in CN
D) submitted Module, Record Status, & Membership Guidelines for ministry team [...]

1) DBM
A) data entry
B) edited custom tabs
i) moved h2o baptism to SFM
ii) added passions test to VTM
iii) renamed Assimilation to Membership
iv) images
a) VTM

b) SFM

C) discussion w/ lead pastor admin asst
i) as part of ACM review
a) move ≥16 yr olds from JCM to ACM
b) mail letter regarding ACM
2) CHM
A) volunteer name list

1) CRM
A) edited Guest List Contact Report
i) sort by follow up team member
ii) page break on first sort field
2) MPM
A) more work on the 01.10.2008 CAG CONNECTs

The Shelby Care and Training Guide
Editor/Publisher Notes -
…this one-of-a-kind, totally authorized handbook spills all of Shelby’s secrets!

Quotes from inside the Book -
Shelby will keep answering for as long as you ask the questions…
And remember, Shelby can only do one thing at a time, so be sure to wait for Shelby to stop before trying another [...]

1) DBM
A) Sunday tasks
B) data entry
i) moved individuals to PS/MS
C) communicated w/ Shelby Support via GoToAssist (positive experience)
i) prospects are assigned a visit date when they are marked present in an organization
ii) but misc names are NOT given a visit date when they are marked present in an organization
2) CRM
A) pew caller list
i) number decreased [...]

To-do
by Ministry
w/ Comments
Standards
Groups
1) Ministry
A) CON??M
B) VOL??M
2) Event
A) CAM??Y
B) ATTENDEE
Dates

Preliminary
Search by last name in Name Filter field
-see if individual already exists in Shelby
-cross reference other people that have same last name and same address – maybe in same family.
If a family member already exists in Shelby, single click on family member’s name
Click New Icon in upper left
Prospects dialog box will appear
‘Is this new person [...]

1) DBM
A) Attendance / Connection
i) attendance
ii) connection
iii) prayer requests – copied