Servant Keeper 6 Help Guide

Transcription

Servant Keeper 6 Help Guide
i
Administration Manager
What’s New ....................................................................................................................................................................................................................... 1
Terms and Conventions .................................................................................................................................................................................................... 1
Administration Manager..................................................................................................................................................................................................... 1
Restoring Your Database .................................................................................................................................................................................................. 3
Church Information.......................................................................................................................................................................................................... 15
Optimizing the Database ................................................................................................................................................................................................. 17
Deleting Users................................................................................................................................................................................................................. 19
Resetting User Passwords .............................................................................................................................................................................................. 21
Changing Area Codes ..................................................................................................................................................................................................... 23
Grade School Promotion ................................................................................................................................................................................................. 25
Picture Manager .............................................................................................................................................................................................................. 27
Membership Manager
Introduction to Membership Manager .............................................................................................................................................................................. 31
Menu Bar......................................................................................................................................................................................................................... 33
Tool Bar .......................................................................................................................................................................................................................... 37
Button Bar ....................................................................................................................................................................................................................... 39
Main List.......................................................................................................................................................................................................................... 41
Profiles in Membership Manager ..................................................................................................................................................................................... 43
Individual Profile .............................................................................................................................................................................................................. 45
Individual Profile Tab ....................................................................................................................................................................................................... 47
Attributes Tab.................................................................................................................................................................................................................. 49
Notes Tab........................................................................................................................................................................................................................ 51
Important Events Tab ...................................................................................................................................................................................................... 53
Alt Addr/Phone Tab ......................................................................................................................................................................................................... 55
More Info Tab.................................................................................................................................................................................................................. 57
Overview Tab .................................................................................................................................................................................................................. 59
Family Profile .................................................................................................................................................................................................................. 61
Family Profile Tab ........................................................................................................................................................................................................... 63
Family Notes ................................................................................................................................................................................................................... 65
More Information ............................................................................................................................................................................................................. 67
Find ................................................................................................................................................................................................................................. 69
Name/Env# Search ......................................................................................................................................................................................................... 71
Searching by other fields ................................................................................................................................................................................................. 73
Groups Keeper ................................................................................................................................................................................................................ 75
Groups Keeper Buttons ................................................................................................................................................................................................... 77
Adding a Group ............................................................................................................................................................................................................... 79
Display Group Buttons..................................................................................................................................................................................................... 81
Report Manager .............................................................................................................................................................................................................. 83
Scheduling Appointments ................................................................................................................................................................................................ 85
Scheduled Tab Buttons ................................................................................................................................................................................................... 87
Adding a new scheduled appointment ............................................................................................................................................................................. 89
Completing a scheduled appointment.............................................................................................................................................................................. 91
Attendance Tracking........................................................................................................................................................................................................ 93
Attendance Tracking Icons .............................................................................................................................................................................................. 95
Taking attendance........................................................................................................................................................................................................... 97
Taking Family Worship Attendance ................................................................................................................................................................................. 99
Taking Individual Attendance......................................................................................................................................................................................... 103
Add Visitor..................................................................................................................................................................................................................... 105
Rosters.......................................................................................................................................................................................................................... 107
Edit Attendance Dates................................................................................................................................................................................................... 109
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Edit Profile Tab Labels .................................................................................................................................................................................................. 111
Edit Field Lists............................................................................................................................................................................................................... 113
Zip Code Maintenance .................................................................................................................................................................................................. 115
Change Password ......................................................................................................................................................................................................... 117
System Preferences ...................................................................................................................................................................................................... 119
Defaults Tab.................................................................................................................................................................................................................. 121
Attendance Tab ............................................................................................................................................................................................................. 123
Miscellaneous Tab ........................................................................................................................................................................................................ 125
Change Relationship ..................................................................................................................................................................................................... 127
Edit Individual................................................................................................................................................................................................................ 129
Move to New Family...................................................................................................................................................................................................... 131
Creating an Organization............................................................................................................................................................................................... 133
Servant Keeper Writer
Using SK Writer............................................................................................................................................................................................................. 137
Page Setup ................................................................................................................................................................................................................... 139
Creating SK Writer Documents...................................................................................................................................................................................... 141
Inserting A Data Field .................................................................................................................................................................................................... 143
Inserting Symbols.......................................................................................................................................................................................................... 145
Inserting Page Breaks ................................................................................................................................................................................................... 147
End of Document Merge Breaks.................................................................................................................................................................................... 149
Inserting Pictures........................................................................................................................................................................................................... 151
Insert Date, Time, Page Numbers, Page Count, Headers and Footers .......................................................................................................................... 153
Toolbar in SK Writer ...................................................................................................................................................................................................... 155
Spell Checking and Using the Thesaurus ...................................................................................................................................................................... 157
Formatting Documents .................................................................................................................................................................................................. 159
Merging Documents ...................................................................................................................................................................................................... 163
Contribution Manager
What's New ................................................................................................................................................................................................................... 165
Getting Started .............................................................................................................................................................................................................. 167
Contribution Manager Toolbar ....................................................................................................................................................................................... 169
System Preferences ...................................................................................................................................................................................................... 171
Entry Tab....................................................................................................................................................................................................................... 172
Posting Tab. .................................................................................................................................................................................................................. 173
Miscellaneous Tab ........................................................................................................................................................................................................ 174
Working With Accounts ................................................................................................................................................................................................. 175
Account Types............................................................................................................................................................................................................... 175
Account Setup............................................................................................................................................................................................................... 176
Accounting Program Link............................................................................................................................................................................................... 178
Pledge Accounts ........................................................................................................................................................................................................... 180
Deactivating Accounts ................................................................................................................................................................................................... 182
Merging Accounts.......................................................................................................................................................................................................... 183
Contribution Entry.......................................................................................................................................................................................................... 189
Searching ...................................................................................................................................................................................................................... 192
Credit Card Entry........................................................................................................................................................................................................... 193
Split Transaction............................................................................................................................................................................................................ 195
Currency Calculator....................................................................................................................................................................................................... 196
Bank Deposit Verification............................................................................................................................................................................................... 197
Posting Contributions (Single Batch). ............................................................................................................................................................................ 198
Posting Contributions (Multiple Batches) ....................................................................................................................................................................... 200
Posting Data to Accounting Programs ........................................................................................................................................................................... 202
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Microsoft Calculator....................................................................................................................................................................................................... 203
Contribution Entry Log................................................................................................................................................................................................... 204
Account Summary . ....................................................................................................................................................................................................... 205
Contribution Listing........................................................................................................................................................................................................ 207
Showing Deleted Individual/Family Contribution records................................................................................................................................................ 209
Select and Reset Fields in Listings ................................................................................................................................................................................ 210
Merge Summary Statement with SK Writer Documents ................................................................................................................................................. 211
Exporting Contributions ................................................................................................................................................................................................. 212
Edit Batch Date/Comments ........................................................................................................................................................................................... 213
Multiple Batch Manager ................................................................................................................................................................................................. 214
Make Adjustments to Posted Entries ............................................................................................................................................................................. 215
Change Posted Batch Date ........................................................................................................................................................................................... 217
Move Posted Contributions............................................................................................................................................................................................ 219
Delete Posted Contributions .......................................................................................................................................................................................... 222
Cash Calculator............................................................................................................................................................................................................. 223
Cash Verification ........................................................................................................................................................................................................... 225
Windows Calculator....................................................................................................................................................................................................... 226
SK Check Scanner Profile Setup ................................................................................................................................................................................... 228
Credit Card Profile Setup............................................................................................................................................................................................... 229
Clear Current Batch....................................................................................................................................................................................................... 230
Pledges ......................................................................................................................................................................................................................... 231
Pledge Tracking ............................................................................................................................................................................................................ 231
[Add Pledge Account] .................................................................................................................................................................................................... 232
[View Account Chart] ..................................................................................................................................................................................................... 233
Individual Pledges ......................................................................................................................................................................................................... 234
Family Pledge Information ............................................................................................................................................................................................. 236
Pledge Listing................................................................................................................................................................................................................ 237
Adding Pledges ............................................................................................................................................................................................................. 240
Support and Contact Information ................................................................................................................................................................................... 247
Index ............................................................................................................................................................................................................................. 249
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What’s New
The Administration Manager is the module of Servant Keeper that allows you to manage users, backup and
restore data, and optimize the database. Other features of the Administration Manager include a grade school
promotion tool, a tool to view users, and a screen to enter your church name, address, and other information.
Terms and Conventions
Throughout this help file we will be using terms and conventions to help guide you though using the
Administration Manager and it’s many useful features. Below describes how these terms and conventions are
used and what they mean.
Menu Bar:
The horizontal menu that appears at top of a program. Usually, each word in a menu bar when clicked will
open a pull-down menu with additional options. When guiding you through using the menu bar we will use the
convention of:
Tools | Church Information... to show the navigation in a menu to choose an option as shown below.
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Backing Up Your Database
To backup your Servant Keeper database follow these steps:
Note: If the backup feature is started when leaving the Membership or Contribution Manager the same steps
apply.
1. To start the backup feature open, the Administration Manager and click the "Backup"
toolbar.
button on the
2. Select the type of media you want to backup to. You can backup to various media types including directly
to CDs.
3. Once a media type is selected select the disk or CD/DVD drive by letter that you want to backup to.
4. Once you choose a drive letter you will have a default backup path in the "Backup Data to" field. You can
edit this filename or simple check "Include date stamp on file name" you change the backup name and save it
as today’s backup.
5. Since it is recommended that you optimize your database regularly you should check "Optimize Database
before doing backup?" If you do not optimize the database during backup it should be done at another time
on a regular basis.
6. Finally click
to begin the backup process.
Note: The helpdesk staff at Servant PC Resources recommends that you backup your database on a
regular basis. It is also recommended that when you backup you rotate the backup media so that the same
piece of media is not used over and over again.
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Restoring Your Database
To restore your database from a backup follow these steps:
1. To start the restore feature, open the Administration Manager and click the "Restore"
toolbar.
button on the
2. The last path that you backed up to will be displayed in the Backup File: field.
3. If you want to choose another backup file, click the
media.
button and find the file on your backup
4. Once a backup file is selected, file information will display to tell you when the backup file was created.
Please be sure that the file you’ve selected is your most recent backup of the database. You normally do not
want to restore an old backup of your database.
5. Finally click the
button to begin the restore process. Once the restore is complete the
Administration Manager will automatically optimize your database and prepare it for use.
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Viewing Users
When you need to backup, restore, or optimize the database you first need to close the Membership and
Contribution Manager not only on your computer but on the computers of other network users.
To see if you or other users have any modules of Servant Keeper open click the "View Network Users" button
.
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Administration Manager Toolbar
User Security: Click this button to access the User Security features. User Security is used to add, edit,
and delete users, reset user passwords, and adjust user access privileges.
View Users: Click this button to View Users that are currently logged into Servant Keeper.
Church Info: Click this button to view and edit the Church Information like the church name, address,
phone number, etc…
Optimize: Click this button to run Optimize the database. It is recommended that you optimize the
database about once a week as this will keep the database fast and accurate.
Backup: Click this button to access the database Backup features. It is recommended that you backup
your data on a regular basis and rotate your backup media.
Restore: Click this button to access the database Restore feature. This should only be used if you have
a problem with the current data and are directed to restore data by a Servant PC Resources Helpdesk
Technician. Note: When you restore data the current data in the system is completely overwritten with the
data from the backup you are restoring.
Help: Opens this help file!
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User Security
To add Servant Keeper users follow these steps:
1. Open the Administration Manager and click the 1st button on the toolbar
. Then click the
button.
2. Type in the new user information and then click the
button.
Note: The "User ID" and "Password" is what is used to login to Servant Keeper.
3. Once you save the new user information you are presented with the User Access Privileges screen for the
new user. Here you can choose what features of Membership, Contribution, and Administration this user
should have access to use.
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Note: To give or deny access to a feature or make a feature "read only" simply uncheck or check the
checkbox located to the right of the feature under one of the columns (Access, Add, Update, or Delete). The
Comments column will tell you the state of the feature you are adjusting.
Note: The top checked and unchecked boxes above the column names are for assigning or revoking
privileges to that whole column.
4. Once you have set access privileges for the new user click the
button.
5. Now the new user is added to the User List and is ready to start using Servant Keeper.
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User Security
The [Print] and [Print All] buttons print the User Security Access checkmarks.
[Print] only prints the highlighted User ID. [Print All] prints for each User ID.
Note: By default on the Contribution Tab Functions 8.0 Maintain Credit Card Information and 8.1 View Full
Credit Card Numbers are unchecked to prevent every user from having access to the credit card info by
default.
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Editing User Access Privileges
To edit a user follow these steps:
1. Open the Administration Manager and click the "User Security" button on the toolbar. This will open the
User list as described in the topic "User Security".
2. Double click the user you want to edit or select the user you want to edit and click Edit
button. This will open the User Access Privileges screen so you can adjust the users’ rights to the modules of
Servant Keeper.
3. Make the needed adjustments to the users security access privileges and when finished click the
button.
Here are a few examples of what you can do with User Access Privileges:
1. Restrict access so that membership only staff do not have access to the Contribution Manager program.
2. Restrict access so that the contribution only users have limited access to the Membership Manager
program for the purpose of entering new records only as needed for contribution entry.
3. Restrict access to the user security features so users cannot make changes to their own or other users’
access privileges rights.
4. Restrict access so only certain users have access to the database restore and purge features.
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Church Information
Here you enter the church information that is used on reports and church directories.
Note: Church Information will be placed on the Headers of all reports.
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Optimizing the Database
It is recommended that you optimize the database no less than once per week. This will check the database
for problems and rebuild the database index. This will improve the performance of reports and searches and
make sure that Servant Keeper works properly!
Once the optimization process is complete you will be ready to use Servant Keeper again.
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Deleting Users
To delete a user, follow theses steps:
1. Open the Administration Manager and click the "User Security" button on the toolbar. This will open the
User list as described in the topic "User Security ".
2. Select the user from the User List and click the delete
button.
Note: If you delete a user, the confidential notes associated with that user will no longer be available. The
Helpdesk Dept suggests that instead of deleting a user simple change his or her password so they will no
longer to able to log into the system.
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Resetting User Passwords
If a user forgets his or her password and needs it reset this can be performed by another user with the
appropriate access privileges.
To reset a user password, follow these steps:
1. Open the Administration Manager and click the "User Security"
button on the toolbar.
2. Select the user you want to reset the password for and click the "Reset Password"
3. Enter the new password and then reenter the new password for confirmation.
4. Click the
button.
button to save the new password.
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Changing Area Codes
If needed, you can change area codes for all or some of the phone number types in your database by city.
To change area codes follow these steps:
1. Open the Administration Manager and click Tools | Change Area Codes… on the menu bar.
2. Input the current area and the area code that you would to change it to. Then select either "All Phones" or
a specific phone number type (cell, work, home, etc…) and then the city you would to make the change
for.
3. Now click then
button to start the area code change. Once the change is complete the
system will tell you how many area codes were changed.
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Grade School Promotion
If you track the grade school levels of children in your database you will need to promote them to their next
grade level every year.
Follow these steps to promote children to their next grade school level for either an entire grade or for a
single grade at a time.
1. Open the Administration Manager and click Tools | Grade School Promotion… on the menu bar.
2. Choose "All Grades" or a specific grade and the children in that grade will list. If needed you can uncheck
a child that shouldn’t be promoted to the next grade level.
3. Click the
button to promote the checked children to their next grade level.
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Picture Manager
You can use the Picture Manager to re-associate pictures with the families or individuals they are assigned
to after moving those pictures to a new location on your hard drive or network.
To re-associate pictures with families or individuals follow these steps:
1. Open the Administration Manager and click Tools | Picture Manager… on the menu bar.
2. On the "Picture Administration" screen choose either Family or Individual Records.
3. Click the
button.
4. On the "Select Pictures Folder" window click the
button.
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5. With the "Browse for Folder" window browse your computer and select the folder that contains the
pictures and click the
button.
6. Once you’ve selected the new folder that contains your pictures the path will be displayed in the "Select
Pictures Folder" screen. Click the
button to make the folder change.
7. Click the "Yes" to confirm the folder change. The system will tell you how many records were changed.
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Picture Manager
Note: To confirm the new folder selected for the pictures is valid and that the pictures were found make sure
that you see "Yes" in the "Picture Exists?" column.
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Membership Manager
Introduction to Membership Manager
Membership Manager is the module of Servant Keeper Church Management Software that stores all
the vital information about the individuals and families in your Church and allows you instant access to
that information. This module permits users to quickly filter, sort and compile large volumes of data
into useful and comprehensive reports to better meet the needs of your congregation.
Membership Manager contains 4 major areas: Menu bar, Tool bar, Button Bar, and the Main List
window.
Menu Bar
Membership Manager’s Menu Bar is your way to get through all of the features and functions of
Membership.
Tool Bar
Membership Manager’s Tool Bar is your shortcut way to access the most used features of
Membership.
Button Bar
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Membership Manager’s Button Bar allows you to quickly perform functions directly related to the
family or individual you are selected on.
Main List
Membership Manager’s Main List displays all of your family records and the individuals in those
records.
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Menu Bar
Membership Manager’s Menu Bar is your way to get through all of the features and functions of
Membership.
File
File contains menu items of System Preferences, Save, Cancel and Exit.
System Preferences allows you to modify the way your Servant Keeper is setup and reacts on
your PC
Save, Saves and Closes any added or updated record information.
Cancel, Cancels any added or updated record information.
Exit, Exits the Membership Manager module.
Edit
Edit contains menu items of Undo, Cut, Copy, Paste, and Find.
Undo reverses the last command or action performed in a record.
Cut adds data to the clipboard by removing it from its original location.
Copy adds data to the clipboard leaving the original data unchanged.
Paste inserts the data copied to the clipboard into the document.
Find allows you to search for individuals based on any field on the individual profile.
Individual
Individual contains menu items of View Picture, Send Email, Copy Address to Clipboard, View
Map, Dial, Schedule Appointment, Quick Print, Edit Selected Individual, and Delete
Select Individual.
View Picture allows you to link and view a picture file to an individual profile.
Send Email allows you to send an email to the highlighted individual.
Copy Address to Clipboard, quickly copies the individual’s name and address information to the
clipboard so that you can paste it onto a word processor document.
View Map takes the specific individual’s address and requests a map from MapQuest.com.
Dial allows you to use your computer to automatically dial the individual’s phone number directly
from within Servant Keeper.
Schedule Appointment allows you to schedule a appointment or activity for the selected
individual.
Quick Print will give you several printing options specific to the selected individual.
Edit Selected Individual opens the selected individual’s profile screen.
Delete Selected Individual will delete the selected individual’s record completely out of the
database.
Family
Family contains menu items of View Main List, Add a New Family, Add Spouse to Family, Add
Son to Family, Add Daughter to Family, Add Other to Family, View Picture, Send Email,
Copy Address to Clipboard, View Map, Dial, Schedule Appointment, Quick Print, Edit
Selected Individual, and Delete Select Individual.
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View Main List allows you to open the main list if it is not visible on the screen.
Add a New Family opens a new Head of Household individual profile screen
Add Spouse to Family allows you to add a spouse to the selected family record.
Add Son to Family allows you to add a son to the selected family record.
Add Daughter to Family allows you to add a daughter to the selected family record.
Add Other to Family allows you to add an other relationship to the selected family record.
View Picture allows you to link and view a picture file to a family profile.
Send Email allows you to send an email to the highlighted family.
Copy Address to Clipboard, quickly copies the family’s name and address information to the
clipboard so that you can paste it onto a word processor document.
View Map takes the specific family’s address and requests a map from MapQuest.com.
Dial allows you to use your computer to automatically dial the family’s phone number directly
Quick Print will give you several printing options specific to the selected family.
Edit Selected Family opens the selected family’s profile screen.
Delete Selected Family will delete the selected family’s record completely out of the database.
Group
Group contains menu items of Open Groups Keeper, View Tagged/Untagged, Globally Change
Fields, Email Group, Export Group, Save Group to a List, Globally Adding Envelope
Numbers, Refresh Results, Selected Record Options, and Delete All Tagged Records.
Open Groups Keeper gives you access to the Groups Keeper Module.
View Tagged/Untagged allows you to view all records, only the tagged records, or only the
untagged records.
Globally Change Fields allows you to globally change any field for the tagged records in the
group displayed.
Email Group allows you to mass email everyone in the group that has a valid email address.
Export Group allows you to export the displayed fields to a text, excel, phone tree, or olan mills
file.
Save Group to a List allows you to create non changing static group, its like taking a picture of
the displayed group.
Globally Adding Envelope Numbers allows you to assign envelope numbers to the group in
sequential order.
Refresh Results allows you to refresh the list, by rerunning the search against the database to
pick up any new changes.
Selected Record Options give you access to a list of options, see the list under the individual
menu.
Delete All Tagged Records allows you to delete all tagged records in the displayed group, this
completely deletes the records out of the database without any safety checks.
Reports
Reports contains menu items of Open Reports Manager and View Graphical Reports.
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Menu Bar
Open Reports Manager opens the report manager screen to show all the options available for
the reports.
View Graphical Reports opens up the Graphical Reports.
Tools
Tools contains menu items of Edit Attendance Dates, Edit Profile Tab Labels, Edit Field Lists,
Zip Code Maintenance, and Change Password.
Edit Attendance Dates allows you to globally change your attendance dates if you mistakenly
entered attendance on the wrong date.
Edit Profile Tab Labels allows you to change the tabs on both the family and the individual
profile screens
Edit Field Lists allows you to make mass changes to the drop down lists and the attribute
multiple selection lists.
Zip Code Maintenance allows you to setup you zip codes to give you quicker entry in your data
entry process.
Change Password allows you to change your password.
Go
Go contains menu items of Attendance Tracking, SK Writer, Contribution Manager, and
Administration Manager.
Attendance Tracking allows you access to the attendance tracking module.
SK Writer allows you access to the SK Writer.
Contribution Manager allows you access to the Contribution Manager.
Administration Manager allows you access to the Administration Manager.
Window
The window menu will show you all available open windows in the current program. The items
will be listed in the order that you opened them.
Help
Help contains menu items of Membership Manager Help, Contribution Manager Help,
Administration Manager Help, Servant Keeper Help Desk, About Membership Manager.
Membership Manager Help this help file you are reading now.
Contribution Manager Help shows a help file for Contribution Manager.
Administration Manager Help shows a help file for Administration Manager.
Servant Keeper Help Desk shows all technical information for your Servant Keeper and your
computer.
About Membership Manager shows brief information of Customer ID, Database Type and Type
of License.
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Tool Bar
Membership Manager’s Tool Bar is your shortcut way to access the most used features of
Membership.
Save - Save and Close current
Window
Cancel - Cancel and Close
current Window
Add - Creates a New Head of
Household Profile
Edit - Edits highlighted profile
Delete - Deletes highlighted profile
Main List - Shows the Main List in
Membership
Find - Opens the Quick Find window
Groups - Opens Groups Keeper
Reports - Opens Report Manager
SK Writer - Opens SK Writer
Schedule - Opens Appointment
Scheduler
Attend - Opens Attendance
Tracking
Spouse - Adds a Spouse to an
existing Family Profile
Son - Adds a Son to an existing
Family Profile
Daughter - Adds a Daughter to an
existing Family Profile
Other - Adds an Other
Relationship to an existing Family
Profile
Help -
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Button Bar
Membership Manager’s Button Bar allows you to quickly perform functions directly related to the
family or individual you are selected on.
[Send Email] allows you to send an email to the highlighted individual.
[Print Label] allows you to print just one label for the selected individual.
[Copy Address] quickly copies the individual’s name and address information to the clipboard so that
you can paste it onto a word processor document.
[View Map] takes the specific individual’s address and requests a map from MapQuest.com.
[Dial] allows you to use your computer to automatically dial the individual’s phone number directly
[View Picture] allows you to link and view a picture file to an individual profile.
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Main List
Membership Manager’s Main List displays all of your family records and the individuals in those
records.
There are a few things to note as you look around your Main List. First you will see the Total Families
in List and Database Totals for both the Families and Individuals.
Under the totals bar you will notice the New Membership Button Bar.
The first field you see on your Main List is the Select Group Drop Down List. This will limit which
families are shown on the Main List.
Next to the Select Group Drop down field is a [Clear List] button that will blank out your Select Group
and Main List.
Below the Select Group Drop down field is the Find Family search box. Below the Find Family search
box will be the list of Families dependant on the Group you selected. To the right of the Family List
are the Family Members.
Above the Family Members screen is a [Select Fields] button that will allow you to add more fields to
the Family Members side of the Main List.
Lastly the Status Bar shows, Logged in as, the [Switch To] button and the Version number.
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Profiles in Membership Manager
Membership Manager is made up of Individual and Family Profile records. To add a new profile into
your database you would just select the [Add] icon on the Tool bar or select Family | Add a new
Family.
Adding a New Family
A Blank Head of Household Individual Profile opens and is ready to receive any information you
have about the new individual you want to create the new family for. The minimum information
needed to create a new individual is just the first and last name.
All family records are started with an individual profile.
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Individual Profile
The individual profile information contains the name, address, basic contact information as well many
other pieces of specific individual information that you can gather from the individual. Moving around
the profile is rather easy. The user will notice that the profile screen is divided up into several "tabs"
or profile tabs. Once information is entered into the profile tab, the user can navigate to other tabs by
left clicking on that tab.
You can go to any of the fields on the profile screen by simply using your mouse to click on the field
you wish to enter information into, but the keyboard can also be used to move in a logical order from
one field to the next. Using the <ENTER> or <TAB> keys will allow you to quickly walk through each
field. If you go to far and want to move backwards, holding down the <SHIFT> key and pressing the
<TAB>key will step you backwards through the fields.
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Individual Profile Tab
The individual profile tab contains the name, address, and basic contact information, as well as the
individual’s church status information.
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Attributes Tab
You have 6 Attribute boxes that you can track a whole list of additional information such as Skills and
Talents, Leadership Positions, Willing to Serve, Spiritual Gifts, Church Activities, and Individual Mail
Codes.
Double left click or single right click under the Attribute Header in the multiple selection list box to open
up and be able to select the Attributes you want to assign to this individual.
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Notes Tab
New in Version 6, there are no longer 2 tabs for your General and Confidential Notes. They have
been combined onto one Notes Tab and are both available to you under that tab. By selecting either
the General or the Confidential tab under the Notes Tab will give you access to the different note
sections.
General
This is an area where you can place any general comment or note about the individual. All
users can see this tab unless they are limited by the System Administrator.
Confidential
This is an area where you can place any confidential note about the individual. Confidential
notes are restricted to the User ID that put the note into the system, unless you opt to allow your
notes to be shared with other users of the Servant Keeper system.
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Important Events Tab
The Important Events area is used to record information based on events in the individual’s life and
their corresponding comments. Events such as births, deaths, graduations, awards, achievements,
moves and other life changes are significant in understanding an individual’s background and mindset. You can print an important event report for the month showing highs and lows of people,
indicating the need of prayer, maybe a card that needs to be sent, or an appointment that needs to be
scheduled.
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Alt Addr/Phone Tab
Alternate Address
This is where you will put the Individual’s Alternate Address. The Alternate Mailing Address is
used when the individual’s are located at a different address but still want to receive mailings,
newsletters, bulletins, etc. The Alternate Mailing Address will show up on individual mailing
labels and individual church directories, based on the date range you assign to it.
Other Phone Numbers
This is where you can put in the individual’s Fax and Pager numbers along with three additional
phone numbers. There is also an area that allows you to put in a seven digit extension for each
additional phone number.
Email / Website Addresses
New to Version 6 is the ability to track multiple email address separately and an individual
website address. You can also now mark these Emails and Websites as Unlisted to prevent
them from showing up on reports.
Next to each individual email address there is a send email button that allows you to quickly
send an email to that specific address. Also there is a quick view web page button next to the
Website Address field.
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More Info Tab
Cell Church Information
The Cell Church Information fields are provided for churches with a cell church organizational
structure. If your church does not use the cell church structure or if you use different
terminology, these fields are also user defined or extra fields that can be renamed to fit your
organization’s needs.
User Defined (Extra), Attribute Boxes, Dates & Check Boxes
New to Version 6, we have expanded the amount of User Defined (Extra) fields you have used
to track information.
The user defined (extra) fields allow you to tailor Servant Keeper to the needs of your
organization, church, or ministry. This tab includes 5 text boxes, 5 Drop Down List boxes, two
multiple selection (attribute) list boxes, 4 date fields, and 3 check boxes. Each and every one of
these can be relabeled to anything your organization needs to track what we do not already
have specified.
Teacher Category & For School Class
The Teacher Category field allows you to assign an individual as a Teacher or Helper for a
Sunday School class. The For School Class field allows you to assign in which Sunday School
class this person is a Teacher or Helper for. This person’s name will appear on the top of the
Sunday School Class Roster.
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Overview Tab
Contributions
The Contributions Overview tab provides those with the proper security access, quick access to
view an individual’s contribution or pledge history.
NOTE: No contributions can be added, modified or deleted from this view only tab.
This screen contains a summary listing of contributions or pledges, depending on which radio
button you select at the top left corner of the tab window. Default view is of contributions for the
current year-to-date. This screen will display the Date, Amount, Type, Account Name, Tax,
Check/Credit Card #, and Notes columns. All of the individual’s contributions will appear in
chronological date order in the view window.
Attendance
The Attendance Overview tab provides, those with the proper security access, quick access to
view an individual’s attendance history.
NOTE: No attendance can be added, modified or deleted from this view only tab.
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This screen shows attendance history throughout the current year, each month, by each week
in that month. For each week during a month a number will appear indicating he number of
events the individual has attended during that week. At the bottom of each month column is a
total number of events attended during that month. By double-clicking on the number in the
week cell or the month total cell a window will open to show exactly which events were attended
and the dates of those events.
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Family Profile
The Family Profile contains information pertaining to the whole family.
The Family Profile shows the family name, family address, status and phone information, as well as
emergency contact information. You can group the family using the Mailing Codes, specifying if they
receive the Newsletter or the Church Bulletin. The Family Profile also shows all the individuals and
their relationship within the family. You can save general comments about the family on the Family
Profile Notes tab.
These is also a place to track alternate family address information for those family that may travel
during the winter months, but still want to receive the Church Bulletins or Newsletters. You also have
the option of tracking family relatives.
From the Family Profile you can edit profiles of individuals in the family ([Edit Individual Profile]), you
can remove an individual from the family ([Move to New Family]), or you can change the relationship
of an individual in the family ([Change Relationship]).
You can also change your Family Profile into an organization profile for tracking Churches,
Businesses or Ministries. Every family has to start with a Head of Household, even if that family is
actually an organization. So first put in the Contact or Organization leaders information, making sure
you put in the organization name in the Employer field on the individual profile, because when you
switch from a family to an organization the Employer field populates the Organization Name on the
Organization Profile.
You also want to remember that any changes to the family’s address information should be made on
the Family Profile, because the Family Profile populates the individuals in that family instead of you
having to change the information manually on each persons individual profile
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Family Profile Tab
The family profile tab contains the name, address, and basic family information. Most information on
the family profile is copied automatically from the individual profile of the Head of Household.
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Family Notes
This is an area where you can place any general comment or note about the family. All users can see
this tab unless they are limited by the System Administrator.
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More Information
Family Alternate Address
This is where you will put the Family’s Alternate Address. The Alternate Mailing Address is
used for when family is located at a different address but they still want to receive mailings,
newsletters, bulletins, etc. The Alternate Mailing Address will show up on family mailing labels
and certain church directories, based on the date range you assign to it.
User defined (Extra) fields & dates
New to Version 6, we have expanded the amount of User Defined (Extra) fields you have
available.
The user defined (extra) fields allow you to tailor Servant Keeper to the needs of your
organization, church, or ministry. This tab includes 4 text boxes, 4 drop down list boxes, and 2
date fields. Each and everyone of these can be relabeled to anything your organization needs
to track.
Relationships
This section allows you to list other people related to the family. The individuals added here
are not shown elsewhere in the program and are not linked to individuals already in the
database.
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Find
One of the powerful features of Servant Keeper is the Find feature. By selecting Edit | Find,
<Ctrl>+<F> keys, or by Clicking on the magnifying glass icon on the Tool Bar, you can search for
individuals based on any field on the Individual Profile.
By default, Find is set to search on Name/Env # field.
You can specify for the find to Match the Case or to Include In-Active Records in the Search. And
with certain fields you can do a Contains With search (i.e. like the Address 1 field).
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Name/Env# Search
The Name/Env # selection allows searching for an individual’s envelope number, a first name, a last
name, or a combination of the first and last name. The Find Feature will take everything to the left of
the first space and apply it to searching in the first name field and everything after the first space and
apply it to the last name field. If no spaces are used then Find assumes only an envelope number or
a last name search.
Envelope # Search
If you enter an envelope number in the Search For: field the system will quickly find and display
the individual’s name when you Click the [Find] button or press the Enter key. Press the Enter
key or double-Clicking on the individual’s name will open their Individual Profile.
NOTE: If the envelope # is not assigned to an individual, no name will be displayed.
First Name Search
If you enter any characters followed by a space ‘jo ‘, Find will search the whole database for any
individual whose first name begins with those characters. This search would find names like
‘Jon’, ‘John’, ‘JoAnn’, ‘Jonathon’, ‘Jorge’, etc. any first name that begins with ‘jo’.
Last Name Search
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If you enter any characters without a space ‘s’, Find will search the whole database for any
individual whose last name begins with those characters. This search would find names like
‘Smith’, ‘Steinbacher’, ‘Strickland’, etc. any last name that begins with ‘s’.
NOTE: If the last name has a space in it, ‘Van Morrison’ you cannot search on this last name
alone because of the space. You would have to search on either ‘V’ or ‘Van’ or by using
the first character of the first name and then the first character of the last name.
First and Last Name Search
If you enter someones full name ‘Ed Newman’ or just their initials ‘e n’ both search in similar
manners. Everything to the left of the first space is searched for in the first name field and
everything to the right of the first space is searched for in the last name field. Where they differ is
that the first search will be narrowed down to just those individuals with the first name of ‘Ed’ and
the last name of ‘Newman’, but the second search will find anyone whose first name starts with
‘e’ and last name starts with ‘n’.
The best way to search for individuals is by a few characters of their first name ‘ed’ and a few
characters of their last name ‘ne’. This can narrow down the search much more effectively.
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Searching by other fields
You are not limited to searching on the Name/Env# field. If you select the Search In: Drop
Down List, you will notice that you have every field from the Individual Profile available for you
to search on.
New in Version 6 is the ability to search within fields, like being able to use the Address 1 field
and search for something that is contained within the Address 1 field. For all other fields the
search uses a "starts with" search.
Using the Mouse
You can Click on the Search In Drop Down List and Click on the field you wish to search
in. Click in the Search For field. If the field is a text box just type in the Value you want to
search for. If the field is a Drop Down then you Click the drop down arrow and scroll
down and Click on the value you want to search for. Then Click on the [Find] button.
Using the Keyboard
You can Shift-Tab to highlight in the Search In" Drop Down List and start to type the field
name you want to Search In. Then press the Enter or Tab Key to move to the Search For
field. If the field is a text box just type in the Value you want to search for. If the field is a
Drop Down then you can start typing in the value to find it in the Drop Down List and
press Enter to select the value. Press the <Enter> key to begin the search
Partial Word Searches
Anytime you are running a search you can search on the beginning of the word. By
typing in the first few beginning characters of your search value your search will be
expanded to include all values that start with those characters. (i.e. Search In: Last
Name; Search For: Sm; This will show all individual’s whose last name begins with ‘Sm’.)
NOTE: This Partial search only works on the Text box and Phone number fields. Drop
Down List and Date fields need to have a specific value in for them.
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Groups Keeper
Groups Keeper is the user’s tool for searching and categorizing people based on information
previously entered into the system. "Groups" are saved searches or queries that are updated each
time you view them. When a group is viewed or accessed, it searches for people who fit that exact
criteria at the present time. Users can create an unlimited amount of Groups in Servant Keeper.
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Groups Keeper Buttons
Add Group - Open a New
Create/Edit Group
Screen.
Copy Group - Makes a
duplicate copy of the
highlighted group.
Edit Group - Opens the
currently highlighted
group for editing.
Delete Group - Deletes the
currently highlighted group.
Display Group - Displays
the results from the
highlighted group.
Close - Exits Groups
Keeper
Add Group
This button opens a new Create/Edit Group screen that will allow you to create your new group
based off of any number of search criteria you want.
Copy Group
This button makes an exact copy of the currently highlighted group. Often you may want to
create a group similar to one that already exists, but without destroying the original group.
This feature is useful for when you have created complex search criteria and want to make
multiple groups based off of the original one.
Edit Group
This button opens the currently highlighted group into the Create/Edit Group screen so you
can make modifications to the existing search criteria.
This is useful especially if a mistake was made initially in creating the search criteria, the Edit
Group button allows one to edit the existing group without having to recreate the whole group
from the beginning.
Delete Group
This button deletes the currently highlighted group.
If a group is no longer needed the delete button will remove the group.
Display Group
This button displays the results of the currently highlighted group in the Display Tab of Groups
Keeper.
Close
This button will close out the Groups Keeper feature.
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Adding a Group
This button opens a new Create/Edit Group screen that will allow you to create your new group based
off of any number of search criteria you want.
1. Click on the [Add Group] button.
2. This will open a blank Create/Edit Group screen.
3. Give the newly created group a name in the "Enter a name for the group" field. A group name is
required for you to be able to save and reuse this group again.
NOTE: If you do not give the group a name it will be given a "~~ Temporary Group ~~" name.
4. Next select what type of group this is under the "List the search results using" radio button, either
for Individuals or Families.
5. "Choose Search fields from:" drop down allows you to narrow the fields you can look through. The
default is Show All Fields.
6. Build your search conditions using the: "1. Select a field to search.", "2. Select how to search the
field.", "3. Enter the item to search for.", and ‘4. Add Criteria.". Repeat these steps for additional
search criteria.
NOTE: If you make a mistake entering in the criteria or need to duplicate a line, you have some
tool buttons where you can [Copy Line], [Delete Line], or [Clear All].
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[Copy Line] - Adds a duplicate line from the line that is highlighted.
[Delete Line] - Removes highlighted criteria line from the search criteria list.
[Clear All] - Clears all search criteria.
7. Click on the [Save and Search] button to save the newly created group and display the results in
the Display Tab, or click on the [Save] button to save the group and go back to the Create/Select
Tab.
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Display Group Buttons
Select Fields - Allows you
to select what fields you
want to show on the Display
Tab
Un-tag All - Will untag every
record in the current displayed
group
Tag All - Will tag every
record in the current
displayed group
Reverse Tag - Will reverse
who is tagged to untagged
and visa versa.
Options - Many additional
functions and features.
Merge - Allows you to merge
the tagged records with an SK
Writer document
Print - Prints the Display
Group list
Search - Searches the Display
Group based on fields
available
Close - Closes out of
Groups Keeper
Select Fields
The Select Fields button allows you to view which ever fields you want to on your find display window.
When you click the [Select Fields] button a window with two selection lists opens. The list on the left
side is all the fields available from the Individual or Family profile, depending on the type of group you
are viewing, ‘Available Fields’. The list on the right is the currently selected fields to display on the
screen, ‘Fields Displayed in Order’.
Un-tag All
This button removes the check from the tag box in front of every record on the Display Tab. All
untagged records will appear light grey with an empty check box in front of the record.
Tag All
This button puts the check in the tag box in front of every record on the Display Tab. All tagged records
will appear dark with a checked box in front of the record.
Reverse Tag
This button reverses the tagged and untagged records on the Display Tab. All records that are tagged
will now be untagged and all untagged will be tagged.
This can be very useful if you split a group into two halves by un-tagging a section of the group then
want to perform a feature on the untagged records.
Options
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This button gives you access to advanced features and functions that will allow you to manipulate the
group you are displaying.
Globally Change Fields - Allows you to globally add, change, or remove information from the selected
records on the Display Tab.
Email Group - Allows you to mass email every tagged record on the Display Tab.
Export Group - Will export all information on the Display Tab to a Text, Excel, or Phone Tree file. Olan
Mills export is only available on a Family Group.
Save Group as List - Allows you to freeze the Display Tab. In essence making a static group.
Globally Adding Envelope Numbers - (Individual groups only) This allows you to globally assign
envelope numbers to the tagged individuals in display order.
Delete All Tagged Records - This will delete all the tagged records from the Database.
Selected Record Options - This varies depending if you are viewing an Individual or a Family Group.
Refresh Results - <F5> is the quick key for this feature. This reruns the search criteria and will display
the most current information.
Merge
This button allows you to Merge the Displayed Group with an existing SK Writer document.
Print
This button will print the results of the displayed group to the screen/printer.
Search
This button allows you to search for records in the results of the displayed group by the fields that are
displayed.
NOTE: You can only search in the display fields, the fields you selected in the Select Fields window.
Close
This button will close out the Groups Keeper feature.
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Report Manager
Membership’s Report Manager is designed to allow you the freedom of showing or hiding specific
pieces of information a number of different ways on your Labels, Church Directories and other reports.
Standard Reports
Mailing Labels & Post Cards
This report prints the Mailing Labels & Post Cards. There are a number of options to
choose from when printing your mailing labels and post cards. You can choose
between individual and family labels and 1, 2 or 3 column labels.
Envelopes
This report prints an envelope for each individual or family.
Name Tags
This report prints one Name Tag for each individual.
Rotary Cards
This report prints rotary cards for each individual or family.
Family Directories
This report prints family directories.
Individual Directories
This report prints individual directories.
Picture Directories
This report prints family or individual picture directories.
Attendance
This report prints an attendance report.
Birthday
This report prints a Birthday report.
Important Events
This report prints the Important Events report.
Anniversary
This report prints the Anniversary report.
Baptism
This report prints the Baptism report.
Profile Reports
This report prints individual or family profile reports.
Schedule/Visitation
These reports print Schedule and Visitation Reports.
Miscellaneous Reports
This report lets you select one of 6 different miscellaneous reports. You also have the
ability to re-title the report.
Family Address Master List
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Prints the Family Profile’s Mailing Name, Salutation, Address, Home Phone,
Geographical Code, Alt Address, and Last Updated information.
Family Geographic Zone Report
Prints the Family Profile’s Display Name, Individual Members, Address and
Home Phone
Individual Listing
Prints the Individual Profile’s Last, First and Preferred Names, Birthday,
Address, Home and Work Phone, Member Status and Last Updated
information.
Individual Attribute Report
Prints the Individual Profile’s Last, First and Preferred Name, Home Phone,
Work Phone, and any attribute that is on the profile.
Family Zip Code Summary
Prints the Zip Code and how many families are located in the zip code. Then
shows the accumulative total.
Individual Zip Code Summary
Prints the Zip Code and how many individuals are located in that zip code.
Then shows the accumulative total.
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Scheduling Appointments
Revamped for Version 6. Servant Keeper allows you to schedule a appointment or activity for a
selected individual and also gives you the ability to assign staff members. These appointments or
activities might include such things as phone calls, meetings, visits, hospital calls, etc. Once
appointments have been assigned to individuals there are a number of reports that you can generate
on that information.
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Scheduled Tab Buttons
[Email] - Allows you to email the selected individual from the Schedule Appointment window.
[Dial] - Allows you to use the auto dialer built into Servant Keeper, to call the individual.
[View Map] - Allows you to generate a Web Map to the individual’s home address.
[Add] - Allows you to add a new appointment record for this individual.
[Edit] - Allows you to edit an existing appointment record for this individual.
[Delete] - Allows you to delete an existing appointment record for this individual.
[Complete Appointment] - Completes the appointment and moves it from the Scheduled Tab to the
Completed Tab.
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Adding a new scheduled appointment
To add a new appointment.
1. Click to highlight the individual on the Main List or open the individual’s profile record.
2. Click on the [Schedule] icon on the Tool Bar or select Individual | Schedule
Appointment.
3. Click on the [Add] button to open the Schedule Appointment window.
4. Fill in the "Date:" field with the date of the appointment.
5. Fill in the "Time:" field with the time of the appointment.
6. Select a type from the "Appointment Type:" drop down list.
NOTE: You are able to modify the Appointment Type drop down list by right clicking
on the drop down arrow.
7. You can assign other staff members to the appointment in the "Assign to User(s):" check
box list.
8. Type in any notes or comments from the appointment.
9. Click on the [Save] button to save the appointment in the individual’s profile.
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Completing a scheduled appointment
To complete a appointment.
1. Click to highlight the individual on the Main List or open the individual’s profile record.
2. Click on the [Schedule] icon on the Tool Bar or select Individual | Schedule
Appointment.
3. Click on the appointment to be completed.
4. Click on the [Complete Appointment] button.
5. Change the Date and Time fields if necessary.
6. Fill in any final notes or comments you might have about the appointment.
7. Click on the [Save] button to save the appointment in the individual’s profile.
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Attendance Tracking
Attendance Tracking is essential for the growing church. Servant Keeper’s Attendance Tracking has
been designed to track attendance using two methods, by people and by total count. Attendance
Tracking allows for taking attendance very easily for events that occur regularly such as weekend and
midweek Worship services, Sunday School classes, choir rehearsals, weekly Bible studies, Church
Activities, Small Groups, etc.
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Attendance Tracking Icons
Worship - Track unlimited
Worship events.
School - Track your school
attendance.
Activities - Tracks your activities
and functions.
Add Visitor - Add a visitor to an
event.
Rosters - Print out rosters for the
event selected.
Find - Search Servant Keeper for
an individual to attend the event.
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Taking attendance
1. Open Attendance Tracking. Click on the [Attend] icon or from the Tool Bar, Select Go |
Attendance Tracking, to open the Attendance Tracking window.
2. Select an Event. Click on one of the event icons: Worship, School, or Activities.
3. Change the attendance date. The default date is set to the Sunday of the current week. You can
change the date by retyping the date in or selecting the date off the calendar.
NOTE: The <F2> key clears the date field, <F3> key puts in todays date, and <F4> key will open the
calendar.
4. Record you attendance. Either By Person (Detailed) or By Total Count (Summary)
5. Save your attendance. Click on the [Save Attendance] button to save attendance. Your
attendance window will remain open until you close it.
6. Close the attendance window. Click on the [Close] button to exit out of the Attendance Tracking
window.
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Taking Family Worship Attendance
If in your system preferences, on the Attendance Tab, you have the "Attend by Family for Worship
Service Attendance" checked, then your Worship Group list will be Family Groups only.
1. Select a Family Group.
2. To attend the whole family.
a. Click on the family name
b. Press the <Enter> key or drag and drop to move the family to the attendee(s) side.
3. To attend individuals from inside a family, Click the [+] next to the family name to expand the family
to see each individual.
a. Click to highlight the individual to be attended.
b. Double left click, press the <Enter> key or drag and drop to move the individual to the
attendee(s) window.
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4. To find a specific family you can use the "Find:" box, above the Absentee(s) list, to type in the
families last name for an automatic search of the family group you have selected.
5. To find a specific individual to attend, use the [Find] icon and you can search the entire Servant
Keeper database.
a. Once you find the individual to attend, double click or press the <Enter> key to attend that
individual.
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6. You can also attend everyone in the group that you have selected by pressing the [Everyone >]
button. This will move everyone from the Absentee(s) window into the Attendee(s) window. You
will then need to "unattend" any individuals from the attendee(s) side by double clicking on their
individual name.
7. In Worship Events you can use the [$$ Givers >] button to attend individuals you have entered
contribution in for that specific Worship event date.
STOP: The Contributions have to be entered into the Contribution Manager before this button will
attend anyone.
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Taking Individual Attendance
If in your system preferences, on the Attendance Tab, you do not have the "Attend by Family for
Worship Service Attendance" checked, then your Worship Groups will be Individual Groups only.
1. Select an Individual Group (For Worship events only) or for School or Activities events a list of
individuals will automatically appear.
2. Click to highlight the individual to be attended.
3. Double left click, press the <Enter> key or drag and drop to move the individual to the attendee(s)
window.
4. To find a specific individual you can use the "Find:" box, above the Absentee(s) list, to type in the
individual’s last name for an automatic search of the individual group you have selected.
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5. To find a specific individual, not in the Absentee(s) list, to attend, use the [Find] icon and you can
search the entire Servant Keeper database.
a. Once you find the individual to attend, double click or press the <Enter> key to attend that
individual.
NOTE: For School and Activities events, using the [Find] icon will put that School or Activity on the
individual’s profile record.
6. You can also attend everyone in the group that you have selected by pressing the [Everyone >]
button. This will move everyone from the Absentee(s) window into the Attendee(s) window. You
will then need to "unattend" any individuals from the attendee(s) side by double clicking on their
individual name.
7. In Worship Events you can use the [$$ Givers >] button to attend individuals you have entered
contribution in for that specific Worship event date.
STOP: The Contributions have to be entered into the Contribution Manager before this button will
attend anyone.
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Add Visitor
As you are entering your attendance, you are able to add a new individual to the database as a visitor
without having to close the Attendance Tracking.
Adding a new visitor
1. Click on the [Add Visitor] icon.
2. Click on the [New Family] icon or one of the [Spouse], [Son], [Daughter], or [Other]
icons.
3. The [New Family] icon will open the Add Visitor window.
4. Fill in all the known information. Remember that you need at least a First and Last Name to
create a visitor record.
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5. Click on the [Save] button.
This will create a new family and individual record for this visitor, with the record marked as a
visitor.
NOTE: When adding visitors to School or Activity events, the School or Activity will be added
to the visitor’s profile. This will allow those visitors to be included on the rosters.
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Rosters
Attendance Tracking allows you to print Rosters to track the attendance manually. You can hand these
sheest out to teachers and helpers to track attendance.
1 Month
This roster prints a landscaped report of the Individual’s Name, Phone number and Birthdate,
with spaces to record attendance for 1 month, daily starting from the "Choose the Roster Date"
button.
3 Month
with spaces to record attendance for 3 months, weekly starting from the "Choose the Roster
Date" button.
6 Month
with spaces to record attendance for 6 months, weekly starting from the "Choose the Roster
Date" button.
13 Week History
This roster prints a landscaped report of Individual Name, Phone Number and Birthdate with 13
week boxes of attendance history and space for the remainder of the current month for new
attendance.
Weekly
This roster prints a three column listing with one check box for each individual.
Print Roster Blank
This check box under Roster Options allows you to print a blank sheet for all of the Rosters with
the exception of the 1 Month Roster.
Print Date on Roster
This check box under Roster Options allows you to print the Selected "Choose the Roster Date"
Date on the Roster.
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Edit Attendance Dates
This will allow you to globally change your Attendance Dates if you mistakenly entered in attendance
on the wrong date.
1. Select Tools | Edit Attendance Dates.
2. Select the Specific Event you need to change the date for.
3. Enter the incorrect date in the first date field labeled: Enter event date to be changed.
4. Enter in the correct date in the second date field labeled: Enter new event date.
5. Click the [OK] button
6. Click the [Yes] button to confirm the change.
7. The next box will let you know exactly how many attendance records have been modify. Press
[OK] to close this window.
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Edit Profile Tab Labels
This will allow you to change the tabs on both the Family and the Individual Profile screens.
1. Select Tools | Edit Profile Tab Labels.
2. Select the profile tab box you want to change and delete the contents of the box.
3. Enter in the label name the way you want it to appear.
NOTE: These changes are made database wide, so any changes done will be seen throughout the
whole system.
NOTE: If you place an ampersand (&) before a character in the profile label that creates a shortcut
key for that profile tab. (i.e. &Profile - <Alt>+<P>, Family &Notes - <Alt>+<N>, &More Info <Alt>+<M>)
4. Press the [Save] button to confirm the changes. Or [Cancel] to disregard the changes.
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Edit Field Lists
This will allow you to make mass changes to the Drop Down List and the Attribute Multiple Selection
Lists.
1. Select Tools | Edit Field Lists.
2. Select the Field Type you want to view.
3. Select which field you wish to modify.
4. Select which operation you would like to perform. [Add Item], [Edit Item], [Delete Item], [Print].
[Add Item]
Allows you to add new items directly into the list you are currently selected on. This is
an easier way to add a list of items to your Drop Down Lists or your Multiple Selection
Lists
[Edit Item]
Allows you to Edit the currently selected item description, also to make changes if the
spelling is incorrect.
[Delete Item]
Allows you to delete the currently selected item from the list.
[Print]
Allows you to print all the master lists for each Drop Down List and Multiple Selection
List. You can either print the currently selected list alone or you can print all of the lists.
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Zip Code Maintenance
This allows you to setup your zip codes to give you quicker entry in your data entry process by putting
in the zip code and have the system enter in the city and state.
To add Zip Codes into the Zip Code Table
1. Select Tools | Zip Code Maintenance.
2. Select the State you want to add a Zip Code to and press the [+] next to the State, if one
exists then skip to step 4.
3. If there is no [+] or if your City does not exist, under the select State, then press the [+ Add
City] button. Type in the City Name and Click the [OK] button or Press the Enter Key.
4. Highlight the City Name and press the [+ Add Zip Code] button. Type in the Zip Code and
Click the [OK] button or Press the Enter Key.
5. Repeat for additional Zip Codes.
It may just happen that the Zip Code Table may get inundated with incorrect zip codes or cities that
you do not use. Or it may just be that a zip code was entered incorrectly into the table. There are
other options to take care of these situations.
Other options in the Zip Code Maintenance
2. If a State is not being used or is in the table incorrectly then highlight the State name and
press the [X Delete State] button.
3. If the State is spelled incorrectly and you want to keep the information then you can use the
[Edit State] button to make corrections.
4. If a City is not being used or is in the table incorrectly then highlight the City name and
press the [X Delete City] button.
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5. If the City is spelled incorrectly and you want to keep the information then you can use the
[Edit City] button to make corrections.
6. If a Zip Code is not being used or is in the table incorrectly then highlight the Zip Code
name and press the [X Delete Zip Code] button.
7. If the Zip Code was typed incorrectly and you want to keep the information then you can
use the [Edit Zip Code] button to make corrections.
Searching in the Zip Code Maintenance
2. Select either the City or Zip Code radio button.
3. Type in the City name or the Zip Code, depending on the radio button selected.
4. Press the [Find] button or press the Enter Key.
5. The Zip Code Maintenance will search through and highlight on the City or Zip Code you
are searching for. If the City or Zip Code do not exist nothing will happen.
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Change Password
This allows you to reset your the Password for you User ID.
1. Select Tools | Change Password.
2. Enter your Current Password in the First Box: Enter Your Old Password.
3. Enter in the New Password in the Second Box: New Password.
4. Enter in the New Password in the Third Box: Type New Password Again.
5. Click the [Save] button or press the Enter Key. Pressing the [Cancel] button will disregard the
password changes.
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System Preferences
Allows you to setup the system preferences for the computer you are on for Servant Keeper. System
Preferences are computer specific and can vary from computer to computer.
To access system preferences
Select File | System Preferences.
Navigating System Preferences
There are three tabs in System Preferences: Defaults, Attendance and Miscellaneous
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Defaults Tab
The Defaults tab allows you to setup your default City, State, Zip, Carrier Sort, Country, Area Code, and
Phone Format for when you add a new profile to your Membership. You can turn the Carrier Sort and
the Country on/off of the individual entry screen.
You can also elect to show the Middle Name or the Delivery Point on the individual entry screen.
And you can skip the City and State fields when entering address information and go directly to the Zip
Code field for the Auto Zip Code Fill.
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Attendance Tab
The Attendance tab lets you setup how you want your attendance tracking to show up. You can set it
to Detailed or Summary Attendance.
Also some options available:
Automatically display everyone for Worship Service Attendance
Attend by Family for Worship Service Attendance
Use Monday as first day of the week for attendance reports
After adding a visitor, allow to prompt for add more records
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Miscellaneous Tab
The Miscellaneous tab holds the remainder of the Membership System Preferences.
When opening Main List, display Last Group Selected
Do not use Mr. & Mrs. or other titles when entering a new family profile
Use Preferred Name on Reports and Mailing Labels
Show ages for individuals 19 and older on the Family Profile
Update the last name of the spouse when linking to a Family Profile
Update the family last name when updating the Head of Household
Prompt to backup the database when exiting the program
Do not show Bible Verses on the logon screen
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Change Relationship
This allows you to change the relationship of an individual within the family.
The need may arise when you have to change the relationship of an individual within the family.
Usually this occurs when an individual marries, divorces, separates, adopts a child, or becomes
deceased.
To change an individual’s relationship, highlight the individual you wish to change. Click on the
[Change Relationship] button and select a new relationship from the Relationship window.
NOTE: You should not have more than one Head of Household relationship in any one family record.
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Edit Individual
Opens the individual profile for the individual currently selected in the family list box.
You can update the individual profile from within the family profile window by double-clicking the
individual or by highlighting the individual and click the [Edit Individual] button.
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Move to New Family
This feature moves the selected individual into their own family record or into an existing Family record.
When moving an individual into a New Family the individual becomes the Head of Household of that
new family record. From the Family Profile, select the individual you wish to move and click on the
[Move to New Family] button. Then select the Create New Family… option. You will then see the
Move to New Family window allowing you to modify the individual’s record before actually creating the
New Family record.
When moving someone into an existing family’s record, that person can be any relationship you select.
From the Family Profile, select the individual you wish to move and click on the [Move to New Family]
button. Then select an icon under the Add to existing family as… option. You can add individuals to
an existing family as a Spouse, Son, Daughter, or Other. By selecting the relationship type you will get
a find window for you to search for the existing family. When you find the family you wish to move the
individual to, highlight their name and either double-click on the directory name or click on the [Move to
selected family] button. You will then see the Move to New Family window allowing you to modify the
individual’s record before actually moving them into the New Family record.
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Creating an Organization
There are two ways to create an Organization. First you can create one by selecting the Down Arrow
next to the [Add] icon on the Tool Bar and select Add New Organization or select Family | Add New
Organization. The second way that you can create an organization is by Converting a Family Record
to an Organization record. Clicking the [Convert Family to Organization] button at the bottom of the
Family Profile screen
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What’s New
The Administration Manager is the module of Servant Keeper that allows you to manage users, backup and
restore data, and optimize the database. Other features of the Administration Manager include a grade school
promotion tool, a tool to view users, and a screen to enter your church name, address, and other information.
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Using SK Writer
SK Writer is split into 2 sections. The left side is the "Data Field" side with the fields from both membership
and contribution records. These fields can be inserted any place in the document template. The right side
is the "edit" or "document template" side where you place the data fields and type the body of your
document as well as format the layout of the document.
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Page Setup
File | Page Setup allows you to change the margins and orientation of the document.
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Creating SK Writer Documents
Creating Merge Documents in SK Writer is very simple. SK Writer has all the functionality of word
processors that you are already familiar with using plus an easy to use "data field" selection window.
1. Place your cursor at the place in the document where you want to insert the first "data field".
2. From the left "data" side of the SK Writer window, find the data field you want to insert, selecting from
either the Individual, Family or Pledge fields.
3. Expand the selection by selecting one of them from the "Data Field Categories" drop down list.
4. Find and Double Click on the field you want to insert into your document.
5. Repeat these steps, formatting the document as you go, and adding the body text in the correct
placement.
NOTE: Do not open and edit SK Writer documents in any other word processor. Doing so would change
the structure of the merge fields in the document and the document will no longer work properly
when merging from Servant Keeper.
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Inserting A Data Field
To insert a data field just find the field you want on the left "data" side of the SK Writer window and double
click on it. You can also select the field and hit the <ENTER> key on your keyboard. This will insert the
"data field" into the document at the place of your cursor.
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Inserting Symbols
If you need to insert a special character into your document you can insert if from the symbols window. To
open the symbols window click Insert | Symbols.
Then select the font that contains the symbol you need.
Then double click on the symbol, it will be placed where your cursor is in your document.
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Inserting Page Breaks
Insert | Page Break will allow you to have multiple page documents that go to one Individual or Family.
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End of Document Merge Breaks
Insert | End of Document Merge Break tells SK Writer that this is where the Merge Ends and the Next
Merge letter should begin after this. End of Document Merge Break acts like a Page Break except the next
page to come out will be for the next Individual or Family record.
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Inserting Pictures
You can insert pictures of type JPG, BMP, or WMF into your SK Writer documents. You could insert an
image on a mailing or scan in your letterhead graphic and use it on all your correspondence.
To insert the image select Insert | Picture
Then browse your computer to find the image.
Then double click on the image to insert it into your document.
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NOTE: Right clicking on the image itself in the document will allow you to move it and place it in relation to
the text of your document.
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Insert Date, Time, Page Numbers, Page Count, Headers and Footers
You can insert dates, time stamps, page numbers and page counts into your SK Writer document. All of
these are located under the Insert menu. Select the item you want and it will be placed in your document at
the position of your cursor.
You can also add Headers and Footer to your documents.
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Toolbar in SK Writer
The SK Writer Toolbar contains the common functions found in many word processors.
Moving your mouse over top of the icon will reveal a balloon popup telling you what the icon is a shortcut for.
The first six icons are, New Document, Open, Save, Print, Print-Preview, and Spell Check.
Next three are Font Type, Font Size, and Font Color.
The Next seven are Bold, Italics, Underline, Align Left, Align Center, Align Right and Justified.
Next three are Insert End of Document Merge Break, Insert Print Date and Insert Picture.
Next four are Numbered List, Bullet List, Decrease Indent, and Increase Indent.
And the Last three are Zoom Percentage, Zoom Out and Zoom In.
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Spell Checking and Using the Thesaurus
When you are finished creating your document you can use the built in Spell Checker in SK Writer. Select
Tools | Spell Check… or select the 6th icon on the SK Writer Toolbar or press the <F7> key on your
keyboard.
You also have built into SK Writer a fully functioning Thesaurus. Just highlight the word you want to check
in the Thesaurus and select Tools | Thesaurus or press <SHIFT>+<F7>.
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Formatting Documents
You have a list of options under the Format menu in SK Writer.
You can format your Paragraphs.
You can modify your Tab Stops.
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You can select different types of Bullets.
You can format the Indenting.
You can also place borders around lines of text and images.
160
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Merging Documents
Merging to your documents are not done in the SK Writer Program. The Merge function is connected to
Groups Keeper for greater control over what records you merge to your document.
To Merge to a document follow these steps.
1. Open Groups Keeper.
2. Run the group you want to use for the merge by double clicking on it.
3. Click the [MERGE] button located at the top of the Groups Keeper Display window.
4. The SK Writer Open dialog box will appear and wait for you to select what document you want to merge
the displayed group with.
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5. One the merge is complete you will be in a Print Preview screen
6. Click on the [PRINT] button to Print the Merged Documents or Click on the [EXIT] button to close without
printing.
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What's New
Contribution Entry is even more streamlined with the modification of the entry area and the refined handling
of how split transactions are entered. You no longer enter a total and then split that total among accounts.
You simply enter each part of the split as a line item and the total gift is calculated for you.
The Contribution Entry Log (previously called "Contribution Proof List") is now located at the bottom of the
Contribution Manager screen and you can print the Proof List and Account Summary reports from the main
Contribution Manager screen.
In Contribution Entry screen, ability to fresh contribution log to reflect entries entered by other users for the
same batch.
Easy to add/open multiple batches.
Supports two kinds of Check scanners.
Contribution Manager now handles and manages Credit Card entries with the ability to enter multiple credit
cards for each contributor.
Enhanced searching of Organizations for Contribution Entry.
Allow to verify bank deposit and print unposted reports right in the Posting screen.
More streamlined posting process.
New SK Check Scanner Profile setup screen.
New credit card profile setup screen.
All credit card data are encryped and sercured by separate access rights and password protected.
Can activate or de-active accounts. All inactive accounts are automatically grouped under the Inactive
Group folder.
Enhanced grouping of regular and pledge accounts with the new "Group by Account" feature that allows you
to select which Group Account a regular account directly from the Add/ Edit Account screen.
Streamlined pledge setup with the ability to select people by name or by group for pledge assignment with
the ability to tag the people you want to setup for a pledge, and then globally assign them to a pledge. No
longer do you need to assign people to a pledge account one by one.
Begin and End Dates are no longer needed for pledge accounts.
Easy and more integrated Pledge Tracking module.
Improved Move Contributions feature to allow user to move contributions into a 'Loose Plate' account.
Greatly improved Contribution, Pledge, and Account listing features that include exporting and SK Writer
Merging options while viewing list data by Individual Details, Individual Summaries, or Family Summaries
with search and filter options by Person or by Groups.
Ability to select fields other fields from the database and displays them in the listing along with contribution
data.
Ability to change font on all lists
Ability to export the on-screen list data to CSV, TXT, and Microsoft Excel XLS files.
Merge to SK Writer documents right from the Contribution Listing screens.
UnTag, Tag, and Reverse Tag buttons for easier selection of list information for printing, exporting, and
merging.
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Toolbar buttons added for direct access to the following Contribution Manager features:
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•
Batch Reports
•
Contribution Statements
•
Batch Manager
•
Contribution Listing
Getting Started
If you are new to Servant Keeper and the Contribution Manager, it is recommended that you do the following
before entering and posting any contributions.
1. Setup any regular, pledge, or group accounts you need using the instructions found in the Account Setup
section of this help file. You can track an unlimited number of accounts and group them by categories using
the group account features.
2. If you want to use an accounting program for other non-contribution related accounting functions,
configure the Contribution Manager to link your contribution accounts to your accounting program using the
instructions found in the Accounting Program Link section of this help file.
3. Also make sure to setup all the Church Information in the Administration Manager so that your Reports
from Contributions have the Church Name and other organizational information.
Once these 3 items are complete you will be ready to start using the Contribution Manager.
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Throughout this help file we will be using terms and conventions to help guide you though using the
Administration Manager and it’s many useful features. Below describes how these terms and conventions are
used and what they mean.
Menu Bar:
The horizontal menu that appears at top of a program. Usually, each word in a menu bar when clicked will
open a pull-down menu with additional options. When guiding you through using the menu bar we will use the
convention of:
Tools | Church Information... to show the navigation in a menu to choose an option as shown below.
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Getting Started
Contribution Manager Toolbar
Note: Not all toolbar buttons are active at the same time. Some buttons become active only after certain
operations are performed.
Entry: Opens the Contribution Entry screen.
Post Batch: Start the process of Posting Contributions.
BatchInfo: Opens the Batch Information for editing.
Verify: Opens the Bank Deposit Verification tool.
Cash Calc: Opens the Currency Calculator.
Calculator: Opens the Microsoft Calculator.
Pledges: Opens the Pledge Tracking window.
Accounts: Opens the Account Setup.
Reports: Give you quick access to the Report Manager.
Statements: Opens the Contribution Report Manager to the Contribution Statements section.
Batch Mgr: Opens the Batch Manager that allows you to create and manage multiple batches.
Listing: Allows you to select which Contribution Listing you want to view.
Export: Opens the Exporting Contributions screen that allows you to search and select contributions to
export based on Individuals, Families, or Accounts.
Help: Opens this help file!
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System Preferences
The System Preferences section allows you to configure the various features of the Contribution Manager.
To open the Contribution System Preferences follow these steps:
1. Click File | System Preferences...
The System Preferences have two types of preferences, System-Level and Desktop (User) –Level. SystemLevel preferences effect the whole Servant Keeper Contribution system, where as Desktop-Level only affect
the current Desktop you are setting them up on. Desktop-Level preferences are designated by an asterisk (
* ) to the right of the preference.
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Entry Tab
The first tab is Entry. Options here are related to the contribution entry process and what features are active
or available while entering.
Default Cash/Check/Credit Card Account section you can select to always default to a selected account set
in the Initial Entry Account drop down list, or you can Default to the last selected account.
Default to following account will always start your entry with the Initial Entry Account for every contribution
entry .
Default to last selected account will keep the last account from the previous saved Contribution Entry.
Default Non-Cash/Other Account section you can select the Initial Entry Account that is automatically filled in
when you select the Non-Cash/Other radio button on the Contribution Entry screen.
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System Preferences
Posting Tab
The second tab is the Posting tab. Options here are related to posting to an external accounting program like
Quicken, or QuickBooks. For more information on configuring the Accounts to Link to an accounting program
see Account Program Link setup.
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Miscellaneous Tab
The third tab is the Miscellaneous tab. Options not related to the other tabs are listed here.
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Working With Accounts
Account Types
Regular Accounts: Regular accounts hold only contribution transactions and cannot hold other
accounts.
Pledge Accounts: Pledge accounts are like regular accounts with special attributes like pledge goal
and pledge duration. These accounts are setup with individuals who have pledged and are giving
contributions to this pledge account.
See Pledge Accounts for more information on setting up pledge accounts and adding pledges.
Group Accounts: Group Accounts are containers that can hold regular and pledge accounts. They
provide an easy way to group categories of accounts together to better manage your account list. For
example, you might group all your pledge accounts together by a group accounts called "Pledge Accounts".
For information on setting up new accounts or editing existing accounts see Account Setup.
For information on deactivating accounts see Deactivating Accounts.
For information on merging account data see Merging Accounts.
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Account Setup
The Account Setup process has been improved to give you more control over the accounts in the account
list.
To enter new accounts follow these steps:
1. Click the Accounts button on the toolbar to open the Account Setup screen. Figure 1
Figure 1
1. Click the Add button to start adding a new account. Figure 1
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Figure 2
2. a. First select the Account Type. Regular, Pledge or Group.
b. Second enter a name for the new account. A unique name is needed for each account. You can also
enter an Account Code if desired.
An Account Code is used for quicker selection of the Account you want to select.
c. To better manage this account you could group it together by selecting a Group by account. The items
listed in the Group by drop list are the group accounts that have been previously created.
3. Optionally you can link the account to an income account in your accounting program. See Accounting
Program Link for more help on this topic.
4. Click Save when you are finished with the account setup.
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Accounting Program Link
To setup the link to your Accounting Program follow these steps:
1. Click File | System Preferences | Posting
2. On the posting tab check "Post to an external accounting program" Figure 1
Figure 1
3. To have the Contribution Manager launch your accounting program for you after you posting be sure to
check the option "Run Accounting Program after Posting" and use the browse button to locate the main
application file for you accounting program. Figure 2
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Figure 2
Note: When posting the Contribution Manager creates either a Quicken (QIF) file or a QuickBooks (IIF) file
based on your selection. If you are using an accounting program other than Quicken or QuickBooks please
refer to that programs help file and documentation for information on how to import a Quicken or
QuickBooks import file.
Also, the default paths for several accounting programs are listed below. Please view the program shortcut
properties for the exact location of your accounting program.
Quicken: C:\Program Files\Quicken\qw.exe
QuickBooks: C:\Program Files\Intuit\QuickBooks Pro\qbw32.exe
Microsoft Money: C:\Program Files\Microsoft Money\msmoney.exe
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Pledge Accounts
Pledge accounts are used to track individual pledges and what those pledges have contributed to the pledge
goal.
Follow these steps to set a new pledge account and add pledges to the account.
1. First you need to setup the pledge account. Click Pledge | Pledge Accounts on the menu bar. You will
see the Pledge Tracking Screen. Figure 1
Figure 1
2. Click the
button. This will start the Add Pledge Account screen.
Follow these setup steps for the new pledge account. Figure 2
1. 1. Enter the name for the account in the Account Name field.
2. 2. Group this account with other pledge accounts if desired. See Group Accounts for more
information on Group Accounts.
3. 3. If you are using an accounting program check the account program link option and enter the
accounting program account name you want to link the contributions into.
4. 4. Enter the pledge goal. If the goal is not known at the time the account is created it can be
entered or updated later.
5. 5. Click Save.
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Figure 2
3. The new pledge account will show in the Pledge Tracking list. Figure 3 Now we are ready to add pledges
to the new pledge account. See Adding Pledges.
Figure 3
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Deactivating Accounts
1. To deactivate an account select it either by double clicking on it in the Account Setup list or by selecting it
in the Account Setup list and with it selected, click the Edit button.
2. Uncheck the Active Account checkbox as shown in figure 1. This will deactivate the account and group it
into the In-Active Accounts group account. Deactivated account will no longer show in the account list during
contribution entry. Figure 1
Figure 1
Note: You can reactivate an account any time just by checking the Active Account checkbox.
Note: You also can deactivate an account by dragging it from the Account list window and dropping it onto
the <Inactive Accounts> group.
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Merging Accounts
With Servant Keeper you can take an account and move all or some of the contributions from it into another
account. You might need to use this feature if an account was created that is not needed and contributions
have been posted to it or a duplicate account was created with a misspelled name and contributions in that
account need to be removed into the correct account.
Follow these steps to merge contributions from account to account.
1. 1. Click Accounts | Merge Accounts… on the menu bar. You will be prompted to enter your password
to use this feature.
2. 2. First select the account that contains the contributions that you want to move in the first drop down
field. If the contributions you want to move are located in an inactive account check the "Include Inactive
Accounts" checkbox to show theses inactive accounts in the list. Figure 1
Figure 1
3. 3. Second select the account you want to move the contributions into. You can also select to move only
contributions you choose or all contributions. If you are unsure then we suggest using the default option
of "Select Contributions to Merge" Figure 2
Figure 2
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4. 4. If the option "Select Contributions to Merge" was selected, you will see a screen what allows you to
now pick which transactions to move and which ones to keep in the original account. If you want to move
all the contributions from account to account leave all the contributions checked and click the
button. Figure 3
Figure 3
5. 5. The system will prompt you to confirm you want to complete the process of moving the contributions.
Check "Yes, I want to merge the contribution(s).". This will enable the confirm button. Then click
to start the moving the contributions process. Figure 4
Figure 4
6. 6. Once the process is complete the system will tell you how many transactions were moved. Figure 5
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Figure 5
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Batch Manager
The batch manager allows you to easily work with multiple batches. When you logon onto the Contribution
Manager and click the Contribution Entry button and you have more than on batch created you will need to
select the batch you want to work with or create a new batch to begin contribution entry.
To open the Batch Manager click the button on the toolbar or on the menu bar click Contributions | Batch
Manager.
Edit Batch Information
The Batch Information screen allows you to rename the batch and add comments to the batch during the
entry process. You can change a batch date at any time, even if there are transactions added to that batch.
However the Batch ID cannot be change.
For information on posting a single batch see Posting Contributions (Single
Batch).
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Contribution Entry
The contribution entry screen has evolved from the last version of Servant Keeper to streamline the
transaction entry process.
To enter contributions follow these steps: (See Figure 1)
1. Choose the type of gift you are entering. (Cash, Check, Credit Card, Other/ Non-Cash). Note: If you skip
this step you can simply enter the check # and the check radio button will auto select.
2. Enter the name or envelope # of the contributor in the Name/Env# field. For tips on searching see
Searching.
a. If your Name search does not retrieve the correct individual and you cannot find their name in the
Membership you can add a visitor directly from Contributions.
You now have the ability to add visitors directly into a new family or into an existing family.
b. If you are entering in Miscellaneous monies you can put them in under the system Loose Plate
(Shortcut is the <?>)
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c. Servant Keeper Contributions now allows you to search specifically for Organizations, just by
selecting Organization: from the Drop down field.
3. Enter the amount of the contribution in the Amount field
4. Select the account that the contribution should post into with the Account Name field.
NOTE: If the Account Code is active in the System Preferences you can type in the Account Code rather
than the Account Name.
5. To finish, leave the 2nd entry line at $0.00 and press enter. This will save the transaction.
When saved, a transaction will show in the Contribution Entry Log. Once the transaction is saved you can
start with the next entry.
Figure 1
See Split Transaction Entry for information on entering splits.
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NOTE: If you receive a NSF or bounced check you can enter in the NSF information into the Contribution
Entry as a negative amount. By putting the person’s name check number and amount and the accounts the
money went into you can have a record of the bounced check on the individual’s statement.
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Searching
Searching in Servant Keeper while entering contributions is EASY! You can search so many different ways
that you can always find what you are looking for. Just can search by first name, last name, or by parts of
the first and last name. If you use envelope numbers you can also search by them for fast accurate
contribution entry.
Follow these tips when searching to be sure your search is successful.
1. When searching for a person you can enter either their envelope # or their name in one of the follow
ways. For these examples we will use the name "Jonathan Smith". You can enter the name in lower
case letters; the name search is not case sensitive.
a.
Envelope Number
b.
Full Name
c.
Initials separated by a space.
d.
Partial first name followed by a space.
e.
Partial last name. No space after the letters.
f.
Partial first and last name separated by a space.
g.
Reversed initials separated by a comma.
Note: When searching if an exact match is not found you will be prompted to select the person you were
searching for from a list of possible matches.
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Credit Card Entry
Servant Keeper now tracks credit card information for contribution entry. Each
person entered can have an unlimited number of credit cards entered for them
to use during contribution entry.
Follow these steps to enter credit card information while doing contribution
entry.
1. While entering contributions for a person select the Credit Card radio button.
2. If the person selected doesn’t have at least 1 credit card entered for them you will be prompted to enter at
least 1 credit card. Complete the fields for the credit card and click OK to save.
3. Once entered, you will be able to choose which credit card to use for the contribution entry from the Card#
list. You can also add additional cards to the list by choosing the Add option in the card list.
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1. You can enter and store an unlimited number of credit cards for use during entry for each person in your
database.
Note: If you are given the full control to Maintain and View Credit Card Information you will also have the
ability to Edit and Delete Credit Card Numbers. This access is granted by the System Administrator in the
Administration Manager, User Security section.
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Split Transaction Entry
With the new contribution entry process we've streamlined the entry of entering Split Transactions to
make them as easy as possible to enter.
To enter split transactions follow these steps: (Figure 1)
1. Choose the type of gift you are entering. (Cash, Check, Credit Card, Other/ Non-Cash). Note: If you skip
this step you can simply enter the check # and the check radio button will auto select.
2. Enter the name or envelope # of the contributor in the Name/Env# field.
a. If you are entering in Miscellaneous monies you can put them in under the system Loose Plate
(Shortcut is the <?>)
b. Servant Keeper Contributions now allows you to search specifically for Organizations, just by
selecting Organization: from the Drop down field.
3. Enter the amount of the contribution in the Amount field
4. Select the account that the contribution should post into with the Account Name field.
5. Press enter on your keyboard to move to the next line.
6. Repeat steps 3 - 5 for each split line until all parts of the split transactions are entered.
7. To finish, leave the last split line amount at $0.00 and press enter to save the transaction.
Once the transaction is saved you can start with the next entry.
Figure 1
See Contribution Entry for information on entering transactions without splits.
NOTE: If you miss a split pressing the Insert a Split Entry line will add an additional line into your split entry.
If you need to remove a split, highlight the line that is not needed and press the Delete selected Split Entry
line.
195
Currency Calculator
The Currency Calculator is used to calculate the total for a large count of coins
and/or bills. Simply enter the count of each individual coin and bill and the
count totals will be used to calculate the cash total. When you are done
entering coins and bills, click the Copy Total button to copy the cash total from
the Currency Calculator to the Amount field in the Contribution Entry screen.
196
Bank Deposit Verification
The Bank Deposit Verification tool is used as a proofing tool for all cash, both
coins and bill, given for a single deposit. Much like the Currency Calculator you
enter the counts of each coin and bill and the total for these counts is
calculated automatically. The reason to use this tool is to verify that the cash
total calculated from the coin and bill counts equals the Contribution Entry Log
cash total. If these two cash totals do not match, a mistake was made in either
the entry of a cash gift, or in the count of the coins or bills. If you find that the
totals do not match, click Save to keep the counts that were entered and then
try to find your mistake either on the Contribution Entry Log or here in the Bank
Deposit Report, and make the correction. Then if needed, make a correct on the
Bank Deposit Verification screen to make the totals match.
197
Posting Contributions (Single Batch)
Follow these steps to post a single batch.
button on the toolbar. This will open
1. When you have completed entry and are ready to post, click the
the Post Contribution Batch screen. Be sure to change the Batch Date, Batch Name, and add any
Comments before you continue and finalize the batch. Figure 1
Figure 1
NOTE: Printing the Batch Reports and Verifying your Bank Deposit are quick buttons on the Posting
window now for easier access and visual reminder for you to do these before finalizing the batch
2. Once the date, name, and comments are set, check the "Yes, I want to post this batch." checkbox and
click the
button.
If you have the Contribution Manager setup to Post to an External Accounting Program you will see the
Posted Contributions Summary. This show you what batch(s) were posted and change accounting package
files were created during the posted process. Figure 2
198
Figure 2
199
Posting Contributions (Multiple Batches)
If you have created more than one batch using the Batch Manager when you post you will be able to pick
what batches you want to post at that time.
1. When you are ready to post, click the
button on the toolbar. This will open the Post Contribution
Batch screen. Be sure to change the Batch Date and Batch Name if desired and add any comments to the
batch that are needed. Figure 1
Figure 1
2. Once the batch date, name, and comments are set correctly for each batch you want to post, check the
"Yes, I want to post this batch." checkbox and click the
button.
If you have the Contribution Manager setup to Post to an External Accounting Program you will see the
Posted Contributions Summary. This show you what batch(s) were posted and change accounting package
files were created during the posted process. Figure 2
200
Figure 2
201
Posting Data to Accounting Programs
The Contribution Manager allows you to post contribution data to third party accounting programs.
Follow these steps to configure the Contribution Manager to post data for import into a third party
accounting program:
2. Click File | System Preferences...
3. Click the Posting tab and check "Post to an external accounting program". Figure 1
Note: The default setting shown here are for posting to Quicken.
Figure 1
4. To have your accounting program open automatically after posting check the option "Run Accounting
Program after Posting" and then click browse to locate the accounting program application file.
Note: Servant Keeper creates either a Quicken (*.qif) or QuickBooks (*.iif) file based on your selection.
These files types compatible and can be imported into other accounting programs such as Microsoft
Money, PeachTree, or any other program that can import a Quicken or QuickBooks file.
202
Microsoft Calculator
Use the Microsoft Calculator when you need to perform any basic arithmetic and you want to be sure you
are 100% correct.
203
Contribution Entry Log
The Contribution Entry Log tab (previously called Contribution Proof List) is now located at the bottom of the
Contribution Entry screen. It now allows for more space to view transaction information and a toolbar with
buttons for quick access to Finding, Editing, & Deleting transactions, and printing a proof list report.
Follow these steps to Edit or Delete a transaction:
1. Select the transaction you want to Edit or Delete from the Contribution Entry Log list.
2. Click either the
into edit mode.
or
button. Double-Clicking on a Contribution Entry will open it
3. Right clicking on an entry in the Contribution Entry Log will give you some extra options. Edit and Delete
options are here, as well as a Quick Print and Change Font Size feature.
4. If deleting a transaction you will be asked to confirm before the transaction is deleted as this operation
cannot be undone.
5. The
button allows you to see the entries put into the same batch by other users at the
same time that you are entering in information into that batch.
204
Account Summary
The Account Summary tab is now located at the bottom of the Contribution Entry screen. The
Account Summary keeps a running total for each account by gift type and new to Servant Keeper 6 a
count of the # of entries for each account with a total count at the bottom.
205
The Contribution Listing tool has been enhanced with many new features. Now you can list contribution data
by Groups created in Groups Keeper in the Membership Manager
.
To use any of the Contribution Listing screens follow these steps.
1. Select either "Search for Individuals" or "Select Group".
2. Enter a person’s name, organization name, envelope number or select the group you want to view.
3. Select the date range for the data you want to view.
4. If needed select a single account to narrow down the search.
5. Press enter on the keyboard or click the
button to start the search.
6. Once the families or individuals are displayed you are ready to work with the results.
Individual Listings have the ability to Include Deleted Individuals contribution records.
Family Listings have the ability to Include Deleted Families as well as to Include Unlinked Members.
207
All of the Contribution Listing features have the ability to be exported to an Excel or Text File type.
All of the Contribution Listing features have the ability to be printed.
208
Showing Deleted Individual/Family Contribution records
On any of the Listing screen, search for the name "DELETE". This will bring up a list of contributions where
the individual or family has been deleted from the Membership Manager.
209
Select and Reset Fields in Listings
All Contribution Listing features have the Select and Reset Fields Buttons.
The Select Fields button allows you to select any field to show on the listing. The Available Fields are
dependant on the listing you are selecting. You will only see Individual Available Fields on the
Individual Listings and Only Family Available Fields on the Family Listings. The Up and Down arrows
to the right of the Select Fields to Display window allow you to rearrange the Fields to the display
order you wish to see them.
The Reset Fields button, resets the fields to the system defaults.
210
Merge Summary Statement with SK Writer Documents
Individual and Family Contribution Totals listings have the ability to merge the records with SK Writer
Documents.
211
Exporting Contributions
1. Click the Export button and select the type of data you want to export.
2. Enter any search criteria to find the individuals, families, or accounts you want to export data for. To
select, view, and export additional data fields click the Select Fields button.
3. Once you are viewing the data you want to export, click the Export button to choose the type of export file
you want to create.
212
•
Text File (*.csv) - Comma Delimited Text File with the CSV file extension.
•
Excel File (*.xls) - Microsoft Excel file.
Edit Batch Date/Comments
This feature allows you to adjust the batch name and add any additional comments to the batch
for the current selected batch. To access this feature, select Contribution | Edit Batch
Date/Comments... or Click on the [BatchInfo] icon.
213
Multiple Batch Manager
To open the batch manager, select Contribution | Multiple Batch Manager... or Click on the
[Batch Mgr] icon. This feature allows you to manage all the currently active batches. Here you
can Open a batch, Add a new batch, edit the name and comments, or delete a batch.
At the top of the window you will see four buttons: [Open Batch], [Add Batch], [Edit Batch],
and [Delete Batch]
[Open Batch]
Opens the current highlighted batch for Contribution Entry.
[Add Batch]
Adds a new batch onto the Batch Manager.
[Edit Batch]
Edit the Batch Date, Name and Comments.
[Delete Batch]
Completely Deletes a Batch.
NOTE: Anything unposted will disappear and will not be posted.
214
Make Adjustments to Posted Entries
This feature allows you to make adjustments to the posted entries, one at a time. To access
this, select Contribution | Make Adjustments to Posted Entries... This feature is used to edit
mistaken entries or to delete items out of contributions.
NOTE:
You might be asked to enter in your password again for security purposes.
everyone should have access to the Make Adjustments feature.
Not
Navigating Make Adjustments to Posted Entries
You start by searching for a specific individual name or envelope number, a date range
or a specific account, or any combination of the three. Pressing your [Find] button will
display a list of individuals that match the criteria you are searching for.
The two available buttons for Make Adjustments are [Edit] and [Delete]
[Edit]
Allows you to edit the highlighted entry. You can edit anything with the exception of who
the transaction came from.
215
[Delete]
Allows you to delete the highlighted entry.
NOTE: Make Adjustments for Posted Entries has been revamped for Version 6. No
longer do you use Make Adjustments to move contributions from one person to
another. Make Adjustments is strictly for making adjustments to contributions in
case of mistakes.
216
Change Posted Batch Date
This feature allows you to change the date of posted contributions to a new date. To access
this feature select Contribution | Change Posted Batch Date...
At the top of the window you will see four buttons: [Untag All], [Tag All], [Reverse Tag], and
[Change Batch Date]
[Change Batch Date]
This button will change the batch date all of the tagged contribution records in the
database.
Click on the [OK] button to select the date change.
1. Check the "Yes, I want to delete the Contributions" check box.
2. Click on the [Confirm] button to confirm the deletion.
217
218
Move Posted Contributions
This feature allows you to move posted contributions from an incorrect individual to the correct
individual. To access this, select Contribution | Move Posted Contributions...
[Move Contributions]
[Move Contributions]
This button will transfer all of the tagged contribution records to another individual.
Moving contributions to another individual
1. Select Contribution | Move Posted Contributions...
2. Type in the name of the individual that you want to move the contributions from.
3. Fill in the From and To date range of the contributions that you want to move.
NOTE: If you want to move all contributions from one person to another, open the date
range by setting the From Date to be something like 01/01/1990.
4. Select a specific account if you only want to move contributions from one account.
NOTE: If you want to move all contributions from one person to another, leave the
Account field set to <All Accounts>.
5. Press the [Find] button to search the database for matching records.
219
6. Once you find all the records that match your search criteria they will appear on the
screen already tagged and ready to be moved.
7. Clicking on the [Move Contributions] button will open a second search window asking
you to find the individual you want to move these contributions to.
8. Type in the name of the individual that you want to move the contributions to.
9. Double click on the individual’s name or highlight their name and click on the [Select]
button.
10. Check the "Yes, I want to move the Contributions" check box.
220
11. Click on the [Confirm] button to confirm the move.
221
Delete Posted Contributions
This feature will delete all tagged contributions selected on the list. To access this, select
Contribution | Delete Posted Contributions... This is a good feature if you need to get rid of
a list of errored contributions.
[Delete Contributions]
[Delete Contributions]
This button will delete all of the tagged contribution records out of the database.
1. Check the "Yes, I want to delete the Contributions" check box.
2. Click on the [Confirm] button to confirm the deletion.
222
Cash Calculator
This feature allows you to calculate how much cash was received by putting in the amounts of
each denomination. When you get a large amount of cash for a specific account type, such as
Offering Plate, Bake Sale, etc., using this feature will save time and minimize human error.
1. Select Tools | Cash Calculator or Click on the [Cash Calc] icon.
NOTE:
This can also be accessed by double-clicking on the number, in the entry
window, in the Amount column.
2. Fill in all the amounts for each denomination.
3. Click on the [Copy Total] button to save the amount into the current individual’s enter
window.
a. If you press the [Clear] button you will be prompted by a window verifying that you
really want to clear the entries that you put into the verification screen. Click on
[Yes] if you want to clear all of the entries, or click on [No] to leave them alone.
223
b. Click on the [Close] button if you want to close the window without saving the
entries.
224
Cash Verification
This feature allows you to verify that the amount of cash you have on hand is the same amount
that you have entered into the system. To access this feature select Tools | Cash Verification
or click on the [Verify] icon.
1. Select Tools | Cash Verification or click on the [Verify] icon.
2. Notice the Cash Total and Log Total for Cash are both in Red, this means that they do not
match and therefore are not balanced.
3. Filling in the correct amounts for each denomination of coins and bills will turn both the
Cash Total and the Log Total for Cash blue, meaning they are now balanced
225
4. Press the [Save] button to save the enty for the Bank Deposit Report. Press the [Clear]
button to clear the entries and re-enter the amounts. Or press the [Cancel] button to
disregard the whole thing.
a. If you press the [Clear] button you will be prompted by a window verifying that you
really want to clear the entries that you put into the verification screen. Click on
[Yes] if you want to clear all of the entries, or click on [No] to leave them alone.
b. If you have put entries into the verification screen and then press the [Cancel]
button you will be prompted by a window asking if you wish to save your work
before exiting. Click on [Yes] if you want to save the entry information, otherwise
click on [No]. If you did not mean to press the [Cancel] button you can press the
[Cancel] button in this window to be taken back into the Cash Verification screen.
Windows Calculator
This feature launches the Microsoft Calculator. This can be accessed from the Tools |
Windows Calculator, the [Calculator] icon or from your [Start] button, All Programs |
Accessories | Calculator.
Change Password
This allows you to reset your the Password for you User ID.
1. Select Tools | Change Password.
2. Enter your Current Password in the First Box: Enter Your Old Password.
226
3. Enter in the New Password in the Second Box: New Password.
4. Enter in the New Password in the Third Box: Type New Password Again.
5. Click the [Save] button or press the Enter Key. Pressing the [Cancel] button will disregard the
password changes.
227
SK Check Scanner Profile Setup
This allows you to maintain your Scanned Checks for automatically entering in Check
information into your Contribution Entry.
Password verification to make sure you are the correct person logging in.
Then select the Individual whom you want to maintain their checking account records.
228
Credit Card Profile Setup
This allows you to maintain the Credit Card Records.
Password verification to make sure you are the correct person logging in.
Then select the Individual whom you want to maintain their credit card records.
229
Clear Current Batch
File | Clear Current Batch allows you to clear everything off of the current proof list.
230
Pledges
Pledge Tracking
This feature opens the Pledge Tracking tool to allow you to manage your pledges. Select Pledge |
Pledge Tracking to access this feature.
There are three tabs and four buttons at the top of this window.
The Tabs are Pledge Accounts, Individual Pledges, and Family Pledge Information.
Pledge Accounts
This tab shows all of your active pledge accounts
231
[Add Pledge Account]
You can add in new pledge accounts directly from the main pledge account screen.
[Edit Pledge Account]
You can make edits and updates to the pledge account from the main pledge account window.
Highlight the pledge account you need to modify and press the [Edit Pledge Account] button.
232
[View Account Chart]
This button opens the Account Setup Window.
[Print]
This button sends the information on the Pledge account window to the screen/printer.
233
Individual Pledges
This tab shows all of the individuals you have pledged to the highlighted pledge account.
[Add Pledge]
This button allows you add new individual pledges or a Group of Individuals to your Pledge
Accounts.
[Edit Tagged Pledges]
This button allows you to edit the individual pledge information for all records tagged.
234
[Delete Tagged Pledges]
This button allows you to delete all the tagged the individual pledge records.
[Export Tagged Pledges]
This button allows you to export the individual pledge information to a Text or Excel file.
NOTE: You cannot pick and choose what information to be exported from here you will only
get the fields that are showing in the listing.
[Print Tagged Pledges]
This button sends the information on the individual pledge window to the screen/printer.
[Merge Tagged Pledges]
This button allows you to merge tagged records with your SK Writer Documents.
235
Family Pledge Information
[Merge]
This button allows you to merge tagged records with your SK Writer Documents.
236
[Export]
This button allows you to export the family pledge information to a Text or Excel file.
NOTE: You cannot pick and choose what information to be exported from here you will only
get the fields that are showing in the listing.
[Print]
This button sends the information on the family pledge window to the screen/printer.
Pledge Listing
This feature allows you to view pledge information by individual or family. Select Pledge | Pledge Listing.
The two additional options are List Individuals’ Pledges or List Families’ Pledge Totals.
List Individuals’ Pledges
Opens a window that will allow you to search for an individual by name or by envelope number, or by
an individual group. Also allows you to search for a specific pledge account or all pledge accounts.
Individual Pledge Listings have the ability to Include Deleted Individuals pledge information. You can
also search for just Deleted individuals by type "DELETE" in the Name/Env# search box.
List Families’ Pledge Totals
Opens a window that will allow you to search for a family name or by a family group. Also allows you
to search for a specific pledge account or all pledge accounts. Family Pledge Listings have the
237
ability to Include Deleted Families as well as to Include Unlinked Members. You can also search for
just Deleted individuals by type "DELETE" in the Name/Env# search box.
All of the Pledge Listings have the ability to be exported to an Excel or Text File type.
All of the Pledge Listings have the ability to be printed.
238
All Pledge Listing features have the Select and Reset Fields Buttons.
The Select Fields button allows you to select any field to show on the listing. The Available Fields are
dependant on the listing you are selecting. You will only see Individual Available Fields on the
Individual Listings and Only Family Available Fields on the Family Listings. The Up and Down arrows
to the right of the Select Fields to Display window allow you to rearrange the Fields to the display
order you wish to see them.
The Reset Fields button resets the fields to the system defaults.
239
Adding Pledges
Once a pledge account has been created you can add pledges to it.
Follow these steps to add pledges to a pledge account.
1. From the Contribution Manager click Pledge | Pledge Tracking… to open the pledge tracking screen.
Figure 1
Figure 1
2. Double click the pledge account you want to add the pledges into and the Individual Pledges screen will
open. Figure 2
240
Figure 2
3. Click the
button to open the Select Individuals search screen. With this screen you can
either select a group of individuals to add as pledges or search for people by name. Figure 3
241
Figure 3
4. Once you have individuals listed either from a group or a name search check (tag) the ones that you want
to created pledges for. Figure 4
242
Figure 4
5. With the individuals tagged click the
button. Now you will need to configure the
information for the pledges. Enter the details as shown in Figure 5 to set the payments, duration, and
gift amount. The details set will apply to all tagged individuals making it easy to setup pledges.
Figure 5
6. Now in the pledge listing for our pledge account we see the new pledges. Figure 6
243
Figure 6
7. You can also view family pledge information on the Family Pledge Information tab. This will give you a
family total of the family members that are setup to pledge and are linked using the $ Link feature of the
Membership Manager.
244
245
Support and Contact Information
For phone support call the Servant PC helpdesk @ 570-748-2800. We are available Monday-Friday 9AM 6PM EST. When calling for phone support please have your customer id number ready to give the
technician that answers the call. If you do not currently have a helpdesk support plan we will give you
options for renewing support.
To find your customer ID click Help | About Contribution Manager. Your customer ID will be the 5 or 6
digits in red as shown in figure 1 and 2. When speaking with a support technician they may ask for additional
information about your computer system. Many of these details can be found by clicking Help | Servant
Keeper Help Desk. Figure 1
Figure 1
To find your customer ID click Help | About Contribution Manager. Your customer ID will be the 5 or 6
digits in red as shown in figure 1 and 2.
247
Figure 2
Other sources for support can be found online:
Company Website: www.servantpc.com
Program Updates: www.servantpc.com/updates
Support Website: support.servantpc.com
Product Knowledgebase: kb.servantpc.com
User Forum: forum.servantpc.com
248
Index
[
Alternate Address
[Add Pledge Account]
232
Alternate Mailing Address
[Edit Pledge Account]
232
Anniversary
[View Account Chart]
233
A
About Membership Manager
Absentee
Access
33
99, 103
prints
55
55, 67
83
83
Anniversary Report
83
Appointment Type
89
modify
89
33
Appointments
33, 85
33
Scheduling
85
33
Area Code
SK Writer
33
Assign
33, 89
Account Name
59
User
89
Accumlitive
83
Attend
99, 103
shows
83
Attendance
Activities
33, 97, 103, 105
Activities - Tracks
Add
95
33, 43, 79, 89, 95
Attendance Tracking
Attendance Dates
Attendance Tab
121
33, 59
107
109
99, 103, 123
Group
79
Attendance Tracking
new
89
Attendance Tracking Icons
95
Attendance Tracking window
97
New Family
Add City
33, 43
33, 93, 97, 105, 107
115
open
Add Criteria
79
Attendee
99, 103
Add Daughter
33
Attribute
33, 49
33
select
49
Family
Add Group
77, 79
Attribute Boxes
Add Item
113
Add Other
33
Attribute Multiple Selection Lists
Attribute Header
Family
33
Attributes Tab
Add Son
33
Auto Zip Code Fill
Family
33
B
Add Spouse
33
B 99
Family
33
Back
Add Visitor
Add Zip Code
Adding a Group
Adding a new scheduled appointment
Adding a new visitor
Adding Envelope Numbers
Adding Pledges
Address
95, 105
115
79
89
105
Create/Select Tab
97
57
49
113
49
121
79
79
Backing Up Your Database
Baptism
prints
Baptism Report
2
83
83
83
33
Becomes
131
240
Head
131
33, 69, 73
Bible
93
like
69
use
73
logon
125
33
Birthday
83
33
prints
83
access
Administration Manager Help
Administration Manager Toolbar
33
7
Alt Addr/Phone Tab
55
Alt Address
83
Alt>+<M
111
Alt>+<N
111
Bible Verses
125
Birthday Reports
83
Blank Head
43
Household
Button Bar
By Total Count
43
31, 39
97
249
C
Cancel - Cancel
Carrier Sort
turn
Case
Match
access
37
Contribution Manager Help
Contributions
121
Copy Address
69
Clipboard
33
69
Copy Group
77
79
223
Copy Line
Cash Verification
225
Country on/off
Change
Date
Drop Down List
Change Fields
Change Password
Membership
Change Posted Batch Date
Change Relationship
33, 91, 113
Create/Select Tab
79
91
113
33
33, 117, 226
117, 226
217
61, 127
back
Creates
New Head
133
141
Credit Card Entry
193
Credit Card Profile Setup
229
Current Password
Choose Search
79
Customer ID
31, 61
Church Activities
49, 93
41
33
Database Type
Church Directories
83
Date
Church Information
15
Clear Current Batch
Clear List
Clicking
Search In Drop Down List
Clipboard
91
display
59
Dates & Check Boxes
115
Daughter
41
69, 73, 115
33, 59, 73, 89, 91
Change
121
230
33
D
61
79
69
117, 226
Database Totals
Church Bulletin
115, 121
37
Creating SK Writer Documents
Ctrl>+<F
Church
79
33, 37
Creating an Organization
59
Clear All
121
77, 79
23
City Name
33, 39
Create/Edit Group
Check/Credit Card
skip
33, 59, 99, 103
57
Changing Area Codes
City
33
121
Cash Calculator
Cell Church Information
33
Daughter - Adds
Daughter - Adds
57
33, 37
37
37
Daughter
37
Defaults Tab
121
73
Delete - Deletes
37
33
Delete All Tagged Records
Copy Address
33
Delete Group
Clipboard leaving
33
Delete Item
113
Close
77
Delete Line
79
Close - Exits
77
Delete Posted Contributions
33, 82
77
222
Closes
33, 37
Delete Select Individual
33
Complete Appointment
87, 91
Delete Selected Family
33
Completed Tab
87
Deletes
87
Deleting Users
19
Completing a scheduled appointment
91
Delivery Point
121
Confidential
51
Detailed
Add Note
51
Display
Share Notes with Others
51
Scheduled Tab
Date
33, 77
123
33, 59, 77
59
Confidential Notes
51
Display Group
Contact
61
Display Group Buttons
Contains With
69
Display Tab
77, 79
Drop Down
33, 73
Contribution
Menu
250
213, 214, 215
33, 99, 103
Drop Down List
changes
33, 77
81
57, 73, 113
113
E
Edit
selecting
Edit - Edits
Edit Attendance Dates
Add Other
33, 69, 113
Index
33
Add Son
33
69
Add Spouse
33
37
existing
33, 109
Worship Service Attendance
131
99, 103, 123
Edit Batch Date/Comments
213
Family Address Master List
83
Edit City
115
Family Alternate Address
67
Edit Field Lists
33, 113
Family Directories
83
Add Item
113
Family Geographic Zone Report
83
Delete Item
113
Family Groups
99
Edit Item
113
Select
99
Print
113
Family List
41
Edit Group
Edit Group button
Edit Individual
Edit Item
Edit Profile Tab Labels
77
77
Family Notes
113
Family Pledge Information
33, 111
33
Edit Selected Individual
33
Edit State
115
Edit Zip Code
115
Editing User Access Privileges
13
Either By Person
97
send
Family Members
129
Edit Selected Family
Email
right
33, 39, 55, 87
33, 39, 55
Family Profile
Tabs
41
41
65, 111
236
33, 37, 43, 61, 63, 83, 125
67, 127, 129
Family Profile populates
61
Family Profile s Display Name
83
Prints
Family Profile s Mailing Name
Prints
83
83
83
Family Profile shows
61
Family Profile Tab
63
Email / Website Addresses
55
Family profile tab contains
63
Email button
55
Family s Alternate Address
67
Email Group
33, 82
Family Zip Code Summary
83, 84
Emails
55
Fax
Employer
61
Field Type
End of Document Merge Breaks
Enter
press
ENTER
149
73, 79, 99, 103
73
45
Select
Find
Name/Env# Search
Other Fields
Enter key
115, 117, 226
Find Family
press
115, 117, 226
First
Enter Your Old Password
Entry Tab
117, 226
172
First and Last Name Search
First Box
55
113
113
33, 37, 41, 69, 73, 95, 99, 103, 115
71
72, 73
41
105
72
117, 226
Envelope # Search
71
First Name Search
71
Event
97
For School Class
57
Select
97
Existing
131
Family
Exit
Membership Manager
Export Group
131
33
33
33, 82
F
F2
97
F3
97
F4
97
Family
Add Daughter
33, 41, 43, 79, 99, 103, 111, 123, 131
33
Functions
Membership
159
31, 33
31, 33
G
General
51
Add Note
51
Print
51
Generate
87
Web Map
Geographical Code
87
83
Globally Adding Envelope Numbers
33, 82
Globally Change Fields
33, 82
251
Grade School Promotion
25
Graphical Reports
33
Group
Adding
Groups Keeper
Create/Select Group Tab
Display Group Tab
33, 41, 75, 79
79
33, 37, 75, 77
77
81, 82
K
Keyboard
73
L
Labels
33, 83
Mailing
83
Last Group Selected
125
Last Name
73, 105
Groups Keeper Buttons
77
Last Name Search
71
Groups Keeper Module
33
Last Updated
83
Leadership Positions
49
33, 61, 63, 125, 127, 131
License
33
131
Type
H
Head
becomes
Household
updating
Helper
Sunday School
Home Phone
Household
Blank Head
Head
Household Profile
33, 61, 63, 127
33
Like
33, 69
125
Address
69
57
Like taking
33
57
List
83
33, 43, 61, 63, 125, 127, 131
43
33, 61, 63, 127
37
I
Save Group
33
Logon
125
Bible Verses
125
M
Mailing
83
Labels
Important Events
prints
Mailing Codes
61
83
Mailing Labels
83, 125
Important Events Report
83
Important Events Tab
53
Mailing Labels & Post Cards
Include In-Active Records
69
Main List
Individual Attribute Report
83, 84
Individual Directories
Individual Groups
Select
Individual Listing
Individual Mail Codes
83
prints
215
33, 77
103
MapQuest.com
33, 39
103
Match
83, 84
83
Membership
Individual Pledges
234
functions
Individual Profile33, 39, 43, 45, 47, 61, 63, 69, 73, 89, 91, 103, 111, 129
69
Case
Individual Members
Prints
83
31, 33, 37, 41, 125
Makes
Member Status
Individual Profile s Last
83
Make Adjustments to Posted Entries
49
Tabs
83
53, 83
69
83
31, 33, 37, 121
31, 33
Menus
111, 117, 226
47
System Preferences
123
83
Membership Manager
31, 33, 43
83
Exits
33
Individual Profile Tab
47
Introduction
31
Individual profile tab contains
47
Membership Manager Help
Individual s Alternate Address
55
Membership Manager s
Individual Zip Code Summary
83, 84
Individuals
33, 41, 43, 79, 89, 91
33
31, 33, 37, 39, 41
Membership System Preferences
Menu Bar
125
31, 33
Insert Date Time and Page Numbers
153
Merge
Inserting A Data Field
143
Merge Summary Statement with SK Writer Documents
211
Inserting Page Breaks
147
Merging Accounts
183
Inserting Pictures
151
Merging Documents
163
Inserting Symbols
145
Middle Name
121
Introduction
Membership Manager
Introduction to Membership Manager
252
31
Ministries
31
Miscellaneous
31
Miscellaneous Reports
82
61
119, 174
83
Miscellaneous Tab
Miscellaneous tab holds
Modify
Appointment Type
More Info
125
Optimizing the Database
125
Options
33, 89
Index
17
Delete All Tagged Records
82
89
Email Group
82
111
Export Group
82
More Info Tab
57
Globally Adding Envelope Numbers
82
More Information
67
Globally Change Fields
82
73
Mouse
Move
New Family
Move Posted Contributions
Move to New Family
Refresh Results
82
61, 131
Save Group as List
82
61, 131
Selected Record Options
82
219
61, 131
Options
82
Organization
61
Organization Name
61
Mr
125
Mrs
125
Multiple Batch Manager
214
Organization Profile
61
Multiple Selection Lists
113
Other - Adds
37
N
Name Tags
Name/Env
searching
Name/Env# Search
Navigating
System Preferences
New
Adding
New Create/Edit Group Screen
Open
New Family
Add
populates
Other Relationship
83
69, 73
73
71
119
Other fields
Other Phone Numbers
Other Relationship
Other - Adds
73
55
33, 37
37
119
Attendance
59
33, 89
Overview Tab
59
89
P
77
Page Setup
77
Pager
55
33, 43, 61, 105, 131
Partial
73
33, 43
Partial Word Searches
61, 131
New Head
33, 37
Creates
37
Phone
41
Phone Format
New Password
37
Overview
Move
New Membership
61
Password
PC
139
73
33, 117, 226
33
33, 73
121
117, 226
Picture Manager
27
61
Pledge Accounts
180
receive
61
Pledge Listing
237
NewTopic 1
192
Pledge Tracking
231
Newsletter
NOTE
59, 79, 89, 97, 103, 105, 111, 127
Notes
51, 59
Confidential
Populates
Organization Name
61
61
51
Post Cards
83
General
51
Posting Tab
173
Notes Tab
51, 61
O
OK
Olan
Preffered Names
Press
109, 115
33
Enter
Enter key
83
73, 115, 117, 226
73
115, 117, 226
Print
82
Attendance Tracking window
97
Print Label
39
New Create/Edit Group Screen
77
Prints
Quick
37
Anniversary
83
37
Baptism
83
37, 97
Birthday
83
Family Profile s Display Name
83
Open
Opens Appointment Scheduler
Opens Attendance Tracking
Opens SK Writer
33, 37, 77, 97
37
33, 83, 95
253
Family Profile s Mailing Name
83
Important Events
83
Individual Profile s Last
83
Mailing Labels
83
Search Servant Keeper
Zip Code
83
Searching by other fields
Profile - <Alt>+<P
Profile Reports
111
83
Individual Profile Tabs
Profiles in Membership Manager
127, 129
73
Click
73
95
73
Second Box
117, 226
See
33, 41
41
Select
33, 49, 69, 73, 97, 99, 103, 109, 113, 115
47
Attributes
49
43
Edit
69
Event
97
Family Group
99
Q
Quick
73
Total Families
Profile Tab
Family Profile Tabs
want
Search In Drop Down List
33, 37
Opens
37
Field Type
113
Quick Print
33
Individual Group
103
R
Receive
Newsletter
Search In
61
61
73
Specific Event
109
State
115
Refresh Results
33, 82
Select and Reset Fields in Listings
Relabeled
57, 67
Select Fields
Relationships
Report Manager
210
41
67
Select File
119
33, 37, 83
Select Go
97
Report manager screen
33
Select Group
41
Reports - Opens
37
Select Group Drop
41
Reports Manager opens
33
Select Group Drop Down List
Resetting User Passwords
21
Select Tools
Restoring Your Database
3
Reverse Tag
81
Right
41
Family List
Rosters
Rotary Cards
41
57, 95, 105, 107
83
S
S 89, 99, 103
Save - Save
37
Save Attendance
97
Save Group
33
List
33
41
109, 111, 113, 115, 117, 226
Selected Record Options
Send
33, 39, 55
email
33, 39, 55
Send Email
Servant Keeper
33, 82
33, 39
33, 39, 51, 57, 67, 69, 75, 85, 87, 99, 103, 119
Servant Keeper Church Management Software
31
Servant Keeper Help Desk
33
Servant Keeper s Attendance Tracking
93
Serve
49
Willing
Set
Sunday
49
97
97
Save Group as List
82
SHIFT
45
Scheduled Tab
87
Shift-Tab
73
87
Show All Fields
Scheduled Tab Buttons
87
Showing Deleted Individual/Family Contribution records
Scheduling
85
Shows
Completed Tab
Appointments
Scheduling Appointment
School
School - Track
Search
Name/Env
Search For
85
33, 85, 87, 89, 91
accumlitive
SK Check Scanner Profile Setup
79
209
33, 83
83
228
93, 103, 105
SK Writer
33, 37
95
access
33
33, 69, 73, 79, 82
73
33, 73
Skills
49
Skip
121
City
121
Search In
73
Sm
73
select
73
Sm .NOTE
73
254
Small Groups
Son
Son - Adds
Son - Adds
Son
Specific Event
Select
Spell Checking and Using the Thesaurus
Spiritual Gifts
Spouse
Spouse - Adds
Spouse - Adds
Spouse
Standard Reports
State
93
33, 37
37
37
37
109
Sunday School Class Roster
U
33
Undo reverses
33
Unlisted
55
33, 37
99, 103
81
37
Un-tag All
37
Updating
125
37
Head
125
83
115, 121
99, 103
123
Sunday
Helper
33
117, 226
Undo
49
41
set
33
157
Status Bar
Sunday School
License
Type New Password Again
121
Unattend
115
Summary Attendance
Carrier Sort
Type
Index
121
109
Select
STOP
Turn
Use
33, 73
Address
73
Use Monday
123
Use Preferred Name on Reports
125
User
Assign
User Defined
97
User defined fields
57
User ID
57
User Security
57
Using SK Writer
System Administrator
51, 65
V
System Preferences
33, 119
Value
89
89
57, 67
67
51, 117, 226
9
137
73
Membership
123
Version
Navigating
119
View
33
View Graphical Reports
33
33
T
TAB
45
View Graphical Reports opens
Tab Key
73
View Map
TAB>key
45
View Map takes
Tag All
81
View Picture
Taking attendance
Taking Family Worship Attendance
93, 97
99
View Tagged/Untagged
33, 39, 87
33
33, 39
33
View Users
103
W
Talents
49
Want
Teacher
57
Teacher Category
57
Temporary Group
79
Taking Individual Attendance
41, 51, 55, 57, 67, 73, 85
Search In
Web Map
generate
5
73
73
87
87
1, 168
Website
55
Text
33, 73
Website Addresses
55
Third Box
Time
Tool Bar
Toolbar in SK Writer
117, 226
Websites
55
89, 91
Welcome
1, 135
31, 37, 91
155
Tools
Change Password
Edit Field Lists
Total Families
see
Willing
Serve
Windows Calculator
117, 226
113
Work Phone
Worship
49
49
226
83
93, 95, 99, 103
113, 115
Worship - Track
95
41
Worship Events
99, 103
41
Worship Group list
99
255
Worship Groups
Worship Service Attendance
Family
103
Z
99, 103, 123
Zip Code
99, 103, 123
Prints
X
33, 83, 115, 121
83
33, 113, 115
X Delete City
115
Add
115
X Delete State
115
Other Options
115
X Delete Zip Code
115
Searching
115
Zip Code Table
115
256

Servant Keeper 6 Help Guide

Transcription

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