Using Envelope Numbers

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  • Avatar
    rosemarieg97

    Yes it was helpful. However, at year end we totally change envelope numbers for the coming year ( since people leave or die). So is there a faster way to add numbers rather than individually?

  • Avatar
    Emily W.

    Hey there!

    While envelope numbers can be added individually, importing them allows multiple envelope numbers to be added at once.

    When ready to import envelopes:

    1. Navigate to "More > Tasks > More (on the left side) > Import Giving Envelopes."
    2. Download the template file and populate it with your data.
    3. Import the revised file using the "Import Envelopes" button.

    Here is a great link that will be most helpful as you import envelopes: Import Giving Envelopes

    Happy Breezing! 

  • Avatar
    rebecca

    We have sort of an opposite problem than rosemarieg97--

    Our envelope number system keeps every donor we have ever had--some have moved on, but we keep them in the database anyway.  How do I keep from having so many inactive members displayed on our "Home People" screen?  I can import the envelopes fine, I think, but haven't because of this issue.  

    Thanks for any help you can give!

     

  • Avatar
    Emily W.

    Hi Rebecca!

    To keep from having so many inactive members displayed, you can simply archive those members.

    Archiving people allows you to remove a person from showing up on reports and communications but still keep their profile available if you ever need to reference it.

    To archive a person:

    1. Navigate to the person's profile.
    2. On the left, select "Delete" from the menu (after clicking "More" to expose the additional options).
    3. Select the "Archive" option on the bottom left of the window.
    4. Click the "Archive Person" button on the bottom right of the window.

    To archive multiple people:

    1. Navigate to any list of people via the advanced search.
    2. On the right, click "Delete People" from the menu (after clicking "More Actions" to expose the additional options).
    3. Select the "Archive" option on the bottom left of the window.
    4. Click the "Archive People" button on the bottom right of the window

    Happy Breezing!

     

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