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!

     

  • Avatar
    rebecca

    Another issue as we are starting to implement the envelope system:  we have married members giving together--can I assign the same envelope number to both of them and still have the giving statements come out the right way?

  • Avatar
    Emily W.

    Hey Rebecca!

    Breeze will allow you to be able to associate the same Envelope Number to more than one person, at this time this is expected behavior. However even though you are able to associate the same Envelope number to more than one person or family it is only recognized in by Breeze as the person or family that the number was originally associated with. Here are two resources that will be most helpful: 

    Using Envelope Numbers

    FAQ's on Envelope Numbers

  • Avatar
    walasante

    If, like rosemarieg97 we reassign numbers each year, how does Breeze keep track that 2018 amounts assigned to envelope 48 went to John and 2019 amounts assigned to envelope 48 now go to Jane?

  • Avatar
    Emily W.

    Hi there!

    Because contributions remain attached by the person's profile as soon as they are created and are not actually tied to the envelope numbers themselves. The envelope numbers are acting as pointers towards the person, but as mentioned the contributions are attached to the donor. :)  

     

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