Assign Envelope Number Tool

Basics

  • The Assign Envelope Number Tool allows you to add the next envelope number to a Donor record.
  • The next envelope is calculated by adding one to the highest number already in use. (If you have an envelope number that is an outlier that was erroneously assigned, edit the Donor record to remove/clear the incorrect envelope number before using the tool).
  • Check out this page for more information on managing envelope files.
  • SPoCs can grant user access to this tool via the normal process.

Assigning Envelope Numbers

To assign an envelope to one donor:
  1. Go to Stewardship > Donors > open desired Donor record.
  2. Click Tools > Assign Envelope Number.
  3. Click Assign Number.
To assign envelope numbers to multiple donors at once:
  1. Go to Stewardship > Donors > select desired Donor records.
    • Note: your selection cannot include any records that are inactive, deceased or already have an envelope number.
  2. Click Tools > Assign Envelope Number.
  3. Click Assign Number.
 

Last Modified: 3/30/2018

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