Avoid Duplicating a Managed Account with an Existing Envelope Number or External ID

This article describes the warning users receive when adding a managed account if the system recognizes an envelope number or External ID as already being used on an existing account.

When adding a Managed Account for Online Giving, the system warns the user if it recognizes an entered envelope number or External ID as being used on an existing account. This is to help avoid creating a duplicate account.

The caution suggests adding a gift to the existing account and provides an option to view the account by clicking on the View Account button. It may be the user’s intent to create a duplicate account, so it is just a helpful warning.

Envelope Number Warning

External ID Warning

Check out this article for more information on warnings to avoid duplicating accounts when Adding a Managed Account for Online Giving.

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