Quick Task: Replace Envelope List

To ensure you have the most up-to-date envelope list, you can use the “replace envelope list” task in Quick Tasks.

Begin by filtering for families with the attributes you want for your list. Note that unless a family has been removed from the list manually when you deactivate them, they might be on your envelope list. It can be a good idea to replace this envelope list every once in a while. Remember that only a family with an envelope number who has an address can be added to an envelope list.

This task will remove all members currently on this list and replace them with your filtered results. After filtering, select "Replace Envelope Lists."

Select the desired envelope list from the dropdown and click "Replace Envelope List" to complete the task.

The system will provide you with information of the number of families removed or added, asking you to confirm to continue.

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.


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