Setting an Envelope Number

This article provides steps to set an envelope number for a family from the family details card.

Setting an envelope number can be done from the family details card if an envelope number was not indicated during registration or the envelope number of a family needs to be changed,

  1. From Directory go to Families and Members.
  2. Locate the desired family.
  3. Click on the kebab (3 vertical dots) on the family detail card.
  4. Click on Set Envelope Number.The next number in the auto-increment pattern presents as an option. Click here for more information about auto-increment and manually tracking for the next envelope number.
  5. Enter the desired envelope number.
  6. Click on Update.Check this out for more information about Editing Envelopes from Directory Settings.

 

Was this article helpful?