PSFS Family Directory - Family List: How to assign a family or member envelope number

How to assign a family or member envelope number

Adding Envelope Numbers for the Family

Adding Envelope Numbers for a Member

 

Adding Envelope Numbers for a Family

  1. Click the Family List tab to display the Family List page.
  2. Select the Family record you wish to modify.
  3. Click the Edit Details button at the bottom of the screen.
  4. Click the Next link to the right of Envelope#.

  1. Enter the Envelope Number or click Next to the right of the Envelope Number field (which will generate the next available number). If you enter an envelope number which is already used, a message will display letting you know this envelope number is assigned to another member or family. 

  1. When updating the envelope number, you will be prompted with the following warning. If you do want to update the current envelope number (either from 0 or from a previously assigned number) click OK.

 2018-04-18_9-32-37.png

  1. Once you click OK, you will be prompted to save the record as follows:

  1. Depending on your next task, you may Save (remaining in the record) or Save & Close (taking you back to the list). 

 

Adding Envelope Numbers for a Member

  1. Click the Member List tab to display the Member List page.
  2. Select the Member record you wish to modify.
  3. Click the Edit Details button at the bottom of the screen.

  1. Enter the Envelope Number or click Next to the right of the Envelope Number field (which will generate the next available number). If you enter an envelope number which is already used, a message will display letting you know this envelope number is assigned to another member or family.

  1. When updating the envelope number, you will be prompted with the following warning. If you do want to update the current envelope number (either from 0 or from a previously assigned number) click OK.

 2018-04-18_9-32-37.png

  1. Once you click OK, you will be prompted to save the record as follows:

  1. Depending on your next task, you may Save (remaining in the record) or Save & Close (taking you back to the list). The other choices are self-explanatory.

 

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