PSFS Family Directory - Family List: How to reassign or delete a family envelope number

How to reassign or delete a family envelope number

  1. Go to the Family List in the Family Directory module and find the Family that you no longer want to have the envelope number.
  2. Click on the name to load the Family Record.
  3. Click Edit Details.
  4. Change the Envelope Number to 0.
  5. Type TAB on your keyboard.
  6. When asked if you want to replace the current envelope number click OK.
  7. Now click Save and Close.
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    Now find the Family Record that you would like to assign the envelope number

    1. Click on the name to load the Family Record.
    2. Click Edit Details.
    3. Change the Envelope Number to the number you removed from the other Family Record.
    4. When asked if you want to replace the current envelope number click OK.
    5. Now click Save and Close

    Keep in mind that Contributions are associated with the Family Record. So they will not be removed if you change the envelope number. This will only change who shows up in the Contribution Posting screen when entering that Envelope Number. 

 


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