PSFS Family Directory - Family List: What happens to the giving history when I reassign or remove an envelope number?

What happens to the giving history when I reassign or remove an envelope number?

The envelope number is an arbitrary, user-assigned number in Family Suite. No giving history is associated with an envelope number. The giving history is associated with the family, and the envelope number is also associated with the family, separately.

  • When you change the envelope number for a family, the family keeps all giving history.
  • When you re-assign an envelope number from an old family to a new family, the old family's giving history does not transfer to the new family and all of the new family's giving history is associated with their new envelope number. 

 


Related Articles

How to assign a family or member envelope number

How to reassign or delete a family envelope number

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