Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
- Select the Grid Columns icon
- Select the Clear All Link
- Mark the Envelope Numbers option
- Select the Save and Close link
- Check the Filter icon
- Select your preferred options for Membership, Family Group, and Select Envelopes.
- Click Apply
Note: The "Send Contrib. Env." check box is checked by default in the family record, when you issue an envelope number. This setting filters for that check box.
Note: If you are looking for more specific parameters, see more filter options by selecting the Advanced Options dropdown.
- In the filtered Family List, click Family header to sort in alphabetical order (one click A-Z, two clicks Z-A):
- Click Export to CSV icon
or, from Quick Reports, choose Filtered Envelope Numbers for PDF, XLS or RTF:
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