Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
Use this article when needing to find all envelope recipients who are not sending contributions. The goal is to save on the expense of producing and mailing envelopes.
Result Columns:
- Families >Family DUID
- Families > Frist Name
- Families > Last name
- Families > Envelope Number
Query Conditions:
- Families > Envelope number > is greater than > 0
Families > Family DUID > not in sub-query > [edit sub-query]
Click [edit sub-query].
Note: The sub-query is going to exclude the givers.
In the sub-query, add the following Conditions:
- Contributions > Payment Amount > is greater than > 0
- Families > Send Contributions Envelopes > is equal to > Yes
- Contributions > payment date > is between > [enter date range]
Click OK.
Click Execute Query.
Once the results have populated, from Query Results, choose Export to CSV, or create a Family Workgroup from the results.
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