Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
Note: 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.
Updated