PSG Donors - Donor Profile: How to update or change donor envelope numbers

How to update or change donor envelope numbers

  1. Go to Donors.
        dash_donors.jpg

 

  1. Choose a Donor Account to make changes to and click on Action and select View Transactions.
    edit_profile.jpg

 

  1. In the donor's profile, find the section titled Envelope # and click on the blue edit button.
    edit_profile2.jpg

 

  1. A new window will pop-up that has a field for an Envelope number.  Enter the envelope number here and hit Submit
    If you have Integration turned on, the envelope number field will contain either the Family DUID (ex. F_123456) or Member DUID (ex. M_123456).  If this field already contains a number in this format, leave it there and do not enter the envelope number.  This DUID number is needed for ParishSOFT Integration, and the donor's contributions will not integrate correctly without it.

    enter_duid.jpg

 

  1. The Envelope Number, Member DUID, or Family DUID for this Donor will display as the number or series of numbers and letters as populated. adonorprofileridges.jpg
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