Merge Envelopes

Contributions, Faith Promises

Merge Envelopes

Postby dadcowell » Mon Aug 19, 2019 10:58 am

Two of our members were recently married. I merged their profiles into one family, but they have separate envelope numbers.

If I change the wife's envelope number to the husbands number, will I lose her contributions? Or will her past contributions carry as records for the entire new family?

Bill
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Re: Merge Envelopes

Postby Zorak » Mon Aug 19, 2019 11:25 am

If you change her number to match his, their contributions history will be merged into his number. There won't be any indication of which were hers and his previously.
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Re: Merge Envelopes

Postby dadcowell » Mon Aug 19, 2019 11:27 am

Excellent,
Thanks
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Re: Merge Envelopes

Postby TonyL222 » Tue Aug 20, 2019 4:07 pm

Why not use Contributions>Reassign>Reassign Envelope Number? That will merge the two histories.
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Re: Merge Envelopes

Postby NeilZ » Tue Aug 20, 2019 6:29 pm

TonyL222 wrote:Why not use Contributions>Reassign>Reassign Envelope Number? That will merge the two histories.


No need as you can change the number on the personal profile and get the same result.

Neil Zampella

Using PC+ since 1999.
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Re: Merge Envelopes

Postby Zorak » Wed Aug 21, 2019 8:57 am

Either one will work. They do the exact same thing.
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