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Merge Envelopes
Posted: Mon Aug 19, 2019 11:58 am
by dadcowell
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
Re: Merge Envelopes
Posted: Mon Aug 19, 2019 12:25 pm
by Zorak
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.
Re: Merge Envelopes
Posted: Mon Aug 19, 2019 12:27 pm
by dadcowell
Excellent,
Thanks
Re: Merge Envelopes
Posted: Tue Aug 20, 2019 5:07 pm
by TonyL222
Why not use Contributions>Reassign>Reassign Envelope Number? That will merge the two histories.
Re: Merge Envelopes
Posted: Tue Aug 20, 2019 7:29 pm
by NeilZ
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.
Re: Merge Envelopes
Posted: Wed Aug 21, 2019 9:57 am
by Zorak
Either one will work. They do the exact same thing.