Merge Envelopes

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dadcowell
Posts: 73
Joined: Thu Dec 08, 2011 7:27 am

Merge Envelopes

Post 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

Zorak
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Re: Merge Envelopes

Post 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.

dadcowell
Posts: 73
Joined: Thu Dec 08, 2011 7:27 am

Re: Merge Envelopes

Post by dadcowell »

Excellent,
Thanks

TonyL222
Posts: 47
Joined: Wed Feb 10, 2016 10:55 am

Re: Merge Envelopes

Post by TonyL222 »

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

NeilZ
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Re: Merge Envelopes

Post 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.
Neil Zampella

Using PC+ since 1999.

Zorak
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Re: Merge Envelopes

Post by Zorak »

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

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