Names on contribution statements

[peabodyumc]

I just printed second qtr statements. We had a financial secretary who did them the first qtr so I don't know if the same thing happened to her but it happened to me.

Some people printed just Mr. John Doe and others printed John and Jane Smith. I figured it had something to do with the salutation since every family is defaulted to have the mailing name of Mr. and Mrs. John Smith. I looked at a few of them and I am finding no sense to how they are being printed.

My inlaws have a mailing name of Mr. and Mrs. James Cox and a salutation of Jim. The contribution statemetn said Jim and Marilyn Cox. My friends have a mailing name of Mr. and Mrs. Dale Buller and a salutation of Dale and Sheila and the statement printed Mr. Dale Buller.

I just noticed another one is addressed to Mr. Harvey Gaines (the household key name). Because PC won't use the preferred name I have put the mailing name to Mr. and Mrs. Tony Gaines and the salutation is Tony and Gwen -- yet the statement goes to Mr. Harvey Gaines.

I can't find in my manual anything that talks about the name on the mailing statement so that I can fix this. I already had a woman get upset with me (when I used a previous program) because she is the only one that comes to chruch and she writes the check so i credited her with the gift. Well its her husband's money so she wants his name on the statement. Now I will probably get in trouble becuase her name ISN'T on the statement!!

Thanks!

Laurie

[NeilZ]

I just printed second qtr statements. We had a financial secretary who did them the first qtr so I don't know if the same thing happened to her but it happened to me.

Some people printed just Mr. John Doe and others printed John and Jane Smith. I figured it had something to do with the salutation since every family is defaulted to have the mailing name of Mr. and Mrs. John Smith. I looked at a few of them and I am finding no sense to how they are being printed.

My inlaws have a mailing name of Mr. and Mrs. James Cox and a salutation of Jim. The contribution statemetn said Jim and Marilyn Cox. My friends have a mailing name of Mr. and Mrs. Dale Buller and a salutation of Dale and Sheila and the statement printed Mr. Dale Buller.

I just noticed another one is addressed to Mr. Harvey Gaines (the household key name). Because PC won't use the preferred name I have put the mailing name to Mr. and Mrs. Tony Gaines and the salutation is Tony and Gwen -- yet the statement goes to Mr. Harvey Gaines.

I can't find in my manual anything that talks about the name on the mailing statement so that I can fix this. I already had a woman get upset with me (when I used a previous program) because she is the only one that comes to chruch and she writes the check so i credited her with the gift. Well its her husband's money so she wants his name on the statement. Now I will probably get in trouble becuase her name ISN'T on the statement!!

Thanks!

Laurie

The names used on the contribution statements are taken from the Personal Profiles not the Family Mailing List.

The reason for this is that you may mail a letter to the family as Mr & Mrs Jones, but the only member of the church is actually Mrs. Jones, and its her personal profile that has the envelope number. In this case, the system will use the Title as listed on the personal profile, along with the first and last names.

In another case, Mrs and Mrs Jack Smith, are both members, and the envelope number is listed on both their personal profiles. The personal profiles are sequence numbers 1 and 2 in the family. What you will see here is Jack and Joan Smith, as the system will take the first names, add the and and the last name.

One more example: Mr & Mrs Stephen Brown are members, so's their teenage daughter Suzanne. Mr & Mrs Brown have the same envelope number, Ms. Brown has a different number. What you'll get is: Stephen and Ann Brown on one statement, and Ms. Suzanne Brown on another.

The use of the Preferred Name is fairly recent to PC+, not all areas have been setup to use the preferred name. Eventually all areas will be able to use it, but it does take some time to change all reports over. They're getting there ..

Finally, if as noted above, if there is only one person with an envelope number assigned, then only the person with the number will appear. To appease the womem who wants her husband listed, add the envelope number to his profile. He does have a profile does he not ??


Make sense ??

[mccarley]

I was noticing the same problem with our end of year statements, but we also have a unique situation. We are a Christian Camp so we get organizations that donate to us. PC+ isn't really set up to handle longer organization names, so I break up the names in the First and Last name fields so it reads properly when go to do a Locate. Then I put the correct FULL organization name in the Mailing Name field, figuring this field would be used for mailing statements. The problem here is that the organization name comes out mixed up on the statements.

Could there be a way to specify (maybe in the record) whether you want to use the default names (Profile info) or Mailing Name?

[NeilZ]

I was noticing the same problem with our end of year statements, but we also have a unique situation. We are a Christian Camp so we get organizations that donate to us. PC+ isn't really set up to handle longer organization names, so I break up the names in the First and Last name fields so it reads properly when go to do a Locate. Then I put the correct FULL organization name in the Mailing Name field, figuring this field would be used for mailing statements. The problem here is that the organization name comes out mixed up on the statements.

Could there be a way to specify (maybe in the record) whether you want to use the default names (Profile info) or Mailing Name?

Unfortunately, if there is only one personal profile record under a 'family' mailing record, the name used is from the personal profile, not the mailing name as the 'envelope' is listed against the person, not the 'family'.

[VICRAMZ]

We've got a similar issue. A married couple with the same envelope number. The contribution statement reads "Mr. John Doe and Family".
We have several other couples with shared envelope numbers, and their statements are addressed to "KJohn and Jane Doe".
Can't find a difference. What's causing the statement to read "... and Family".

[VICRAMZ]

Never mind. Found it. The wife's profile had her Directory Sequence set to 3, and the Adult field was blank, so the system thought she was a child. Hence the " . . . and Family."

Vic

[NeilZ]

We've got a similar issue. A married couple with the same envelope number. The contribution statement reads "Mr. John Doe and Family".
We have several other couples with shared envelope numbers, and their statements are addressed to "KJohn and Jane Doe".
Can't find a difference. What's causing the statement to read "... and Family".

This is a fairly old topic ... and there have been a few versions since this last was visited here. This was actually brought up in another topic:

viewtopic.php?f=2&t=8684&p=28634

You should be able to find the answer in there. Short answer, check the directory sequence number.