Why won't the system let me apply or schedule a renumbering? [FAQ]

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After making changes under the New Envelope field in the Envelopes view, users will typically go down and either click "Apply Changes" to apply the edits immediately or "Schedule Renumbering" to select a day for the envelopes to change over automatically.

However, sometimes there are conflicts in the numbering setup that will cause the application buttons to be greyed out, causing the cursor to change into a red circle.

     

The most frequent culprit of this situation would be that there is a conflict in renumbering due to multiple givers being assigned the same number. Other causes can be caching-related within the browser or a brief lapse in internet connection.

To troubleshoot this,

  • Use the drop-down menu to the right to ensure all givers are shown in the Envelope view by setting it to "Everyone". This will allow users to scroll down the list to locate any issues denoted with a pink message to the right of the Next Envelope number in question.

  • If one of these messages is found, the Next Envelope number will need to be changed to an unused number.

  • If there are no messages for duplicate envelope numbers, try clearing out one of the numbers and re-adding the number back in. This can sometimes "jog" the system's memory and activate the application buttons.

  • Though extremely rare, if there are no duplicate messages and clearing out one field does not reactivate the application buttons, users may need to click the "Clear All" button and start renumbering again. We understand that this may be frustrating and we apologize for the inconvenience. 

  • Once all conflicts are resolved, users can try to apply or schedule the renumbering again.

Note: Clicking the "Apply Changes" button will immediately move the Next Envelope numbers into the Current Envelope field and cannot be undone, so please exercise caution when using that button for multiple reassignments.