In the Envelopes view, users can manually assign envelope numbers to new members or reassign individual envelope numbers as needed as well as choose to apply changes immediately or at a later date.
To add a new envelope number to a giver,
1. Click on the gear icon to open your Settings view.
2. On the navigation menu on the left, select “Envelopes” under the Offerings section.
3. Find the name of the person or couple whose envelope number you wish to add or adjust.
4. To assign a new envelope number, add or edit the number in the text box under “Next Envelope.”
5. If you wish to add a spouse for the contributor, add the spouse’s name in the “Spouse” box.
- The “Contributes Jointly” box will be automatically selected when you do this.
- If the spouse's name is already referenced in the "Spouse" box, just make sure the "Contributes Jointly" box is checked if they are going to be giving together.
6. Repeat Steps 4 and 5 as needed.
7. When all changes have been made, go down to the ribbon of Action buttons at the bottom of the screen to choose when the changes should take effect; choose “Apply Changes” (now) or “Schedule Renumbering” (for later).
Note: If the new envelope number already exists for another person, you will be notified of this on the right side of the screen and asked to choose a different number.