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How can I reassign envelope numbers for the new year?
Create a Membership PLUS Backup before making any changes to envelope numbers. You are unable to change envelope numbers until after the end of the year. Once the number is changed in the program, it cannot be undone.
To reassign envelope numbers:
On the Membership PLUS main screen click Reports.
Select Report Generator.
Double click Member Reports.
Double click Member Lists.
Highlight Envelope Assignment Report.
On the Filter/Sort tab select Include All.
Preview and print the report to see what envelope numbers are currently assigned to individuals.
After reviewing the list you are now ready to edit the Individual, Family or Organization name in order to change the Envelope Number.
Go back to Members.
Select either Individuals, Families, or Organizations.
Double click on the appropriate person, family or organization to be edited.
Click the Edit button at the top of the screen.
Make necessary changes to the Envelope Number.
Click the Save button at the top of the screen.
Repeat Steps 10 - 13 for each member you wish to reassign an envelope number to.
Membership Plus
Windows
11
button at the top of the screen.
button at the top of the screen.
