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MinistryPlatform

RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Preparing Statements

Assign Online Statements to Families

You can assign all couples where one individual has "online" to both being online.
  1. Make a selection of Donor's marked with Type as "Family" and Method as "Online".
  2. From the Tools menu, select Transfer Selection.
  3. Select Copy to Another Page.
  4. Select the Donors page.
  5. Name the selection.
  6. Select the option to Select Heads Instead.
  7. Click Go.
    You're taken to your new selection.
  8. From the Actions menu, click Assign.
  9. Select Stmt method, and select Online from the drop-down list.
  10. Click Save.
  11. Click Ok.
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Last updated: July 12, 2024