Assign Envelope Number Tool
Learn about the Assign Envelope Number tool in MinistryPlatform, including instructions to assign envelope numbers using the tool.
With the Assign Envelope Number tool, you can add the next envelope number to a donor record.
- The tool calculates the next envelope by adding one to the highest number already in use.Note: If you have an outlier envelope number that was incorrectly assigned, edit that donor record to remove and clear the incorrect envelope number before using the tool.
- See Envelope Files for more information on managing envelope files.
- You can launch the tool from an open donor record or a selection of donor records.
- You can't assign envelope numbers to donors with an inactive or deceased participant status or donors who already have envelope numbers. If your selection includes such donors, it's noted as an issue and they will not be assigned an envelope number.
- Users will see a success or warning message after they click Assign so they can determine whether the appropriate actions were taken.
Note: To use this tool, you must have access through your security role. SPoCs can grant user access to this tool.
Assign Envelope Numbers
- In the navigation menu, click .
- Open the donor record, or create a selection of donors.
- Click Tools, then click Assign Envelope Number.
- Review the information.
- Click Assign.
- Close the tool.
Remove an Envelope Number
Occasionally, you may want to more a donor's envelope number if they don't want to receive envelopes. Follow these instructions to manually remove an envelope number from the donor record. Alternatively, you can use the mass assign feature to remove multiple donors' envelope numbers at once.
- In the navigation menu, click .
- Click to open the donor record whose envelope number you want to remove.
- Click Edit Record.
- Clear the Envelope No field.
- Click Save.