Search Envelope Numbers

Once envelope numbers have been assigned to members, you can quickly view them using the Directory search function (People > Directory). To do this, you first need to enable envelope numbers in the Person Directory block settings.

Locate the Show Envelope Number field in the Person Directory block settings and select 'Yes' from the dropdown menu. Click Save. Now envelope numbers will be included in the information returned for directory searches.

Keeping this functionality in one search screen, rather than accessing individual profile pages, can save you or your volunteers a lot of time.

Now that you have envelope numbers set up, let’s look at how they can be helpful when matching transactions.