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- Batch Entry
How do we add envelope number as an option to look up contributors during batch entry?
Add envelope numbers as a Member Attribute, then configure the Contribution Settings to allow envelope number lookup
To create a custom Member Attribute for the envelope number, go to Members > Settings > Member Attributes. Once you have set up the new Member Attribute in your system, you can populate this field. If you need to populate this field for all or many of the people in your system, our data team can assist you. Email your request to: data@churchteams.com
Next, you'll need to configure the contribution settings to allow for envelope number lookup in batch entry. Go to Giving > Settings > Other Options. Add "envelope number" as an alternate search field.