Admin Tab - Families

This Admin tab lists information that is administrative in nature. Items like Budget/Envelope number, registration date, and previous system information (if data was imported from another database at implementation.

How to Edit the Admin Information

Use the Edit button to open the Edit Admin window.

• Set Contribution Method to Envelopes if the family uses envelopes to make their contributions.
  • Prior, this was the "Has Envelopes?" checkbox field.
  • Use Other to indicate online giving or other donation means.
• Enter a unique Budget Number (Envelope Number) to the family if you are using envelopes for donations.  
• The Budget Status box should be Active if you are going to use Church Budget Envelope Integration and/or the parishioner receives giving envelopes. Set this to Inactive if you do not want the family to receive envelopes from Church Budget Envelope Integration.
• For families that were converted from a previous system, the System ID and System Family ID contains a previous system designator that it was converted from.