Preparing for Statements - Review: Not Archived Different Stmt Method | Scribe

    Preparing for Statements - Review: Not Archived Different Stmt Method

    • Chuck Robinson |
    • 14 steps |
    • 51 seconds
    • PtdiocesePtdiocese
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    **Review: Not Archived Different Stmt Method** is a view under Statements that shows when each HoH has a different method of statement delivery. For example, HoH #1 has Mail while HoH #2 has email.
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    Navigate to [https://mp.ptdiocese.org/mp](https://mp.ptdiocese.org/mp/0/2/)
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    Click "Contributions"
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    Click "Statements".
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    Change the view in the Views dropdown
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    Click "Review: Not Archived Different Stmt Method"
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    Click any records that appear
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    Click the "Donors" tab
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    There are 2 donors in this house. Click the first donor
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    Click this jump link to get to the actual Donor record for this person.
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    Notice that the Stmt Method for this person is "Email/Online". You can change that by clicking the Edit Record button if you like.
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    Click the "Next Record" button to go to the next donor on the statement (if one exists - there isn't one in the example below).
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    Click this jump link to get to this donor's record.
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    Notice that this donor has a "Postal Mail" Stmt Method. If you are sending statements by mail, leave this as is.
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    In short, we want to make sure that in each household we have the two HoH donors set to the same method of delivery of their statements.