Family Status = Active and
Inactive = False (because it is not checked) and
Has Envelopes = True (because it is checked)
Tip: A Good Practice for each church would be to generate the family download report (Downloading Family and Member Records convert the report into a table and sort on the columns (Status Column R; BudgetNumberInactive Column N and HasEnvelopes Column O) to be sure the values are set as correctly for any parishioner who should receive Budget Envelopes. Once all necessary changes have been made in the Family Records contact us to set up the integration. Below is a snippet from the Family download report.
If you have multiple schedules with Church Budget then Family Tags need to be created for each schedule you currently have. We have established a standard Family Tag name for each schedule. Tag names cannot deviate from the list below. When Church Budget pulls are based on a specific schedule the program is looking for that corresponding Family Tag Name that has been pre-defined. If your schedule is not in the list below please contact Gabriel Customer Support.
|Family Tag Name||Description|
|CBME||Church Budge Monthly Envelopes - those members receive a single monthly donation envelope + any special envelopes that your church uses.|
|CBR||Church Budget Regular - those members receive regular weekly envelopes + any special envelopes that your church uses.|
|CBS||Church Budget Special - Receive only the special envelopes that your church uses.|
Note: When adding a new parishioner to your database you will need to ensure that the proper fields in the Family Record are populated correctly. Including adding the family to the correct Family Tag if applicable.