Change or Remove a Giver Number

Use the Manage Giver Numbers screen to change or remove the number already assigned to a Giver. If you are changing or removing numbers for many Givers, it would likely be more efficient to use .

 

 

Follow these steps to change or remove the number:

• Find the Giver whose number you want to remove and click the field that contains the number.
• Click in the End Date column of that row and enter the date you want to stop using this number for this Giver.
  

  Note:
  Numbers cannot end and start on the same day. For example, for Givers whose number ends on 12/31/YYYY can have a new number start on 1/1/YYYYY.

  Then press the Enter key on the keyboard and your changes will be saved.

• Alternatively, you can press the Delete button at the end of the line and select from three options:
  
  
  
  
  
• To Assign Giver Numbers, you can press the Add button at the far right to enter a new number or the Add New # button at the top of the screen.
• When you are finished, click the X in the top right to close. Your changes are automatically saved.