Track Individuals Separately

This article provides steps to track a member separately and also to remove track separately to begin tracking the individual with the family again.

Most families in the Directory will track all member data within the family. There may be instances where there is a need to give an individual member their own envelope number. For example, sending individual children envelopes in the mail. To add those members to an envelope list they must be marked as Track Separately.

Note: When an individual is tracked separately the individual’s data on the family contribution page can be seen, but the contributions will NOT be included in the Family Tax Letter.

If a family has more than one Public Account via Online Giving, they are not automatically set as Track Separately and their individual data will be reflected in the family contributions.

Steps to track a member separately:

  1. From the Member Card, click on the kebab menu (3 vertical dots).
  2. Select Track Separately from the menu. (If Track Separately does not appear in the menu it may be because no envelope number has been set on the Family card yet. Click on the link for information to set an envelope number at the family level first.)
  3. Enter a new envelope number in the dialogue box. If you have auto-increment set up for your organization, then the next available number will appear. This can be customized this if preferred.
  4. Click on Track Separately.
    Once tracked separately, the member has their own envelope number, address (which can be updated), and envelope list. They are their own entity now. They can get their own envelopes and track all of their money separately. From an organization perspective they are independent for a lot of the reporting and usage within the system.

To begin tracking the individual with the family again:

  1. From the member card Remove Track Separately.
    The member will now be tracked with the family for contributions and be automatically removed from any envelope list they were added to while being tracked separately.

Was this article helpful?