Edit Names

This screen is where you manage your church's list of Donors (people / families / groups who donate to the church) and Vendors (people / businesses / organizations who you make payments to). Over time, this list can become bloated, so use the strategies listed here to help keep the list under control.

Deactivate a Name

The quickest and easiest way to control the name list is to "deactivate" the names that are no longer being used. If someone is deceased or has moved away, if the business name has changed or you've transferred your business elsewhere, or for any other reason the name is no longer needed,then it can be deactivated.

Go to Maintenance -> Edit Names. Click the Edit "Active" Status button on the right. This makes a check box appear in front of each name on the list. Simply remove the check mark from in front of the names you no longer wish to appear when you are entering offerings or writing checks. Click OK to finish.

If you later decide that you wish to use a name again, just go put the check mark back. Caution: If you try to use a deactivated name, Jewel will tell you that it is a new name and must be added. So before adding a name, check to be sure it isn't just deactivated.