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My accountant gave me a .xlsx file with name (last,first), date, address and donation amount. I concerted it to a .csv file with openoffice. but when I try to import contacts I keep getting a error message. "A first, last or organization name must be entered for this contact" on all of the...
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It seems Tools>Update Donor/Gift Info from file no longer lets me search for my .csv, only .tntdatasync. I tried to change the extension from .csv to .tntdatasync and TntC couldn't recognize that. Did the .csv option have to be dropped?
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Hi there, Not sure what I'm missing, but, trying to upload a .csv file into TnT that was saved from Silent Parter donor management system. When I go to Tools/Update Donor/Gift info from File, they only file type option allowable is a TntConnect DataSync File (*.tntdatasync). What step is missing...
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Troy, You can control which fields sync back to outlook for Windows to some degree in Google, so some of this can be adjusted somewhat.... 1. I like to remove all of my Google Contact "job title" and let TNT use that field in Outlook and Google to sync the customer general pledge and giving...