The MPD Tab in the Contacts area is the core financial information area about your contacts. This page tells you the MPD phase of the contact, from stranger to committed financial giver or pray-er, as well as who referred this contact, all of their gifts to date, whether they get your newsletter or not, etc. This section covers these concepts in brief. They are expanded on subsequent topics.
Overview
The MPD Tab contains the primary fields that define a contact's financial partnership on your team.
MPD Tab fields
MPD Phase
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The point your contact is at on the cycle of MPD for your team.
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Read More > MPD Phase
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Next Ask
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To schedule a future “ask” time. Tip: Almost all of your contacts should be challenged at some point in the future.
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Read More > Next Ask
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Pledge
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Dollar amount and frequency of pledge. Check box indicates they have begun fulfilling their pledge. Tip: Do not check the box when you record the pledge. TntMPD will check the box when you receive/download the next gift.
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Read More > Pledge
View > Video: Entering Pledges
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Region
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Geographically combine your contacts. Useful for lookups and future MPD maintenance. You define regions that work for you.
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Read More > Region
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Referred by
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Type the name of the person who gave you their name. If “Referred by” is bold (as shown in picture above), that indicates this contact has several referrers; click on the bold letters to see the whole list.
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Read More > Referred by
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Likely to Give
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To assist in future fund-raising, you can assign one of three likely-to-give levels.
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Read More > Likely to Give
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There are four check boxes for doing future lookups and analysis of your team:
Send Newsletter
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For people who receive your newsletter. This checkbox (true/false) is used when doing the Newsletter Recipients and Relevant Contacts lookups.
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Read More > Send Newsletter
View > Video: Create Newsletter List
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Deceased
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To avoid the loss of financial history, do not delete a donor who is deceased. TntMPD does several things automatically once you check this box to make it apparent when a contact is deceased.
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Read More > Deceased Contacts
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Direct Deposit
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In some countries, ministry partners can give recurring gifts directly via their bank accounts. This check box helps you track who those are.
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Read More > Direct Deposit
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Magazine
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If your organization has one, check this box to indicate who you send this magazine to.
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Read More > Magazine
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Bottom Section
The lower half of the page is the giving history of this contact. The column on the left lists the date of each gift, followed by the amount, and any appeal with which this gift is associated.
For information on how to add, delete, and edit gifts shown on this page, refer to the topic on Giving History.
Read More > Giving History
The box on the right is a graphic history of this contact’s giving. You can choose how many periods to view, as well as whether you want to view just this contact or the Current Group of contacts. The Current Group is the list of contacts to the left (not shown in the above picture).
Tip: Gifts columns
You can change the columns in the Gift window shown by dragging the column headings to the left or right (there may not always be additional columns). You can widen any column by clicking on the line between two columns.
Read More > Gifts & Appeals