This box offers summary data for the selected contact in three different categories: General, History Summary (that is, the last history event for several items), and a financial summary of their giving.
General
Last Edit
The last time some activity (either a history event, or whether you made a change to their address or MPD data, or a gift was received, etc.). This date/time is used by TntSync to detect when a contact is different between two copies of your database.
Created Date
When this contact was added to your TntMPD database.
History Summary
This box shows the last time you completed a task involving this contact in each of the 5 types of activity.
Gift Summary
This informative box summarizes all the giving of this contact (as it appears in TntMPD). Note the "Current Until" field. This is the date that will appear in the Pledge Fulfillment Report.
Read More > Pledge Fulfillment Report
The "Pledge Start" date is the most recent date for the current pledge. This may not be when they gave their first gift of the current pledge amount.
Note: You can manually change the Pledge Start date to force a different calculation.
Note: The "View Details" box will remain on TOP until you close it, so you can move from contact to contact to see their details quickly. If you close TntMPD without closing the View Details box, it will still be there the next time you open TntMPD.
Tip: Pledge received
When a potential partner makes a pledge but does not give you the first check, enter the pledge amount but do not check the Pledge Received check-box. When you enter the gift manually (when you receive the check), or when it is processed by the organization and downloaded (an EFT gift, for example), then TntMPD will automatically check the box and alert you that the partner has made their "FIRST" gift.
Having the Pledge Received box unchecked also makes certain this contact appears in the "Outstanding Pledges" box of the Pledge Fulfillment Report.
Read More > Pledge
Tip: Increased pledge is a First gift
When a donor increases their pledge, enter the new amount, then uncheck the Pledge received box. TntMPD will alert you when the FIRST gift of this new pledge has arrived. This will also reset TntMPD's start date for the pledge and the way it computes the donor's Average Monthly. (This way, it does not take two years for their average to rise up to their current pledge amount.)
Read More > Pledge