TntMPD
Powerful software for ministry partner development...
Matching Contacts

Contents

Introduction
TntMPD Overview
TntMPD History
Shortcuts
TntMPD Views
Quick Reference Guides
Reference Guide: TntMPD Overview
Reference Guide: Managing Contacts
Reference Guide: The MPD Tab
Reference Guide: Tasks & History
Reference Guide: Using Lookups
Reference Guide: Using Appeals
Reference Guide: Using Mail Merge
Reference Guide: Import Contacts
Reference Guide: Using Groups
Getting Started
About Printing
Installing TntMPD
Login/Password Error
Tutorial: Creating a new TntMPD database
Setting TntMPD Options
Tutorial: Set Your TntMPD Options
General Tab
Gifts Tab
Regions Tab
International Tab
User Interface Tab
Installation Tab
Managing Contacts Overview
Tutorial: Contact View Overview
Tutorial: Adding/Editing a Contact
Matching Contacts
Exporting Contact Information
Summary Data
Address Tab
Greetings
Phone Numbers
Email/Internet Addresses
MPD Tab
Tutorial: MPD Tab Overview
MPD Phase
Next Ask
Pledge
Region
Referred by
Likely to Give
Send Newsletter
Deceased Contacts
Direct Deposit
Magazine
Tasks/History Tabs (Contact View)
Groups Tab (Contact View)
Notes Tab
Personal Tab
Pictures Tab
User Tab
Other Contact/Group Menu Items
Add Referrals
View Organization Info
Address / Phone Out of Sync
Manually Add Donor IDs
Combining multiple accounts for one contact
View Details
Send Email to your Contact(s)
Deleting Contacts
Importing Contacts
Address Input from Web
Gifts & Appeals
Tutorial: Downloading Gifts from the Web
Giving History
Tutorial: Adding New Gifts
Gift Input Form (manual input)
Address and Gift Input from File
Dealing with Gifts
Editing Gifts
Deleting Gifts
Splitting Church/Foundation Gifts
Appeal Tracking
Tutorial: Creating Appeals
Associate History with an Appeal
Tutorial: Log gifts from an Appeal
Review Appeal results
View Giving Trends Report
Lookups Overview
Tutorial: Create a Basic Lookup
Lookup Dialog Box
Successive Lookups
Lookups Sort Order
Lookup Menu Items
Lookup Favorites
Default Lookup
MPD Lookups
Groups / Saved Groups
Current vs. Saved Groups
Tutorial: Setting up a new Saved Group
Current Group
Tutorial: Change a Field (for all Contacts in the Current Group)
Tutorial: Log History (for all Contacts in the Current Group)
View Giving History
Send Group Email
Tasks & History
Task Types
Tutorial: Schedule a Task
Tutorial: Log History
Automatic Action for New Gifts
Clearing or Exporting Tasks
Writing Meaningful Descriptions
Saved Descriptions
MPD Phase Auto-change
Analysis & Tools
Analysis View
Support Progress Box
Contacts & Referral Pool
Weekly Activities
Charts
Pledge Fulfillment Report
Contribution Report
Birthday & Anniversary Report
All Pictures
Other TntMPD Tools
Schedule View
Sync with Outlook
Mail Merge
Tutorial: Mail Merge
Tutorial: Mail Merge-Labels
Tutorial: Email Merge
Mail Merge Favorites
Practical Merge Tips
TntSync
Tutorial: Synchronize two TntMPD Databases
Tutorial: Synchronizing Files & Folders
Backups
Copying your Database
File Maintenance
Compact & Repair Database
Check for Updates on the Web
Exporting from TntMPD
Link with Microsoft Access
Getting Help
Community View
Error Reporting
View System Info
Help | About
Pick Lists
TntMPD Pro
All TntMPD Tips

Syndication

Matching Contacts

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To prevent you from adding the same contact twice, TntMPD will automatically compare new contacts with your existing list anytime you add a contact, no matter how it is added.

Read More > Tutorial: Adding/Editing a Contact

Read More > Add Referrals

Read More > Importing Contacts

Read More > Tutorial: Downloading Gifts from the Web

TntMPD will seek to match any new contact with an existing contact who has the same name. For downloaded gifts, TntMPD will look for last name matches. For all other methods, TntMPD will try to match first and last names.

Confirm Match Dialog

When TntMPD sees a contact it suspects might be a duplicate, it brings up a dialog box to match the new contact to one already in your database.

Cancel

Ignores the match and returns you to the previous screen.

No Match

Adds this contact as a new contact. (Note: If you are downloading gifts or addresses, TntMPD will first guess at the match, then after you press No Match, offer a list of all contacts for you to select a match. You can press No Match again to continue.)

Yes

Confirms the match and does not add a new contact. TntMPD will offer to update the contact's name and address info. In other words, TntMPD will replace any contact information that is replaced. (For example, if the new information has five fields, only those five fields will be updated; other fields in the existing contact will remain as they were.)

Dialog Box: Would you like to update the name and address info for [contact]?

Update name and address

Keeps existing name and address

Stops import process altogether

Error Message: Duplicate contact

This error message will appear simply to alert you that TntMPD did not create a duplicate contact in your database.

Continue importing. TntMPD will save this duplicate entry as a text file for you to review later.

Stop import process altogether

Stops import process altogether