Menu Item
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Description
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General lookup to search on any field in the Contact table.
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Displays your Current Group of contacts. You can also switch to show all contacts. You can then manually check or uncheck contacts to make a new group.
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Lookup contacts based on their MPD phase and other key criteria. Primarily returns those contacts whose MPD Phase is n/a, Never Contacted, Ask in Future, or Call for Appt. (Also compares "Never Ask" and "Next Ask" fields.)
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Lookup PARTNER-Financial contacts based on their current status in fulfilling their pledge.
Read More > Pledge Fulfillment Report
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Lookup contacts whose addresses or phone numbers are out of sync with your organization’s records (if your organization supports this).
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Lookup contacts who are in a Saved Group.
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Lookup contacts who gave either during a certain time in the past (you choose start and end date) and/or a certain amount on a single gift. If you select both a time and amount, the lookup will return all contacts who gave any gift in that amount range during that time period.
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You can use the Custom box to write your own custom lookups. These can be very complex, however. Here, for example, is the criteria for the By Giving lookup above (all individual gifts of $50-$100 between 12/15/2000 and 12/15/2006):
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Makes a Current Group with one contact: You. Handy if you want to add a task or history on your own name, to print an envelope from a template, or whatever you choose.
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Makes a Current Group with one contact: The one you currently have selected from the existing group.
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Lookup all contacts in your database. This is the default lookup when you open TntMPD. There is also a button on the button bar for this.
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By Field lookup with that field already selected. Note that the City and State lookups actually check the fields "Mailing City" and "Mailing State". The address that appears in the "Mailing Address" are from the address you selected as Preferred. The lookups will not check all cities for all contacts (that is, Home, Business or Other).
The Lookup dialog:
How the preferred address is displayed. You select the Preferred mailing address on address entry box. When you select a preferred address, that address will have a small black dot on the Address Tab to indicate which one is selected as preferred.
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Three options:
Returns all contacts for whom Send Newsletter = TRUE.
| 2. | With Deliverable Mailing Addresses |
Returns all newsletter recipients with a deliverable mailing address.
| 3. | With Valid Preferred E-mail |
Returns all newsletter recipients who also have a preferred e-mail address.
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By Field lookup with the desired field already selected.
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By Field lookup with Referred By already selected. This lookup will only look at the primary referrer for each contact. To find contacts from a referrer who is not a primary referrer (or is both a primary and secondary referrer), choose the field “Referred By List” instead; then you will have to switch the criteria to “contains” and type the referrer’s name.
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