TntMPD
Powerful software for ministry partner development...
Reference Guide: Managing 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

Reference Guide: Managing Contacts

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Managing Contacts Overview

One of the most critical aspects of building relationships is knowing about the other person. The more you know about the person, and the more they know about you, the stronger your relationship. The strength of a relationship is a key component for a donor choosing to remain committed to your ministry.

TntMPD is a powerful tool for relationship-building. Let that power work for you!

TntMPD makes it easy to track lots of information about your team; maybe more than you’ll ever need! If you are just starting out as a missionary, you can use a “Get to know you sheet” for your new partners.

The Address Tab is where the primary personal data is stored. Other data can be edited by double-clicking inside any yellow box.

Six Ways to Add Contacts

Each of these methods has pros and cons. Method and best reason to use this method:

Menu Path: Contact | New Contact

Adding an individual contact.

Menu Path: Contact | Add Referrals

You have just received several new names from an existing contact, and have very limited information about these new contacts.

Menu Path: File | Import | Import Contacts from Text

To import an existing database you have saved as a text file. Best for first-time users who have been managing their contacts in another software.

Menu Path: File | Import | Import Contacts from Outlook

To import an existing contact list from Outlook. You may find it easier to export from Outlook to text first.

If you are manually entering a set of contacts from paper.

Automatic Download from your organization’s donor files.

Menu Path: File | Import | Address Input from Web

Menu Path: Tools | Address Input from Web

If your organization supports this method, this is a fast way to populate your database with those who have given financially. Note that the information your organization has on your ministry partners may not exactly match your list.

Greetings

TntMPD offers three separate greetings to help you customize your letters and envelopes. Default greetings shown on top, customized greetings on the bottom, with alert message; note also that in the example below, the greeting that is customized is also highlighted in bold ("Full Name").

Greeting

No last name. Commonly used as the salutation in a letter.

Full Name

Adds titles (if you used them). This is the name that will appear on the address bar, (e.g., Mr. and Mrs. Krazy Kat).

Short Name

First and last names, without titles. If the contact is an organization (box checked), TntMPD will replace all of the name information with a single name box.

For organizations, all three Greetings will be the same. If the organization is a church you may want to make the Greeting to the “Missions Committee” or to “Our friends at (church)”.

Personal Tab

Family Side and Family Level can help track relatives from your side or your spouse’s side of the family (if you are married).
One box for all information about Children.
You can select from all Churches in your database by clicking the down-arrow. This field can be helpful for doing future Lookups.
Birthday/Anniversary Year field can be two digits (47) or four digits (1947).

Read More > Birthday & Anniversary Report

Read More > Personal Tab

Notes Tab

The Notes tab is a simple text field. The top-most section of the Notes will always appear above the tabs, so put the very most important information at the top.
It may be helpful to date each note/entry so you can recall when you wrote it.
It may be more advantageous to keep notes in the Description field of history events instead of the Notes tab.

Read More > Notes Tab

Pictures Tab

You can view and manage pictures for a contact on the Pictures Tab.

Add a picture by putting your cursor in the unnamed box and right-clicking.

You can have multiple pictures for an individual contact.
Picture files should not be over 25k.
The picture will appear on the Contact view with the contact’s name and address.
You can have multiple pictures for a single contact, but only the most recent or left-most one will appear in the Address Bar.

All Pictures

You can view, but not manage, all of your pictures from the Tools menu.

Menu Path: Tools | All Pictures

User Tab

These fields allow you to customize your database for maximum effectiveness. All but Categories have drop-down lists so you can see your previous choices in these fields.
User field are limited in number and flexibility. Saved Groups offer similar flexibility but unlimited number.

Read More > User Tab

Read More > Groups / Saved Groups