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Tutorial: Log History

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Tutorial: Log History

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Tutorial: Log History

1.Select the task type (such as, Call, Letter, e-mail, etc.).

2.Select the result (Attempted, Done, and Received).

3.Select the date and time if different. TntMPD will offer a time for certain time-specific task types (such as Appointment, Call, E-mail, and To Do) but not for others (all types of Letters).

4.Write a Description.

Read More > Writing Meaningful Descriptions

5.If this item is related to an appeal, select the appeal from the Appeal drop-down list.

6.Press the <OK> button.

Tip: Chance Encounters (Appointments)

Visiting your home church and meet a partner in the lobby? Walking through the grocery store and chat with a partner in the checkout line? Log “chance encounters” as an Appointment with a special code in the description, such as “CE: Met at church”. If you always use the same code, you will always recognize it. Also, using the same code helps when finding history using the Filter on the History View.

Tip: Prepared Message for Answering Machines

In an era of cell phones and busy schedules, it is not uncommon to have difficulty reaching someone by phone. Having a prepared message to leave on their voice mail or answering machine can save you time and frustration, and help you avoid "stumbling" (that is, leaving a confusing message).

Remember when leaving a message to leave it with a smile on your face (they notice). Speak loudly, warmly, and with encouragement.

A prepared message could include one or more of the following items:

Your name and ministry

Why you are calling

When you will call back

An encouraging word

A Bible verse

A mention that you are praying for them

Tip: Log Group History

You can log history for a group of contacts at the same time (such as sending a monthly newsletter or an appeal) instead of logging history one contact at a time.

Menu Path: Group Actions | Log Group History

Read More > Tutorial: Log Group History

Tip: History Tips

Log every task you do, regardless of the result. 10 dials = 10 tasks logged.

When you send an MPD e-mail, blind copy (BC:) yourself, then copy and paste the whole text into the description of your task. Copy both sides if your message is a response to theirs.

An event is "Attempted" if the desired result is not achieved, such as:

The person you wanted to talk to did not answer (busy, no answer, babysitter, child, secretary)

You went to an appointment but they did not show up

You sent an e-mail but it was returned with a wrong address

Save commonly-used descriptions to make your history more consistent and easier to create

Read More > Saved Descriptions

When writing a description, be detailed!

Read More > Writing Meaningful Descriptions

History isn't perfect. For example, if a contact calls you back and you fulfill the activity you were seeking, you may want to use "Done" instead of "Received" on the task.

Write casual encounters as "To Dos" : "CE: Bumped into at church". (If you use "Appointment", TntMPD will record that as Last Appointment, which may not be helpful for you.)

Log history for all the contacts in the Current Group. For example, when you send a special ask or your monthly newsletter.

Menu Path: Group Actions | Log Group History

Be ready in and out of season. Have note cards handy, with stamps. Keep an index card to write down who you sent notes to so you can enter it in TntMPD later.

When talking on the phone, use a pen and paper to scribble notes, as typing may be distracting to the contact (sounds like an airline reservation system!)

 




Comments on this Help Topic

Jana Disney wrote re: Tutorial: Log History
on 2 Dec 2010 9:17 AM

How can you delete an entry mistakenly put into someone's history?

Troy Wolbrink wrote re: Tutorial: Log History
on 16 Dec 2010 12:44 PM

Click on the history item and then click the "Delete" key on your keyboard.

abendeb wrote re: Tutorial: Log History
on 24 Jan 2011 2:35 PM

newbie question: what's the difference between "Done" and "Received" in the results field?

Troy Wolbrink wrote re: Tutorial: Log History
on 8 Feb 2011 4:19 PM

When you receive a phone call or a letter from a partner, you'd log it as "Received".

Stevie K wrote re: Tutorial: Log History
on 6 Jun 2011 8:04 PM

Can I add a new TYPE? Want to create a field called "Text" for Text messages.

Stevie K wrote re: Tutorial: Log History
on 6 Jun 2011 8:05 PM

Can I add a new TYPE field? I want to add "Text" for text messages.

Troy Wolbrink wrote re: Tutorial: Log History
on 12 Aug 2011 2:53 PM

Stevie, you can't currently add custom task types.

Bob Mac Leod wrote re: Tutorial: Log History
on 26 Aug 2011 2:31 PM

A good workaround is to consistently use a similar field. For example, if you consider a Text most like an email, always use Email as the task type, then always start the description with "TEXT: "

I do this with "cards" that I send to partners. I use "LETTER" as the task type but use the description "CARD: " to indicate that I sent them a card. It is very much like a letter, but since I send so many 'cards' that are not thank you cards (using custom cardstock).