The MPD Tab in the Contacts area is the core financial information area about your contacts. This page tells you the MPD phase of the contact, from stranger to committed financial giver or pray-er, as well as who referred this contact, all of their gifts to date, whether they get your newsletter or not...
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Exploding TntMPD 2.0
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TntWare
on 21 Dec 2011
Filed under: contacts, Contact View, MPD tab, contacts MPD Phase, MPD Phase, Contact View MPD tab, MPD tab overview, contacts summary data, giving summary data, summary data, giving, reference guides, reference guides MPD tab, MPD Tab reference guides
The User tab offers you one place where you can create custom fields. The five field names (User 1-4, Categories, and User Status) come from Microsoft Outlook and will sync with Outlook. The field names for User 1-4 can be customized and use drop-down lists for all values. Customize them by double-clicking...
The Tasks and History Tabs allow you to view and manage tasks for an individual contact or Current Group of contacts. There is an extensive help section on managing Tasks & History. Read More Read More > Tasks & History Read More > Tutorial: Schedule a Task Read More > Tutorial: Log...
Posted to
Exploding TntMPD 2.0
by
TntWare
on 21 Dec 2011
Filed under: Contact View, tasks, history History tab (Contact View), history, Task tab (Contact View), tasks Task tab (Contact View), History tab (Contact View), Contact View Tasks Tab, Contact View History Tab
The Personal Tab allows you to add some useful information about your contacts. You can enter the following types of information: • Family Side can be used for actual relations or for combining support teams after a marriage. Tip: Using Family Side for tracking non-family You may not need to track...
Posted to
Exploding TntMPD 2.0
by
TntWare
on 21 Dec 2011
Filed under: Contact View, Personal tab (Contact View), Contact View Personal tab