Address / Phone Out of Sync "Why is a donor's address or phone bold and red?" When a donor's address and/or phone information is not in sync with your organization's information for this contact, and you have not told TntMPD which one to use, you will see the donor's address/phone in bold and...
Posted to
Exploding TntMPD 2.0
by
TntWare
on 21 Dec 2011
Filed under: contacts, address, address out-of-sync, donor accounts combining, donor accounts, view details (menu item), export, export contact data, contacts exporting, donor accounts view details (menu item)
You can manually add Donor IDs on the Organization Info box. This may be useful if you cannot connect directly to your organization's donation system but may do so in the future. Manually adding a Donor ID would facilitate a future link with your donation system. Menu Path: Contact | View Org Info Right...
This box offers summary data for the selected contact in three different categories: General, History Summary (that is, the last history event for several items), and a financial summary of their giving. Menu Path: Contact | View Details General Last Edit The last time some activity (either a history...
Posted to
Exploding TntMPD 2.0
by
TntWare
on 21 Dec 2011
Filed under: donor accounts, view details (menu item), donor accounts view details (menu item)
This feature only applies when you receive donation data from your organization. Why you might have multiple accounts for one contact: • Two single contacts have married and combined their accounts. • Your organization has inadvertently given this contact a new account #. (If this is the...