TntMPD
Powerful software for ministry partner development...
Tutorial: Adding/Editing a Contact

Contents

Introduction
Features of TntMPD
TntMPD History
Shortcuts
TntMPD Views
Recent Enhancements
Quick Reference Guides
Reference Guide: TntMPD Overview
Reference Guide: Managing Contacts
Reference Guide: Tasks & History
Reference Guide: The MPD Tab
Reference Guide: Using Lookups
Reference Guide: Using Appeals
Reference Guide: Using Mail Merge
Reference Guide: Import Contacts
Reference Guide: Using Groups
Reference Guide: Top TntMPD Tips
Getting Started
About Printing
Installing TntMPD
Login/Password Error
Give it a try!
Getting your contacts into TntMPD
Setting TntMPD Options
General Tab
Gifts Tab
Regions Tab
International Tab
Country Specific Information
User Interface Tab
Installation Tab
Managing Contacts
Contact View
Summary Data
Tutorial: Adding/Editing a Contact
Exporting Contact Information
Address Tab
Greetings
Phone Numbers
Email Addresses
MPD Tab
MPD Phase
Next Ask
Pledge
Region
Referred by
Likely to Give
Send Newsletter
Deceased
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 (web feature)
Address/Phone Out of Sync
Manually Add Donor IDs
Combining multiple accounts for one contact (web feature)
View Details
Send Email to your Contact(s)
Deleting Contacts
Import Contacts
Gifts & Appeals
Download Gifts from the Web
Giving History
Adding New Gifts
Address and Gift Input from File
Gift Input Form (manual input)
Editing Gifts
Delete Gifts
Splitting Church/Foundation Gifts
Appeal Tracking
Tutorial: Creating Appeals
Associate a task with an Appeal
Log gifts from an Appeal
Review Appeal results
View Giving Trends report
Lookups
Contact Lookup Dialog Box
Successive Lookups
Lookups Sort Order
Lookup Menu Items
Lookup by List
MPD Lookups
Groups
Current vs. Saved Groups
Tutorial: Setting up a new Saved Group
Current Group
Tutorial: Group Field Change
Tutorial: Log/View History for Group
View Giving History
Send Group Email
Tasks and History
Tasks Overview
Task View
Automatic Action for New Gifts
Schedule Tasks
Clearing or Exporting Tasks
Log History
MPD Phase Auto-change
Writing Good Descriptions
Saved Descriptions
Meaningful Descriptions
Recording Your Own Activities
Description Filters
History View
Analysis & Tools
Analysis View
1. Support Progress
2. Contacts & Referral Pool
3. Weekly Activities
4. Charts
Pledge Fulfillment Report
Contribution Report
Birthday & Anniversary Report
Sorting & Filtering Tables
All Pictures
How TntMPD computes monthly giving
Other TntMPD Tools
Schedule View
Sync with Outlook
Mail Merge
Tutorial: Mail Merge
Mail Merge Favorites
Practical Merge Tips
TntSync
Tutorial: Synchronize two TntMPD Databases
Tutorial: Synchronizing Files & Folders
Backup
File Maintenance
Compact & Repair Database
Update Alert
Link with Microsoft Access
Help
Error Reporting
System Info
Help About
Pick Lists
Frequently Asked Questions
FAQs: MPD Phase
FAQs: Lookups
FAQs: Deleting Contacts

Syndication

Tutorial: Adding/Editing a Contact

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This tutorial explains the contact features by using a tutorial to add a new contact.

Adding / Editing a contact

1.Press or . (For more ways to edit a contact, see below this tutorial.)
2.Enter the name, addresses (home, business, and/or other), and phone.

Tip: You can change the default entry order of either the name and/or the address on the Tools | Options menu and selecting the International tab.

3.Update the Greetings if you desire by clicking the button.
4.Update the Mailing Address Block if you need a unique address by pressing the button (this would be very rare). One example of when you may want to do this is if you want to include other family members' names in the mailing address block.

5.Press OK.
6.Double-click in any of the six boxes to edit them (or, click once, then press the Edit button).
7.Add/Edit Phone Numbers
You can have up to 19 different phone numbers for each contact. You can choose which one is the “preferred” phone number shown at the top in the main address window.
8.If the wife has a different last name than the husband, uncheck Same Last Name and enter the wife’s last name. The spouse’s last name will appear both on the address bar and in the contact list as shown below.
 

Five ways to edit information about your contacts

1.Double-click in the field you want to edit (e.g., Home (address), Telephone, Internet, etc.).
2.Put your cursor in any of the six yellow boxes and press the button that appears to the right of that box.
3.Click the button. This will bring up the contact’s name and address box (the same one used when you added a new contact on the previous page). You can pick a specific address (home, business, or other) by clicking the address drop-down box
4.Single-click on their name in the Address Window at top:
5.Double-click on their address in the Address Window.

Address Tips

If you run your cursor over the phone number, it will turn blue and a hand will appear. Pressing this link will automatically (a) create a Log History task and (b) attempt to dial the number using your phone if "Use Windows Auto-Dialer" option is checked. (See the Tools | Options User Interface tab for more information.)

Tip: Out of sync. When a contact’s address/phone in TntMPD has an unresolved discrepancy with your organization’s address/phone, their address/phone will be bold and red.