TntMPD
Powerful software for ministry partner development...
Groups

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

Groups (Saved & Current)

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Saved Groups are sets of contacts you have grouped together that you want to stay together. See the difference between Saved Groups and the Current Group.

Features of saved groups

Individual contacts can be members of multiple groups or none at all
You can compare a group to another group to see who is/is not a member of either one.
You can lookup all members of the group to assign tasks or history to all members.
Groups can be more customized than a lookup. Since a group is just a list, contacts can be manually added or removed from it - even arbitrarily or subjectively.

Saved Groups

A saved group is a set of contacts you have grouped together for a purpose. Members of these groups do not change except by you choosing to add or remove them. The value of a saved group is that it keeps a set of contacts together even if some of their attributes change.

Example: You could create a Saved Group called Newsletter Recipients that contains all contacts who receive your newsletter at this time (that is, all contacts whose "Send Newsletter" box is checked). Then each time you print your newsletter, you can lookup that group and run your envelopes. The problem is that if you have a new partner, or lose a partner, your saved group will not be the same as the set of people whose Send Newsletter box is checked. So it's better to use a Lookup for those people.

On the other hand, you could have a Saved Group called "Christmas Letter" which includes those family and friends who do not get your ministry newsletter. In this case, this group is not likely to change much during the year. So, come Christmas, you send your Christmas newsletter to all contacts who are Send Newsletter AND all contacts who are members of the Christmas Letter saved group.

The "Saved Group" becomes the "Current Group" when you press the button in the Groups View or you do a Lookup | By Group:

Saved Groups are discussed in detail in the Groups section.