TntMPD
Powerful software for ministry partner development...
Reference Guide: Managing Contacts

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

Reference Guide: Managing Contacts

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Overview

One of the most critical aspects of building relationships is knowing about the other person. The more you know about the person—and the more they know about you—the stronger your relationship. The strength of a relationship is a key component for a donor choosing to remain committed to your ministry.

TntMPD is a powerful tool for relationship-building. Let that power work for you!

TntMPD makes it easy to track lots of information about your team—maybe more than you’ll ever need! If you are just starting out as a missionary, you can use a “Get to know you sheet” for your new partners.

The Address tab is where the primary personal data is stored. You can edit some information by clicking the Edit Contact (or by double-clicking inside the name/address box at the top of the screen).

Other data can be edited by clicking inside any yellow box (such as “Telephone”), then clicking the Edit button that appears to the right.

Six ways to add new contacts to your database

Each of these methods has pros and cons.

Method and best reason to use this method

Contact | New Contact

Adding an individual contact.

Contact | Add Referrals

You have just received several new names from an existing contact, and have very limited information about these new contacts.

File | Import | Import Contacts from Text

To import an existing database you have saved as a text file. Best for first-time users who have been managing their contacts in another software.

File | Import | Import Contacts from Outlook

To import an existing contact list from Outlook. You may find it easier to export from Outlook to text first.

or

(From the Contact View)

If you are manually entering a set of contacts from paper.

Automatic Download from your organization’s donor files. (File | Import | Address… Web or Tools | Address… Web)

If your organization supports this method, this is a fast way to populate your database with those who have given financially. Note that the information your organization has on your ministry partners may not exactly match your list.

Greetings

TntMPD offers three separate greetings to help you customize your letters and envelopes. Default greetings shown on top, customized greetings on the bottom, with alert message; note also that in the example below, the greeting that is customized is also highlighted in bold ("Full Name").

Greeting—No last name. Commonly used as the salutation in a letter.

Full Name—Adds titles (if you used them). This is the name that will appear on the address bar, (e.g., Mr. and Mrs. Krazy Kat). I personally prefer to see both names in the address bar, so I change the Full Name to equal the Short Name.

Short Name—First and last names, without titles.

If the contact is an organization (box checked), TntMPD will replace all of the name information with a single name box.

For organizations, all three Greetings will be the same. If the organization is a church you may want to make the Greeting to the “Missions Committee” or to “Our friends at (church)”.

Personal Tab

Family Side and Family Level can help track relatives from your side or your spouse’s side of the family (if you are married).
One box for all information about Children.
You can select from all Churches in your database by clicking the down-arrow. This field can be helpful for doing future Lookups.
Birthday/Anniversary Year field can be two digits (47) or four digits (1947).

Notes Tab

The Notes tab is a simple text field. The top-most section of the Notes will always appear above the tabs, so put the very most important information at the top.
It may be helpful to date each note/entry so you can recall when you wrote it.
It may be more advantageous to keep notes in the Description field of history events instead of the Notes tab.

Pictures Tab

On the Pictures tab, add a picture by putting your cursor in the unnamed box and right-clicking.
You can see all the pictures in your database by selecting Tools | All Pictures, but you cannot manipulate the pictures from that box.
You can have multiple pictures for an individual contact.
Picture files should not be over 25k.
The picture will appear on the Contact view with the contact’s name and address.

User Tab

These fields allow you to customize your database for maximum effectiveness. All but Categories have drop-down lists so you can see your previous choices in these fields.

See Also

Import Contacts Reference Guide