TntMPD
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Reference Guide: Using 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

Reference Guide: Using Groups

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The Groups feature was introduced in version 2.0 in 2006 and is a way to combine contacts into relevant, well, groups, that may not be conveniently done using Lookups.

Saved Group

The Groups feature always refers to Saved Groups, which is a group of contacts that is saved for future use. In this reference guide, the word "Group" always refers to the saved groups unless otherwise noted.

Difference Between a Lookup and a Group

A lookup is an on-demand query of your contact database. Every time you run a lookup, TntMPD checks the database to find all contacts who meet the criteria you have selected. A group, however, is a set of contacts that does not change except when you manually add or remove contacts.

Difference Between a Saved Group and the "Current Group"

Current Group

Saved Groups

Only 1 current group at a time.

Unlimited number of saved groups.

Current group is always "current", whether you are in the Contact View, or some other view.

Only relevant when you are in the Groups View.

Can become a Saved Group by creating a saved group, then adding all of the members of the current group.

Can become the current group by pressing

Deleting the current group removes the contacts from the database permanently.

Deleting a saved group simply removes the saved group from the list of groups, but has no impact on the contacts.

Reasons you might use Saved Groups

You have multiple language newsletters, or multiple newsletters (such as an email newsletter, a Christmas/family update, etc.)
You are working on an MPD strategy and moving partners through various phases but don't want to change their MPD Phase. (For example, all partners who you need to call back, all partners who need to make a decision, etc.)
Partners who get special email prayer updates
Partners who attend your annual SuperHero Fundraising Banquet
Partners who have cats or dogs
Partners who are alumni of your university
Etc.

Setting up a new Saved Group

1.Press the Groups button on the button bar.
2.Press
3.Name the group. Category is optional.

4.Press to see the editing tools. You'll need to do this to add members to your group.
5.Add members to the Group. You have several options on how to add members. You can view a list of all contacts, members of the current group, and contacts from the result of a lookup.

6.Select the contacts to add. You can select one, many, or all. The buttons in the middle move contacts back and forth. Remember, these contacts are just being assigned or removed from groups. These actions do not impact the contacts' task, history, or MPD data in any way.


Notice that some contacts are grayed-out and italicized. That means these contacts are already members of the selected Saved Group.

7.Once you are finished adding members to the Saved Group, you can lookup these contacts by pressing .
8.You can also do lookups on individual groups – or categories – by selecting Lookup | By Group.

9.You can view and edit the Saved Group membership for any individual contact by selecting the Groups tab in the Contact View.

See Also

Groups

Current Group