TntMPD
Powerful software for ministry partner development...
Reference Guide: Tasks & History

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: Tasks & History

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"Tasks" are things you need to do. "History" are the tasks you have done. They both operate the same way within TntMPD. There are two primary ways to view Tasks & History. You can either look at them from within the Contact View, for a specific contact or group of contacts, or you can view ALL of your tasks and/or history from the Task View and History View.

The Task View

View all pending tasks by clicking the Tasks button on the button bar. View tasks for an individual contact by clicking on the contact’s Tasks tab. By default, only tasks due today or earlier or displayed. You can change the date range, or use other filtering tools.

View your history by clicking the History button on the button bar. By default, only tasks completed within the past week are displayed. You can change the date range, or use other filtering tools. Because your history could contain thousands of completed tasks, you are more likely to use the filtering tools with History than with Tasks.

Automatic Actions for New Gifts

You can turn on Automatic Actions for New Gifts in your Tools | Options. With this feature, TntMPD will automatically create Thank-you tasks in response to gifts received.

Writing Meaningful Descriptions

Over the years, you could easily complete hundreds, even thousands, of tasks related to your ministry partner development. Don’t rely on your memory to keep track of what you have done and conversations you have had—let the power of TntMPD work for you.

Writing meaningful descriptions will help you quickly and easily review the history of your relationship-building activities with each partner so you can spend more time building that relationship and less time wondering what you have done.

There is an entire section in this guide on writing meaningful descriptions.

Recording Your Own Activities

A good way to track your MPD activity as it relates to all your partners is to record tasks and history on your own contact. (From the menu: Lookup | Me.)

Need to remind yourself to do something in the future, such as start a brochure or write a special ask letter? Create a task for yourself—and forget about it

Record the date and topic for each newsletter and appeal you send.

Record the dates of MPD trips or when you attend special events at your sending church(es).

There is a topic in this guide on recording your own activities.