•For lookups related to your newsletter mailing list
•For default Newsletter Recipients lookup
When you check this box, nothing happens until you hit save or switch to another contact (automatically saved) Automatic actions:
•Name is marked as Deceased
•Address, phone, and internet addresses are struck-through
•Greetings are marked Deceased
Other considerations when a partner dies:
•If there is a surviving spouse, do not check the Deceased box
•If the husband dies
1.Make an entry in the top of your Notes tab: "Husband (Bill) died 11/24/2008". Putting it here makes it always visible, helping you avoid an embarrassing comment to the wife.
2.Move the wife's name and title (if used) to be the primary name on the contact
•Do not delete a contact who is deceased if they have ever given a gift. Otherwise your giving record will be incomplete. Also, when downloading gifts from your organization, TntConnect may try to re-add them.
Referred by and Referred by list
•Referred by helps you know who was the source of names.
•A referrer could be a person, an organization, or even an event (such as a Missions Conference)
•A contact could have multiple referrers. This is not uncommon in areas where you have a lot of contacts who know each other.
The bottom line with most of the fields (such as Send Newsletter, Magazine, Direct Deposit) on the TNT Tab is that they are there for your benefit in tracking your donors, or more importantly, "looking up" your donors. Lookups is the topic for a later session.
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