TntConnect
Helping you build powerful connections for a lifetime of ministry...
TNT Tab

Contents


It is our pleasure to provide this software free of charge to help you in your ministry.  We're so thankful for our partners who make this possible!

About TntWare

Syndication

TNT Tab

Print this Topic Previous pageReturn to chapter overviewNext page

The TNT Tab in the Contacts area is the core financial information area about your contacts. This page tells you the TNT Phase of the contact, from stranger to committed financial giver or pray-er, as well as who referred this contact, all of their gifts to date, whether they get your newsletter or not, etc. This section covers these concepts in brief. They are expanded on subsequent topics.

Overview

The TNT Tab contains the primary fields that define a contact's financial partnership on your team.

TNT Tab fields

TNT Phase

The point your contact is at on the support cycle for your team.

Next Ask

To schedule a future “ask” time. Tip: Almost all of your contacts should be challenged at some point in the future.

Pledge

Dollar amount and frequency of pledge. Check box indicates they have begun fulfilling their pledge. Tip: Do not check the box when you record the pledge. TntConnect will check the box when you receive/download the next gift.

Video: Entering Pledges

Video: Tracking Pledge Changes using Log History

Region

Geographically combine your contacts. Useful for lookups and future support maintenance. You define regions that work for you.

Referred by

Type the name of the person who gave you their name. If “Referred by” is bold (as shown in picture above), that indicates this contact has several referrers; click on the bold letters to see the whole list. If you have multiple referrers, the one you select before clicking OK will become the "Primary" referrer.

Likely to Give

To assist in future fund-raising, you can assign one of three likely-to-give levels.

Currency

(If enabled in Tools | Options | Currencies)

Displays the default currency for this contact. This controls the currency used in the chart of gifts as well as the default currency used when manually adding a gift for this contact.

Fund Rep

Only available when TntConnect Pro is turned on. This allows a contact to be assigned to a fund development representative.

Estimated Capacity

("Est. Capacity")

Only available when TntConnect Pro is turned on and is used in conjunction with the Campaign Builder. TntConnect automatically estimates capacity based on a contact's best year of the previous three years. But you can override TntConnect's estimate by entering a value in this field. This is helpful when you feel you have a more accurate view of this contact's capacity than their three-year giving history may imply.

Next Ask Amount

Amount to challenge for next ask. This field is not named and is adjacent to the "Next Ask" field. It is only valid when the "Never Ask" checkbox is not checked.

There are four check boxes for doing future lookups and analysis of your team:

Send Newsletter

For people who receive your newsletter. This checkbox (true/false) is used when doing the Newsletter Recipients and Relevant Contacts lookups.

Deceased

To avoid the loss of financial history, do not delete a donor who is deceased. TntConnect does several things automatically once you check this box to make it apparent when a contact is deceased.

Direct Deposit

In some countries, ministry partners can give recurring gifts directly via their bank accounts. This check box helps you track who those are.

Magazine

If your organization has one, check this box to indicate who you send this magazine to.

Giving

The Gifts list will also display any Gift Memo (from your organization) or any Special Ask Appeal related to a gift.

To add, delete, and edit gifts: Giving History.

The box on the right is a graphic history of this contact’s giving. You can choose how many periods to view, as well as whether you want to view just this contact or the Current Group of contacts. The Current Group is the list of contacts to the left (not shown in the above picture).

Tip: View Giving Details right on the TNT Tab

You can view an individual contact's Giving Details by clicking on the small drop-down arrow between the two buttons.

 

View Details right on the TNT Tab! This feature, formerly available only on the Contact Menu, now puts each donor's giving history right on the TNT Tab.

The information in these 16 Giving Details fields are really interesting! And, you can use these fields in Lookups, when Exporting the Current Group, or even include them in Mail Merges.




Comments on this Help Topic

agram wrote re: MPD Tab
on 21 Sep 2015 5:36 AM

When I go to a contact's details, it won't let me enter any information! Am I doing something wrong?

Troy Wolbrink wrote re: MPD Tab
on 3 Nov 2015 6:48 AM

Maybe you entered your database as read-only?  Did you get the read-only prompt when opening your database?

Scot Myhr wrote re: TNT Tab
on 16 Jun 2017 2:22 PM

FYI, the "Likely to Give" field is now under the "User" tab, NOT the "TNT" tab.

www.tntware.com/.../39905.aspx

© 2018 TntWare | Privacy | Terms of Use