TntConnect
Helping you build powerful connections for a lifetime of ministry...
Tutorial: Contact View Overview

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

The Contact View is split up into three basic frames:

1.The Name & Address Bar across the top, showing the contact's address and phone, as well as their current financial relationship (Summary Data). This bar also shows the top of the Notes Tab, and two key fields you choose.

2.The Current Group of contacts, in the list down the side.

3.The working area is the 9 contact tabs. No matter which of these tabs you select, the above two items are always shown.

Tip: Name & Address Bar hotspots

You can click (or double-click) on almost anything in the Name & Address bar and act on it

Picture [even if there is no picture]
Name & Address [to edit]
Phone number [to initiate a call task]
Email [to initiate an email using your email provider]
Summary Data: MPD Phase, Status Dot, or Monthly Average [opens the MPD Tab]
Summary Data: Organization Account Number [opens View Organization Info]

Read More > Managing Contacts Overview

Tip: Turn Off Windows Auto-Dialer

Clicking on a phone number in the Name & Address Bar will activate Windows Auto-Dialer, and also create a Log History for you. You can turn off the Windows Auto-Dialer in TntMPD Options.

Menu Path: Tools | Options

Read More > User Interface Tab

Tutorial: Contact View Overview

This tutorial is designed to give you a quick introduction to the many aspects of the Contact View. You can find out more information about any particular item or tab by selecting the related link.

1.Click on the Address Tab.

Notice that each contact can have up to three addresses, one of which you define as the Preferred address. (This is the address TntMPD will use to create the mailing address for labels or envelopes.)

You can also enter phone numbers and email addresses (even Skype names!) here.

The Greetings are also controlled here. TntMPD automatically creates Greetings for each contact, but you can change them if you want.

Read More > Address Tab

Read More > Phone Numbers

Read More > Email/Internet Addresses

Read More > Greetings

2.Click on the MPD Tab.

The MPD Tab has its own overview and tutorial. But, in brief, the MPD Tab is the center of financial information for this contact, whether they are a donor or not. The MPD Tab has two sections:

Top: Assorted data fields related to this contact.

Bottom: Giving history for this contact, if any.

Read More > MPD Tab

3.Click on the Tasks Tab.

This is where you can see a list of pending tasks for this contact. You can manually create tasks (such as scheduling a phone call or appointment). TntMPD also creates tasks for you sometimes, when a contact gives Gifts.

You can view all pending tasks, for all contacts, on the Tasks View.

Read More > Tasks & History

Read More > Automatic Action for New Gifts

Read More > Tutorial: Schedule a Task

4.Click on the History Tab.

The History Tab is very similar to the Task Tab, except that it is showing completed tasks rather than pending tasks.

You can log history (that is, log a completed task) from this location. You do not need to create a task on the Task tab first in order to complete it.

You can view all completed history, for all contacts, on the History View.

Read More > Tutorial: Log History

5.Click on the Groups Tab.

Assigning contacts to Saved Groups you create is a handy way to combine contacts for certain activities.

You can choose a contact's membership in any and all Saved Groups from the Groups Tab. You can manage all saved groups and their members from the Groups View.

Read More > Groups / Saved Groups

6.Click on the Notes Tab.

The Notes Tab is a free-form notepad for writing anything you want to about a contact. The top portion of whatever you write will always appear in the Notes window above the tabs.

Read More > Notes Tab

Tip: Notes Tab

Put Notes in the Notes Tab that are not conversation specific. Things like their interests, plans, children's education,etc. These are items you learn from them during phone calls and appointments.

Do not record conversation-specific things, or when you called or visited them. Use the History for that.

Read More > Notes Tab

7.Click on the Personal Tab.

The Personal Tab is where you keep personal information that helps you know more about your contacts.

Read More > Birthday & Anniversary Report

Read More > Personal Tab

8.Click on the Pictures Tab.

Where you store the Picture that appears in the Name & Address Bar.

Read More > Pictures Tab

9.Click on the User Tab.

The User Tab displays a few user-defined fields, for those times when you want to make TntMPD track something just for you, something it was not intended to track. You can modify the names of the User fields.

Read More > User Tab



© 2018 TntWare | Privacy | Terms of Use