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Exploring TntConnect 3.1 » Videos, Database Tools, & Other Resources > Dig Deeper: TntConnect Technical Manual > Tech Manual: Contact Management » Summary Data
Summary Data

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Summary Data

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Summary Data

At the top right of the Contact View is a summary of each contact's support activity. This displays five items:

Send Newsletter

If the contact's "Send Newsletter" box is checked, an icon will appear identifying their newsletter type.

TNT Phase or Pledge

The TNT Phase is shown unless they are a financial partner. In that case, it shows their pledge amount and frequency.

Giving Status

A colored dot representing their status. A PARTNER-Financial will show no average until their first gift is received, even if the Pledge box is checked. See the table below for a description of each colored dot.

Average monthly gift

This average computes differently for financial partners (PARTNER-Financial TNT Phase) than for other TNT Phases. Financial partners are computed on the average associated with their pledge, while non-financial partners are computed on a straight 12-month average.

Read More > How monthly average is computed

Donor Number

If you download gifts from your organization, TntConnect will display the donor number(s) for this contact.

Color

Example

Who?

Light Blue

Financial partners: Pledge box unchecked and no gifts ever received.

Green

Financial partners: Current on pledge.

Yellow

Financial partners: Behind on pledge (30-60 days)

Red

Financial partners: Behind on pledge (61 days or more)

Gray

Only contacts whose TNT Phase is not PARTNER-Financial

No gifts in the last 12 months.

Dark Purple

Only contacts whose TNT Phase is not PARTNER-Financial

Gave a gift in the last 6 months.

Light Purple

Only contacts whose TNT Phase is not PARTNER-Financial

Gave a gift 6-12 months ago.

Read More

Read More > Color Coding

Read More > View Organization Info

 




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