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FAQs: Lookups

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Lookups FAQs

Use Lookups to change the displayed group of contacts. Lookups are a database query TntMPD runs for you on your database.

TntMPD allows you to do a lookup either on your whole contact list or starting with the group you have displayed. You often have to do multiple lookups to get the final group you want.

Lookups are based on the group of contacts you have displayed. You can
- Replace that group with a new group based on the criteria
- Lookup contacts only in the current group (make a smaller list based on the results)
- Add to the current group (check the other contacts and add them)
- Take away from the current group (check only these contacts, and remove the ones that fit the criteria)

Once you select the criteria, you click OK and TntMPD returns the new group based on the criteria you chose. Sometimes you have to run multiple lookups, each one further modifying the current group, to get the results you want.

If the lookup is complex, you can save it as a Favorite for quick access in the future.

Lookups generally return contacts in alphabetical order (that is, by the "File As" each contact is stored under). However, a financial lookup (such as lifetime gifts) or a date lookup (such last letter, last phone call, etc.) will often return the results either in dollar amount order (lowest to highest) or date order (most recent to earliest).

If you already have a current group and you want to re-sort it, right-click on it and select "Sort Alphabetically".

You can force the sort order to be whatever you want by selecting the Sort tab prior to running a lookup. If you have already run your lookup, open the criteria (by double-clicking on the Current Lookup) and then select the Sort tab.

Look up everyone who has not made a decision using the two menu items shown below.

Menu Path: Lookup | MPD Phase or Lookup | Call for Appts

Menu Path: Group | Permanently Delete (all contacts in the Current Group)

No! That menu item actually DELETES the contacts from your TntMPD database! That is why TntMPD requires you to double confirm (type “DELETE”) so you do not delete them accidentally. To view a different group, just do a lookup that replaces the current group. You may also find it easier, logically, to start with your "Everyone" group and then do lookups from there.

Read More > Deleting Contacts

When doing multiple, successive lookups to get a specific group of contacts, it is not uncommon to select the wrong type of lookup (within current group / not in current group). As a result, your displayed group isn’t right. This happens to a lot of people—even expert users. You can double-click on the criteria in the Current Lookup box to edit the criteria you used. However, if you are running Successive Lookups and selected "Replace the current group", you may have lost your previous successive lookups and might have to start over.

The default group is “Everyone”, but you can change your default lookup in the Options on the. New users find that confusing because they are not used to seeing names of people who have not been on their list for years. You can get into the habit of immediately selecting your favorite when you open TntMPD.

Menu Path: Tools | Opens | User Interface Tab

Tip: Navigation to a Name

Quick jump to a contact by clicking inside the Current Group list (in the Contact View) and start typing the last name. This works most of the time--if your contact list is "sorted alphabetically" (which it always is when opening TntMPD, but sometimes not after Lookups). You can force an alphabetical sort by right-clicking in the list.

There are two ways to create lookups for your current team:

1.People who receive your newsletter.

Menu Path: Lookup | Send Newsletter | All

2.People whose MPD Phase is "PARTNER..."

Menu Path: Lookup | MPD Phase

Replace the current group: MPD Phase / is at least / PARTNER-Financial, then

Menu Path: Lookup | MPD Phase

Lookup within current group: MPD Phase / is at most / PARTNER-Pray

Yes. There is a lookup where you can define the giving period, or amount, or both.

Menu Path: Lookup | By Giving

Lookup Menu Options

Menu Item

Description

Menu Path: By Field

Allows you to select any TntMPD field then define your criteria.

Menu Path: By List

Displays your current group of contacts. You can also switch to show all contacts. You can then manually check or uncheck contacts to make a new group.

Menu Path: Call for Appts

Lookup contacts based on their MPD phase and other key criteria. Primarily returns those contacts whose MPD Phase is n/a, Never Contacted, Ask in Future, or Call for Appt. (Also compares "Never Ask" and "Next Ask" fields.)

Menu Path: Pledge Fulfillment

Lookup PARTNER-Financial contacts based on their current status in fulfilling their pledge. (Same as running the Pledge Fulfillment Report, and then selecting Lookup Contacts for any of the four boxes.)

Read More > Pledge Fulfillment Report

Menu Path: Address / Phone Sync

Lookup contacts whose addresses or phone numbers are out of sync with your organization’s records (if your organization supports this).

Menu Path: By Group

Lookup contacts who are in a group—or category of groups— that you select.

 

Menu Path: By Giving

Lookup contacts who gave either during a certain time in the past (you choose start and end date) and/or a certain amount on a single gift. If you select both a time and amount, the lookup will return all contacts who gave any gift in that amount range during that time period.

Menu Path: Custom

You can use the Custom box to write your own custom lookups. These can be very complex, however. Here, for example, is the criteria for the By Giving lookup above (all individual gifts of $50-$100 between 12/15/2000 and 12/15/2006):

Menu Path: Me

Makes a Current Group with one contact: You. Handy if you want to add a task or history on your own name, to print an envelope from a template, or whatever you choose.

Menu Path: This Contact

Makes a Current Group with one contact: The one you currently have selected from the existing group.

Menu Path: Everyone

Lookup all contacts in your database. This is the default lookup when you open TntMPD. You can also run this lookup by pressing the "Everyone" button on your button bar.

Menu Path: File As, Last Name, First Name, City, or State

By Field lookup with that field already selected. Note that the City and State lookups actually check the fields "Mailing City" and "Mailing State". The address that appears in the "Mailing Address" are from the address you selected as Preferred. the lookups will not check all cities for all contacts (that is, Home, Business or Other).

The Lookup dialog:

How the preferred address is displayed. You select the Preferred mailing address on address entry box. When you select a preferred address, that address will have a small black dot on the Address tab to indicate which one is selected as preferred.

Menu Path: Newsletter Recipients

Three options:

1.All returns all contacts for whom Send Newsletter = TRUE.
2.With Deliverable Mailing Addresses. Returns all newsletter recipients with a deliverable mailing address.
3.With Valid Preferred Email. Returns all newsletter recipients who also have a preferred email address.

Menu Path: MPD Phase, User Status, or Church

By Field lookup with the desired field already selected.

Menu Path: Referrer

By Field lookup with Referred By already selected. This lookup will only look at the primary referrer for each contact. To find contacts from a referrer who is not a primary referrer (or is both a primary and secondary referrer), choose the field “Referred By List” instead; then you will have to switch the criteria to “contains” and type the referrer’s name.

 

 



Comments on this Help Topic

Dan Dlugos wrote re: FAQs: Lookups
on 3 Oct 2012 4:42 PM

How can I quickly look up a contact by name, regardless of what group they are in? For instance, in Outlook contacts, I press ctrl+E and type in the name of the contact I am looking for. Is there a similar function in tntmpd?

Troy Wolbrink wrote re: FAQs: Lookups
on 8 Oct 2012 5:13 PM

Hi Dan,

In TntMPD, type: Alt+L, L.  Then you can start typing the last name and click "Enter".

If you want to search by first name fields, click "Shift+Tab", click "c" to change "begins with" to "contains".  Then click "Tab" and type in any part of the last or first name and then click "Enter".

--Troy

Robertas wrote re: FAQs: Lookups
on 22 Sep 2015 6:50 AM

I just want to share with everyone helpful custom lookups that took some time for me to figure out.

1. Show all contacts that has no history items - need to work with them:

SELECT [Contact].[ContactID]

FROM Contact LEFT JOIN HistoryContact ON [Contact].[ContactID]=[HistoryContact].[ContactID]

WHERE ((([HistoryContact].[HistoryContactID]) Is Null));

2. Show contacts with al least one history item who are not "not interested" and who are not receiving newsletters - may need to start them newsletters:

SELECT DISTINCT [Contact].[ContactID]

FROM Contact LEFT JOIN HistoryContact ON [Contact].[ContactID]=[HistoryContact].[ContactID]

WHERE ((([HistoryContact].[HistoryContactID]) Is not Null)

AND [Contact].[SendNewsletter] =0 and  [Contact].[MPDPhaseID] <>90 );

3. Show all contacts who's Next Ask is past today:

SELECT DISTINCT [Contact].[ContactID]

FROM Contact

WHERE (

[Contact].[NextAsk] <Date() );

Robertas wrote re: FAQs: Lookups
on 22 Sep 2015 6:51 AM

I just want to share with everyone helpful custom lookups that took some time for me to figure out.

1. Show all contacts that has no history items - need to work with them:

SELECT [Contact].[ContactID]

FROM Contact LEFT JOIN HistoryContact ON [Contact].[ContactID]=[HistoryContact].[ContactID]

WHERE ((([HistoryContact].[HistoryContactID]) Is Null));

2. Show contacts with al least one history item who are not "not interested" and who are not receiving newsletters - may need to start them newsletters:

SELECT DISTINCT [Contact].[ContactID]

FROM Contact LEFT JOIN HistoryContact ON [Contact].[ContactID]=[HistoryContact].[ContactID]

WHERE ((([HistoryContact].[HistoryContactID]) Is not Null)

AND [Contact].[SendNewsletter] =0 and  [Contact].[MPDPhaseID] <>90 );

3. Show all contacts who's Next Ask is past today:

SELECT DISTINCT [Contact].[ContactID]

FROM Contact

WHERE (

[Contact].[NextAsk] <Date() );

Troy Wolbrink wrote re: FAQs: Lookups
on 3 Nov 2015 6:48 AM

Thanks, Robertas!  Good job!

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