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Quick Guide: Log Group History

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Quick Guide: Log Group History

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Tutorial: Log Group History

1.Menu Path: Group Actions | Log Group History

2.The standard Log History box comes up, just like it would for an individual contact, except that the number of contacts appears instead of just one contact's name. You enter the appropriate information about the appeal.

3.Press OK.

4.TntConnect then asks if you want this Log History to apply to the entire group.

5.Confirm that you want to log this history. (If you make a mistake, you can delete these from the History View.)

6.You can view the history for the Current Group on the History Tab. Or you can view history on the History View, and take advantage of the great History View filters.

Displays the history for the Current Group.

7.The History Tab offers only limited filters. You can see all of your history in the History View.

Helpful videos about using the Log History features

Video Series: Track Anything with Log History

Video: Track Pledge Changes using Log History

Video: Manage Prayer Requests using Log History

Video: Log History for "Presents" (non-financial gifts)




Comments on this Help Topic

cgc wrote re: Quick Guide: Log Group History
on 10 Oct 2017 3:03 PM

If I log a group history but then realize later that someone was missing from the group, is there a way to add that history to them so they are included in the group history? Or will the item always just look like an individual history item for them and there is no way for me to remember that they were part of a group for that history item?

Troy Wolbrink wrote re: Quick Guide: Log Group History
on 10 Oct 2017 11:57 PM

Currently, there is not a way to add additional contacts to a group history.  Adding it to the contact will make it look like an individual history item on the main History View.

Grace McCain wrote re: Quick Guide: Log Group History
on 21 Nov 2017 1:23 AM

Is there a way to add History to more than one contact WITHOUT those contacts being in a group that I want to log History to?

Troy Wolbrink wrote re: Quick Guide: Log Group History
on 21 Nov 2017 4:18 PM

Not really.  But keep in mind that the "group" these contacts must be in is the "Current Group" which is a result of the "Current Lookup".  This may or not be based on a "Saved Group".  You could "Lookup | By List" to select ad-hoc contacts for the Current Group.

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