TntConnect
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Session 12: Misc Ideas

Contents


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Address / Phone Out of Sync

"Why is a donor's address or phone bold and red?"

When a donor's address and/or phone information is not in sync with your organization's information for this contact, and you have not told TntMPD which one to use, you will see the donor's address/phone in bold and red.

Often this difference may be due simply to differences in the ways the donor's address information is entered. This discrepancy resolved in the Organization Info box.

Menu Path: Contact | View Org Info

You have the option to keep the one you entered, or keep your organization's version. In general, if there is only a slight difference, it is probably better to keep the organization's, since they would have entered it directly either from the postal service version, or from the donor's information they entered themselves (when they gave the gift).

Reasons why a contact's donor information may vary in your TntMPD database vs. your organization's database

(Most likely) Your donor's address information for your organization is slightly different from the way you entered it. Often this can be as simple as the difference between a street name and an official abbreviation.

Your donor has recently moved and has informed you, but not your organization.

Your donor has recently moved and has informed your organization, but not you.

You contact this donor at their home, but they give through their business.

Tip: Address / Phone numbers out of sync with your organization

Out of sync. When a contact’s address/phone in TntMPD has an unresolved discrepancy with your organization’s address/phone, their address/phone will be bold and red. There is a special Lookup just to find and resolve all these issues

Menu Path: Lookup | Address/Phone Sync

Click on the red address or phone to view your organization's information.

If you see the organization's address is one you know is an old address, contact the office so they can update their address.

Read More > Address / Phone Out of Sync

Note: TntMPD will only compare your organization's address with your database when you use Address Input from Web. It will not make this comparison on an ongoing basis as you download gifts. When you do an Address Input from Web, it will clear any choices you made previously about whether to accept TntMPD or accept your organization.

Menu Path: Tools | Address Input from Web

This feature only applies when you receive donation data from your organization.

Why you might have multiple accounts for one contact:

Two single contacts have married and combined their accounts.

Your organization has inadvertently given this contact a new account #. (If this is the case, you may want to contact your organization and have the error corrected on their side.)

Your contact gives both personally and through his business but you want to view the gifts together.

Your contact has multiple, active donor accounts (for example, a husband and the wife both give, but from separate bank accounts).

You were downloading gifts from your organization and inadvertently matched the new donor to the wrong contact

Tutorial: Combining multiple accounts for one contact OR change a donor account to a different contact

1.Select the contact whose account you want to move.

2.View your organization's information. The text of the menu item will change to your organization's name or abbreviation.

Menu Path: Contact | View Org Info

3.Right-click on their account #. The menu item that appears is "Link Account to Different Contact"

4.TntMPD provides a list of your contacts for you to select from.

5.Select the correct contact.

6.Press the <OK> button.

7.The original contact will remain in your contact list, but all gifts associated with their account # will be shown in the new contact. If you no longer need the old contact (e.g., it was a duplicate name, or the name of the single person who is now married), you can delete it. However, you may want to manually transfer any history related to that old contact as only the gifts moved.

8.You can see which Account # they used for each gift by right-clicking on each gift and selecting "Edit Gift".

Tip: One Contact with Multiple Accounts

In the Contact | View Org Info box, use "Link Account to a Different Contact" to combine two accounts for the same contact (such as a business address and a personal address). This feature is also useful when an account is associated with the wrong contact.

Read More > View Organization Info

Tip: You can undo an erroneously linked account by re-linking the account to the original contact or another contact.

Read More > View Organization Info

This box offers summary data for the selected contact in three different categories: General, History Summary (that is, the last history event for several items), and a financial summary of their giving.

Menu Path: Contact | View Details

General

Last Edit

The last time some activity (either a history event, or whether you made a change to their address or MPD data, or a gift was received, etc.). This date/time is used by TntSync to detect when a contact is different between two copies of your database.

Created Date

When this contact was added to your TntMPD database.

History Summary

This box shows the last time you completed a task involving this contact in each of the 5 types of activity.

Gift Summary

This informative box summarizes all the giving of this contact (as it appears in TntMPD). Note the "Current Until" field. This is the date that will appear in the Pledge Fulfillment Report.

Read More > Pledge Fulfillment Report

The "Pledge Start" date is the most recent date for the current pledge. This may not be when they gave their first gift of the current pledge amount.

Note: You can manually change the Pledge Start date to force a different calculation.

Note: The "View Details" box will remain on TOP until you close it, so you can move from contact to contact to see their details quickly. If you close TntMPD without closing the View Details box, it will still be there the next time you open TntMPD.

Tip: Pledge received

When a potential partner makes a pledge but does not give you the first check, enter the pledge amount but do not check the Pledge Received check-box. When you enter the gift manually (when you receive the check), or when it is processed by the organization and downloaded (an EFT gift, for example), then TntMPD will automatically check the box and alert you that the partner has made their "FIRST" gift.

Having the Pledge Received box unchecked also makes certain this contact appears in the "Outstanding Pledges" box of the Pledge Fulfillment Report.

Read More > Pledge

Tip: Increased pledge is a First gift

When a donor increases their pledge, enter the new amount, then uncheck the Pledge received box. TntMPD will alert you when the FIRST gift of this new pledge has arrived. This will also reset TntMPD's start date for the pledge and the way it computes the donor's Average Monthly. (This way, it does not take two years for their average to rise up to their current pledge amount.)

Read More > Pledge

Miscellaneous MPD Tips

Care for your ministry partners more than you care for their money.

If there is one principle I could share about MPD, it is that MPD is Ministry to your partners!

What is the greatest hindrance to raising support? TntMPD.

It’s easy to use “I have to XYZ in TntMPD before I can [start making calls]

Don’t spend time using TntMPD when you should be working

Schedule your TntMPD ‘maintenance’ time for non-productive hours that you cannot be on the phone or on appointments

When you have a list of tasks to perform, always do first the task that is most likely to generate support

If you have to choose between easy and hard tasks, always do the hardest one first; get it out of the way!

Don’t answer for your contacts; let them decide for themselves

You waste a lot of time and effort needlessly choosing for your partners and letting fear and uncertainty control your effort. Just dial the phone!

Read "Funding Your Ministry" by Scott Morton every year.

This is the most helpful book I have ever read on MPD. I read it every year, and in particular before I start working on a significant MPD effort such as seeking a lot of new support.

You can only export the Current Group. If you want to export only a portion of the contacts in the Current Group, create a new lookup that will identify just those you want to export.

Tutorial: Exporting a Current Group

1.Create the group you want to export.

2.Select the export command.

Menu Path: File | Export Current Group

3.Select the fields you want to export. TntMPD defaults an assortment of common name & address fields. (You can right-click and select Check All or Uncheck All.)

You can also change the Default Fields for future exports by selecting the fields you normally want, and pressing Save Default Fields.

4.Press the <OK> button.

5.Press the desired output button.

 

 

Exercises Session 12: Miscellaneous Ideas

1.Combine Slate Gravel and Sylvester Slate

2.Run the Address/Phone Sync lookup and resolve any bad addresses

3.Export your entire Current Group, and select the following fields:

File As (quick way to sort your list in Excel)

City (Home City)

Lifetime Total

Twelve Month Total

MPD Phase




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