Building Relationships: Tasks & History

re: Building Relationships: Tasks & History

Troy Wolbrink — Mon, 18 May 2020 16:59:05 GMT

Hi Michael, Under the "Tools" menu, click on "Options". In the "Automatic Actions" section, you can control this. --Troy

re: Building Relationships: Tasks & History

Michael Currier — Wed, 13 May 2020 13:36:52 GMT

Hi, is there a way to adjust the auto settings for the 'Thank' task prompts? I'd prefer to have the auto setting at 3 months (the current setting prompts at 6 months since the last 'thank').

As a side note...we've been TNT users for a long time and really appreciate the good thinking/planning reflected in this app.

-Michael Currier

re: Building Relationships: Tasks & History

Troy Wolbrink — Mon, 02 Apr 2018 17:41:03 GMT

@Hawkinsinparis, TntConnect needs to know when your last thank you was sent. It does this by looking at the contact's history. You can log a "Thank you", or you can mark any other history item as being a thank-you. Let's say you sent an email, you can log an email, but mark it as a thank-you.

re: Building Relationships: Tasks & History

Hawkinsinparis — Thu, 08 Mar 2018 15:17:20 GMT

Hi Troy,

Thanks again for a tool that's been incredibly helpful. I'm having an issue with the task feature. Whether we've sent a thank you of some sort or not it seems to want to include a need for a thank you in the task list (mostly in red saying we haven't thanked someone in X number of months. Sometimes it's in double digits. When I look in the history we'll have just sent a thank you a month or two before. Is this happening to anyone else? JSYK, my wife and I use the dropbox feature so we both enter at different times on our computers and assume all syncs OK. Any wisdom for me?

re: Building Relationships: Tasks & History

Troy Wolbrink — Wed, 11 Jan 2017 22:40:47 GMT

Karen, this guide (www.tntware.com/.../how-would-i-send-our-staff-a-monthly-tntconnect-datasync-file.aspx) explains how to take gifts in Excel and format them in the specific way TntConnect needs to import them.

re: Building Relationships: Tasks & History

KarenDodson — Mon, 02 Jan 2017 19:22:08 GMT

Is there any way to upload giving history for my contacts from an Excel worksheet? All my support is up to date since I started using TNT but I have years of giving history from before I started using TNT that I would love to add. Do I have to do that all manually?

re: Building Relationships: Tasks & History

Bob Mac Leod — Fri, 20 Feb 2015 18:20:03 GMT

Also, Lasantha, the Calendar in TntMPD is not like a Google or Outlook calendar. It is not meant to be a robust time-management tool. It's just a display of activities already scheduled in your task list (if they have a time and length).

re: Building Relationships: Tasks & History

Troy Wolbrink — Thu, 19 Feb 2015 05:19:15 GMT

Lasantha, the Calendar view shows all "Appointment" tasks that have a start time and length.

re: Building Relationships: Tasks & History

Lasantha — Sat, 14 Feb 2015 07:18:04 GMT

I don't see any delails in Clanedr , And I also don't know how to use calender ?

re: Building Relationships: Tasks & History

Bob Mac Leod — Fri, 06 Jun 2014 13:14:51 GMT

No, TntMPD does not offer this feature. Hypothetically, of course, you could hyperlink. One idea I thought of was scanning my partner's Christmas / Year-end letters and storing them in Evernote, then referencing the Evernote URL for that letter to each contact's history.

re: Building Relationships: Tasks & History

danlaurajacobson — Fri, 06 Jun 2014 02:24:29 GMT

is there any way I can link a file into the history of a contact?

re: Building Relationships: Tasks & History

Troy Wolbrink — Wed, 13 Nov 2013 19:52:29 GMT

I'm afraid it's a "no" on both questions. :(

re: Building Relationships: Tasks & History

bpbaumer — Wed, 13 Nov 2013 16:22:17 GMT

Is there any type of alert for tasks? Or exporting tasks to an imac calendar?

re: Tasks & History

Troy Wolbrink — Mon, 24 Jun 2013 23:35:22 GMT

Addison, this issue is addressed in the current release (3.0.9). Also, there's another bug fix coming in 3.0.10.

re: Tasks & History

Addison Tweedy — Mon, 24 Jun 2013 00:59:55 GMT

Why are some of my items in history highlighted in black? This happened on the latest beta of tnt for mac.