Quick Guide: Create a Basic Lookup

re: Quick Guide: Create a Basic Lookup

Troy Wolbrink — Fri, 22 Dec 2017 21:06:58 GMT

Dave6, it's still an idea, but still on the back burner. :(

re: Quick Guide: Create a Basic Lookup

Dave6 — Fri, 22 Dec 2017 07:13:39 GMT

Hi. This was written several years ago.

"Bob Mac Leod wrote re: Quick Guide: Create a Basic Lookup

on Fri, Jul 19 2013 12:56 PM

A (potential) future release of TntMPD will have a quick Search box that will dynamically search for the typed text in any name and address field. In the meantime, the only way to find specific names is to use a Lookup, and you have to define which name you are looking for (Last/Family Name, First/Given Name, etc.)"

Will this feature be introduced in the future? It will be very helpful.

Dave

re: Quick Guide: Create a Basic Lookup

Troy Wolbrink — Fri, 23 Jun 2017 23:09:44 GMT

It sounds like you're editing an existing filter in a list of filters. To start a new lookup, under the "Lookup" menu, click on "TNT Phase".

re: Quick Guide: Create a Basic Lookup

jessecogbill — Fri, 02 Jun 2017 23:11:33 GMT

When I attempt to do a lookup by field:TNTphase, the radial buttons for everything except "Replace Current Group" are unavailable/grayed out. Is there a way to fix this?

re: Quick Guide: Create a Basic Lookup

Troy Wolbrink — Sun, 30 Aug 2015 08:02:55 GMT

Under the "Tools" menu, click on "Special Gift Appeal Tracking", and you'll be provided some ways to lookup contacts and export gifts and history based on appeals.

re: Quick Guide: Create a Basic Lookup

K.Hardin — Mon, 24 Aug 2015 18:14:47 GMT

We are trying to classify donations given by project names. In the Gift Details box we have a field created called Special Gift Appeal with a drop down selection of our projects. I haven't been able to do a lookup for this field as in the Fields list under Lookup there is no field listed by this name. What should we do in order to be able to designate donations by fund or project and then to be able to create a lookup?

re: Quick Guide: Create a Basic Lookup

jstamberg — Fri, 19 Jul 2013 18:20:45 GMT

Great, thanks!!

re: Quick Guide: Create a Basic Lookup

Bob Mac Leod — Fri, 19 Jul 2013 04:56:52 GMT

However, if all you want to do is find a last name in your list, then there IS an easy way to do that: Just click anywhere in the list of names and start typing the last name you want. TntMPD will automatically pop up/down to that name.

re: Quick Guide: Create a Basic Lookup

jstamberg — Fri, 19 Jul 2013 03:41:57 GMT

Is there a simple/quick way to look up a contact by name without having to go through this process? Thank you.