Looking Up Current & Past Donors This video walks through the steps of looking up your current donors, as well as past and lapsed donors. View > TntMPD Videos < Prev Topic | Next Topic >
Using Lookups to Filter Your Data Lookups help you filter through all your ministry partner data. Learn how to lookup just gifts over $250 or all your partners in a certain geographical area. Help topic(s) related to this video: Leer más > Panorama...
What is a Lookup? View > Video: Using Lookups View > Video: Lookup Donors When using the database, there will frequently be a need to view one or more contacts who share a common attribute. Here are some examples of contacts who may make up just...
What is a Lookup? View > Video: Using Lookups View > Video: Lookup Donors When using the database, there will frequently be a need to view one or more contacts who share a common attribute. Here are some examples of contacts who may make up just...
Grupos guardados Saved Groups are sets of contacts you have grouped together that you want to stay together. Members of these groups do not change except by you choosing to add or remove them. The value of a Saved Group is that it keeps a set of contacts...
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The number of potential lookups is infinite, so it is difficult to teach all the nuances of Lookups. Trial and error is the best way to learn about Lookups. This tutorial is designed to acquaint with the basic components of a Lookup. Paso a paso: Crear...
Búsquedas sucesivas Multiple lookups can be run in succession to narrow down the results. For example, successive lookups could be written to find just donors, then among those donors who live in a certain city. Tutorial: Writing a Successive Lookup In...
Lookups generally return contacts in alphabetical order (that is, by the "File As" each contact is stored under). The sort order can be changed in two ways: 1. From within the Current Group, right click and select from the options. 2. Prior...
What is a Lookup? View > Video: Using Lookups View > Video: Lookup Donors When using the database, there will frequently be a need to view one or more contacts who share a common attribute. Here are some examples of contacts who may make up just...
Búsquedas favoritas Although most lookups will be used once and then not again, any Lookup can be saved as a favorite. Once a Lookup is added as a favorite, it will appear on the list in the menu. Ruta de menú: Búsqueda | Favoritos | Añadir búsqueda actual...
Cuadro de diálogo de búsquedas Some lookups run immediately when selected from the menu. But most lookups bring up the Lookup Contacts dialog box so that the lookup criteria can be defined. Relationship to the Current Group When performing a lookup, the...
Búsqueda por defecto The default lookup when opening the database is <Everyone>, which is all contacts in the database. There are four options for choosing a Default Lookup. Ruta de menú: Tools | Opciones | Pestaña Interfaz de usuario Todos All...
Difference between Current Group and Saved Groups Current Group Grupos guardados Only one Current Group at a time. Cantidad ilimitada de grupos guardados. Current group is always current, whether you are in the Contact View, or some other view. Sólo es...