Saved Descriptions: Easy and Consistent

They say that a couple in love gets to know each other so well that they can complete each other’s sentences. I guess that means I love TntConnect, because it always completes my sentences when I write descriptions!

For the past few months I have been doing support raising for about half of my time. I have completed 1,119 different tasks, including dialing the phone, appointments, writing thank yous, seeing partners at church, recording text messages, etc. (this number does not include newsletters sent).

Almost 500 of those have been phone dials and appointments/unscheduled visits. Because I may dial the phone 5-10 times before actually talking to a person, I find myself writing the same description over and over again, things like:

  • “Called for Decision”
  • “Follow-up to appointment”
  • “Scheduling initial support appointment”
  • “Initial support appointment” (for the appointment itself)
  • “Drive-by Visit” (for unscheduled visits)

Rather than re-type that description every time—and maybe type it a little differently each time, at this moment I have 27 “saved descriptions” that I commonly use. Some have been there for 14 years (such as “Sent Brochure” and “Call for Initial Appointment”), while others are new this year just for the current strategy I am working on, and will be deleted when I am done with the strategy.

The handy thing about saved descriptions is that I can just start typing in the Description box, and TNT will auto-fill from the saved list. This makes dialing the phone a lot easier.

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You can read more about the Saved Descriptions feature in the Log History tutorial in the TNT help. (Scroll down to the “Tip: Saved Descriptions…” section.)

Watch the short video on writing good descriptions.