Add Pictures

TntConnect is not really a “picture” program, so its picture features are pretty rudimentary. Still, having a little snapshot of your partners can be really helpful.

The Pictures Tab allows you to add one or more pictures of your contacts.

  • If you have more than one picture, the one you click on this tab will be the one that appears in the Name & Address Bar.
  • To add/delete pictures, right-click in the open space of the Pictures Tab or on the picture in the Name & Address Bar.
  • You can see all of the Pictures in your database, and the contact they are associated with, using Tools | All Pictures. You cannot modify or delete pictures from that box.
  • You can control the default maximum size of an imported photo in Tools | Options | Pictures.

Contact_PicturesTabPhoto

Advertisements

Lookup Recent Givers

Today’s question: “I’m working on sending an end of year ask. I’d like to filter for a list of ‘Everyone who gave a gift in the last 12 months’. How do I do this?”

This is a great idea and it is super-easy. In fact, in TntConnect there are multiple ways to get this same information. For one thing, TntConnect stores (in the Contact Table) a number of gift “details” for every contact. That is, these fields are stored in the same table as the names, addresses, emails, church names, etc., which means they are exportable. The list of exportable fields is at the bottom of this post.

Do a Lookup | By Field | Twelve Month Total / is greater than / 0.

Or, another way is to use the Gift Table, using a Lookup by Giving.

Lookup | By Giving | [date range].

Doing lookups by giving offers so much flexibility. My wife and I, for example, send cookies to any partner who gives $50/month (that is, $600 / year). Now some partners may have missed a month, so their “average” is under $50, but their pledge is $50. Or their pledge may be $25, but they gave a $300 extra gift last summer, pushing their total giving over $600 for the year. So I’ll do a series of lookups to capture any contact who meets any of these four criteria:

  • Twelve Month Total / is at least / 600
  • Monthly Pledge / is at least / 50
  • Average Monthly Gift / is at least / 50
  • By Group / ‘Always gets cookies’ [e.g., includes relatives who do not give at all, a few neighbors and co-workers, as well as some long-term partners whose giving has dropped below the automatic $600 cookie threshold]

Helpful “Giving Details” fields that TntConnect stores for every contact in your database:

  • Pledge Amount
  • Pledge Frequency
  • Pledge Received
  • Monthly Pledge
  • Pledge Start Date
  • First Gift Date

2016-09-26-lookuppledge

Most recent gift fields:

  • Last Gift Date
  • Last Gift Amount
  • Last Gift Organization
  • Last Gift Donor ID
  • Last Gift Payment Method
  • Good Until (or ‘Current Until’… when their next expected gift is)

Giving Summaries

  • Prev Year Total
  • Year Total
  • Twelve Month Total
  • Lifetime Total
  • Lifetime Number of Gifts
  • Largest Gift
  • Average Monthly Gift

You can view these gift details right on the TNT Tab by clicking on the little drop-down arrow next to the “Individual” button:

2016-03-24-gift-details

Lookup using the Contribution Report

Another way to lookup donors by time frame is by using a brand new feature in TntConnect 3.1: The “Lookup” button on the Contribution Report.

2016-09-26-lookupcontrreport

More about Lookups from the F1/Online help

Quick link to Staff Portal

About 60% of TntConnect users are able to download gifts from the web using the Gift Input button. Most of those organizations have some kind of web site that their staff can use to view either donation information and/or staff account Income & Expense reports.

For many ministries, this web host is called the “Staff Portal” because the software they use calls it that. Other ministries call it their “Staff Web”, and still others have their own custom name.

What many users do not know, however, is that they do not need to rely on their browser and bookmarks to get to that Staff Portal.

When you click the Gift Input button, TntConnect quickly links to your ministry to open the channel to download gifts, as well as display your ministry account balance (if applicable).

The big ministry logo at the top of the Gift Input screen is actually a big hyperlink to the Staff Portal:

2016-09-19-StaffPortalHyperlink.jpg

Now, about your organization’s ability to send gifts to missionaries:

Any ministry that wants to send gifts to their staff online must have a web-based host to do that. A few very large ministries have their own tech teams to host those servers, but many other ministries (from tiny to quite big) use a web hosting tool provided by TntWare, the same ministry that makes TntConnect available for free.

This web-hosting service is called DonorHub. DonorHub connects to the ministry’s donation software and hosts that data on the web. The missionaries can then view it online using DonorHub’s “Staff Portal”. Or the missionaries can also download the gifts into TntConnect or any other support raising software. (In other words, because DonorHub offers an online web screen for the donation information it sends to TNT, that means it can be used by ANY missionary in the ministry, no matter what computer, tablet, or other device they are using!

DonorHub frees the mission organization from the burden of delivering any donation or account expense information to their staff.

(Note: DonorHub is a web-based tool for the organization’s home office, and does have a small cost for those ministries that use it, to cover the costs of the service itself. But the value it returns is significant.)