Getting to Know You

Fact: Your partners are an incredible source of fascinating information.

Fact: TntConnect stores lots of information about your partners.

Problem: You don’t have that information to put into TntConnect.

Solution: The “Getting to Know You” sheet.

Although this is “old school”, simply bringing this sheet on a support appointment and actually asking—yes, using real words—can help you get to know your partners better.

Here are two versions you can download:

Blank “Getting to Know You” sheet

Mail-merge “Getting to Know You” sheet. This version you can use with a Mail Merge, and TntConnect will fill out any information you already have on the selected partners.

  • You can bring that with you and just fill out the missing information.
  • You can save it as a Mail Merge Favorite for ongoing use.
  • Use this anytime as a great way to refresh your memory on the way to an appointment (to remind you of their names, children, hobbies, interests, prayer requests, etc.), even if you do not use it during the appointment.

View the short video on Mail Merge.

View the short video on Mail Merge Favorites.

Note: If your ministry does not link directly to TntConnect, you can quickly and easily enter gifts every week or month. Learn more here.


Don’t send it twice!


** Secret feature alert! **

Faced an interesting dilemma this evening: I needed to print and send our current newsletter. But unlike normal months, there was a group of partners I did NOT want to send the letter to, because I had just sent them a special update just a week ago.

How did I solve this dilemma? By using one of TntConnect’s “secret features”: I looked up my newsletter list, then went to my History and selected the history entry for last week’s special update, then “removed” those people from the list.

Here’s how (screen shots below):

  1. Use the Newsletter Tools Helper to find my newsletter recipients
  2. Go to the History View and right-click on the update recipients
  3. Select “Remove from Current Lookup

The Newsletter Tools Helper filters the 22 paper newsletter recipients:


I then go to the History View and right-click on last week’s special update to 30 people (only some of whom are regular newsletter recipients):


After removing the Special Update recipients, there are 10 people left who still need a newsletter this month:


A little splash of colour

And God said, “This is the sign of the covenant I am making between me and you and every living creature with you, a covenant for all generations to come: I have set my rainbow in the clouds, and it will be the sign of the covenant between me and the earth.” [Genesis 9:12-13 NIV] 

Contact List

Colour helps bring a little clarity to a long list of names. Notice the difference between the list with colour (left), or not (right).


Quick tips about the Contact list colours:

  • Right-click inside the contact list to Color Code the Contact List. Using the TNT Phase, this makes financial partners Green and Not Interested/Never Ask Gray.
  • Go to Tools | Options | Contacts to turn on/off the strikethrough for the “Not Interested” TNT Phase
  • The coloured Status Dot will always appear whether colour is on or off
  • The “Undeliverable” newsletter preference will always be red… because not communicating with your partners is a very bad thing!

Unreviewed Account Info

In the Name & Address bar and/or Address box, you will see contact info Bold & Orange when your information in TNT does not match what your organization has for this partner AND you have not told TNT which one you want to keep.


By default, TNT always chooses YOUR data over your organization’s info (the assumption is that you know your partners better than the ministry office does).

A bold/orange address is a hyperlink, so click on it to see the disparity—then you can choose which one to keep. (Or, select Lookup | Unreviewed Account Info to see all contacts like this.)

Note: TNT does NOT automatically update donor addresses or even automatically download them from your organization. YOU have to initiate the address check using Tools | Update Donor Info.

Read More > Color Coding (not just for contacts, but also for tasks & history)

Note: If your ministry does not link directly to TntConnect, you can quickly and easily enter gifts every week or month. Learn more here.