Oooops… wrong place!

There are two places in TntConnect where I find information ending up in the wrong place.

  1. Right address… wrong place. Because I download gifts from my organization, the address for a business, or even a special mailing address, ends up as the “Home” address for a partner.
  2. Right history… wrong person. I have, on occasion, logged History for the wrong contact.

In both cases I can easily move to the correct spot just by right-clicking. Just this week I was working on my office database (for ministry fund development), and discovered we had two contacts that were the same–and both had gifts and tasks/history associated with them. In moments I was able to merge the donor accounts and migrate all tasks/history to the correct contact.

For the address, on the Address tab I can right-click on the address and select “Move to” to switch it to one of the other address options for the same contact. (You cannot move an address to a different contact.)

2016-08-04-MoveTo1

On the History and Task tabs, I can “send” an item to another contact, again just by right-clicking on the desired item.

2016-08-04-MoveTo2

The other TntConnect tip here, in case you did not catch it, is that TNT has a number of secret “right-click” features. Every once in a while, just right-click somewhere… you might learn something new!

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