I just got a handful of my recent newsletters returned by the post office marked as “Undeliverable”. How do these things happen?
It turns out that I had not done a Tools | Update Donor Info recently. This connects to my organization and checks all addresses to see if the ministry has a more recent one. Several of my donors had moved (some I knew had moved but I did not have the correct address; others were a complete surprise).
After the sync, I had 35 contacts who had an address, phone, or email change. It is surprisingly common for a donor to alert the organization but forget to tell the missionary. (This is because the donor needs to change banking information or a receipt address.)
When a contact’s address/phone in TntConnect has an unresolved discrepancy with my organization’s address/phone, their address/phone will be bold and orange. There is a special Lookup just to find and resolve all these issues
After I did the donor info update, TNT offered to display the 35 discrepancies. But if I did not resolve them right away, I can still find them all later by going to:
Lookup | Unreviewed Account Info
If I see the organization’s address is one I know is an old address, I contact the office so they can update their address.
When I click on a bold orange address (or phone or email), TNT will display the Account Info box which shows me the donor information “from the organization’s view”.
I can then click on the out-of-sync item and either Accept it (accept the organization’s version) or Ignore it (keep what I have already), if I think mine is more correct for me.
In my experience, the organization’s address for my donor is usually more accurate. But the email or phone I have is usually more accurate than the ministry’s. This makes sense because donors change their email and phone #s a lot more frequently than their addresses, and they generally do not broadcast those little changes to businesses.
There are two very helpful topics in the Help Guides with a lot more detail about this subject:
View Organization Info (about the Organization details for this contact)
Update Donor Info (about the Tools menu link)
Oh, one more thing… even if the address is not Bold and Orange, you can easily get to the Organization Account Info either by selecting Contact | View [Org] Details, or just by clicking the Account number on the far right of the Name & Address Bar: