Page History

...

1. After clicking “Next” on the previous window, TntMPD will present you with a screen to try and match the GCM contact with your existing contacts. This is a lengthy process, but you only have to do it once! You will be presented with the screen for each record in your GCM sync file. This , so this is a lengthy process, but you only have to do it once!
   
   Now, let's pause here a minute, because this is the tricky part.  The way GCM records donors is legally tied in to the name by which they donated.  Here are a few different scenarios that can cause issues:
   
   • With a married couple
     • The husband might mail a check with just his name on it, and later the wife mails a check with just her name on it.  These are two distinct donors according to GCM.
     • A wife may have checks labeled "Jane and John Doe" while a husband's checks may say "John and Jane Doe".   These are two distinct donors according to GCM.
     • One member of the couple may have died, or the couple may not be divorced. You may see these donors as "John and Jane Doe" and "Jane Doe".   These are two distinct donors according to GCM.
   • With a Business
     • If a donor gives through their business, GCM will have their business as a donor. If they also give personally it is considered a separate donor.
   
   The point in mentioning this is that many people would have these as a single contact in TntMPD.  The datasync will prompt you for each donor that GCM has recorded.  It is then up to you to decide if you want the contacts listed separately (like GCM) in TntMPD or if you want to combine them into a single TntMPD contact.  You can do it either way, but you need to remember that if you combine them in TntMPD, they will not match what you see on staffnet.  If you would like to have everything identical to GCM's records, you should head to http://www.gcmstaff.net and go to MTD > Donors.  From the donors page select "All Dates" in the "By Giving" drop down box.  This will then give you a list of all donors who have ever given to the account you are responsible for.  This will match the list in the Datasync file, so you can use this list as a guide when TntMPD prompts you for each donor individually.
   
   
   
   
2. This window [Figure a6] will contain a list of contacts that have information (name, address, etc) similar to the new contact. If the contact already exists, then select the correct match and press the “Yes” button. Otherwise, click on “No Match,” and a new record will be created.  If TntMPD cannot find a close match, it will present you with the full list of your contacts to choose from.
   
   Figure a6 – Confirm Match Window
   
   
3. When matching contacts is complete, you will have the opportunity to customize which contacts to add to your TntMPD database. By default, all contacts in the DataSync file will be imported. Clicking “Next” on this screen will add all your selected donors to your contact list.

...