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Select Tools in the top menu bar, and click on “Options” [Figure 11a]. In the Options dialog, select the “Gifts” tag and check the “Enable Automatic Actions for New Gifts” option [Figure 11b].
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Figure 11 - Enable Automatic Actions
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Ok, so, you're sync'ed, but what does that mean exactly? Did TntMPD just update all of your contact's contact information with GCM's data? The datasync you just completed associated your TntMPD contact with a GCM donor, and it did this using GCM's donor number (RE######). If you take a look at the top right of a contact who has not been associated with a donor, you will see "No Org Account" [Figure #12a]. If you click on "No Org Account" a screen with no information will popup [Figure #12b].
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Figure 6a – Confirm Match Window12a – No Org Account
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Figure 6b - Find "Donor" Window12b - Blank Org Info
Once you have run the DataSync and a contact has been connected with a donor you will then see the GCM's donor number (RE######) their instead of "No Org Account" [Figure #a]. After a DataSync IF there are updates from GCM to a Donor's data TntMPD will display the updateable data in red [Figure #b & c]. Any data from GCM that has not changed will display in TntMPD's normal black/blue colors [Figure #d]. When you click on GCM's Donor Number (RE######) [Figure #a] a window will popup showing the Donor data from GCM [Figure #]. For new data from GCM, TntMPD will enable the buttons on this screen [Figure #a]. If GCM's data has not changed, these buttons will be disabled [Figure #b]. If you click "Accept GCM" then TndMPD will update the contact's data with the data from GCM. If you click "Keep TntMPD", it will disregard the data from GCM. Once you have clicked "Keep TntMPD" or "Accept GCM" TntMPD will not show any data to update until a Donor actually updates there data with GCM. This means that after clicking one of these buttons, even if you change a donor's data within TntMPD and try to update it with GCM's data, TntMPD will not activate these buttons again until a donor updates their data with GCM.
Figure 12
If you happened to have had any of those extra tricky donors mentioned early on you may encounter this situation. If you did decide to associate two (or more) GCM Donors with the same TndMPD contact you will notice that the contact will now shoe all of the GCM Donor Numbers in the top right corner (RE#####, RE#####, etc.) [Figure #]. If you click on either of those numbers it will bring up a similar popup as with a single association, but this time you will have access to both GCM Donor's address and phone number info [Figure #]. You can then click on either of the GCM Donor Numbers to show and accept the corresponding GCM data.
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Figure 11a – No Org Account
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Figure 11b - Blank Org Info
Problems?
- What do I do if I accidentally deleted some donor information and want to use GCM's data to restore it?
Assuming you already choose to accept GCM's data, you won't be able to just click the "Accept GCM" button (unless the donor has updated their information with GCM). What you can do is drag the donor info off the the side a little without closing it [Figure #a]. Then, on TntMPD's main window, 1) click the "Address" tab if it's not already open, 2) click on the address itself to bring up the edit button (pencil), and 3) click the edit button [Figure #b]. This will bring up TntMPD's address edit window. From here you can manually edit the address to match GCM's address.
Figure What do I do if I accidentally linked a donor to an account incorrectly?
Thankfully, TntMPD makes this fairly painless to change. Simply click on a contact's GCM Donor Number to bring up the popup. Then you can right click their GCM Donor Number in the popup to bring up the option to link the account to a different contact. If you choose "Link Account to Different Contact..." it will bring up a "Select a Contact..." window where you can link the GCM donor to a different TntMPD contact.Section Column width 50% Figure 11a – No Org Account
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Figure 11b - Blank Org Info
Figure
