For assistance, problems or questions, please email us.
Page History
...
Log yourself into Toolbox with your Reliant Username and Password. You may see tabs for you to view your own MTD Dashboard and/or MTD Activity Tracking. These are still secondary to Staffnet for current long-term staff but feel free to look around. Once you have successfully logged into Toolbox, you will click “Coaching” on the left navigation panel. Here you will see that you have access to view info on your missionaries individually or as a group.
To see a simple chart of all your missionaries' current progress and percentages, click “summary programs”. This will show you all the individuals that have been assigned to you as a coach. On this page you will be able to easily view an individual's goal, current percent, received and promised giving, as well as the remaining amount left to raise. For a more detailed look at each of your missionaries, click “individual.” (or if you are in the summary view, you can click on the person's name). Here you will see the same info that is on the missionary’s dashboard (see example for Hank Howard). You can track MTD activity on the individual page or by clicking “MTD Activity.”
...
This dashboard will provide most of the information that you and the missionary will need in order to track the progress of MTD. Let's walk through each of the sections.
Basic information:
Here you will find things such as their fund number, church program, and training date. These can be useful if you are coaching a multitude of people and need to keep things straight
Fundraising:
This dashboard section shows the missionary's info at a glance (very similar to what you would see in the summary portion from earlier). Toolbox will also provide detailed information on “received gifts” and “promised gifts.” This is a simple way to distinguish between the gifts that have arrived to the missionary's account and the gifts that have been promised to the missionary.
...
If a promised gift does not come through one month, Toolbox will track this as a “suspended promised” gift and provide helpful information for the missionary to follow up with the donor.
Current Month:
This section of the dashboard shows the progress that has happened in the current month. In the example above, Hank has added one new donor. However, under that it says no new promised gifts. This most likely means that the new donor gave a one-time or special gift. Below that you can see the promised gifts that have been actualized this month and how many are still to come (this often is broken up like this if we are viewing toolbox between the 5th and the 20th since that's when monthly donations are set to be pulled).
Monthly Summary
This section shows the progress of giving month to month for the individual. This is a great way to help track patterns over time to see if progress is being made.
...
