TntMPD 3.0 has finally arrived!
I'm really looking forward to using it. I could really use some testers to help me find bugs. If you're up for it, download TntMPD 3.0 and give it a try, and let me know what you think. As long as TntMPD 3.0 is still in beta, please leave comments specific to TntMPD 3.0 in the beta testers forum. But feel free to use the automatic error reporting feature in TntMPD ... even if those bug reports show up in the general forum.
In the next few weeks, I'll be blogging about the changes and features in a more user friendly way including screenshots. Here's a list of what's new:
Google Maps Integration
Google Maps integration with Contact view.
Google Maps integration with Groups view.
Google Maps integration with Tasks view.
Google Maps integration with History view.
Main screen: Added Map button to the bottom left.
Dropbox Conflict Resolution
When TntMPD starts, it will alert you if it detects Dropbox conflicts.
[File | Resolve Dropbox Conflicts] to automatically resolve Dropbox conflicts.
The default for "Dropbox Mode" is now turned on.
Improved Address/Phone/Email (His/Hers Mobile)
Added "Send Newsletter" to name/address editing dialog for contacts.
Improved name/address editing dialog for contacts.
Improved phone editing dialog for contacts.
Improved email/web editing dialog for contacts.
Added Salutation field to contacts.
Added Business Name to Business Address for contacts.
Added Contact Person to Organization addresses for contacts.
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Added Salutation Format to Country Information.
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Added spouse Business Address to contacts.
Added spouse email fields to contacts.
Added Spouse phone fields to contacts.
Newsletter Media Preference: Paper/Email
Newsletter media preferences can now be entered as: Paper Preferred, Email Only, etc.
Many more types of Newsletter Recipient lookups added, based on media preference.
Contact View: Newsletter icon updated to reflect paper/email preference.
Improved Gift/Donor Information
Added "Payment Method" and "Memo" to the gift information received from the organization.
Changed phrasing of "Address/Phone Out of Sync" lookup to "Unreviewed Account Info" instead.
New "Accept Update" dialog that allows you to see and change which field in TntMPD will be updated.
New donor fields: his/her email, his/her mobile phone, deceased, memo, hyperlink.
Redesigned the "Organization Info" dialog for viewing donor information.
Orange/Bold is now used to indicated unreviewed donor address/phone/email information.
The "Account List" shows accounts in orange that contain unreviewed information.
Changed detection is now based on the actual field data, not the "last modified" provided by the organization.
Changes to name, deceased or memo are logged in the contact’s history.
Contact Matching
Contact Matching Engine updated and improved.
If manually entered contact is a duplicate, the duplicate contact is shown immediately.
Import Contacts, if duplicate found, record is left in grid for further attempts.
Import Contacts, if duplicate found, the confusing prompt to update name/address/phone is removed.
Improved Tasks/History
Right-click on task/history list for an individual to "Link Item(s) to a Different Contact...".
Task and History View redesigned with a search box that searches any text shown plus notes.
History View is much faster.
Task and History editing dialogs redesigned.
Added "E-Newsletter", "Unscheduled Visit", "Note", "Facebook" and "Text/SMS" task/history types.
"Schedule Task" and "Log History" menus are re-ordered and categorized.
"Schedule Group Task" and "Log Group History" now provide sub-menus to specify which task type.
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Task and History View can now be filtered by contacts in the current group.
Under a contact's "Task" tab , double-click the "Group" button to view the items in the Task view.
Under a contact's "History" tab , double-click the "Group" button to view the items in the History view.
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Task/History can be tagged as a "Partnership Challenge" and Appointments are tagged by default.
Under a contact's "History" tab, you can view "Challenges Since Last Gift", appears red if > 2.
Under a contact's "History" tab, "Appeals Since Last Gift", appears red if > 4.
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Task/History can be tagged as "Mass Mailing" and "Newsletter" and "E-Newsletter" are tagged by default.
Task/History tagged as "Mass Mailing" appear gray and don't affect any Contact.LastActivity fields.
Task/History can be tagged as "Thank" and "Thank" tasks are tagged by default.
Task/History tagged as "Thank" (but not "Mass Mailing") affect Contact.LastThank field.
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Task/History can be assigned to a user.
Clearing a task now gives you the opportunity to specify which user did it.
Unless a task was assigned, new history is assumed to be done by the current user.
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Tasks can have "Due In (days)" specified. Tasks overdue turn red.
Tasks with an Importance of Low appear red. Tasks with an Importance of High appear bold.
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Task/History can be "Shared with MPD Coach".
The "MPD Weekly Update" will include all shared tasks from the next MPD week and prior.
The "MPD Weekly Update" will only include shared history from the current MPD week.
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When a contact has a new gift come in, "Call to check on status..." tasks will be cleaned up.
When a contact has a new gift come in, "Research gift of ... which is smaller" tasks will be cleaned up.
New gifts linked to an appeal will trigger a thank-you for a SPECIAL gift.
New gifts linked to an appeal will never trigger auto-task of "Research gift of ... which is smaller".
Automatic thank you tasks of the same kind won't be duplicated for the same contact.
Automatic thank you tasks will be "Due In" 28 days so they turn red after that many days.
After "Gift Input from Web", the final message will include the number of new tasks.
After "Gift Input from Web", if new tasks, an option is provided to "View Tasks" (default=yes).
After "Gift Input from Web", if new tasks, an option is provided to "Show Auto-Task Options" (default=no).
Drag-n-Drop from Outlook
Journal items can now be imported into TntMPD as History items.
Email addresses are applied to selected contact when manually matching emails dragged in from Outlook.
Outlook Sync Improvements
iCloud: TntMPD now syncs correctly with the iCloud provider in Outlook.
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Contacts: are auto-split into two Contacts in Outlook when spouse has phone/email info.
Contacts: previously synced contacts are auto-sent to Outlook when changed (only if unchanged in Outlook).
Contacts: More MPD information is now exported to Job Title (can be turned off).
Contacts: Referral information is now exported to Department (can be turned off).
Contacts: Titles are exported as blank (can be turned off).
Contacts: The ampersand (&) is now used for "and" (can be turned off).
Contacts: Nicknames are combined for split contacts (and optionally for combined contacts).
Contacts: Importing the "Mailing Address Type" is now optional since Google Apps auto-switches it to Business.
Contacts: Synced contacts are indicated with an Outlook icon in the top right of the Contact view.
Contacts: The right-click menu to "Send Contact/Group to Outlook" has the Outlook icon displayed.
Contacts: Some rarely used phone numbers like "ISDN" are no longer synced.
Contacts: A warning is given if you sync a contact in Outlook with unsyncable phone numbers like "ISDN".
Contacts: To preserve Contact note rich text formatting, you now need Outlook 2010 or newer.
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Tasks/Appts: Right-click (one or many tasks at a time) to "Send to Outlook".
Tasks/Appts: Tasks/Appts synced with Outlook are indicated in the task list with the Outlook icon.
Tasks/Appts: TaskType is added to the Subject of Tasks.
Tasks/Appts: Contact Name is added to the Subject of Tasks and Appointments.
Tasks/Appts: Mailing Address, Preferred Phone and Email added to Task Notes.
Tasks/Appts: Mapping Address, Preferred Phone and Email added to Appointment Notes.
Tasks/Appts: Fixed import of recurring tasks that are completed.
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General: When synchronizing, you are given the option to delete items that used to be in TntMPD.
General: When viewing a list of changed records, the fields that changed are listed.
General: When viewing a changed record, only the changed fields are shown by default.
General: When comparing notes, the changed lines are highlighted.
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Outlook Sync Settings: Improved the change of focus when clicking the "..." button.
Outlook Sync Settings: Hold down the Shift key to reveal "Reset Sync Meta Data" link.
Outlook Sync Settings: Removed "MAPI Enhancements" since they are no longer needed with Outlook 2010.
MailChimp Sync Improvements
MailChimp, More options to control which fields are synced.
MailChimp, New (default) option for syncing with a list: Only Sync With Email Newsletter Recipients.
MailChimp, unsynced custom list fields are now shown at the end with right-click option to delete.
MailChimp, "required" on list fields is temporarily turned off while syncing.
MailChimp, added "Receives Email Newsletter" field in addition to "Receives Paper Newsletter".
MailChimp, added optional address, phone and feedback fields.
MailChimp, Organization added to First Name field.
MailChimp, bounced/unsubscribed emails handled for all contacts (if email was duplicated across contacts).
MailChimp, the "Public" field attribute is only set when creating a field (so user can later customize).
MailChimp, merge field labels are only set when creating a field (so user can later customize).
MailChimp, when importing/creating a new contact: address, phone and feedback are also imported.
MailChimp, right-click on import list to manually rematch.
MailChimp, any TntMPD-specific emails are given the option to export to MailChimp or unsubscribe in TntMPD.
General Functionality Improvements
Added [File | Utilities | Merge With Another Database...] to automatically combine two databases.
User tab caption can be customized via the "Options" dialog.
User fields can have a minimal set of drop down values provided via the "Options" dialog.
“Mail Merge to Email” uses “Email Greeting” and “Email Salutation” for the Greeting and Salutation fields.
Mass Email dialog: Added Salutation field to export.
MPD Progress statistics are internally recorded every week.
Appeal Tracking screen: Added: Payment Method and Memo to gift export fields.
Appeal Tracking screen: Hides Designation Name and Motivation Code from gift export if not "Pro" mode.
Improved Auto-Backup retention strategy to preserve more of recent databases.
Added "Remove Formatting in Notes for a Contact..." button to Maintenance dialog.
Added Country: Curacao.
General UI Improvements
Improved many screens for high-dpi display settings.
Many changes to graphics and icons throughout program.
Main screen: Moved Community button to the bottom left.
Options Screen has been greatly reorganized and improved.
Schedule View renamed to "Calendar".
Calendar can now display multi-day events.
Improved load time of Calendar view.
Analysis View now has a chart with a flat appearance.
Contact View: Renamed "Personal" tab to "Family" and reorganized it.
Contact View: Next task area changed to show two to 3.5 tasks at a time.
Appeal Tracking screen: Added "Memo" column to Gifts grid.
Contact Details screen: Removed "General" tab, moved "Last Edit" and "Created Date" fields to "Historical" tab.
Contact Details screen: Renamed "History Summary" tab to "Historical".
Contact Details screen: Added: "Last Visit" and "Last Challenge" fields.
Maintenance screen reorganized into two tabs: General and More Tasks.
When manually selecting a contact, the address of the selected contact shows.
Removed decimal point and extra zeros when displaying monetary amounts in many places.
Added "Yes to all" button when accepting gift adjustments from Gift Input.
Removed "If No Task Scheduled" color/icon options from contact list.
Right-click on individual task/history list and all "New <x>" items are now in a submenu.
MPD Phase drop down is color coded to match the Contact List.
"Appeal" now appears as "Special Gift Appeal" in many places to make its purpose more clear.
Under the "View" menu "Toolbars" now hides/shows the green title panel as well.
Password Encryption, Changes to Database Engine, Linked Databases
Databases are now AES-128 encrypted with a user-provided password.
Database engine/format upgraded to Access 2010.
"Database Password Recovery Key" system is in place to help users who forget their password.
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Microsoft Access menu removed.
Added "Run Query" under [File | Utilities] for quickly running ad hoc queries.
Add-ons that call "/linkdb:create" or "/linkdb:update" continue to work, but only as read-only.
(Add-On Developers: If you needs to change data, ask the user for the password and edit the database directly.)
(Access Users: You'll have to manually maintain table links with Access 2010 or newer.)
Database Upgrade/Create Improvements
When creating new database, you are prompted to create the first user before the first "Me" contact.
When creating new database and the first "Me" contact, name fields are pre-populated with user name.
Improved how quickly databases can be upgraded or rebuilt.
Database is opened exclusively when upgrading or rebuilding to ensure no conflict with other users.
TntSync
When synchronizing TntMPD database, calculated fields don't affect change detection.
When viewing a list of changed records, the fields that changed are listed.
When viewing a changed record, only the changed fields are shown by default.
When comparing notes, the changed lines are highlighted.
Notes
Updated German translation.
Updated English help manual.
For help authoring, click Shift+F1 (instead of Ctrl+F1) to manually remap help topic.
System Information dialog: added right-click to "Set Thread Locale to User Locale".
Many functions in the code have been reviewed and refactored.
Posted
25 May 2013 12:09 AM
by
Troy Wolbrink