A MPD Status is used to track how your contacts progress through each MPD phase and how they will partner with you in your ministry.
MPD Contact Status
From the main Contacts page, the Status is located to the right of the contact name.
Status includes:
- Status Type, i.e. Partner - Financial.
- Commitment Type and Amount, i.e. $35.00 Monthly.
- Commitment Received (yes or no).
- The Financial Status (colored dot) indicates whether the commitment is:
- On Time - Green
- 0 to 30 days Late - Gray
- 30 to 60 Days Late - Gold
- 60 or More Days Late - Red
Partner Essentials Status Details
To view or change the status of a contact, click on the Contact Name.
In this individual contact view are the following status details:
- Status, i.e. Partner - Financial
- Commitment Amount, i.e.$35
- Frequency, i.e. Monthly
- Currency Type, i.e. USD (US dollars)
All of these Status fields can be changed by clicking on the drop-down arrow or into the field itself.
Contact Status Types
- Contacts with an "active" status (Never Contacted, Ask in Future, Cultivate Relationship, Contact for Appointment, Appointment Scheduled, Call for Decision, Partner - Financial, Partner - Special, Partner - Prayer) will show up in your main contacts list as an active contact.
- Contacts with a "hidden" status (Not Interested, Unresponsive, Never Ask, Research Abandoned, Expired Referral) will be hidden from your active contact list.
- To find these "hidden" contacts, filter by "--All Hidden--" in the Status filter search to view them in your contact list.
Change Status for a Single Contact
Click the Status drop-down arrow, then select the new status.
Change Status for Multiple Contacts
You can also change statuses of multiple contacts at one time. To do so, follow these steps:
- Select the Contacts whose status you want change (highlighted in light blue).
- Click on Actions button and then Edit Field.
- Locate the Status field and click the dropdown arrow,
- Click on the appropriate Status and then click Save.
Note: A contact's status affects multiple things within Partner Essentials. One of these is the MPD monthly progress bar.
Monthly Status Bar
The Monthly Status Bar is based on the monthly financial goal set in Preferences. This status bar is located on the Dashboard in the Monthly Goal section.
- Contacts with Partner-Financial status and Gifts Started are displayed in gold.
- Contacts with Partner-Financial status with Committed (not started) giving are displayed as Commitments outlined in goal.
- One-time gifts or commitments will not show up in this bar and those contacts should be labeled as Partner-Special.
Is It Possible to Assign More Than One Status to a Contact?
Unfortunately, it is not possible to assign more than one status to a contact at a time. However there are other options to accomplish this function.
- Assign the status that best describes each contact's current partnership with you.
- Organize your Contact tags to assign more than one status to a contact.