Data Access

• Database Queries
  • Basic Database Queries
  • Use Having in Mail Lists
  • Use Saved Criteria
  • Group Criteria
• Data Imports & Exports
  • Data Exports
    • Export Data by Source
  • Data Imports
    • Import Patron Data
    • Prepare a File for Import
    • Import to a Mail List
• Mail Lists
  • Adding Patrons to Mail List
    • Randomize Patrons in a Mail List
    • Add Patrons to a Mail List Via a Query
    • Allow Patrons to (Un)Subscribe to a Mail List Online
    • Add Patrons to a Mail List Via the Batch Function
    • Add Patrons to a Mail List Via the Patron Window
    • Add Patrons to a Mail List Via Drag and Drop
    • Add Patrons to a Mail List Via a Ticket Purchase
  • Removing Patrons from Mail List
    • Remove Patrons from a Mail List Via a Query
    • Remove Patrons from a Mail List Via the Patron Window
    • Remove Patrons from a Mail List Via an Unsubscribe File
    • Remove Patrons from a Mail List Via the Batch Function
  • Find a Mail List
  • Rebuild a Mail List
  • Create a Mail List
  • Use a Mail List Who's In Tab
  • Review Who's In a Mail List
  • Delete a Mail List
  • Merge a Mail List
• Reports
  • Adjust Finished Report
  • Build Custom Reports
  • Create a Report Step by Step
  • Find a Report
  • Generate an Invoice
  • Print, Email & Queue a Report
  • Use Custom Report Categories
  • Use Invoice Comments
• REST API and Reveal
  • REST API
    • Login to the API
    • Build an API Query
  • Reveal
    • Setup Initial TM Server Port Forwarding
    • Login to Reveal