Patrons & Employees

• Employee Management
  • Reinstate a Locked-Out Employee
  • Remove Employee Access
  • Add New Employee
• Patron Management
  • Find, Add, and Remove Patrons
    • Add Patron
    • Edit Patron
    • Remove Patron
    • Find Patron
  • Find and Merge Duplicate Patrons
    • Merge Duplicate Patrons
    • Resolve Duplicate Emails
    • Find Duplicate Patrons
  • Manage Patron Addresses and Contacts
    • Manage Scheduled Changes
      • Edit or Remove Scheduled Changes
      • View or Export Scheduled Changes
      • Apply Scheduled Changes Now
      • Add Scheduled Changes
    • Use Patron Addresses
      • Copy Name & Address
      • Show Map at Patron Address
      • Show Weather at Patron Address
      • Geocode Address
    • Add or Remove Patron Address
    • Add or Remove Patron Phone/Email Contact
  • Manage Patron Details and Activity
    • Manage Credit Cards
      • Edit a Credit Card on a Patron Record
      • Remove a Credit Card from a Patron Record
      • Add Credit Card to a Patron Record
    • Manage Donor Details
      • Set a Patron's Campaign Solicitor
      • Add Giving Level Data to Giving Tab
    • Manage Patron Relationships
      • Remove a Patron Relationship
      • Edit a Patron Relationship
      • Add a Patron Relationship
    • Flag VIP Accounts
    • Attach a Document to a Patron Record
    • Send Ticketing Site Password Reset
    • Restrict (or Open) Access to Donor Information