Patron Management

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