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