Patron Activity Tabs: Relation Tab

Patron Activity Tabs: Relation Tab (Reference)

Relation Tab
Relation Tab

The Relation Tab is where your you add, edit, or delete specific relationship/interaction information with other patrons in your database. To create new or modify existing relationship types used in this tab, see Code Tables >> Patron Relationships.

Patron Number

The patron number of the other patron in the relationship.


First Name

The first name of the other patron in the relationship.


Last Name

Last name of the other patron in the relationship.


Company

The company associated with the other patron.


Type

The type of relationship the patron listed has with the selected patron.


Primary Phone

The phone number of the patron listed.


Email

The email associated with the patron listed.


Relationship Note

Any notes made about the listed patron.


Reason

A description of what this relationship is. The relationship can be viewed from both patrons and Theatre Manager automatically adjusts the terminology displayed in the column based on the type entry setup in code tables. For example, under patron A, the relationship may indicate that patron A is the child of patron B while patron B's account will say Parent of patron A.


Donation Amount Pledged

The pledge amount of the other patron in the relationship. This information could be helpful to soliciting donations of the current patron.


Donation Amount Soft Credit

Value of soft credits that the other patron has. This information could be helpful in soliciting donations of the current patron.


Donation Count

The number of donations the other patron has made.


Hours

Number of hours the other patron has contributed through work or volunteering. This information could be helpful in filling in volunteer or work schedules.


Relationship Notes

The notes allow for an additional description of the relationship. This could be useful for describing relationships of people in partnerships or business.


Outlet

The outlet identification number.


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New Button

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Open Button

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Delete Button

Removes a relationship from a patrons record.


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Patron Button

Opens the patron record for the other patron in the relationship.