Company (Outlet) Preferences >> Mandatory Data Tab (Reference)

Company Preferences >> Mandatory Data Tab
Company Preferences >> Mandatory Data Tab

Th Mandatory Data Tab allows setting which fields are required on the creation of a new patron, order, donation, pass, etc.

Default Data on Patron Insert   Top

City

Enabling this box ensures a default city is entered when a new patron is inserted. The default city comes from Company Preferences >> Company Tab >> City Field.


Province/State

Enabling this box ensures a default province/state is entered when a new patron is inserted. The default province/state comes from Company Preferences >> Company Tab >> Province/State Field.


Postal/Zip Code

Enabling this box ensures a default postal/zip code is entered when a new patron is inserted. The default postal/zip code comes from Company Preferences >> Company Tab >> Postal/Zip Code Field.


Mandatory Marketing Data Fields on Patron Window   Top

The options include Patron Age Code and all eight of the customizable patron marketing fields.

Default Values for Postal Code on Order Insert   Top

Postal Code for Before Event Sales

When checked, sales entered using the Before Event Sales Feature will all pull the postal code value from the Company Tab into the postal/zip code field on the Order Window.


Postal Code for PWYC

When checked, sales entered using the Pay What You Can (PWYC) Feature will all pull the postal code value from the Company Tab into the postal/zip code field on the Order Window.


Postal Code for All Other Sales

When checked, all sales will pull the value from the postal code in the patron's primary address into the postal code field on the Order Window.


Mandatory Fields on Order Window   Top

Allow Postal Code to Be Entered on Order

When selected, a field for the postal code will appear on the Order Window and may be filled in (but is not required).


Require Postal Code to be Entered

When selected, a field for the postal code will appear on the Order Window and must be filled in. It can be defaulted in the Set Default Values for Order Insert Section. The key reason to use this field is to capture generalize location data if your venue draws from a wide area during walkup sales.


Mandatory Fields on Donor Window   Top

The options include all four of the customizable donor popup fields.

Mandatory Fields on Pass/G.C. Window   Top

The options include all three of the customizable member popup fields.