patron-management
Search Results
Attach a Document to a Patron Record
2023-05-08How-To Guides for adding a docuement to a patron record with a task
Set a Patron's Campaign Solicitor
2023-05-08How-To Guides for adding a campaign solicitor to patrons belonging to a list
Add a Patron Relationship
2023-05-09How-To Guides for adding patron relationships
Edit a Patron Relationship
2023-05-09How-To Guides for editing patron relationships
Remove a Patron Relationship
2023-05-09How-To Guides for removing patron relationships
Add or Remove Patron Phone/Email Contact
2023-05-02How-To Guides for adding and removing patron phones or emails
Apply Scheduled Changes Now
2023-05-02How-To Guides for applying a scheduled change off schedule or manually
Edit or Remove Scheduled Changes
2023-05-02How-To Guides for editing or removing a scheduled change to an address or contact info
View or Export Scheduled Changes
2023-05-02How-To Guides for viewing and exporting the list of scheduled change to an address or contact info
Add Scheduled Changes
2023-05-02How-To Guides for adding a scheduled change to an address or contact info
Resolve Duplicate Emails
2023-05-01How-To Guides for resolving different duplicate email scenarios
Add Patron
2023-04-18How-To Guides for adding patrons and households
Edit Patron
2023-04-18How-To Guides for editing patrons and households
Find Patron
2023-04-24How-To Guides for finding or searching patrons
Remove Patron
2023-04-24How-To Guides for removing patrons
Find Duplicate Patrons
2023-04-24How-To Guides for using the duplicates search feature
Merge Duplicate Patrons
2023-05-01How-To Guides for using the merge feature
Patron Activity Tabs: Ticket Detail Window
2023-04-04reference info for the Patron Activity Tabs - task tab
Add Credit Card to a Patron Record
2023-05-08How-To Guides for adding a credit card to a Patron Account
Edit a Credit Card on a Patron Record
2023-05-08How-To Guides for editing a credit card on a Patron Account
Remove a Credit Card from a Patron Record
2023-05-08How-To Guides for removing a credit card from a Patron Account
Copy Name & Address
2023-05-08How-To Guides for using the Get context menu options for addresses
Geocode Address
2023-05-08How-To Guides for using the Get context menu options for addresses
Show Map at Patron Address
2023-05-08How-To Guides for using the Get context menu options for addresses
Show Weather at Patron Address
2023-05-08How-To Guides for using the Get context menu options for addresses
Add or Remove Patron Address
2023-05-01How-To Guides for adding and removing patron addresses
Flag VIP Accounts
2023-04-18How-To Guides for flagging accounts to display VIP notes
Send Ticketing Site Password Reset
2023-05-29How-To Guides for sending a password reset to patrons
Patron Management
2023-05-03Patron related windows