Patron Contact Card

Patron Details
Some Patron Data may be marked as mandatory fields within the Company Preferences. These pieces of information must be entered in order to save changes to the contact card. Click here for more information.
Type
The type of patron record that is being entered. For information on how to edit this drop down field click here.
Salutation
Formal salutation for the patron. For information on how to edit this drop down field click here.
Name First
First name of the patron.
Name Init
Middle initial of the patron.
Name Last
Last name of the patron.
Suffix
Suffix for the patron if applicable. For information on how to edit this drop down field click here.
Company
Company the patron works for.
Title
Title within the company the patron works for.
Formal
The formal name of the Patron (including saluation) usually used for donation requests.
Greeting
Agreeting (or familiar name) for the Patron..
Patron
A Custom Identification Field. For more information on customizing this field in the code tables, click here.

Address Details
There can be as many locations within the address area as are needed. Location types can be customized to meet needs. Some address information may be marked as mandatory fields within the Company Preferences. These pieces of information must be entered in order to save changes to the contact card. Click here for more information.
Location
Location of the patrons address. For information on how to edit this drop down field click here.
Address
Address of the location. There are two address lines available for more complex addresses.
City
The city or town for the address provided. To assist in quickly adding a patron, a default city can be displayed when adding new patrons.

Province/State
The province or state where the city is located. To assist in quickly adding a patron, a default province or state can be displayed when adding new patrons using the Data Edits Tab in Default Data. Click here for more information.

The screen is able to display either "Province" or "State". The tab name "Province" or "State" may be renamed in the Appearance section of Setup, Default Data. Click here for more information.
Country
The country where the province or state is located. To assist in quickly adding a patron, a default country can be displayed when adding new patrons using the Data Edits Tab in Default Data. Click here for more information.
Postal Code/Zip Code
The Postal Code or Zip Code field records the patron's postal identification number. Postal codes format automatically to capital letters. Zip codes format automatically to add hyphens when 9 numbers are entered. Edit checks warn if numbers or letters are entered incorrectly. The screen is able to display either 'Postal Code' or 'Zip Code'. The tab name "Postal Code" or "Zip Code" may be renamed in the Appearance section of Setup, Default Data. Click here for more information.
Links another address to the Patron Click here for information on Adding.
Removes a location from the address area. Click here for more information.
Allows you to perform operations on this address.

Contact Details
There can be as many lines of contact information within the contact area as are needed. Location types can be customized to meet needs.
Type
Type of contact information for the patron.
Location
Location of the contact. For information on how to edit this drop down field click here.
Contact
Contact information for the patron.
Adds a new location to the address area. Click here for more information.
Removes a location from the address area. Click here for more information.
Performs an operation on the selected contact method. Click here for more information.

Link Another Address

  1. Open the Patron Window.

    Click here for information on opening the Patron Window.

  2. Click the Address in the patron window.

  3. Click the Contact Card button.

    The contact card window will open.

  4. Click the Add button in the lower left corner.

    An address location drop down will appear. Select the new address location.

  5. Enter the new address information.

  6. Close the contact card to save the information ot the patron record.

    The new address is now added to the contact card.

Remove Linked Address

  1. Open the Patron Window.

    Click here for information on opening the Patron Window.

  2. Click the Address in the patron window.

  3. Click the Contact Card button.

    The contact card window will open.

  4. Click the Remove button in the lower left corner.

  5. Select the address to remove.

    A warning message will appear.

  6. Click the Yes button.

    A confirmation message will appear.

  7. Click the Delete button.

    The contact information is now removed from the contact card.

Using the Operation Buttons

Using the Operations buttons, you can specify that address and phone information may change at any time in the future. These can be a one-time change, or allow you to flip between summer and winter addresses, or any number of address changes throughout the year. With these buttons you can:
  • Schedule the removal of a phone, fax, email, website or address.
  • Schedule setting the primary phone, fax, email, website or address as a one-time occurance.
  • Schedule setting the primary phone, fax, email, website or address as a recurring item on a given day every year.

You use the operations buttons on the contact card you use to schedule changes.

The Address operations button also incorporates a previous buttons function for showing a map, the weather and copying it to the clipboard.

Schedule a Future Change

To schedule a change, you perform the following steps:

  1. Click the Operations button beside the phone number, email addres or webpage you want to change.

    2. The selection flyout opens.

  2. Choose the operation you want to perform.

    3. In this example, Schedule a future..., and the following flyout opens.

  3. Choose Primary Phone Change and the Address or Contact Change window opens.

  4. Make the appropriate changes and click the Save button.