Parts of the Patron Window
Tue, 11/10/2009 - 18:16 — Barb
Parts of the Patron Window
Patron Display
The Patron Display gives pertinent information about the Patron, including other household members, telephone, email and address information.
Double click the name of the person in the Household List or click the underlined Hyperlink in the details portion of the display will open the contact card.
Contact Card
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Clicking any of the following in the Patron Display will open the Contact Card.
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Double click the name of the person in the Household List
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The underlined Hyperlink in the details portion of the display
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The Contact Card
button.
For more information, see:
Patron Ribbon Bar
The Patron Ribbon Bar gives you quick access to the following functions:
Opens the online Theatre Manager Help
Opens the New Household window, where you can add a new patron.
For more information, see:
Saves changes and additions to the Patron record.
Discards any changes that you have made to the record up to the last time the record was “saved”.
Deletes the current Patron. You will not be able to delete a patron if it is referenced by other files.
Prints the selected record.
Opens the Spell Checker dialog to spell check the selected record.
Opens the Patron Contact Card to add a new Patron to an existing Household.
Opens a list allowing you to choose the Patron you want to delete from the Household.
The Volunteer Window will open with the data of the patron.
Click for more information on Adding Volunteer Information
Adds the Patron as an Employee.
Toggles the view of the Patron displayed in the window to show marketing information, sales information or both at the same time.
Patron Tabs
There are two different sets of tabs on the patron window. There are the Patron Detail Tabs which harvest information about the actual patron, their personal details, and other information that relates to them as a person. Whereas the Patron Account Tabs carry information significant to the patrons account, their tickets, orders, contact history, and transactions.
Patron Detail Tabs
The patron detail tabs are located in the upper right hand corner of the Patron window. The Marketing Tab is automatically selected when Theatre Manager is started.
In some instances, one of the tabs may have a bullet prior to its name. The bullet lets the user knows that there is information stored in the tabbed field.
For example: in this graphic, there is information in Media, Contact Info, Address and Patron.
The Marketing tab displays the major marketing details for the current patron.
The Profile tab displays the personal profile of the current patron.
The Household Patrons displays the patron's within the household.
The Contact Info tab displays the patrons contact details.
The Address tab displays the patrons address information.
The Web tab displays a brief overview of the patrons internet sales history.
The Patron tab details basic account information including how much money they owe and the last time they purchased tickets.
The Donor tab displays the patron's total donations and the last year of activity.
The Media tab displays members of the media and their status.
The Volunteer tab displays information about a patron volunteering or working for the company.
The Credit Card tab displays all credit cards on file for a patron. This tab is visible to employees with access.
The Household tab displays account information for all members of the household.
Patron Accounts Tab
Clicking on a tab will turn the tab blue, in the graphic, Ticket tab is blue. This lets the user know the tab is selected and its contents are displayed in the window below.
In some instances, one or more of the tabs may have a bullet prior to its name-meaning there is information contained in that section.
The tickets tab shows a summary of all tickets bought by the patron. They may be shown by different types and years using the pull down bar in the bottom left corner. Click for more information on:
This tab is used to purchase and view all donations belonging to a patron. Click for more information on:
The Plays Tab is used to keep track of which events a patron has shown interest in. Click for more information on:
This tab is used to view all of the mail lists that a patron belongs to. It is also used to manually add or remove patrons to or from a mail list. You can also access the mail list criteria window from this tab. Click for more information on:
The Member Tab tracks data for memberships, gift certificates and/or event passes for a patron. Click for more information on:
The relationships tab shows the relationships that this patron has with other patrons in the database. Relationships can be categorized and contain personalized notes. The viable columns in the Relationship tab could be any column that is relevant to an organization and it's relationship management.
When a relationship is created under the relationship tab an entry is created in the current patron as well as the other patron in the relationship. When a relationship is altered or deleted from one patron's record the same changes will affect the other patron in the relationship. Click for more information on:
The order tab allows the user to view a summary of all previous purchases the patron has made. Click for more information on:
The payment tab allows the user to view a summary of all payments the patron has made toward previous purchases. Click for more information on:
This tab is used to keep track of all letters written to a patron. This tab allows a user to attach individual letters to individual patrons and to customize letters that can be attached to individual donations, payments, ticket transactions, or passes. Click for more information on:
The Transaction Tab displays a listing of transactions that have been created because of the current patron's actions. Click for more information on:
View Statistics for the selected Patron Click for more information on:
This tab displays the web shopping carts for the selected patron. Click for more information on:
This tab is used to view the Donation Giving History for the Patron. Click for more information on:
