You are here

Mandatory Data Tab

Subscribe to Syndicate

This tab allows setting which fields are required on the creation of a new patron.

Default Data on Patron Insert

City
Enabling this box ensures a default City is entered into the City field when a new patron is inserted. The default City comes from the city field under the Company Tab.
Province
Enabling this box ensures a default Province/State is entered into the Province/State field when a new patron is inserted. The Province/State comes from the Province/State field under the Company Tab.
Postal Code
Enabling this box ensures a default Postal/Zip Code is entered into the Postal/Zip Code field when a new patron is inserted. The Postal/Zip Code comes from the Postal/Zip Code field under the Company Tab.

Mandatory Fields On Donor Window

Donor #1 (Donor#1 (pop-up))
Customizable pop-up donor field defined by the user.
Donor #2 (Donor#2 (pop-up))
Customizable pop-up donor field defined by the user.
Donor #3 (Donor#3 (pop-up))
Customizable pop-up donor field defined by the user.
Donor #4 (Donor#4 (Char))
Customizable character donor field defined by the user.

Mandatory Fields On Order Window

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.

Marketing Data

Patron age code
Patron Age Marketing field.
Marketing #1
Customizable marketing field defined by the user.
Marketing #2
Customizable marketing field defined by the user.
Marketing #3
Customizable marketing field defined by the user.
Marketing #4
Customizable marketing field defined by the user.
Marketing #5
Customizable marketing field defined by the user.
Marketing #6
Customizable marketing field defined by the user.
Marketing #7
Customizable marketing field defined by the user.
Marketing #8
Customizable marketing field defined by the user.

Default Values on Order Insert

Postal Code (Before Event="xx")
When checked, sales entered during Before Event Sales will all pull the postal code value from the Company Tab into the Postal Code field on the Order Window.
Postal Code (PWYC="xx")
When checked, sales entered during Pay What You Can (PWYC) mode will all pull the postal code value from the Company Tab into the Postal Code field on the Order Window.
Postal Code (all others=value in patron address)
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.