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.
Clicking on a tab will turn it blue. If the tab is blue, the Marketing Tab for instance, then that
tab is currently selected and its contents display in the window
below.
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, entering information in
the donor module causes a bullet to appear in the Donor Tab.
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The Marketing Tab displays
the major marketing details for the current patron. Click
here for more information.
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The Profile Tab displays
the personal profile of the current patron. Click
here for more information.
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The Household Patrons displays
the patron's within the household. Click
here for more information.
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The Contact Info Tab displays
the patrons contact details. Click
here for more information.
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The Address Tab displays
the patrons address information. Click
here for more information.
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The Web Tab displays
a brief overview of the patrons internet sales history. Click
here for more information.
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The Match tab allows you to indicate that a particular patron record is that of a Matching Gift Company. Click
here for more information. |
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The Donor Tab displays
the patron's total donations and the last year of activity. Click
here for more information.
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The Media Tab displays
members of the media and their status. Click
here for more information.
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The Stats Tab displays statistics on the donations the patron has made.Click here for more information.
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The Volunteer Tab displays
information about a patron volunteering or working for the company.
Click here for more information.
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The Credit Card Tab displays
all credit cards on file for a patron. This tab is visible to employees
with access. Click here for more information.
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The Household Tab displays
account information for all members of the household. Click here for more information. |
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The Match Tab displays
account information for all members of the household. Click
here for more information.
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Patron Account Tabs

Clicking on a tab will turn the tab blue. If the tab is blue, the Tickets Tab for instance, then that tab
is currently selected and its contents display in the window
below.
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, the Transactions Tab in the above picture has a bullet
prior to its name meaning there is information contained in that section.
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The Ticket Tab displays
information about the patron's ticket buying history. Click
here for more information. |
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The Donation
Tab displays a listing of subscription for the patron and
their favorite seats. Click
here for more information. |
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The Play Tab displays
a list of events that the patron has bought tickets to. Click
here for more information. |
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The Mail List Tab displays
a list of mail lists that the patron belongs to. Click
here for more information. |
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The Membership Tab displays
information about a patron's membership. Click
here for more information. |
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The Pass/GC Tab displays
information about a patron's passes and Gift Certificates. Click
here for more information. |
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The Relationships Tab displays
information about a patron's relationship to other patrons. Click
here for more information. |
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The Order Tab displays
information about orders that belong to the current patron. Click
here for more information. |
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The Payment Tab displays
a record of all payments made to the current patron's orders. Click
here for more information. |
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The Letter Tab displays
a list of letters that have been sent to the current patron. Click
here for more information. |
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The Season Tab displays
a list of the current patron's Season subscriptions. Click
here for more information. |
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The Transaction
Tab displays a listing of transactions
that have been created because of the current patron's
actions. Click here for more information. |
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The Statistic
Tab displays the patrons statistic history. Click
here for more information. |
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The Giving
Tab displays the patrons giving levels as they are combined
in reports. Click here for more information. |
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The Web Cart Tab displays
a listing of the patrons web activity. Click
here for more information.
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