Patron Management - 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.

Patron Management - Patron Contact Card

Patron Details

Address Details

Contact Details