Profile Tab

Formal Name

The patrons formal name. The formal name is a combination of the Salutation, the First name, the Initial and the Last name.

Greeting

Displays the name the patron likes being called in every day life. It is quite often the patron's first name or a version of it.

Gender

Select female or male by clicking in the circle next to the gender.

Birthday

Date of the Patrons Birth. Use the Calendar button to select a date or type a date in the field provided.

Anniversary

Patrons Anniversary date. Use the Calendar button to select a date or type a date in the field provided.

Spouse

Patrons Spouses birthday. Use the Calendar button to select a date or type a date in the field provided.

Notification

Select an electronic notification from the drop down. This will send an electronically generated letter to a designated employee alerting that employee of activity in the patrons record. For more information on notifications click here.

Image

You can drag and drop an image of the patron onto the patron's record. For more information on image size and types click here.