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System Preferences - Mandatory Data Tab

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Mandatory Data Tab

The Mandatory Data tab defines fields that must be completed during household, company or patron insert.

Patron Data

Name Info
Select what names must be given before a patron record can be saved.

Patron Address
Checking this box means that the patron's address must be entered before a patron record can be saved. Only one out of the two address lines need to contain information.
Patron City
Checking this box means that the patron's city must be entered before a patron record can be saved.
Patron Province
Checking this box means that the patron's province must be entered before a patron record can be saved.
Patron Postal Code
Checking this box means that the patron's postal/zip code must be entered before a patron record can be saved.
At least on telephone number
Checking this box will require a minimum of one phone number be given before a patron record can be saved.
Area codes on all phone numbers
Checking this box will require all phone numbers given be accompanied by an area code before a patron record can be saved.

Payment Data

Why Did Patron Buy
Checking this box means that before a payment can be finalized the user must select the reason that the patron has made a purchase. The why did patron buy field is a drop down list that is found on the payment window. The values listed in why did patron buy can be customized. Click here for more information on customizing these values.
Pressing this button will set the above options to the default settings that Theatre Manager recommends.

Limited Profile Patron

Mandatory Data Options Please refer to a more complete description of the Limited Patron feature and its ramifications.