Deleting Patrons

A patron can only be deleted if there is there is no Financial History associated with the record. Employee access to deleting records can be controlled when employees are created in Theatre Manager. Refer to the section Employee Access.

A patron who has financial transactions of any kind associated with their record cannot be deleted. You can mark them as deceased or do not email and included those criteria in reports and mail lists.

Deleting a patron with no financial information

1. Find the patron to be deleted in the contact list.

   Click here to learn how to find patrons.

2. Single click on the patron to be deleted in order to select them.

   

3. Click the Delete button on the Contact List window toolbar / ribbon bar.

   If the patron record contains financial history several diifferent messages, similar to the one below, will appear.

   

   If the patron record contains no financial history, a confirmation window will appear.

   

4. Click the Delete button.

   When the deletion is successful, the patron record and patron number are removed. That patron number is not be re-assigned to another patron. This number is no longer available for use as it was a unique identifier to that specific patron.

Removing patrons with financial history

Theatre Manager needs to keep a record of all sales and financial data intact to ensure the overall system balances and all part reports show proper ticket sales, donations, etc.

There are two trick you can employ to making these people go away.

Option 1: Change the name of the patron:: Rename the patron to be "Merged Patron" Change their address to your theatre and mark all marketing fields as 'do not mail, do not email, do not delete, do not ....etc Ignore people with your theatre address on eblasts that are do not mail etc going forward.

If you really want to get rid of patrons with history: Create a one-time dummy patron that might be called Dead/Merged/do Not mail Patrons Give them an address of your theatre and mark all marketing fields as 'do not mail, do not email, do not delete, do not ....etc find other patrons who you cannot delete based on transactions (but you really want gone) and Merge them into the above dummy patron.