Patron Contact Card - Details

Patron Details

In this area, some Patron Detail data fields may be marked as Mandatory Data fields within the Company Preferences. These pieces of information must be entered in order to save changes to the contact card.

Type	The Type of patron record that is being entered. For example: Individual, Company, or School. The Type of patron field is apart of the Code Tables and can be edited and customized.
Salutation	Formal Salutation for the patron. The Salutation field is apart of the Code Tables and can be edited and customized.
Name First	First Name of the patron. This is a Mandatory Data field.
Name Init	Middle Initial of the patron.
Name Last	Last Name of the patron. This is a Mandatory Data field.
Suffix	Suffix for the patron if applicable. The Suffix field is apart of the Code Tables and can be edited and customized.
Company	Company the patron is associated with. This is a Mandatory Data field.
Title	Title within the company the patron is associated with.
Formal	The Formal Name of the patron (including salutation) usually used for donation requests. This field provides the patron donor name for program listing unless the name is altered in the Publication Name found under the Donor Tab. The Formal Name is auto populated by the First and Last Name fields. The auto populate can be manually over written by highlighting the text in this field and typing over it.
Greeting	A Greeting (or familiar name - such as first name or nickname) for the patron. The Greeting preference is set in System Preferences under the Edits Tab. The Greeting is auto populated by the First Name field. The auto populate can be manually over written by highlighting the text in this field and typing over it.
Patron	A custom 30 character identification field. Designated for an external number for a patron that can also be used to find patron. Possible usage are for student/faculty numbers or a number in any other external system that you may need to communicate with.

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