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  • How-To guides are aimed towards users, Tutorials are aimed towards learners
  • How-To guides in your documentation helps frame the picture of what your product can actually do
  • How-To guides can be thought of as recipes, directions that guide the reader through the steps to achieve a specific end

Run Again to retrieve latest data

On the left side of the report window is a timestamp that indicates when the data for the report was retrieved from the database.

If you close the report window and then run the same report with the same criteria, the system may show the data from the prior time you ran this report and the timestamp will not change.

If you absolutely want the latest data for this report using the current criteria, you can click the Run Again button to refresh the data. Sometimes this can be useful if you are watching an on-sale and want the system to get the latest.

Exclude Records

One section on the search sub window is called Exclude Records with Following Flags. There are a number of checkboxes in this section that allows you to quickly eliminate patrons from the search in a way that matched the marketing flag selections on the patron window.

How Patrons Can Redeem a Gift Certificate Online

Redeeming a Gift Certificate (or membership/pass) Online

If a Gift Certificate has been setup to allow online redemption, patrons can use the online web sales system to redeem any available balances. This assumes the patron has purchased (or been gifted) the Gift Certificate or Pass/Membership and it has been fully paid for. Please see Redemption Rules for further details on setting up Passes/Gift Certificates for online redemption.

Using the Unsubscribe feature

In the sample list above, one patron is marked as unsubscribed online. One of the columns in the list contains the unsubscribe date, so you know when people no longer wanted to be part of the mail list.

When building other mail lists or running reports, there are two key selection criteria that lets you select these people:

Payment Method Other

Payment Method Description and instructions on use
Other
  1. Select Other from the Payment Method drop down.

Payment Method Credit Card (USB SWIPE or Manual)

Payment Method Description and instructions on use
Credit Card (manually entered or USB Swipe)
  1. Select the Credit Card type from the Payment Method drop down.

Payment Method Check/Cheque

Payment Method Description and instructions on use
Cheque
  1. Select Cheque or Check from the Payment Method drop down.

Payment Method Cash

Payment Method Description and instructions on use
Cash
  1. Select Cash from the Payment Method drop down.

  2. Verify the Payment Amount. If this will be a partial payment, change the payment amount.

Increasing the Donation Amount

You may wish to modify a donation for various reasons. To add notes, make payments on pledges ect. Modifying a donation is preformed quickly through the Donation Detail Window.

  1. Open the Patron Record.

    For details on locating a Patron Record click here.

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