How To

To delete a level from within a matrix, you perform the following steps:

1. Open the Donation Giving Levels window.

   Click here to learn how to access this window.

2. Select the giving level matrix.

   Do this by single clicking the value.

   

You use the Record Count to create a demographic profile of your data. This can be used with census information to understand market relationships or to determine the cost of postage in advance of a mailout.

1. Open the Reports window by clicking on the Reports button.

   

1. Open the Patron List Window.

   Click here for more information on finding a patron.

2. Search for a Patron and click on their name in the list.
3. At the top of the Patron List Window, select the Volunteer button.

   The Volunteer Window opens with the data of the patron.

   

To edit an existing relationship, you perform the following steps:

1. Open the Patron window.

   For details on how to access the Patron window click here.

The Relationships tab allows you to define a a connection, association, or involvement between two patrons. For example, two co-workers who purchase tickets sepatrately, but often go to events together and like to sit together. Or one patron has authorized another to pick up tickets for them.

These relationships are customizable through the Relationships code table, click here to see more information about the Relationships table.

1. Use the Contact List to locate a member of the existing household.

   Click here for more information on the Contact List.

2. Single click on the existing member of the household and click the Open button.

   The patron window for the selected patron will open.