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  • References include accurate, up-to-date, comprehensive information
  • Tutorials and How-To guides are led by needs of the user, Reference material is led by the product it describes
  • Although reference should not attempt to show how to perform tasks, it can and often needs to include a description of how something works or the correct way to use it
  • Examples of Reference material are Dictionaries, Encyclopedias or Glossaries
  • Software examples of Reference material are API documentation, class documentation or function documentation

Patron Contact Card - Contacts

Contact Info

There can be as many lines of contact information within the contact area as are needed. Location types can be customized to meet needs.

Patron Contact Card - Address

Address

There can be many different address locations for one patron stored within the Address. Some address information may be marked as Mandatory Data within the Company Preferences. If a field is marked as Mandatory Data it must be entered in order to save changes to the contact card.

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.

Sales Management Tab

The Sales Management tab is the third - and possibly most important - of the setup tabs in a new membership. You must carefully consider each of the check boxes and options in this tab as your selections control how the Membership can be sold and redeemed.

Parts of the Sales Management Tab

Counting Tickets Printed on Printers/from Inventory

There are several ways to help you determine how many tickets have been printed over a specific time frame. The following ticket types print out on the ticket printer - Event Tickets, Payment Receipts, Passes/Gift Certificate, Address Header, Donation and second ticket on sales promotion. Because there are so many types of tickets printed, we will use several different reports to help determine our total.

Access groups

Security levels or Access groupings define functional groups of people as per the examples in the screen below. These access groups can be
  • As broad as a department
  • As specific as a person or two

To use this feature, you need to do three things:

Using Saved Criteria

If you previously saved some criteria using the Save button on the criteria window, you can retrieve it using the Saved Criteria button.

When you see a list of criteria, just double click on the one you want to use.

You can also rename the criteria by selecting one in the list and using the rename button.

Volunteer Hour Ranges

The Volunteer Hour Ranges code table Used to summarize volunteer hours in the Volunteer Hour Summary Report.

For information about editing values in Code Tables, click here.

Email/Letter Detail

When you click the Open button in the Patron's Letter tab, the letter detail opens. The resulting window indicates envelope information about the letter or system notification. The window that is displayed is different, depending if it is the result of a:

  • System Notification such as from the web listener confirming a purchase or password request

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