Reference

The Media Tab is used to keep track of patron's who are member's of the media and the marketing materials they could best but to use.

Parts of the Media Tab

The Marketing Tab displays the marketing details for the current patron. These fields are useful in capturing additional ‘specific’ yet common information about patrons that can be used in the future to create a target market group. Often these fields are used to record information about a patron origin to the database, status, programming preferences, organization affiliations

This tab is used to view all members of the household.

This tab stores information related to all members of the household. Changes to this tab will effect all members of the household.

This tab stores the patrons credit card history for records and auditing purposes. Data in this tab is visible to an employee if they have been granted access under Employee Setup.

This tab is used to show all the contact information for a patron or phone, fax, email and web links. You can alter key preferences from the list or you can go to the patron contact card to add, edit or delete any of the contact information.

Parts of the Contact Info Tab

This tab is used to store address information for a patron.

Parts of the Address Tab

• look at the cart status to see if they checked out the cart or if there were some issues.
• open up and view details about the shopping cart.
• If the cart is active and the patron calls you for assistance, it is also possible to take over the shopping cart on their behalf and check them out.

The tickets tab shows a summary of all tickets bought by the patron. They may be shown by different types and years using the pull down bar in the bottom left corner.

The Transaction Tab shows all the transactions that have occurred for the patron.