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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

Statistic Tab

Clicking the Statistic tab on the bottom half of Patron Window will open the Patron Statistic Tab.

Season Tab

This tab keeps track of a patron's season subscription package information. Refer to Seasons Subscriptions to learn how to book a subscription.

Parts of the Season Subscription Tab

Payment Tab

The payment tab allows the user to view a summary of all payments the patron has made toward previous purchases.

Pass G.C. Tab

The Member Tab tracks data for memberships, gift certificates and/or event passes for a patron. For more information on memberships click here.

Order Tab

The order tab allows the user to view a summary of all previous purchases the patron has made.

For more information on Order management, click here.

You an also select one or more orders and right click on then to perform some of the functions below.

Mail List Tab

This tab is used to view all of the mail lists that a patron belongs to. It is also used to manually add or remove patrons to or from a mail list. You can also access the mail list criteria window from this tab.

Patron Letter Tab

This tab is used to keep track of all letters written to or emailed a patron, even from the web listeners.

You can attach individual letters to individual patrons and to customize letters that can be attached to individual donations, payments, ticket transactions, or passes. For more information on letters click here.

Donor Summaries Tab

This tab is used as a reference to view the 'saved' patron giving levels created during specific moments in time. You can use this information as a quick overview of where the patron was each year rather then reviewing all their individual donations under the donor tab.

For more information on Donation Giving Levels, click here.

Event / Play Tab

The Event / Play tab is used to keep track of which events / plays a patron or household has purchased.

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