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Patron Selection

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This option only applies only to creating a mail list.

 

Adding people to a mail list

When Searching for patrons to ADD to a mail list, this set of checkboxes allows you to decide if the patron you get is the:

  • Patron that matches the criteria. This means if an item is sold to the primary patron or secondary patron in a household, you will always find the person who the item was sold to.
  • Primary patron only. Regardless of who the item was sold to, this will find the primary household member
  • Non-Primary patrons only. This will find patrons if the patron connected to the search is not a primary patron. Any primary patrons that are found are discarded
  • All Patrons in Household. This will find all patrons in a household, regardless of who purchased an item. e.g.. if one person in the household gave a donation, then all members of the household will be selected.

 

Removing people from a mail list

When Searching for patrons to REMOVE from a mail list, this set of checkboxes allows you to decide if the patron removed is the:

  • Patron that matches the criteria. This means if the item is sold to the primary patron or secondary patron in a household, you will always remove the patron who the item was sold to.
  • Primary patron only. Regardless of who the item was sold to, this will remove the primary household member.
  • Non-Primary patrons only. This will remove only patrons who are not the primary patron. A primary patron. should remain in the mail list.
  • All Patrons in Household. This will remove all patrons in a household, regardless of who purchased an item. e.g.. if one person in the household gave a donation, then all members of the household will be removed if they happen to be in he mail list for some other earlier criteria..
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