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Patron Tab

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Parts of the Patron Tab

Patron Window Setting

Default Tab You can choose which tab on the lower half of the patron window you want to land on when opening a patron window to suit your work flow best

Default Ticket Search Criteria

Ticket Status Choose the types of tickets to be displayed in the ticket tab. There are three choices: All Tickets, Printed Tickets, and Unprinted Tickets. If Printed Tickets was selected then all tickets displayed would be tickets that have already been printed, or marked as printed.
Year of Play Choose the year of the tickets to be displayed in the ticket tab. There are 6 choices: The future year, the current year, previous year, two years prior, Current Year and All Years. If the current year was selected then all tickets displayed would be for events that take place in the current year.
Maximum Tickets The maximum number of ticket to be displayed in the patron window when the patron record is loading. If a patron has more tickets than the number specified in this field, in this case 300, then a message will appear when you open that patron record informing you that 300 tickets have been found would you like to add 300 more. Clicking yes will display another 300 tickets, if there are that many more. If there are less then 300 it will just display the remainder of the tickets. By clicking no, then only the first 300 tickets will be displayed.

Default Pass /G.C. Search Criteria

Status Choose the types of membership to be displayed in the membership tab. There are three choices: All Memberships, Invalid, and Valid. If Valid was selected then all memberships displayed would be active and not yet expired.
Year Choose the year of the memberships to be displayed in the membership tab. There are 6 choices: The future year, the current year, previous year, two years prior, Current Year and All Years. If the current year was selected then all memberships for the current year would be displayed.

Default Task Settings

Task Type Select which task you would like as your default when creating a new one
Completion Status Indicate if you would like new tasks set to 'Not Done', 'In Progress', or 'Done'
Access The default access to be set on a task when creating new tasks
Duration how long should your default task be? Durations are set in text format so that you can express many things. eg:
  • 1m - means 1 minute
  • 1h 3m - means 1 hour, 3 minutes
  • 90m - means 90 minutes
  • 1w 2d 6h 10m - means 1 week, 2 days, 6 hours, and 10 minutes
The task start time is to the nearest quarter of an hour by default. The end time is dependant on your duration setting, with the default being 1 hour.

Default Quick Find Sort Order

Maximum Each Determines the maximum number of values displayed in each category.
Search in Allows the employee to choose what values are shown when using Quick Find, and in what order they are displayed (drag and drop the listings to change their sort order).