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Detail and Account Tabs

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There are two different sets of tabs on the patron window.
  • The Patron Detail Tabs on the upper right contain marketing information about the patron, which can include personal details, birthdays, key address and contact info. Data in the details tab is considered optional - to be enhanced as you get to know the patron. This data can be used as criteria for mail lists and reports.
  • The Patron Account History Tabs at the lower part of the screen generally contains transactional information significant to the patrons account such as their tickets, orders, correspondence history, meetings, donations and transactions.

Patron Detail Tabs

The patron detail tabs are located in the upper right hand corner of the Patron window. The Marketing Tab is automatically selected when a patron window is opened unless the VIP checkbox is clicked on the patron tab. If it checked, the window will default to the patron tab to show the patron notes.

In some instances, one of the tabs may have a bullet prior to its name. The bullet lets the user knows that there is information stored in the tabbed field. For example, entering information in the donor module causes a bullet to appear in the Donor Tab.

 

Patron Account Tabs

The account tabs are at the lower part of the patron window.

In some instances, one of the tabs may have a bullet prior to its name. The bullet lets the user knows that there is information available in that tab. For example, the 'Trans' Tab in the above picture has a bullet prior to its name meaning there is information contained in that section.