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Detail and Account Tabs

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There are two different sets of tabs on the patron window. There are the Patron Detail Tabs which harvest information about the actual patron, their personal details, and other information that relates to them as a person. Whereas the Patron Account Tabs carry information significant to the patrons account, their tickets, orders, contact history, 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 Theatre Manager is started.

Clicking on a tab will turn it blue. If the tab is blue, the Marketing Tab for instance, then that tab is currently selected and its contents display in the window below.

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.

The Marketing Tab displays the major marketing details for the current patron. Click here for more information.
The Profile Tab displays the personal profile of the current patron. Click here for more information.
The Household Patrons displays the patron's within the household. Click here for more information.
The Contact Info Tab displays the patrons contact details. Click here for more information.
The Address Tab displays the patrons address information. Click here for more information.
The Web Tab displays a brief overview of the patrons internet sales history. Click herefor more information.
The Patron Tab gives a brief overview of the patrons financial history with the company. Click here for more information.
The Donor Tab displays the patron's total donations and the last year of activity. Click here for more information.
The Media Tab displays members of the media and their status. Click here for more information.
The Stats Tab displays statistics on the donations the patron has made.Click here for more information.
The Volunteer Tab displays information about a patron volunteering or working for the company. Click here for more information.
The Credit Card Tab displays all credit cards on file for a patron. This tab is visible to employees with access. Click here for more information.
The Household Tab displays account information for all members of the household. Click here for more information.
The Match Tab displays account information for all members of the household. Click herefor more information.
The Notes Tab displays 3 customizable note fields, Patron Marketing Field Note 1, Patron Marketing Field Note 2, and Patron Marketing Field Note 3. These fields can be used for non-time sensitive information, such as Allergies for Course/summer camp participants. These note fields are customized through Company Preferences under the Appearance Tab.

Patron Account Tabs

Clicking on a tab will turn the tab blue. If the tab is blue, the Tickets Tab for instance, then that tab is currently selected and its contents display in the window below.

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, the Transactions Tab in the above picture has a bullet prior to its name meaning there is information contained in that section.

The Ticket Tab displays information about the patron's ticket buying history. Click here for more information.
The Donation Tab displays a listing of subscription for the patron and their favorite seats. Click here for more information.
The Play Tab displays a list of events that the patron has bought tickets to. Click here for more information.
The Mail List Tab displays a list of mail lists that the patron belongs to. Click here for more information.
The Pass/G.C Tab displays information about a patron's membership. Click here for more information.
The Resource Tab displays information about Resources attached to a Patron. Click here for more information.
The Relationships Tab displays information about a patron's relationship to other patrons. Click here for more information.
The Order Tab displays information about orders that belong to the current patron. Click here for more information.
The Payment Tab displays a record of all payments made to the current patron's orders. Click here for more information.
The Letter Tab displays a list of letters that have been sent to the current patron. Click here for more information.
The Task Tab displays a list of tasks that have been assigned to the current patron. Click here for more information.
The Season Tab displays a list of the current patron's Season subscriptions. Click here for more information.
The Transaction Tab displays a listing of transactions that have been created because of the current patron's actions. Click here for more information.
The Statistic Tab displays the patrons statistic history. Click here for more information.
The Giving Tab displays the patrons giving levels as they are combined in reports. Click here for more information.
The Web Cart Tab displays a listing of the patrons web activity. Click here for more information.