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Mandatory Data Tab

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On the Mandatory Data tab, you can define which information is required when adding new patrons, households and companies.
Full profile patron information is for BOTH the box office and web patron sale data, unless you are allowing Limited Patron Profiles for online sales.

Full Profile Patron Data

Name Info Select what names must be given before a patron record can be saved.

Full profile patron information is for BOTH the box office and web patron sale data, unless you are allowing Limited Patron Profiles for online sales.

Patron Address Checking this box means that the patron's address must be entered before a patron record can be saved. Only one out of the two address lines need to contain information.
Patron City Checking this box means that the patron's city must be entered before a patron record can be saved.
Patron Province Checking this box means that the patron's province must be entered before a patron record can be saved.
Patron Postal Code Checking this box means that the patron's postal/zip code must be entered before a patron record can be saved.
At least on telephone number Checking this box will require a minimum of one phone number be given before a patron record can be saved.
Area codes on all phone numbers Checking this box will require all phone numbers given be accompanied by an area code before a patron record can be saved.

Payment Data

Why Did Patron Buy Checking this box means that the reason that the patron has made a purchase must be provided before a sale can be completed. The why did patron buy data is entered via:
  • a drop down list that is found on the payment window.
  • a list window on the web checkout screen if there is a ticket and/or gift certificate in the cart
  • a hidden field in tmTemplates/tmCheckoutDonationReasonToBuy.html containing the default reason to buy for donations. (This file is normally customized for each venue). This enables a patron to check out online with only a donation in the shopping cart faster and with less questions.
The values listed in why did patron buy code table can be customized for each outlet. If you have made the donation reason to buy mandatory, you will need to select a value from this code table to out into tmTemplates/tmCheckoutDonationReasonToBuy.html
The why did patron buy code table value must be enabled to be used otherwise it will be rejected for online donations.
Pressing this button will set the above options to the default settings that Theatre Manager recommends.

Limited Profile Patron

Mandatory Data Options Please refer to a more complete description of the Limited Patron feature and its ramifications.