You are here

Adding Campaign Solicitors to Patrons belonging to a List

Subscribe to Syndicate

To add a Solisitor to a number of patrons, you perform the following steps:

  1. Click the Patron button in the main Theatre Manager toolbar / ribbon bar.

    The Contact List window opens.

  2. Search for the Patrons to add solicitors to.

    To learn more about searching for patrons click here.

  3. Select the Patrons to add a solicitor to.

    You may wish to add a certain solicitor to some patrons and a different solicitor to others. Select the patrons for the first solicitor and repeat for the second group as needed.

  4. Click the Solicitor button.

    An empty employee list opens.

  5. Click the Search button.

  6. Click on the Employee to select as solicitor and click the Select button.

    A confirmation message opens.

  7. Click the Yes button.

    This solicitor is now assigned to the previously selected patrons.