PatronManager Help

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Welcome to the PatronManager Help Tab! For a quick tour, check out How to Use the Help Tab.


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Don't recognize the screenshots in our articles? You're likely still in Classic. Transition to Lightning today!.

Featured Articles

Specialized Topics

Looking for steps on how to do day-to-day tasks in PatronManager? We’ve got guides for all your needs here.

PatronManager Administration 155 Articles Box Office: Users 61 Articles Box Office: Admins 127 Articles Memberships 23 Articles Fundraising 57 Articles Marketing 25 Articles Reporting & Dashboards 51 Articles

Continuing Education

Whether you’re a new user, a PatronManager Admin, or just want to make the most of your PatronManager account, you’ll find resources here to expand your PatMan horizons.

PatronManager Foundations: What to Do If You're New 19 Articles Webinars 110 Articles Learn More, Do More: Become a PatMan Pro! 34 Articles Working with Data 3 Articles

New Features

Find the latest and greatest in PatronManager upgrades, apps, and more.

Release Notes 177 Articles Recommended Apps 63 Articles Add-On Products and Services 5 Articles

Implementation

If your organization is a new PatronManager client and currently in your Implementation process, these articles are for you!

Getting Started: Implementation 25 Articles
Still Need Help? Continue to the Client Community