Use this link to share with your colleagues:
How to Change the Contact on a Ticket Order: https://help.pm.leapevent.tech/a/1112444
Occasionally, you might need to switch a ticket order from one patron to another. This happens most often if a ticket order was qualified incorrectly, and merged with the wrong Contact. Here's how to resolve that situation.
1. Navigate to the ticket order to see if it's qualified
If you don't see the "Qualify Order" button, the ticket order is qualified; move on to step 2.
If you see the "Qualify Order" button, this is a great opportunity to check on the existing entries in the Buyer Info tab.
1. Go to the Buyer Info tab
2. Make any needed corrections on the existing Contact before you qualify the order and transfer it to the new Contact
This is a good time to correct any typos, capitalizations, etc. you notice.
Don't attempt to transfer the ticket order to the new Contact yet!
3. Once the Buyer Info looks accurate for the existing Contact, click "Qualify Order
"Rusty on how to qualify a Ticket Order? Check out our qualification video tutorial.
2. Click the Buyer Info tab
3. Click Edit
4. Using the search bar, find and click the appropriate Contact
Search results will show up with relevant address and phone information, so you'll be able to tell who's who. When you've found the right person, click their name.
5. Great! You've connected the new Contact to the Ticket Order - now click "Done"
Need to resend the tickets to the new Contact? Be sure to update the email address or mailing address information on the ticket order, depending on how you'll deliver the tickets.
6. To get back to what you were doing, click "Exit"
7. Send an email to both patrons letting them know what happened, and that the situation is resolved (optional but recommended)
We recommend sending the email directly from PatronManager, so that there's a record of it!