Use this link to share with your colleagues:
User Certification Module 2: Where Do People Live in PatronManager?: https://help.pm.leapevent.tech/a/1248946
Welcome to Module 2 of the PatronManager User Certification Course.
In this module, we'll go over:
- How people, households, and businesses are tracked in PatronManager
- How to find someone in PatronManager...
- ...and how to add them if they're not in your system yet
Haven't completed the previous lesson? Click here to see all of User Certification Modules!
How are people tracked in PatronManager?
Individual people are stored as Contacts in PatronManager. Contacts buy tickets and make donations.
Multiple Contacts can be part of one household, business, or organization - and these are stored as Accounts.
Here's an example:
Lou Vaughn and Pat Vaughn live together. Each individual's data (e.g. name, email address, donation history, ticket purchase history) is collected on their Contact record.
Together, they make up the Lou and Pat Vaughn Household Account. The Account contains information they both share, like their physical address. And, while tickets and donations are connected to specific Contacts, a summary of Lou and Pat's combined ticket/donation history can be found on their Account.
Since Lou and Pat live together, both their Contacts are nested in this Household Account. Their individual ticket purchases and donation contributions stay separate on each respective Contact, but the Account provides a summary of their combined history.
How to search for patrons (and create them when they aren't there yet)
When you need to find someone in the database, you should always search for them in your database first - This will prevent you from creating unnecessary duplicate records.
Check out the video below to see how to search for your patrons, and how to create a new Contact if you need to: