PatronManager Help

August 2013 Release Notes Overview

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August 2013 Release Notes Overview: https://help.pm.leapevent.tech/a/131180

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This is our fifth release of the year... the same number of releases we did in all of 2012! We like to keep our developers busy ;)

So far this year...

In case you've missed and of our earlier release notes, here's a quick recap of what we've delivered so far in 2013:

  • February: We released ten features most frequently requested by our clients. They included BOGO discounts and some other discount code improvements, customizable "upsell" text on the shopping cart page, automatic suggested donations on ticket orders, personalization in PatronMail, and custom badges for VIP contacts.
  • March: We gave you the ability to refund order and delivery fees, added a "formatted name" field for events that can be printed on tickets, and fixed some things in the subscription renewal process, including the ability to renew subscriptions with mixed-seating (GA and PYOS) packages.
  • April: We completely redesigned the CRM Snapshots tab and added several new snapshot options, added a batch printing option for single tickets, enabled credit card swiping for donations, and started letting you refund credit card donations on your own (without having to ask us for help), and added a new box office report, the Sales Overview.
  • June: We built automatic recurring credit card donations (both online and offline), and made a major structural change to qualification that will lay the groundwork for some awesome upcoming features involving stored payment methods.

In this release...

Eight new features are coming your way in this release! Some of the highlights:

We've completely redesigned the print-at-home ticket to make it look more like a ticket and to give you a lot more flexibility in the customized information you can include on it. We've also upgraded the mobile ticket-buying experience for your patrons for General Admission events. Rather than making people download a "mobile app" to buy tickets, we're using "responsive design" stylesheets -- which means your patrons can simply visit your site as they do now, but they will have a much better experience on their smartphones.

Both of these features will be customized specifically for your organization, so we'll roll them out to everyone over the next few weeks/months, initially on a "by request" basis. If you're excited and want to jump towards the head of the line, please let us know! (Since all of this involves graphic design work, our Client Service team will need to work with you directly to implement them.)

This document is set up in multiple "lessons" -- you can advance to the next lesson at the bottom of each page.

Read on to learn more about all of our new features.

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