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What's Optimized in Lightning?: https://help.pm.leapevent.tech/a/1681202
You may have been using Lightning for a while (maybe even the entire time you've been using PatronManager!), but now that all of the set up from our Lightning Transition Guide are complete, things may look a bit different.
In this article, we'll point out some differences you'll now see in Lightning and how they'll help you out!
Your account will now match articles from the Help Tab!
One of the biggest benefits to having Lightning Experience optimized in your account is that your account will match the screenshots from our Help Tab articles!
This makes it easier to use the Help Tab, which is your PatronManager manual, to learn how to take different actions in the system. For example, want to learn how to use Automated Communications to send pre- and post-show emails? Or how to use List Views to quickly view or edit records? Now your screen will match up with our documentation to better guide you through learning different processes.
This is because all of the buttons, or Actions, that you need are now on your Contact, Account, and Donation page layouts.
The Client Community is accessible from your Home page
Once Lightning is optimized in your PatronManager account, it's easier than ever to log into the PatronManager Client Community to chat with other clients or to get help via Knowledge Articles and cases.
CRM Snapshots and Door List reports work better
With Lightning optimized in your account, CRM Snapshots and Door List reports, like your Door List Template, w/EI ID and Who's Sitting In What Seat, w/EI ID reports, work better!
They'll no longer have locked filters that prevent results from loading, and CRM Snapshots will now be included as a tab in your different Apps!
Apps in the App Launcher are cleaned up
Speaking of Apps, Apps are now cleaned up in the App Laucher, or waffle.
You'll have a cleaner view of relevant Apps, without the clutter of old Classic-only Apps that weren't optimized for Lightning.
Plus, your extra features will work smoothly too!
Now that Lightning is optimized in your account, extra features like Mail Merge and the Enable Customer User action for PatronPortal, will now work better.
For example, the Enable Customer User action will now auto-fill with information from the Contact record, saving you time when you create a new Portal user for a patron.