Use this link to share with your colleagues:
Best Practices: Using Badges to Recognize Your Patrons: https://help.pm.leapevent.tech/a/1683207
Badges are attention-grabbing images that provide important information about a patron at a glance. They can appear on Contact records, Account Records, and in PatronManager Box Office, and they're a great way to strengthen your patron relationships! In this webinar, we'll show you how to use the Member and Subscriber badges that are built into PatronManager, demonstrate how to create a custom badge, and answer your questions - live!
This webinar is geared toward PatronManager Admins and department leads.
For best viewing quality, set the video quality to 1080p (click on the gear at the lower-right of the embedded video) and watch the video in full-screen mode.
Additional resources
- How to Use Badges to Get to Know Your Patrons
- How to Show Badges in PatronManager Box Office
- Page Layouts: Change the Way Your Accounts, Contacts, and Donations Look
- For more on Subscriber Badges
- For more on Member Badges
- How to Create and Update Custom Fields
- All About Product Ideas
- All About the Client Community
And if you want Documents available in Lightning, upvote this Salesforce Idea in the IdeaExchange!