For years, you've been able to save credit card information in PatronManager using the "Stored Payment Methods" feature. That credit card information could be used to pay for ticket orders at the box office or online via PatronPortal, and for processing automatic recurring donations.

In this release, we're enhancing this feature to let you do more with Stored Payment Methods and have better control of how to manage them independently -- without needing to submit a case for our support team's help.

You'll now be able to access stored payment data for Contacts in more places, including when issuing an exchange and processing a single donation. 

Also, you'll see an option to deactivate an old stored payment method, and update the information on a recurring donation. 

These new enhancements are outlined in further detail below.

Recurring donations are the backbone of a successful fundraising program, and PatronManager offers automatic recurring credit card donations to support your development goals. We've now added an optional start date field to let you choose a custom date to begin future payments. This field lives above the optional end date, so you can fully control your patron's recurring donation window.

The New Contact page now displays custom fields created by your organization. This means when you create a new Contact, your custom fields will automatically display! Previously, fields would only display when a Contact was edited. We're so happy to be able to offer this significant improvement and save your team time when entering data into your PatronManager account.

With this update, you also have the ability to manage defaults for the qualification process. If you would like to update the default Contact record type or  Account naming convention (i.e.: First Name + Last Name), you can now do so in the PatronSignup Settings. To access these settings, visit the Unqualified Contacts tab and click "View/Modify Settings" in the upper left corner.

You can now define a default exchange fee when issuing an exchange at the box office. In the PatronTicket Settings tab, we have added a field called “Default Exchange Fee”. During any exchange, box office administrators can continue to change the fee manually, but this new field allows for a default to be defined.

In order to define a Default Exchange Fee, go to the PatronTicket Settings tab in your PatronManager Account. You will see the new field within the “Payment, Fee, and Delivery Settings” section. Click Edit on PatronTickets Settings to define the numerical value for the fee.

You can now access Chatter and communicate with your teammates from within the Event Inventory on Ticketable Events and Event Instance detail pages. You can access this new feature by enabling Feed Tracking for these objects.

Feed Tracking tracks changes to specified fields in Chatter.

To enable this for your organization, go to Setup and search for Feed Tracking, which is located within Customize --> Chatter. Click on Feed Tracking and select either Ticketable Events or Event Instance (or both!) Select the checkbox "Enable Feed Tracking" and click save. You can now visit the Ticketable Event or Event Instance to see a Chatter feed enabled.