An app is a specific set of tabs that are grouped together.

For example, if you click on the PMGR Fundraising tab, you'll see all the tabs you'll usually need to perform typical fundraising activities, such as Accounts, Contacts, Donations, Campaigns, Reports, and more.

Available in These Apps: PMGR Ticketing Settings

Create Access Codes in this tab, which generate custom URLs that provide access to ticket allocations not available to the general public.

Available in These Apps: PatronManager, PMGR Ticketing, PMGR Ticketing Admin, PMGR Fundraising, PMGR Marketing, Emma Email Marketing

All of the Accounts in your system are found in this tab. Accounts are containers for Contacts - you can have Accounts for households, individuals, businesses, and foundations. Each Account can have one or more contacts. Learn more about your Account and Contact data structure here: Accounts and Contacts

This tab contains various settings that relate to the Organization Affiliations package. We used to suggest Affiliations for associating a single Contact with multiple Accounts. Now, we recommend Related Accounts.

This tab allows you to batch print tickets to multiple events and instances. You can print either Single Tickets or Subscription Ticket Orders from this tab.

Available in These Apps: PMGR Fundraising, PMGR Marketing, PatronChimp

In this tab you can create Campaigns for your special events, fundraising efforts, and marketing mailers.

Chatter is a built-in communication tool that can help improve productivity and inter-departmental communication, and enhance your CRM experience.

Available in These Apps: PatronManager, PMGR Ticketing, PMGR Ticketing Admin, PMGR Fundraising, PMGR Marketing, Emma Email Marketing

All of the Contacts in your system are found in this tab. Contact records are individual people with specific information about them. Each Contact has one Account.

Available in These Apps: PatronManager, PMGR Ticketing Admin, PMGR Fundraising, PMGR Marketing

CRM Snapshots are reports that allow you to run more complex queries than Salesforce reporting alone can do.

Available in These Apps: PatronManager, PMGR Ticketing Admin, PMGR Fundraising, PMGR Marketing, Emma Email Marketing

Dashboards are visual representations of report data.

Available in These Apps: PMGR Ticketing Settings

This contains a listing of all the Android devices your organization uses to scan tickets.

Available in These Apps: PMGR Ticketing Admin, PMGR Fundraising, PMGR Ticketing Settings

Create Discount Codes in this tab, which will allow you to offer special discounts to select patrons for specific performances or events.

This tab can be used to store images and files that you would like to use in PatronManager. This tab is most commonly used for event images and print-at-home ticket images, but can only be accessed by navigating to Salesforce Classic with these steps.

Available in These Apps: PMGR General Settings

This tab houses the online donation forms that you can offer to your patrons. You can modify existing forms or create new forms from this tab.

Available in These Apps: PMGR Fundraising

All of the single Donation records in your system can be found in this tab.

Available in These Apps: Emma Email Marketing

Emma users will see seven tabs with Emma as the first word - Emma Actions, Emma Errors, Emma Group Memberships, Emma Mailings, Emma Response Activities, and Emma Setup.  

Available in These Apps: PMGR Ticketing Admin, PMGR Ticketing Settings

This tab houses all of the events in your system. You can review past events, edit existing events, or create new events from this tab. You can learn more about specific terms used in the Event Inventory with our glossary.

Available in These Apps: PMGR Ticketing Settings

You can adjust the fees that are applied to Ticket Orders and Ticket Order Items here.

Available in These Apps: PatronManager, PMGR Ticketing Admin

If you are in need of reports that relate to your finances, ticket sales, and donations, this is the tab for you!

This tab is the default landing page when you log into your PatronManager account.

Available in These Apps: PMGR Ticketing Settings

If you sell Memberships with associated ticketing Benefits, you can set those up in this tab.

Available in This App: PMGR General Settings

This tab includes internal settings that relate to your transactions. For the most part, the components of this tab are managed by Patron Technology staff, and you will not need to adjust any of these settings unless advised otherwise.

Available in These Apps: PatronChimp

This tab walks you through the process of sending an email using a PatronManager list synced to MailChimp.

Available in These Apps: PatronManager, PMGR Fundraising, PMGR Ticketing, PMGR Ticketing Admin, PMGR Marketing, PMGR General Settings, PMGR Ticketing Settings

The tab in which you currently are and gives you access to help documents, videos, release notes, and webinar recordings.

Available in These Apps: PMGR Ticketing, PMGR Ticketing Admin

The PatronTicket Hub is a centralized location that box office workers can use as a home base throughout PatronManager. It features icons for all common box office duties, including selling tickets, reporting on ticket sales, printing tickets, and more.

This tab contains all of your Ticket Orders. From this tab, new orders can be created and past orders can be reviewed and modified.

Available on These Tabs: PMGR Ticketing Settings

This tab contains various settings that relate to the Ticketing features of PatronManager. Visit this tab to change your box office email template settings, adjust your ticket design, and more!

This tab contains non-credit card pledges and is a third-party created app that is not natively installed in PatronManager.

Instead, we recommend moving to our Pledges package!

Available in These Apps: PMGR Fundraising

This tab provides access to recurring credit card donations.

This tab contains various settings that relate to the Relationships package. If you do not have this tab, then the Relationships package is not installed in your system.

Because the Relationships package is not native to PatronManager, we are unable to assist with it.

Available in These Apps: PatronManager, PMGR Ticketing, PMGR Ticketing Admin, PMGR Fundraising, PMGR Marketing, Emma Email Marketing, PatronChimp

This tab brings you to your reports. Here, you can view and modify existing reports, schedule future runs, and create reports from scratch.

This tab contains all current Seat Notes that are applied to your venue(s).

Available in These Apps: PMGR General Settings

This tab houses the online email signup forms that you can offer to your patrons. You can modify existing forms or create new forms from this tab.

Available in These Apps: PatronChimp

Static Segments link your PatronManager report to your MailChimp account.

Available in These Apps: PMGR Ticketing Admin, PMGR Ticketing Settings

This tab walks you through the steps you will need to take to process renewals of your fixed subscription packages.

Available in These Apps: PMGR Ticketing Settings

This is a listing of all the credit card processing terminals you've activated to use with PatronManager.

Available in These Apps: PMGR Ticketing, PMGR Ticketing Admin, PMGR Fundraising

This tab provides quick access to all unqualified records in your system.

Available in These Apps: PMGR Ticketing Settings

This tab contains all of the venues available in your account. To create a new General Admission venue, click here. New Reserved Seating venues must be built by the PatronManager team via a Venue Project.