Welcome to Lightning!
11 Articles
- Welcome to Lightning! (for Classic Users)
- What's Optimized in Lightning?
- How to Switch from Lightning to Classic (and back again)
- Lightning Transition Guide: Home
- Lightning Transition: Compact and Page Layouts
- Lightning Transition: Apps, Snapshots, and Themes
- Lightning Transition: Actions
- Lightning Transition: Address Lightning Quirks
- Lightning Transition: Discover Additional Customizations
- Lightning Transition: Make further customizations
The Basics
19 Articles
- How to Log In to PatronManager (with Video Tutorial)
- The PatronManager Home Screen
- How to Search in PatronManager
- Introduction to Record Types (with Video Tutorial)
- How to Create a New Contact (with Video Tutorial)
- How to Qualify (with Video Tutorial)
- Choose and Customize Your PatronManager App (Tabs)
- PatronManager vs. Salesforce
- Tab Glossary
- Security Tokens: What They Are and How to Find Yours
Setting up Your PatronManager Account
8 Articles
- How to Set Your Time Zone in PatronManager
- Critical Update Pop-Ups and Why You Should Never Activate Them
- How to Set a "From" Email Address
- How to Add Contact Information to Your Public Ticketing Site Error Message
- How to Set the Site Contact for your Public Sites
- All About Stripe Terminal
- How to Direct Your Patrons' Emails to the Right Person on Your Team
- How to Edit Your Email Signature
Managing Users
8 Articles
- What to Do When You Hire Someone (Onboarding New Staff)
- How to Add a New User
- What to Do When Someone Leaves: Deactivating a User
- How To Reset a PatronManager User's Password
- Setting Up Multi-Factor Authentication (MFA) in PatronManager
- Connecting an MFA Authenticator App to Salesforce
- Using Profiles in PatronManager
- Best Practices: When Your Certified Admin is Leaving
Accounts and Contacts
16 Articles
- All About Contacts and Accounts
- How to Associate Contacts with Multiple Accounts
- How to Handle Deceased Patrons
- How to Use the Ticket Order History Fields
- Setting Up Secondary or Seasonal Addresses
- NCOA: Definition & Best Practices
- How to Use Badges to Get to Know Your Patrons
- Maintaining a Gender-Inclusive Database
- How to Enable Personal Pronouns
- Blog Post: The Importance of Gender Inclusivity in Your Database
Duplicate Management
5 Articles
Customizing PatronManager
39 Articles
- How to Create and Update Custom Fields
- Page Layouts: Change the Way Your Accounts, Contacts, and Donations Look
- How to Add, Edit, and Retire Picklist (Drop-Down Menu) Values
- What to Do When a Value isn't Showing up in a Picklist (Dropdown Menu)
- All About List Views
- How to Create and Edit List Views
- How to Add the Primary Campaign Source Field to a Donations List View
- All About Roll-Up Fields (and Best Practices)
- How to Create and Edit Custom Roll-Up Fields
- How to Add a Web Tab to View a Website within PatronManager
- How to Set Up a New Sandbox for Your Account
- All About Sandboxes
- How to Access a Sandbox Account
- How (and Why) to Document Your Customizations in PatronManager
- How to Create and Use Change Sets
- How to Plan and Test Customizations with a Sandbox
- How to Grant Your Colleagues Access to a Sandbox
- How to Test Transactions in a Sandbox
How to Troubleshoot in PatronManager
10 Articles
- All About Errors
- How to Submit a Report Case to the Client Support Team
- How to Submit an Unusual Behavior Case to the Client Support Team
- How to Submit a Ticket Order or Donation Case to the Client Support Team
- How to Grant Login Access to the PatronManager Support Staff
- How to Manage Chargebacks Using Stripe
- Payment and Confirmation Exceptions on Ticket Orders and How to Resolve Them
- How to Deal with Live Event Emergencies
- How to Deal with Virtual Event Emergencies
- How to Prepare for Emergencies
Leap Merchant Services
9 Articles
- All About Leap Merchant Services
- Onboarding with Leap Merchant Services
- Leap Merchant Services: Using Your Terminals
- Reconciling Your Payouts from Leap Merchant Services
- How to Update Your Leap Merchant Services Account
- Notifying Patrons of Your Billing Descriptor
- How to Manage Chargebacks Using Leap Merchant Services
- Understanding your Leap Merchant Services 1099-K Form
- Network Access Guidance for PatronManager and Leap Merchant Services / Stripe
Automating PatronManager
8 Articles