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
- How to Set up or Update your Security Question
- How to Use the Recycle Bin to Restore Deleted Records
- How to Understand and Plan for Salesforce Maintenance Periods
- How to Find Your Salesforce Server, Domain, and Organization ID
- How to Check if PatronManager is Down
- Transaction Basics in PatronManager
- CVV Codes in PatronManager Transactions
- How to Back Up All of Your Data
- How to Back Up Data Using a Report