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
- How to Create a Case Safe ID (aka 18 Digit ID)
- How to Use Salesforce Related Accounts
- How to Exclude Certain Account Types from Rollups or CRM Snapshots
- How the Sort Name Field Works
- How to Set Account Name and Record Type Defaults
- What to Do If a Patron Asks You to Delete Their Information