Contents INDEX...61 ECRM...1

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Contents INDEX...61 ECRM...1"

Transcription

1 ecrm Guide

2 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage in an information retrieval system, or otherwise, without the prior written permission of Blackbaud, Inc. The information in this manual has been carefully checked and is believed to be accurate. Blackbaud, Inc., assumes no responsibility for any inaccuracies, errors, or omissions in this manual. In no event will Blackbaud, Inc., be liable for direct, indirect, special, incidental, or consequential damages resulting from any defect or omission in this manual, even if advised of the possibility of damages. In the interest of continuing product development, Blackbaud, Inc., reserves the right to make improvements in this manual and the products it describes at any time, without notice or obligation. All Blackbaud product names appearing herein are trademarks or registered trademarks of Blackbaud, Inc. All other products and company names mentioned herein are trademarks of their respective holder. ecrm-2011

3 Contents ECRM Define ecrm Table Definitions Define Internet Address and Phone Types Address and Phone Type Security Restrict Internet Access to Client Preferences Configure Online Data Protection Questions Configure Password Generation Patterns Edit ecrm Site Settings Configure Fields on the Create Account Form Define ecrm Field Source Settings Log Into ecrm Manage ecrm Record Details Personal Details My Tickets My Subscriptions My Memberships Redeem Coupons Use Gift Cards Online Membership Benefits Online Package Deals Online Loyalty Programs Redeem Loyalty Points INDEX

4

5 chapter 1 ecrm Define ecrm Table Definitions Define Internet Address and Phone Types Address and Phone Type Security Restrict Internet Access to Client Preferences Configure Online Data Protection Questions Configure Password Generation Patterns Edit ecrm Site Settings Configure Fields on the Create Account Form Define ecrm Field Source Settings Log Into ecrm Manage ecrm Record Details Personal Details My Tickets My Subscriptions My Memberships Redeem Coupons Use Gift Cards Online Membership Benefits Online Package Deals Online Loyalty Programs With ecrm, your customers can manage their accounts and view their purchase histories online through thepatron Edge Online public website. From the Patron Edge Online administration site, you can configure different settings to control the appearance and functionality of ecrm on your public website.

6 2 CHAPTER 1 Define ecrm Table Definitions With ecrm Table Definitions in ThePatron Edge, you can configure which fields appear in ecrm on your public website, determine their size within the site window, define whether or not the fields are required, and enter a default value if necessary. You can use the Internet CRM Addresses, Internet CRM Client Name, Internet CRM Client Detail, and Internet CRM Phones settings to configure the fields available in the Account Details section of the My Account page. Screen Item Description Internet CRM Includes settings to store customer address information. Addresses Internet CRM Client Includes settings to store names and titles for a customer. Name Internet CRM Client Includes settings to store a customer s mailing address, date of birth, gender, Detail workplace, address, and other detailed information. Internet CRM Phones Includes settings to store customer phone numbers. Because these settings are required for The Patron Edge Online, you cannot edit them. You can use the Internet CRM Detail Lists, Internet CRM Membership, Internet CRM Reservation, Internet CRM Seasonal Program, and Internet CRM Booking settings to configure the fields available in the Account History section of the My Account page. Screen Item Internet CRM Detail Lists Internet CRM Membership Description Includes settings that appear on a customer s Account History record. Includes settings to store membership information.

7 ECRM 3 Screen Item Description Internet CRM Includes settings to store information about reservation transactions. Reservation Internet CRM Seasonal Includes settings to store customers who participate in your season ticket Program program. Internet CRM Booking Includes settings to store information about the tickets a specific customer has purchased. 1. Open ThePatron Edge. 2. On the navigation bar, click Administration. The Administration screen appears. Expand the Administration folder and then expand the System Setup folder. Double-click Table Definitions. The Maintain Table Definitions screen appears. 3. In the Table Name field, select a table to specify the settings that appear on the My Account and History pages of your Patron Edge Online website. You can select: 4. Once you select a table, define the settings for that table: Width - Because the Width column applies only to ThePatron Edge and not ThePatron Edge Online, we recommend you keep the default setting. Display - Mark Yes to display the fields on the My Account and History pages. Otherwise, select No to hide the field. Required - Mark Yes if the fields appearing on the My Account and History pages are mandatory. Otherwise, select No. Allow Duplication - We recommend you keep the default setting. Default Value - An optional field. If applicable, enter a default value for each field (must be 0 or 1). You can select from several tables:

8 4 CHAPTER 1 Internet CRM Addresses Includes settings to store customer addresses. Internet CRM Booking Includes settings for tickets the client has purchased.

9 Internet CRM Client Name Includes settings to store names and titles for a customer. ECRM 5 Internet CRM Client Detail Includes settings to store the customer s mailing address, date of birth, gender, workplace, address, and other detailed information about a customer.

10 6 CHAPTER 1 Internet CRM Detail Lists Includes settings that appear on a customer s history record. Internet CRM Membership Includes settings for membership information. Internet CRM Phones Includes settings to store customer phone numbers. You cannot edit these settings.

11 ECRM 7 Internet CRM Reservation Includes settings to store customer reservation transactions. Internet CRM Seasonal Program Includes settings to store customers who participate in your season ticket program.

12 8 CHAPTER 1 Internet CRM Tickets Management - Includes settings to store information about ticket resale requests. 5. To save your changes, click OK. 6. Click Back. You return to the Administration screen. Define Internet Address and Phone Types Internet entities are the address and phone types available on your public website. When you add Internet entities, you define which address types and phone types are available when a customer adds or edits ecrm account information on your public website. Define an internet address or phone type 1. From the Patron Edge main menu, click Administration. The Administration screen appears. Expand the Administration folder and the Client Tables folder. Double-click Internet Entities. The Internet Entities screen appears.

13 ECRM 9 2. Click New. The Internet Entities- Add New screen appears. 3. In the Entity Type field, select Phone Types or Address Types. 4. In the Entity Key field, select a phone type or address type, depending on your selection in the Entity Type field. The options available to select in the Entity Key field are stored in the Address Types table and the Phone Types table in Administration. 5. To save the new address or phone type, click OK. You return to the Internet Entities table.

14 10 CHAPTER 1 Address and Phone Type Security The Patron Edge includes the capability to prohibit user groups from viewing specific address and phone types. For example, to maintain the confidentiality of each customer s phone and address information, you can prohibit all user groups from viewing home and business address types and home and business phone types. The Patron Edge Online also supports address and phone type user group security, which is applied when viewing an ecrm account. For example, if you prohibit your internet user group from viewing address and phone types, when an ecrm record is accessed, the address and phone information is masked and displayed only with asterisks. Warning: If you prohibit your internet user group from viewing address and phone types, be aware that online customers will need to enter their phone and address information manually on the Client Details page each time they complete a transaction, even if they have an ecrm account. All user group security settings are established in The Patron Edge. For more information, see the Configure Users and Organization Units chapter of the The Patron Edge Administration Guide. Restrict Internet Access to Client Preferences The preferences that appear on the Edit Preferences screen in ThePatron Edge Online are stored in the Client Prefs table in Administration in ThePatron Edge. To display preferences from ThePatron Edge in The Patron Edge Online, you must first determine which preferences are available on the Internet. For more information about how to add client preference categories, client preference groups, and client preferences, see the Marketing and Query Guide.

15 Restrict internet access to a client preference ECRM From the Patron Edge main menu, click Administration. The Administration screen appears. Expand the Administration folder and the Client Tables folder. Double-click Client Prefs. The Client Prefs screen appears. 2. In the grid, select the preference to exclude from your Patron Edge Online public website and click User Groups. The User Groups- Select the groups to restrict access screen appears. 3. On the Internet row, mark the checkboxes on each row and in each activity column for which to restrict Internet access. 4. To save your changes, click OK. You return to the Client Prefs screen. 5. Repeat this procedure for each preference for which to restrict Internet access.

16 12 CHAPTER 1 Configure Online Data Protection Questions Data protection questions allow customers to choose how your organization can contact them and whether you can share their information with other organizations. When a patron creates an ecrm record, they can answer the questions if configured. Once patrons answer that data protection questions, the information is saved with their respective CRM and ecrm records. When customers create an account through your public site, a maximum of two questions can be displayed in The Patron Edge Online. You configure data protection questions in the The Patron Edge. For more information about configuring data protection questions, see the Data Protection section of the Marketing and Query Guide for The Patron Edge. Note: When the data protection questions you created in The Patron Edge are displayed online, the same text is used. However, you can customize the text for the two online data protection questions by adjusting the appropriate language settings through your administration site. To change the text displayed online, access your administration site and at the top of the screen click Content. On the navigation bar, select Site Design, Language Settings and edit the English (string) field for records 112 and 113 as needed.

17 ECRM 13 Once a patron has created their online account and answered the data protection questions, they can review and edit the questions whenever they log into their account and view Personal details. This means they can adjust their answers as needed without having to contact your organization and make a special request. Configure Password Generation Patterns By default, when customers create an account online, the passwords generated consist of the customer s first name followed by several random digits. The exact number of random digits is determined by the value entered for the Random Length site setting located in the Password group.

18 14 CHAPTER 1 For increased security, you can use additional site settings in the Password group to customize the patterns used to generate passwords for ecrm accounts. To configure the additional site settings, access your administration site and at the top of the screen, click Administration. On the navigation bar, select System Setup, Site Settings. On the site settings toolbar, in the filters field, select the Password group to view and configure the relevant parameters. Random Length - The customer password is generated using a combination of the customer s first name and a quantity of random digits. With this setting, you determine the quantity of random digits that are used by entering a number in the Value field. For example, the password for John, a new ecrm customer, would be similar to John440 if you set the random length value to 3. Random Characters - With this setting you can shape the characters selected for the random password portion by entering specific characters to be used. Enter the characters without delimiters. If you leave this parameter empty, the characters are selected randomly. Password replacement pattern This setting works in conjunction with the Password replacement template parameter. Here, you can enter a regular expression used for generating the Name portion of the password, based on the client s first name. For example, set the Password replacement pattern value to ^\s*(\s+).*$ and Password replacement template value to $1$R to use only the first word in the client s first name. In this example, the password generated for John Doe will be John05. The password will never include a client s last name regardless of settings specified here. Password replacement template This setting works in conjunction with the Password replacement pattern parameter. Here, you can enter a regular expression that indicates how to combine the name portion of the password with the random portion. For example, set the Password replacement pattern value to ^\s*(\s+).*$ and the Password replacement template value to $1$R to use only the first word in the client s name. In this example, the password generated for John Doe would be John05. Another option is to set the Password replacement pattern value to ^\s*(\s+)\s*(\s*)\s*(\s*) and Password replacement template value to $R$1$2$3, which would use the first 3 words in the client s name, and display the random portion first. In this example, the password generated for John Doe would be 05JohnDoe.

19 ECRM 15 Edit ecrm Site Settings With Site Settings in ThePatron Edge Online, you can configure the appearance of the ecrm account page. You can determine the height of the address, name, phone, and details sections of the ecrm record. You can also determine whether or not to update a customer s login name when he changes the address associated with his account. The table below explains the site settings available for ecrm. Screen Item Auto Update Login Window Height - Address Window Height - Details Window Height - Full Name Window Height - Phones Edit an ecrm site setting Description To update a customer s login name automatically when he changes his address, in the Value field, enter 1 for this setting. To disable this setting, enter 0 in the Value field. To resize the height of the address section of the ecrm account page, enter a new height in the Value field. To resize the height of the details section of the ecrm account page, enter a new height in the Value field. To resize the height of the full name section of the ecrm account page, enter a new height in the Value field. To resize the height of the phones section of the ecrm account page, enter a new height in the Value field. 1. On the Patron Edge Online administration site, at the top of the screen, click Administration. 2. On the navigation bar, click System Setup, Site Settings. The Site Settings screen appears. 3. In the filter field on the toolbar, select ecrm to limit the entries in the table to only those associated with the ecrm account screen. 4. In the grid, select the setting to edit and click Edit. The Edit Record screen appears.

20 16 CHAPTER 1 5. To make changes to the selected setting, enter a new value in the Value field. For example, to disable the Auto Update Login setting, enter 0 in the Value field. For more information about each of the ecrm site settings, see the table below. 6. To save your changes, click OK. You return to the Site Settings table. Configure Fields on the Create Account Form With User-Fields Rules in ThePatron Edge Online administration site, you can configure which fields appear on the Create Account form on your public website. You can change the format for a field and determine whether or not to require a customer to complete a specific field. Configure a field for the Create Account page 1. On the Patron Edge Online administration site, at the top of the screen, click Administration. 2. On the navigation bar, click System Setup, User-Fields Rules. The User-Fields Rules screen appears. 3. In the filter field on the toolbar, select crm_create_account to limit the entries in the table to only those associated with the ecrm Create Account form.

21 4. In the grid, select a field to edit and click the Edit button. The Edit Record screen appears. ECRM 17 Note: To change the caption that appears on your public website, you must use Language Settings. For more information about how to edit language settings and captions, see the Site Design Basics Guide. 5. To display the field on the Create Account form, mark Display. 6. To require your customers to complete the field when they create a new account, mark Required. 7. To change the format of the field, select a new format in the Type field. For example, if the default format is a text field, and you need to use a drop-down list instead, you can select LIST. 8. To save your changes, click OK. Define ecrm Field Source Settings With field source settings on the Patron Edge Online administration site, you can add, edit, or delete the selections available in the drop-downs for fields in ecrm. For example, to include additional titles in the Title field of the Create Account form, such as Mr., Mrs., and Dr., you can add the selections in the Field Source table. Define a field source setting While this procedure demonstrates how to define the options that appear in the Title field of the Create Account form, you can use it as a reference when you define other ecrm Field Source settings because the process is similar. 1. On the Patron Edge Online administration site, at the top of the screen, click Administration. 2. On the navigation bar of your Patron Edge Online administration site, click System Setup, Field Source. The Field Source screen appears.

22 18 CHAPTER 1 3. In the filter field on the toolbar, select user data to limit the entries in the table to only those associated with customer account information, or use the filter button to search for a specific field. 4. To create additional field selections, in the grid, select a default selection and, on the toolbar, click Copy. The New Record screen appears. Note: To save time and ensure accuracy, we recommend you copy an existing field source record and edit the necessary information to create a new setting. You do not need to edit information in the Code, Subject, Field Name, Field Code, Upgradeable, or Last Update fields. 5. In the Field Value field, enter a new selection for the field. For example, in the Field Value field for the Initial (Title) field, you could enter Mr. 6. In the Ordinal field, enter a numeric value to indicate in which order the selection should appear in the drop-down on your public website. 7. To save the new field value, click OK. You return to the Field Source screen. Log Into ecrm Once you configure all the necessary settings for the ecrm portion of your public website, your customers can create user accounts. Once a customer creates an account, he can update personal information and account information. After creating an account, the customer can log into ecrm and access saved account information each time he accesses your public website.

23 Create a new user account ECRM 19 This procedure includes only those fields which appear by default on the Create Account form. Depending on how your system administrator configures ThePatron Edge Online, some fields may differ. 1. From the default page of the public website, the customer clicks my account. The Account Log-In screen appears. 2. Beside New user?, the customer clicks create an account. The Create Account page appears. 3. In the Title field, the customer can select a title by which to address himself, for example, Mr. or Dr. 4. In the First Name and Last Name fields, the customer enters his full name. 5. In the Telephone field, the customer enters his telephone number. The telephone number format is defined in The Patron Edge. 6. In the Mobile field, the customer can enter an alternate cell phone number where he can be reached. 7. In the field, the customer enters a primary address. The address also serves as the customer s user name for future transactions. 8. In the Retype field, the customer enters the address a second time to confirm the information is correct. 9. In the Address 1, Address 2, Town/City, Country, and Post Code fields, the customer enters address information. 10. The customer clicks Create Account. The ecrm account page appears. For more information about the items on this screen, see Manage ecrm Record Details on page21.

24 20 CHAPTER 1 Log in with an existing account 1. From the default page of your public website, the customer clicks my account. The Account Log-In screen appears. 2. In the Address field, the customer enters the address assigned as the login name for the account. 3. In the Password field, the customer enters his password. 4. The customer clicks Log-in. The My Account page appears. For more information about the items on this page, see Manage ecrm Record Details on page21. Retrieve a forgotten password 1. From the default page of the public website, the customer clicks my account. The Account Log-In screen appears.

25 ECRM In the Address field, the customer enters the address associated with the account. 3. Next to the Password field, the customer clicks Forgot password?. A message appears and notifies the customer that an containing reset instructions has been sent to the address specified. 4. When the user retrieves the , they will be required to click the link provided. When the user clicks the link in the , they simply have to enter and confirm a new password and they are done. Please note, the link provided in the forgot password will expire after a set duration. The default duration is 1440 minutes. For more information see Mail Design in the Getting Started Guide. Manage ecrm Record Details Once a customer creates an account in ecrm, he can make changes to personal information and account information. On the My Account page, a customer can change a password, renew a membership or series, select or update client preferences, and edit personal information such as name, phone, and address information.

26 22 CHAPTER 1 Personal Details On the Personal Details tab of the My Account page, customers can make changes to their personal information. They can edit their full name information, and make changes to any stored telephone numbers or addresses. They can update personal information such as birth date, address, company, web page, and marital status. Save all changes - If a customer makes changes to multiple sections of his account, to save all changes at once, the customer clicks Save all changes. Change password - When a customer creates an account, the program automatically assigns a default password. The customer can use the Change password task to create a new, unique password. For more information, see Change ecrm Account Passwords on page 22. Print confirmation form - A customer clicks this link to print a copy of the Personal details page. Update preferences - A customer clicks this link to edit the client preferences associated with their account. A client preference is a service or product your organization provides that a customer particularly likes. A client preference can be a type of event or seat, or a special need such as wheelchair assistance. For more information, see Edit ecrm Account Preferences on page 26. Log Out - To log out of the ecrm account, the customer clicks Log Out. How may we reach you? - A customer clicks this link to view or edit data protection questions that determine how your organization can contact them. This means they can adjust their answers as needed without having to contact your organization and make a special request. For more information, see Configure Online Data Protection Questions on page 12. Change ecrm Account Passwords When a customer creates an ecrm account, the program automatically sends an message that contains the customer s user name and password. When the customer logs into his ecrm account, he can change his password as needed. Change an ecrm account password 1. From the default page of the public website, the customer logs into the ecrm account. For more information about how to log into an account, see Log in with an existing account on page20. For information about how to create a new account, see Create a new user account on page On the ecrm account page, the customer clicks Change password. The Change password screen appears.

27 ECRM 23 The customer cannot edit information in the Address field. To change the address associated with the account, the customer must use the Edit Customer Details task. 3. In the Password field, the customer enters the new password to associate with the account. 4. In the Confirm field, the customer enters the password again to ensure you entered it correctly. 5. To save changes, the customer clicks OK. The customer returns to the ecrm account page. Edit Full Names In the Account Details frame, a customer can edit the full name associated with the ecrm account. He can change the title associated with the name, the first name, middle name, and last name. Edit a full name 1. From the default page of the public website, customers can log into their ecrm accounts. For more information about how to log into an account, see Log in with an existing account on page20. For information about how to create a new account, see Create a new user account on page On the ecrm account page, in the Account Details frame, next to Full Name, the customer clicks the Edit button. The Edit Full Name screen appears. 3. In the Title field, the customer selects a title to associate with the name, for example, Dr. 4. In the First Name field, the Middle Name field, and the Last Name field, the customer enters his full name. 5. The customer clicks OK, and returns to the ecrm account page. 6. To save changes, next to Full Name, the customer clicks the Save button. Edit Customer Details In the Account Details frame, customers can edit details associated with their accounts. Customer details include birth date, address, company, web page, marital status, client type for benefit, and login name. Customers cannot make changes to the login name, but if the site is configured to do so, a customer s login name updates automatically when he changes his address.

28 24 CHAPTER 1 Edit customer details 1. From the default page of the public website, the customer logs into the ecrm account. For more information about how to log into an account, see Log in with an existing account on page20. For information about how to create a new account, see Create a new user account on page On the ecrm account page, in the Account Details frame, next to Customer Details, the customer clicks the Edit button. The Edit Details screen appears. 3. In the Birth Date field, the customer enters his birthdate in mm/dd/yy format. 4. In the field, the customer enters a new address. If the Auto Update Login setting in Site Settings is configured to do so, the login name updates automatically when a customer the address associated with the account. 5. In the Company field, the customer enters the name of the company for which he works, for example, Blackbaud. 6. In the Web Page field, the customer enters his web page to associate it with his account. 7. In the Marital Status field, the customer selects a marital status, for example, Married or Single. The customer cannot edit information in the Login Name field. To change the login name, the customer must enter a new address in the field. 8. The customer clicks OK and returns to the ecrm account page. Note: If the window height is not properly sized, the customer must tab through the fields to reach the OK button. 9. To save changes, next to Customer Details, the customer clicks the Save button.

29 Edit Phone Information ECRM 25 In the Account Details frame, customers can edit the phone information stored for their accounts. A customer can edit each phone number for each phone type individually. For example, the customer can edit his work phone number without making any changes to his home phone number. Edit phone information 1. From the default page of the public website, the customer logs into the ecrm account. For more information about how to log into an account, see Log in with an existing account on page20. For information about how to create a new account, see Create a new user account on page On the ecrm account page, in the Account Details frame, next to Phones List, the customer clicks the Edit button. The Edit Phones screen appears. 3. In the [selected] Phone field, the customer enters a new phone number for the selected phone type. 4. The customer clicks OK and returns to the ecrm account page. 5. To save changes, next to Phones List, the customer clicks the Save button. In the Account Details frame, customers can edit the address information stored for their accounts. They can edit each address for each address type individually. For example, a customer can edit his work address without making any changes to his home address. Edit an address 1. From the default page of the public website, the customer logs into the ecrm account. For more information about how to log into an account, see Log in with an existing account on page20. For information about how to create a new account, see Create a new user account on page 19.

30 26 CHAPTER 1 2. On the ecrm account page, in the Account Details frame, below Addresses List, the customer clicks the Edit button next to the address to edit. The Edit my addresses screen appears. 3. In the Address, Address 1, Address 2, City, State, Zip Code, and Country fields, the customer enters address information. 4. The customer clicks OK and returns to the ecrm account page. 5. To save changes, the customer clicks Save all changes. Edit ecrm Account Preferences A client preference is a service or product your organization provides that a customer particularly likes. A client preference can be a type of event or seat, or a special need such as wheelchair assistance. When you define client preferences, you can use them when you run queries. Once a customer creates an ecrm account, he can select or make changes to account preferences as needed. The preferences that appear on the Edit Preferences screen in ThePatron Edge Online are stored in the Client Prefs table in Administration in ThePatron Edge. To display preferences from ThePatron Edge in ThePatron Edge Online, you must first assign them to the Internet user group. For more information about how to restrict Internet access to preferences, see Restrict Internet Access to Client Preferences on page 10. Edit ecrm account preferences 1. From the default page of the public website, the customer logs into the ecrm account. For more information about how to log into an account, see Log in with an existing account on page20. For information about how to create a new account, see Create a new user account on page 19.

31 ECRM On the ecrm account page, the customer clicks Update Preferences. The Edit Preferences screen appears. 3. The customer marks the checkboxes next to the preferences to select. 4. To save changes, the customer clicks OK and returns to the ecrm account page. Account History The Account History frame displays information stored on the client record in ThePatron Edge. Use the settings on the Internet CRM Details Lists in Table Definitions to configure which tabs display in the Account History frame. Booking - The customer selects this tab to view details of all transactions, including transaction number, transaction date, event, event date, quantity, and total price. Merchandise - The customer select this tab to view all merchandise items purchased, such as CDs and gift certificates. Client Types - The customer select this tab to view all active client types associated with his account. To make a client type active, enter a date range for the client type in ThePatron Edge. Note: Inactive client types appear on the client record in ThePatron Edge only. For more information about client types, see the Client Relationship Management (CRM) Guide. Open Orders - The customer selects this tab to view paid reservations.

32 28 CHAPTER 1 Memberships - The customer selects this tab to view purchased memberships. Series - The customer selects this tab to view series sales and reservations. Preferences - The customer selects this tab to view and edit customer interests and specify mailing groups. My Tickets On the My Tickets page, customers can view all purchased tickets that have not yet been used. On this page, customers can request to resell tickets if they are unable to use them. If a customer has already submitted a resale request, and needs to cancel that request, he can easily do so. Resell Tickets When a customer wants to resell tickets, you can place a resale request through the client record in ecrm. You can place resale requests any time before and during the event. However, you cannot place a resale request once the event is over. You can withdraw a resale request at anytime as long as the ticket has not been resold. Once the tickets marked for resale are actually sold, the system automatically removes the tickets from the original owner and generates the refund.

33 Placing a resale request ECRM The customer logs into the public website. The My Account page appears. The customer clicks the My Tickets tab which lists all the tickets the customer purchased but has not used. 2. To place a resale request, the customer marks the checkbox next to each ticket to be resold and clicks Request Resale. The tickets are marked for resale.

34 30 CHAPTER 1 3. The Status column displays the status of the tickets marked for resale. Once the tickets are marked for resale, you can resell them in ThePatron Edge and a different customer can buy the tickets. For more information on reselling tickets in ThePatron Edge, see Resell Tickets in Reserved Seats Sales Guide. Forward Tickets When a customer has tickets for an event they cannot use, the customer can forward those tickets to another patron from your public site. Customers can forward tickets for regular events or series events. When a customer logs into their ecrm account via your public site, they can select the tickets to forward and designate the recipient. If the recipient does not have a client record, one is automatically created in ecrm and in CRM in ThePatronEdge. When a new client record is created, the recipient receives an notification with a username and password for his or her ecrm account. Once the tickets have been forwarded, the recipient receives an notification with the tickets attached. The recipient can then print the tickets from their computer. If the recipient cannot attend the event, he or she can forward the same tickets to someone else. Unless the event date has passed, there are no limitations as to how many times a ticket can be forwarded.

35 Forward a ticket 1. The customer logs into their ecrm account. The My Account page appears. For more information about how to log into ecrm, see Log Into ecrm on page18. ECRM On the My Account page, the customer clicks the My Tickets tab which lists all the tickets the customer purchased but has not used.

36 32 CHAPTER 1 3. To select tickets to forward, the customer marks the checkbox next to each ticket and clicks Forward Tickets. A confirmation screen appears. 4. Click OK to confirm. The recipient detail page appears.

37 ECRM The customer enters the recipient s contact information and clicks Forward. A confirmation record appears. If the client information entered is verified in ThePatronEdge, it is used in ecrm. If the recipient has no client record in ThePatronEdge, a new record is created and ecrm sends the recipient an notification with a new username and password. The forwarded tickets now appear with a Forwarded link. The customer can click the link to view more information. Once the tickets have been forwarded, the recipient receives an notification with the tickets attached. The recipient can then print the tickets from their computer. My Subscriptions To renew season tickets or subscriptions purchased, the customer selects the My Subscriptions tab and clicks Subscription Renew. On the My Subscriptions page, the customer can select the subscriptions to renew and complete the subscription renewal process.

38 34 CHAPTER 1 For more information about how to renew a series in ThePatron Edge Online, see the Online Series Renewal Guide. Allocate Series Event Tickets ThePatron Edge Online uses special price types configured in ThePatron Edge to sell series tickets and bonus tickets. To purchase series tickets or bonus tickets, customers must log into ecrm. Once a customer logs in, he can view any series associated with all customers in the client group, add regular event tickets, and add series or bonus tickets to an existing series for any customer in the client group. Note: To display subscription information properly in ecrm, under Internet CRM Detail Lists in ThePatron Edge, make sure that Display is set to Yes for the Subscriber and Bonus setting. For more information about how to define ecrm table definitions, see Define ecrm Table Definitions on page 2. A customer can successfully add an event ticket to an existing series only when: Enough events remain in the series. For example, if a customer purchased a five-event series and has selected only two events, that customer still has three events remaining. The event is eligible to be included in the series according to settings in ThePatron Edge. The price list for the series includes subscription price types with either Subs Event Ticket or Subs Bonus Ticket selected in the Usage field of the price type record. Warning: By default, customers can select any event with a subscription price type when allocating series or bonus tickets. We recommend you use the Tickets Show Types screen or Bonus Show Types screen to restrict the show types included in each scheme. You access the Tickets Show Types and Bonus Show Types screens through the Schemes table in Administration in ThePatron Edge. For more information about series and schemes, see the Series Guide.

39 Allocate series or bonus tickets ECRM The customer logs into the ecrm account. For more information about how to log into ecrm, see Log Into ecrm on page On the navigation bar, the customer selects Tickets. Customers can use the calendar or the Search box to locate the event for which to add tickets. The seating chart appears. 3. To add a series or bonus ticket, next to Ticket Type, the customer marks subs.

40 36 CHAPTER 1 4. On the seating plan, the customer selects seats for the event and clicks Order Seats. The basket screen appears. Note: If the customer is not logged in when selecting the subscription price type, the program prompts the customer to log into his ecrm account. If the customer has already logged in, the My Basket page appears. 5. To complete the transaction and verify the information is correct, the customer clicks Proceed to Checkout. The My Subscriber & Bonus Tickets page appears. All selected series tickets and bonus tickets appear at the top of the page. All series associated with the customers in the client group appear at the bottom of the page.

41 ECRM To add a ticket to a series, in the Subscription Program column, the customer selects the correct series for each ticket. To add additional tickets or other items to the basket, the customer clicks Continue Shopping. When he is ready to complete the sales process, the customer clicks Proceed to Checkout. The My Details page appears. 7. Because the customer is logged into ecrm, his personal information fills in automatically. Customers can edit delivery details and address details as needed. When a customer is through making changes, he clicks Proceed to Checkout. The Complete Order page appears. Note: To clear all information entered in the delivery details and address details fields, and enter new information, the customer clicks Clear.

42 38 CHAPTER 1 8. The customer selects a payment method and enters credit card or debit card information. The customer clicks Submit. The Confirm page appears. 9. To print a copy of the confirmation form, the customer clicks Print confirmation form. The series ticket purchase is complete.

43 ECRM 39 My Memberships To renew a purchased membership, a customer can select the My Memberships tab and click Membership Renew. On the My Memberships page, customers can select the memberships to renew and complete the membership renewal process. Renew a membership 1. The customer logs into ecrm and selects the My Memberships tab. The grid displays all current memberships associated with the account.

44 40 CHAPTER 1 2. The customer clicks Membership Renew. The Membership Renew page appears, displaying any memberships eligible for renewal. 3. For each membership to renew, the customer clicks Add to basket. The My basket page appears.

45 ECRM To add additional memberships or other items to the basket, the customer clicks Continue Shopping. When he is ready to complete the sales process, the customer clicks Proceed to Checkout. The My Details page appears. 5. Because the customer is logged into ecrm, his personal information fills in automatically. Customers can edit delivery details and address details as needed. When a customer is through making changes, he clicks Proceed to Checkout. The Complete Order page appears. Note: To clear all information entered in the delivery details and address details fields, and enter new information, the customer clicks Clear.

46 42 CHAPTER 1 6. The customer selects a payment method and enters credit card or debit card information. The customer clicks Submit. The Confirm page appears. 7. To print a copy of the confirmation form, the customer clicks Print confirmation form. The membership renewal is complete. Redeem Coupons Alphanumeric coupon codes are supported in The Patron Edge Online. With this capability, you can define and redeem coupon codes that are comprised of alphabetic characters, numeric characters, or a combination of both. This gives you flexibility in creating coupon codes that are easier for patrons to remember and allows you to define codes that can be more closely associated with marketing campaigns and sales channels. For example, if you have specific coupons for tour groups, you can define the coupon IDs to be tourgroup1, tourgroup2, etc. If you have promotional partnerships with radio stations, schools, or other groups, you can define the coupon codes to include the name of their or other related terms. For detailed information guiding you through the processes required to set up discount coupons, see the Coupons chapter of the Box Office Setup Guide.

47 Redeem discount coupons online ECRM The customer accesses your public website and proceeds to purchase tickets, merchandise, and memberships. When they reach the Complete Order page, a Use Discount Coupons checkbox is displayed. 2. To enter a coupon code, the customer marks Use Discount Coupons. The Coupon ID field is displayed along with the Add Coupon button.

48 44 CHAPTER 1 3. The customer enters the numeric coupon code into the Coupon ID field and clicks Add Coupon to apply it to the basket. If the coupon code does not apply to the items currently in the basket, a message appears notifying the customer. If the coupon code is accepted, it is added to the basket and the value is displayed.

49 ECRM Once a code is accepted, a grid is displayed on the screen directly below the Add Coupon button. This grid displays the coupons applied to the basket and provides a way to remove individual coupons. To remove a coupon from the basket, click the red X. When a coupon is removed, the basket is recalculated. Note: If the customer navigates away from the Complete Order page before completing the transaction, all coupons are removed from the basket. When the customer returns to the Complete Order page, he must reenter any coupons to recalculate the benefit value. This ensures that items added to the basket after applying a coupon are included in the benefit calculation. This also ensures that items a customer removes from the basket after applying a coupon do not receive unjustified benefits. 5. Once coupons are applied, the customer completes the transaction by entering payment information as usual. Use Gift Cards Online Once a gift card is sold to a customer and loaded with the correct amount, it can be used to purchase items online through your public site. When a customer uses a gift card as a form of payment to purchase items online, they must enter the gift card number on the Complete Order page when submitting payment. If needed, a customer can apply multiple gift cards to the same transaction or apply a gift card and pay the remaining balance with a credit card. Note: Gift card support is available only in the US versions of ThePatron Edge and The Patron Edge Online. For detailed information about adding gift card merchandise items in The Patron Edge, see the Gift Card Guide. For information about activating merchandise items so they are displayed on your public site, as well as steps for adding images and descriptions for the gift card merchandise items you sell online, see Configure Merchandise Items in the Getting Started Guide.

50 46 CHAPTER 1 Use gift cards online 1. The customer accesses your public website and proceeds to purchase tickets, merchandise, and memberships. When they reach the Complete Order page, a Use Gift Cards checkbox is displayed. 2. To use a gift card to pay for this purchase, the customer marks Use Gift Cards. 3. In the Type field, the customer selects the gift card type. 4. In the Card no. field, the customer enters the unique gift card number. 5. If applicable, in the PIN field, the customer enters the card s PIN number. This field appears only if required by the gift card type selected. 6. In the Amount to pay field, the customer enters the amount to be paid using the gift card. The amount entered will be debited from the gift card and applied to the transaction. The amount entered must be less than or equal to the amount due. 7. To apply the gift card payment to the order, click Add Gift Card. The system verifies the gift card details with the gift card processing vendor. Note: In order to sell and process gift cards through ThePatron Edge and The Patron Edge Online, you must have a gift card vendor who provides the gift card media and facilitates processing. The Patron Edge and The Patron Edge Online support only Valutec as the gift card vendor. For more information, see

Contents COMBO SCREEN FOR THEPATRON EDGE ONLINE...1 TICKET/EVENT BUNDLES...11 INDEX...71

Contents COMBO SCREEN FOR THEPATRON EDGE ONLINE...1 TICKET/EVENT BUNDLES...11 INDEX...71 Combo Screen Guide 092311 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

Contents PAYMENTS...1 PAYMENT TABLES...67

Contents PAYMENTS...1 PAYMENT TABLES...67 Payments Guide 062212 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording,

More information

Marketing and Query Guide

Marketing and Query Guide Marketing and Query Guide 111011 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

Loyalty Program Guide

Loyalty Program Guide Loyalty Program Guide 110911 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

Contents GIFT AID...1 INDEX...37

Contents GIFT AID...1 INDEX...37 Gift Aid Guide 051512 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording,

More information

Gift Card Guide GIFT CARDS...1

Gift Card Guide GIFT CARDS...1 Gift Card Guide 110911 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording,

More information

Client Relationship Management (CRM) Guide

Client Relationship Management (CRM) Guide Client Relationship Management (CRM) Guide 110911 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

TheFinancialEdge. Fast! Guide

TheFinancialEdge. Fast! Guide TheFinancialEdge Fast! Guide 101811 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

020112 2008 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or

020112 2008 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or Point of Sale Guide 020112 2008 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

12/16/2015 Blackbaud Altru 4.6 Merchandise US

12/16/2015 Blackbaud Altru 4.6 Merchandise US Merchandise Guide 12/16/2015 Blackbaud Altru 4.6 Merchandise US 2015 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic,

More information

Barcode Scanning Guide

Barcode Scanning Guide Barcode Scanning Guide 111011 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

Single Sign-On Guide for Blackbaud NetCommunity and The Patron Edge Online

Single Sign-On Guide for Blackbaud NetCommunity and The Patron Edge Online Single Sign-On Guide for Blackbaud NetCommunity and The Patron Edge Online 062212 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any

More information

Query and Export Guide

Query and Export Guide Query and Export Guide 011712 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

Administration Site Guide

Administration Site Guide Administration Site Guide 080612 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

All Blackbaud product names appearing herein are trademarks or registered trademarks of Blackbaud, Inc.

All Blackbaud product names appearing herein are trademarks or registered trademarks of Blackbaud, Inc. Tickets Guide 12/16/2015 Blackbaud Altru 4.6 Tickets US 2015 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

TheFinancialEdge. Records Guide for Accounts Payable

TheFinancialEdge. Records Guide for Accounts Payable TheFinancialEdge Records Guide for Accounts Payable 101212 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

Batch and Import Guide

Batch and Import Guide Batch and Import Guide 020411 Enterprise CRM, version 2.9 US 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or

More information

TheFinancialEdge. Configuration Guide for Accounts Payable

TheFinancialEdge. Configuration Guide for Accounts Payable TheFinancialEdge Configuration Guide for Accounts Payable 102312 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic,

More information

Blackbaud StudentInformationSystem. Reports Guide for Admissions Office

Blackbaud StudentInformationSystem. Reports Guide for Admissions Office Blackbaud StudentInformationSystem Reports Guide for Admissions Office 102811 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means,

More information

TheFinancialEdge. Records Guide for Accounts Receivable

TheFinancialEdge. Records Guide for Accounts Receivable TheFinancialEdge Records Guide for Accounts Receivable 102511 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or

More information

Blackbaud Sphere & The Raiser s Edge Integration Guide

Blackbaud Sphere & The Raiser s Edge Integration Guide Blackbaud Sphere & The Raiser s Edge Integration Guide 101311 Blackbaud Sphere 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means,

More information

TheFinancialEdge. Configuration Guide for Accounts Receivable

TheFinancialEdge. Configuration Guide for Accounts Receivable TheFinancialEdge Configuration Guide for Accounts Receivable 101711 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic,

More information

TheFinancialEdge. Reports Guide for Accounts Payable

TheFinancialEdge. Reports Guide for Accounts Payable TheFinancialEdge Reports Guide for Accounts Payable 041813 2013 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

TheFinancialEdge. Reports Guide for General Ledger

TheFinancialEdge. Reports Guide for General Ledger TheFinancialEdge Reports Guide for General Ledger 101514 2014 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

Administration Guide

Administration Guide Administration Guide 021411 Blackbaud Hosting Services 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

TheFinancialEdge. Reports Guide for Accounts Receivable

TheFinancialEdge. Reports Guide for Accounts Receivable TheFinancialEdge Reports Guide for Accounts Receivable 041813 2013 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or

More information

TheFinancialEdge. Concepts Guide for Accounts Receivable

TheFinancialEdge. Concepts Guide for Accounts Receivable TheFinancialEdge Concepts Guide for Accounts Receivable 101911 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic,

More information

TheFinancialEdge. Configuration Guide for General Ledger

TheFinancialEdge. Configuration Guide for General Ledger TheFinancialEdge Configuration Guide for General Ledger 071012 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic,

More information

TheEducationEdge. Export Guide

TheEducationEdge. Export Guide TheEducationEdge Export Guide 102111 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

Luminate CRM New Features Guide

Luminate CRM New Features Guide Luminate CRM New Features Guide 6/18/2013 Luminate CRM v11 New Features Guide US 2013 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means,

More information

TheFinancialEdge. Records Guide for Fixed Assets

TheFinancialEdge. Records Guide for Fixed Assets TheFinancialEdge Records Guide for Fixed Assets 101811 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

TheFinancialEdge. Administration Guide

TheFinancialEdge. Administration Guide TheFinancialEdge Administration Guide 102011 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including

More information

TheFinancialEdge. Journal Entry Guide

TheFinancialEdge. Journal Entry Guide TheFinancialEdge Journal Entry Guide 101811 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including

More information

Friends Asking Friends 2.94. New Features Guide

Friends Asking Friends 2.94. New Features Guide Friends Asking Friends 2.94 New Features Guide 8/10/2012 Friends Asking Friends 2.94 Friends Asking Friends US 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted

More information

Electronic Funds Transfer (EFT) Guide

Electronic Funds Transfer (EFT) Guide Electronic Funds Transfer (EFT) Guide 112614 2009 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including

More information

account multiple solutions

account multiple solutions Quick Start Guide 1 Our easy to use guide will get you up and running in no time! The guide will assist you with: Generating your Sage Pay login Navigation Creating contacts Creating system users Setting

More information

TheFinancialEdge. Administration Guide

TheFinancialEdge. Administration Guide TheFinancialEdge Administration Guide 110309 2009 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including

More information

Sphere Custom Payment Processor Guide

Sphere Custom Payment Processor Guide Sphere Custom Payment Processor Guide 10/15/2013 Blackbaud Sphere 9.4.3 Sphere Custom Payment Processor US 2013 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted

More information

TheFinancialEdge. Consolidation Management Guide

TheFinancialEdge. Consolidation Management Guide TheFinancialEdge Consolidation Management Guide 102011 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

Update Guide for The Patron Edge Online 3.41

Update Guide for The Patron Edge Online 3.41 Update Guide 061410 2010 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording,

More information

Reports and KPIs Guide

Reports and KPIs Guide Reports and KPIs Guide 012511 Enterprise CRM, version 2.9 US 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or

More information

INTRODUCTION... 2 STEP ONE: DOWNLOADING THE SOFTWARE... 3 STEP TWO: UNZIPPING AND INSTALLING THE NCOA ON-DEMAND SOFTWARE... 4

INTRODUCTION... 2 STEP ONE: DOWNLOADING THE SOFTWARE... 3 STEP TWO: UNZIPPING AND INSTALLING THE NCOA ON-DEMAND SOFTWARE... 4 111003 2003 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage

More information

012612 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or

012612 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or Gift Records Guide 012612 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

StudentInformationSystem

StudentInformationSystem Blackbaud StudentInformationSystem Scheduling Guide 102411 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

AFN-StudentBillingEFTGuide-040904

AFN-StudentBillingEFTGuide-040904 040904 2004 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage

More information

User Guide Veezi Loyalty. Vista Entertainment Solutions 2015-03-23

User Guide Veezi Loyalty. Vista Entertainment Solutions 2015-03-23 User Guide Veezi Loyalty Vista Entertainment Solutions 2015-03-23 Copyright Notice Copyright 1996-2015 Vista Entertainment Solutions Ltd. All rights reserved. Veezi is a Registered Trademark of Vista Entertainment

More information

The Raiser s Edge & Microsoft Office Integration Guide

The Raiser s Edge & Microsoft Office Integration Guide The Raiser s Edge & Microsoft Office Integration Guide 013112 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or

More information

Saracens E-ticketing Site User Guide

Saracens E-ticketing Site User Guide Saracens E-ticketing Site User Guide 1 CONTENTS 1Contents... 2 2Introduction... 4 3Ticket Home... 4 4Ticket Hub... 5 4.1Matchday menu -... 5 4.1.1Match Tickets... 5 4.1.2Parking... 5 4.1.3Saracens Express...

More information

Resource Online User Guide JUNE 2013

Resource Online User Guide JUNE 2013 Resource Online User Guide JUNE 2013 CHASE PAYMENTECH SOLUTIONS MAKES NO WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, WITH REGARD TO THIS MATERIAL, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES

More information

EFT Overview Guide for Canada

EFT Overview Guide for Canada EFT Overview Guide for Canada 051812 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

021312 2009 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or

021312 2009 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or Import Guide 021312 2009 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording,

More information

7.1 Transfers... 7.2 Cancellations & Refunds.. 8 - Net Rate Module for Agent Processing...

7.1 Transfers... 7.2 Cancellations & Refunds.. 8 - Net Rate Module for Agent Processing... OPERATOR USER MANUAL 2008 TABLE OF CONTENTS 1- Registration 1.1 Open Website... 1.2 Registration Type. 1.3 Welcome Page. 1.4 Log In Page.. 1.5 Company Information Page 1.6 Registration Confirmation Page.

More information

Alumni Data Entry Guide

Alumni Data Entry Guide Alumni Data Entry Guide 012412 2009 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

Database Administration Guide

Database Administration Guide Database Administration Guide 013008 2008 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

Target Analytics Guide

Target Analytics Guide Target Analytics Guide 020212 2007 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

Total Recall Web. Web Module Manual and Customer Quick Reference Guides

Total Recall Web. Web Module Manual and Customer Quick Reference Guides Total Recall Web Web Module Manual and Customer Quick Reference Guides COPYRIGHT NOTICE Copyright 1994-2009 by DHS Associates, Inc. All Rights Reserved. All TOTAL RECALL, TOTAL RECALL SQL, TOTAL RECALL

More information

AFN-SchoolStoreManagerGuide-032703

AFN-SchoolStoreManagerGuide-032703 032703 2003 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage

More information

DarwiNet Client Level

DarwiNet Client Level DarwiNet Client Level Table Of Contents Welcome to the Help area for your online payroll system.... 1 Getting Started... 3 Welcome to the Help area for your online payroll system.... 3 Logging In... 4

More information

Planned Gift Tracking Guide

Planned Gift Tracking Guide Planned Gift Tracking Guide 020112 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

Event Management Data Entry Guide

Event Management Data Entry Guide Event Management Data Entry Guide 011712 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including

More information

Electronic Funds Transfer (EFT) Guide

Electronic Funds Transfer (EFT) Guide Electronic Funds Transfer (EFT) Guide 012612 2009 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including

More information

TheFinancialEdge. Banks Guide

TheFinancialEdge. Banks Guide TheFinancialEdge Banks Guide 080714 2014 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

TheFinancialEdge. Records Guide for General Ledger

TheFinancialEdge. Records Guide for General Ledger TheFinancialEdge Records Guide for General Ledger 061015 2015 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

TheFinancialEdge. Dashboard Guide

TheFinancialEdge. Dashboard Guide TheFinancialEdge Dashboard Guide 101911 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including

More information

1: 2: 2.1. 2.2. 3: 3.1: 3.2: 4: 5: 5.1 5.2 & 5.3 5.4 5.5 5.6 5.7 5.8 CAPTCHA

1: 2: 2.1. 2.2. 3: 3.1: 3.2: 4: 5: 5.1 5.2 & 5.3 5.4 5.5 5.6 5.7 5.8 CAPTCHA Step by step guide Step 1: Purchasing a RSMembership! membership Step 2: Download RSMembership! 2.1. Download the component 2.2. Download RSMembership! language files Step 3: Installing RSMembership! 3.1:

More information

The Raiser s Edge Mobile Application Guide

The Raiser s Edge Mobile Application Guide The Raiser s Edge Mobile Application Guide 040313 2013 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

email-lead Grabber Business 2010 User Guide

email-lead Grabber Business 2010 User Guide email-lead Grabber Business 2010 User Guide Copyright and Trademark Information in this documentation is subject to change without notice. The software described in this manual is furnished under a license

More information

Getting Started. Getting Started with Time Warner Cable Business Class. Voice Manager. A Guide for Administrators and Users

Getting Started. Getting Started with Time Warner Cable Business Class. Voice Manager. A Guide for Administrators and Users Getting Started Getting Started with Time Warner Cable Business Class Voice Manager A Guide for Administrators and Users Table of Contents Table of Contents... 2 How to Use This Guide... 3 Administrators...

More information

Constituent Data Entry Guide

Constituent Data Entry Guide Constituent Data Entry Guide 011712 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

Configuration & Security Guide

Configuration & Security Guide Configuration & Security Guide 042512 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including

More information

Database Administration Guide

Database Administration Guide Database Administration Guide 092211 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

Studio Designer 80 Guide

Studio Designer 80 Guide Table Of Contents Introduction... 1 Installation... 3 Installation... 3 Getting started... 5 Enter your company information... 5 Enter employees... 6 Enter clients... 7 Enter vendors... 8 Customize the

More information

Electronic Funds Transfer (EFT) Guide

Electronic Funds Transfer (EFT) Guide Electronic Funds Transfer (EFT) Guide 121613 2013 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including

More information

TheFinancialEdge. Getting Started with F9 for Financial Edge

TheFinancialEdge. Getting Started with F9 for Financial Edge TheFinancialEdge Getting Started with F9 for Financial Edge 090711 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic,

More information

User Manual 03/12/2014. A collaborative effort by

User Manual 03/12/2014. A collaborative effort by User Manual 03/12/2014 A USER GUIDE DESIGNED TO HELP CREATE AND MAINTAIN PERSONAL ACCOUNTS IN mynhdoe, THE NH DEPARTMENT OF EDUCATION SINGLE SIGN-ON SYSTEM FOR ACCESSING SECURE APPLICATIONS A collaborative

More information

Baylor Secure Messaging. For Non-Baylor Users

Baylor Secure Messaging. For Non-Baylor Users Baylor Secure Messaging For Non-Baylor Users TABLE OF CONTENTS SECTION ONE: GETTING STARTED...4 Receiving a Secure Message for the First Time...4 Password Configuration...5 Logging into Baylor Secure Messaging...7

More information

EFT Overview Guide for Australia and New Zealand

EFT Overview Guide for Australia and New Zealand EFT Overview Guide for Australia and New Zealand 111109 2009 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

TheEducationEdge. Scheduling Guide

TheEducationEdge. Scheduling Guide TheEducationEdge Scheduling Guide 102111 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including

More information

NASDAQ Web Security Entitlement Installation Guide November 13, 2007

NASDAQ Web Security Entitlement Installation Guide November 13, 2007 November 13, 2007 Table of Contents: Copyright 2006, The Nasdaq Stock Market, Inc. All rights reserved.... 2 Chapter 1 - Entitlement Overview... 3 Hardware/Software Requirements...3 NASDAQ Workstation...3

More information

INVESTOR360º CLIENT USER GUIDE

INVESTOR360º CLIENT USER GUIDE INVESTOR360º CLIENT USER GUIDE TABLE OF CONTENTS 1. About Investor360 3 1.1 What does Investor360 provide? 3 1.2 Security 3 2. Logging in to Investor360 4 3. Welcome to Investor360 7 4. Navigating in Investor360

More information

Campaigns, Funds, & Appeals Data Entry Guide

Campaigns, Funds, & Appeals Data Entry Guide Campaigns, Funds, & Appeals Data Entry Guide 012512 2008 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

Electronic Funds Transfer (EFT) Guide

Electronic Funds Transfer (EFT) Guide Electronic Funds Transfer (EFT) Guide 061908 2008 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including

More information

Blackbaud Merchant Services Web Portal Guide

Blackbaud Merchant Services Web Portal Guide Blackbaud Merchant Services Web Portal Guide 06/11/2015 Blackbaud Merchant Services Web Portal US 2015 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any

More information

TheFinancialEdge. Payroll Processing Guide

TheFinancialEdge. Payroll Processing Guide TheFinancialEdge Payroll Processing Guide 101811 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

TheFinancialEdge. Subsidiary Ledger Reconciliation Guide

TheFinancialEdge. Subsidiary Ledger Reconciliation Guide TheFinancialEdge Subsidiary Ledger Reconciliation Guide 101811 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic,

More information

Does the GC have an online document management solution?

Does the GC have an online document management solution? This FAQ contains: Web File Services definition Access web file services Create a WFS folder Upload a document Email a link to a document folder Create WFS subscription Cancel existing subscription Create

More information

Creating Custom Crystal Reports Tutorial

Creating Custom Crystal Reports Tutorial Creating Custom Crystal Reports Tutorial 020812 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

DonorCommunity CRM UPLOAD GUIDE. Version 1.0. DonorCommunity, Inc. 13630 NW 8 th Street Suite No. 205 Sunrise, FL 33325. 2014 DonorCommunity, Inc.

DonorCommunity CRM UPLOAD GUIDE. Version 1.0. DonorCommunity, Inc. 13630 NW 8 th Street Suite No. 205 Sunrise, FL 33325. 2014 DonorCommunity, Inc. DonorCommunity CRM UPLOAD GUIDE Version 1.0 DonorCommunity, Inc. 13630 NW 8 th Street Suite No. 205 Sunrise, FL 33325 2014 DonorCommunity, Inc. ADMINISTRATOR GUIDE: DonorCommunity s CRM Upload Page 1 of

More information

Workplace Giving Guide

Workplace Giving Guide Workplace Giving Guide 042612 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

DocuSign Connect for Salesforce Guide

DocuSign Connect for Salesforce Guide Information Guide 1 DocuSign Connect for Salesforce Guide 1 Copyright 2003-2013 DocuSign, Inc. All rights reserved. For information about DocuSign trademarks, copyrights and patents refer to the DocuSign

More information

MyFaxCentral User Administration Guide

MyFaxCentral User Administration Guide faxing simplified. anytime. anywhere. MyFaxCentral User Administration Guide www.myfax.com MyFaxCentral Common Controls...1 Navigation Controls...1 Customize View...1 MyFaxCentral User Administration...2

More information

Broker Portal Tutorial Broker Portal Basics

Broker Portal Tutorial Broker Portal Basics Broker Portal Tutorial Broker Portal Basics Create Agent Connect Link Forgotten Password Change Your Broker Portal Password Delegate View Application Status Create Agent Connect Link Log in to your Producer

More information

2002 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or

2002 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or 041902 2002 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage

More information

Quick Start Program Advanced Manual ContactWise 9.0

Quick Start Program Advanced Manual ContactWise 9.0 Quick Start Program Advanced Manual ContactWise 9.0 Copyright 2010 GroupLink Corporation. All Rights Reserved. ContactWise is a registered trademark of GroupLink Corporation. All other trademarks are the

More information

Drake Hosted User Guide

Drake Hosted User Guide Drake Hosted User Guide Last Revision Date: 11/23/2015 Support.DrakeSoftware.com (828) 524-8020 Drake Hosted User Guide Copyright The Drake Hosted User Guide, Drake Tax Software, and any other related

More information

Data Enrichment Services Guide for Canada

Data Enrichment Services Guide for Canada Data Enrichment Services Guide for Canada 032708 2008 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

AFN-AccountsPayableEFTGuide-120506

AFN-AccountsPayableEFTGuide-120506 120506 2006 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage

More information

ACHieve Access 4.3 User Guide for Corporate Customers

ACHieve Access 4.3 User Guide for Corporate Customers ACHieve Access 4.3 User Guide for Corporate Customers January 2015 Citizens Bank 1 February 2015 Table of Contents SECTION 1: OVERVIEW... 4 Chapter 1: Introduction... 5 How to Use This Manual... 5 Overview

More information

012512 2008 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or

012512 2008 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or Conversion Guide 012512 2008 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

Institution/Department Administrator Manual

Institution/Department Administrator Manual ETS Major Field Tests Institution/Department Administrator Manual Updated: December 2010 Table of Contents 1.0 WELCOME... 1 1.1 INTRODUCTION... 1 1.2 COMPUTER HARDWARE AND SOFTWARE REQUIREMENTS... 1 2.0

More information