Finding a Specific Patron

Finding a patron is the same in Marketing as in other PatronBase modules. Click the Find icon in the toolbar, or locate the Find Patron menu item. In Marketing, it is in the Maintenance menu.

Type part or all of a patron’s details into one or more of the fields in the Findwindow. As you enter information, a list of matching patrons will appear on the right side of the Find window. The more information you enter, the shorter the matching list will be. Partial words are matched, so entering "forth" in the Bus/Last Name field will find Alex FORTH, Dakota DANFORTH, and Kelly SMITH FORTHINGTON.

Double-click a patron from the list, then click the Select button.

The Patron window will appear with the details of the selected patron for you to view and edit.