FlexiQuiz - Learning Path: For Everyone Quiz

1. Which of the following statements is not true about Accounts in PatronManager?

Accounts summarize the ticket order and donation activity of all Contacts within the Account.

Accounts can have a max of 2 Contacts.

Accounts are containers for Contacts.

2. The Navigation Bar on the Home Screen is a container for objects and features in PatronManager. What controls the items listed in the Navigation Bar and how do you change them?

The Gear icon on upper right side of the screen is where you set the items in the Navigation Bar.

These are the pre-set tabs that come with the system. They cannot be changed.

The App you're using controls these items. You change Apps by using the App Launcher (aka the waffle).

3. In PatronManager, Contacts could be described as:

Users

People

Households

4. Which is the best way to find out if Stephen Jennings is in your database?

Go to the Accounts tab and search for his name there.

Go to the Global Search Bar at the top of the screen and search for his name there.

Go to the Contacts tab and search for his name there.