Learning Path: For Everyone Quiz

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1. What is Qualification in PatronManager?

The process of associating patron information collected online with Contacts in PatronManager to prevent duplicates

Running a report of all Contacts with matching addresses

Manually searching PatronManager for existing duplicate records using the Global Search Bar

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

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.

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

Accounts are containers for Contacts.

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

Accounts can have a max of 2 Contacts.

4. There are lots of great features in the system. Which feature will let you do all of the following:

Share updates about projects you’re working on
Send alerts to a colleague from a specific ticket order or donations
Share staff announcements
Share files with others (like cat gifs, or a show's house report)
Create polls for staff voting

Tasks and Events

Client Community

Chatter

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