Patrons CRM
Properties (Beta)

Create a Patron Property

1min

Properties can be easily created from two different locations. A property can be created directly on the patron record or from the Properties page.

Creating and managing Patron Properties can be done from the Properties page.

1

Navigate to Patrons and select Properties.

Document image

2

Click the Add Property button.

Document image

3

Select the type of property you would like to add. For this example, we will choose the number field.

Document image

4

Give the property a name and click Create to save the property.

Document image


Success! Your new property has been added to all patron profiles.



Properties can also be added to a patron's profile. To add a new Patron Property to all patron profiles follow the below steps.

1

Navigate to a patron profile. This can be done by searching for a patron via the global search bar and clicking their record, or via the Patrons menu under Database by selecting a patron.

Document image

2

On the patron record, locate the Add Patron Property link on the lower left of the screen and click to open the Create Property window.

Document image

3

Select the type of property to add and provide a name for the property. Then click Create to add the field.

Reminder - this property will be added to ALL patron records.

Document image


Your new property will appear now on the patron record and information can be added.

Document image