Patrons CRM
Properties (Beta)
2min
Properties are rolled out to all accounts and will be included in the Patron Database in the coming weeks. During this initial rollout, these properties are not reportable.
Properties allow the addition of information fields to your patron records. These items are added to a patron profile by an admin and are not something the patron will be able to access or fill out.
The addition of a patron property adds that field to every patron record in the database. You can add as many custom properties as you wish to your patron records.
The following types of properties can be added.
- Text Box
- Short Answer Text Box
- Number
- Checkboxes
- Single Checkbox
- Dropdown
- Date
- Ludus Admin
- File Upload (including):
- jpeg
- png
- gif
- pdf
- CSV
- xls / xlsx
Note: If using the "File Upload" property, the maximum size that can be uploaded is 10MB.

Did this page help you?