Patrons CRM

Properties (Beta)

2min
note 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 patron records these items are added to a patron's profile by an admin and are not accessible or filled out by the patron adding 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 10 mb