COMING SOON | Improvements to Patron Relationship Manager

[reyna]

New PRM filters are here! Head to the thread below to learn more about these amazing new filters we hope save you time and make it easier for you to deliver your benefits to patrons.

New PRM filters & shortcuts

Hey creators! To help you to better manage your patrons and deliver benefits at any time, we’ve made Patron Relationship Manager more useful. Customizable views, new filters, time-saving shortcuts and other improvements in Patron Relationship Manager are now available to all creators. Here’s the latest: ‣ Save time with shortcuts. Shortcuts instantly show you patrons who are “Active,” “New,” “Declined” or “Cancelled,” saving you time when greeting new patrons, resolving billing issues, and …