Patron Records & Households
The donor CRM: patron records, households, duplicate review, and import. Find a customer, patron list and search, giving history, contact details, do not email or mail, tags, export a mailing list, merge duplicates, families and couples, upload a spreadsheet or CSV from your old system
The Patron Record — What It Is and How It's Built
Understand how patrons are created, what data they hold, and how to search and export the patron list
The Patron Detail Page — Tabs and Giving History
Read a patron's giving history, ticket history, marketing consent, and custom fields in one place
Households — Grouping Patrons, Combined Giving
Create households, add members, view combined giving, and use them for one-email-per-household mailings
Reviewing and Merging Duplicate Patrons
Find duplicate patron records, choose a survivor, and merge all history onto the surviving record
Importing Patron Data from a Previous System
Bring Contact records over from a previous system, and know what still needs Noctern support