The patron record page is gaining a new way to view details: we call it the Patron Timeline. Over the next few months we will be developing and regularly deploying improvements to this new feature of the Patron Profile. We welcome your feedback.
Toggle Between Tabular And Timeline Views Using Tabs
Every aspect of the patron record you are used to remains accessible on the default Tabular View. The Timeline View will be where you will be able to see an increasingly detailed list of patron activity and interactions.
Timeline View: Starting Out With The Basics, Rapidly Improving
In this initial release, we itemize ticket, package, product, and gift card purchases as well as donations made. Subsequent releases will be adding additional information The different types of actions are succinctly labeled and also color-coded for at-a-glance reference.
More To Come! Your Feedback Is Vital
Over the next several releases, you will start to see the Timeline View become more robust and comprehensive. This happens best, of course, when we get the feedback of you OvationTix users that are really putting the features to work. So, click on that Feedback tab on the right side of the screen, or send a message to your account rep or our Client Services team, and let us know your thoughts.