Edit Patrons

During the Advance Sales process, you can select an existing constituent record to associate with an order. You can load an individual or organization record, as well as a household or group record. After the record is loaded, you may need to update patron information.

The type of information you edit depends on the type of constituent record loaded. For example, if you load an individual and select the Edit button in the Patron section next to the magnifying glass, you can edit the individual’s personal information. If you load an organization record, you can edit organization details.

Note: For more information about how to edit constituent information, see the Constituents section of the help file.