The Patron Edge User Guides
Installation & Update
The Patron Edge 3.402 Update Guide (PDF 1.62M) 5 October 2011
This guide contains information and procedures for updating your software to The Patron Edge 3.402 on your network and workstations. Additionally, this guide contains explanations of new features specific to this version. It is important to note that you must have either Microsoft SQL Server 2005 Standard/Enterprise Edition (Service Pack 2 or higher) or Microsoft SQL Server 2008 Standard/Enterprise Edition installed. Your database server must be running either Windows Server 2003 (Service Pack 1 or higher), Windows Server 2008, or Windows Server 2008 R2. Windows Server 2000 is not supported. If you are interested in upgrading to 3.402, please create a case in Case Central.
The Patron Edge 3.401 Update Guide (PDF 2.56M) 28 January 2011
This guide contains information and procedures for updating your software to The Patron Edge 3.401 on your network and workstations. Additionally, this guide contains explanations of new features specific to this version. It is important to note that you must have Microsoft SQL Server 2005 Standard/Workgroup/Enterprise Edition, Service Pack 2 or higher installed to upgrade to this version. If you are interested in upgrading to 3.401, please create a case in Case Central.
The Patron Edge 3.340 Update Guide (PDF 3.28M) 25 March 2009
This guide contains information and procedures for updating your software to The Patron Edge 3.340 on your network and workstations. Additionally, this guide contains explanations of new features specific to this version. It is important to note that you must have Microsoft SQL Server 2005 Standard/Workgroup/Enterprise Edition, Service Pack 2 or higher installed to upgrade to this version. If you are interested in upgrading to 3.340, please create a case in Case Central.
The Patron Edge 3.310 Update Guide (PDF 3.62M) 7 July 2008
This guide contains information and procedures for updating your software to The Patron Edge 3.310 on your network and workstations. Additionally, this guide contains explanations of new features specific to this version.
The Patron Edge 3.240 Update Guide (PDF 2.70M) 21 May 2007
This guide contains information and procedures for updating your software to The Patron Edge 3.240 on your network and workstations. It also includes information about updating your language files and credit card process settings. Additionally, this guide contains explanations of new features specific to this version.
The Patron Edge 3.230 Update Guide (PDF 2.65M) 26 February 2007
This guide contains information and procedures for updating your software to The Patron Edge 3.230 on your network and workstations. It also includes information about updating your language files and credit card process settings. Additionally, this guide contains explanations of new features specific to this version.
The Patron Edge 3.220 Update Guide (PDF 1.76M) 22 November 2006
This guide contains information and procedures for updating your software to The Patron Edge 3.220 on your network and workstations. It also includes information about updating credit card processing and explanations of new features specific to this version.
The Patron Edge 3.215 Update Guide (PDF 1.05M) 19 September 2006
This guide contains information and procedures for updating your software to The Patron Edge 3.215 on your network and workstations. It also includes information about updating credit card processing and explanations of new features specific to this version.
The Patron Edge 3.210 Update Guide (PDF 1.40M) 4 August 2006
This guide contains information and procedures for updating your software to The Patron Edge 3.210 on your network and workstations. It also includes information about updating credit card processing and explanations of new features specific to this version.
The Patron Edge Installation Guide (PDF 1.09M) 6 October 2011
This guide provides details for installing The Patron Edge on your network and workstations. It also includes instructions on how to change your password and get started working in The Patron Edge.
Payment Application Data Security Standards Implementation Guide (PDF 1.09M) 15 November 2011
This guide includes information about how to use The Patron Edge in compliance with Payment Card Industry Data Security Standards (PCI DSS). It also provides information about steps your organization can take, in addition to using The Patron Edge, to comply with PCI DSS. Additionally, this document includes information about running The Patron Edge Online along with The Patron Edge in a PCI-DSS compliant environment.
System Guides
Database Administration Guide (BMC) (PDF 2.68M) 10 November 2011
This guide provides information about managing your database through the Blackbaud Management Console (BMC). It also includes an appendix containing information about automatically merging clients using a SQL Job and customising a direct debit file format.
Administration Guide for The Patron Edge (PDF 12.7M) 6 October 2011
This guide provides information and procedures to help you perform common Patron Edge administration tasks. These tasks include configuring system users, user groups, user profiles and user options. Additionally, this guide includes information about using organisation units, configuring the company table, and system administration tasks like configuring The Patron Edge for users with limited workstation permissions and managing language files.
Glossary for The Patron Edge (PDF 199K) 4 November 2011
This glossary defines words and phrases that are helpful to know as you work with The Patron Edge. If you encounter an unfamiliar term in the programme or documentation, you can check here to verify the term’s meaning.
Box Office Setup Guide (PDF 8.01M) 11 November 2011
This guide provides information and procedures to help you define your pricing structure, design your hall, add shows, build your events and merchandise items, donations, coupons, package deals, cancellation fees and VAT. Additionally, a checklist is included to help guide you through the box office setup process.
Series Guide (PDF 3.41M) 9 November 2011
This guide contains information and procedures to help you build series in The Patron Edge and includes checklists to guide you through each task. Additionally, this guide provides information to help you prepare your series records for renewal.
Membership Guide (PDF 2.52M) 9 November 2011
This guide contains information about setting up memberships in The Patron Edge and includes checklists to guide you through each task. It also provides procedures for defining memberships with or without events and information about adding and applying membership benefits.
Document Design Guide (PDF 2.81M) 9 November 2011
This guide contains information and procedures for designing documents to use in conjunction with your ticket sales. It includes information about designing several specific types of documents, including tickets, labels, merchandise documents, group sales documents, confirmation email messages and itemised receipts.
Loyalty Programme Guide (PDF 2.11M) 14 November 2011
This guide explains how to create and use loyalty programmes that award loyalty points to patrons who purchase items from your organisation. As a member of a loyalty program, patrons can redeem these points for future purchases. Additionally, this guide explains how patrons become members of a loyalty programme and how to manage loyalty points through CRM.
Gift Aid Guide (PDF 1.45M) 14 November 2011
This guide explains how you can use Gift Aid with The Patron Edge to increase the value of donations. It also includes information and procedures for setting up Gift Aid processing in The Patron Edge.
Client Relationship Management (CRM) Guide (PDF 11.9M) 9 November 2011
This guide contains information about working with client records in the CRM module and includes procedures to help you accomplish CRM-related tasks. These tasks include adding and editing client records; adding groups; viewing booking information; adding, editing and renewing a series; adding donations; and configuring client mailings.
General Admission Sales Guide (PDF 13M) 9 November 2011
This guide is designed for general admission organisations and includes information and procedures for accomplishing sales tasks in the general admission sales screen. These tasks include selling, reserving, exchanging, and returning tickets. We also provide procedures for processing group sales, memberships, donations, package deals, and applying coupons.
Reserved Seats Sales Guide (PDF 14.4M) 9 November 2011
This guide is designed for reserved seat organisations and includes information and procedures for accomplishing sales tasks in the standard sales screen. These tasks include selling, reserving, exchanging and returning tickets. We also provide procedures for processing group sales, series, donations, package deals and applying coupons.
Sales Keyboard Shortcut Reference Sheet (PDF 27K) 19 October 2008
This document lists keyboard shortcuts you can use to accomplish common tasks and navigate on the standard sales screen.
Payments Guide (PDF 8.37M) 14 November 2011
This guide provides you with detailed information about the payment options available in The Patron Edge and the tables used to define payment methods.
Marketing and Query Guide (PDF 3.43M) 14 November 2011
This guide explains how to configure and use marketing campaigns and marketing channels in The Patron Edge. It also explains how to use other marketing tools such as geodemographic profiles, client preferences, event interests and selection codes. Additionally, this guide covers how to use the Marketing Mailing Query Builder to filter customers by specific criteria and create reports, mailing lists and mailing labels that are essential for marketing campaigns.
Barcode Scanning Guide (PDF 2.43M) 10 November 2011
This guide provides information and procedures for setting up and using wired and wireless barcode scanning in The Patron Edge. With barcode scanning, you can define, print, and scan ticket and membership barcodes to provide access control for events and shows. Ticket scanning functionality is also helpful in expediting ticket refunds and exchanges. Additionally, membership scanning helps streamline the membership information look-up process and expedites general admissions sales transactions.
Note: Wireless scanning is available only with the optional module Access Control.
Reports Guide (PDF 3.76M) 11 October 2011
This guide contains information about setting up and running reports in The Patron Edge. It includes procedures for generating reports in Administration, as well as using the Reports Wizard. With reports, you can extract and analyse your ticketing data to evaluate sales, verify reservations and monitor seat capacity quickly and easily. You can also analyse marketing efforts, monitor sales results, compare trends and generate profiles of customer information and other ticketing related activity.
The Patron Edge Crystal Report Runtime Viewer (PDF 1.33M) 10 November 2011
This document provides information about building custom Crystal reports and integrating them into The Patron Edge.
The Patron Edge and The Raiser's Edge Integration Guide (PDF 4.55M) 11 October 2011
This guide provides information about preparing for and using integration between The Patron Edge and The Raiser's Edge. The process of effectively configuring integration between the programs is vital and requires input from both the box office and the development office. Because configuring the integration is so important to your success, the implementation is usually handled by a ticketing systems consultant who works closely with your organisation.
The Patron Edge Online
The Patron Edge Online 3.4.1.3 Update Guide (PDF 1.06M) 5 October 2011
This guide contains information and procedures for updating The Patron Edge Online to version 3.4.1.3. Before running the update, make sure you review the pre-update considerations provided and follow any requirements that apply to you. Additionally, this guide contains explanations of new features specific to this version.
The Patron Edge Online 3.41 Update Guide (PDF 1.19M) 14 June 2010
This guide contains information and procedures for updating The Patron Edge Online to version 3.41. Before running the update, make sure you review the pre-update considerations provided and follow any requirements that apply to you. Additionally, this guide contains explanations of new features specific to this version.
The Patron Edge Online 3.35 Update Guide (PDF 1.22M) 9 June 2009
This guide contains information and procedures for updating The Patron Edge Online to version 3.35. Before running the update, make sure you review the pre-update considerations provided and follow any requirements that apply to you. Additionally, this guide contains explanations of new features specific to this version.
The Patron Edge Online 3.33 Update Guide (PDF 2.18M) 7 July 2008
This guide contains information and procedures for updating The Patron Edge Online to version 3.33. Before running the update, make sure you review the pre-update considerations provided and follow any requirements that apply to you. Additionally, this guide contains explanations of new features specific to this version.
The Patron Edge Online Installation Guide (PDF 1.84M) 5 October 2011
This guide contains information and procedures for installing The Patron Edge Online. It also includes a chapter detailing pre-installation tasks you should complete prior to running the installation, as well as security considerations and guidelines for configuring SQL Server, IIS, and Internet Explorer.
The Patron Edge Online System Overview (PDF 1.31M) 10 November 2011
This document provides an overview of Patron Edge Online system functionality you can configure and use on your public website.
Getting Started Guide (PDF 12.7M) 10 November 2011
This guide is designed as a supplement to your Blackbaud implementation engagement. It provides information and procedures to help you configure your administration and public Web sites. Additionally, it walks you through the administration site Setup Wizard and includes a checklist of recommended getting started tasks.
Site Design Basics Guide (PDF 2.95M) 10 November 2011
This guide explains how to configure your public Web site in The Patron Edge Online, including detailed instructions for creating and modifying interfaces, screens, screen parts and menus. Additionally, we have included guidelines and considerations for the site design process.
eCRM Guide (PDF 2.96M) 10 November 2011
This guide contains information and procedures for configuring the appearance and functionality of eCRM on your public website, such as defining internet address and phone types, editing site settings, and configuring the fields available when a customer creates a new account. This guide also provides procedures to explain how your customers can use eCRM to manage their account information.
Combo Screen Guide (PDF 2.92M) 5 October 2011
This guide describes how to use the Combo Screen optional module to set up “combos” of multiple events to sell online.
Site Settings Guide (PDF 983K) 10 November 2011
This guide explains site settings in The Patron Edge Online, which are parameters you configure from the administration site to control specific aspects of functionality on your public site. You can make various functions active or inactive and control presentation options related to site functionality.
Print at Home Guide (PDF 3.09M) 11 November 2011
This guide provides information and procedures for setting up and using the Print at Home feature in The Patron Edge Online. It walks you through system configuration, designing tickets, and displaying Print at Home as a delivery method. Once set up, customers can conveniently print tickets from the confirmation page when buying tickets on your public Web site.
Administration Site Guide (PDF 5.63M) 11 October 2011
This guide provides information and procedures to help you perform common Patron Edge Online administration site tasks. These tasks include setting up system users and assigning access privileges, performing site maintenance and monitoring site activity.
Online Series Renewal Guide (PDF 1.57M) 11 November 2011
This guide provides information to help you setup, configure and process series renewals using The Patron Edge Online.
Patron Edge Online Helpfile 7 January 2009
This searchable helpfile provides information and procedures to help you configure and manage your Patron Edge Online administration and public websites. It includes all current Patron Edge Online user guide content except for the information contained in the installation and update guides.
