The heart of Theatre Manager is the Patron Window. This window contains demographic data on the patron, the patron's ticket and donation history, orders and payment records, and a great deal more. The Patron record is the central jumping off point to other places in Theatre Manager.

A 'Patron' is any person for whom information is recorded. Patrons may be ticket buyers, subscribers, volunteers, staff, donors, potential donors, media, members, vendors - just about anyone who has a relationship with your company on any level. And all this data can be accessed through the Patron window.

The Patron window is comprised of three basic parts.

1. Patron Personal Information.
2. Patron Detail Tabs.
3. Patron Account Tabs.

Throughout the demo, you will be introduced to each of these parts.

To bring up a Patron Record:

1. Click the Patron button in the main toolbar/ribbon bar.

The Contact List window opens.



For more information on the Contact List window click here.

2. Select a search option.



In this example the Name / Company search option was selected. The Name / Company search option searchs for what you type in the First Name, Last Name or Company fields. This search option is special because it will search anywhere in the field, meaning the name or company does not need to start with what you type in, it can be in the start, middle or end. For example, if you search for Don, the search will return Don, Macdonald and Mastadon.

3. Type the last name into the "Like" field.

Theatre Manager allows the use of the '%' wildcard when searching. The % wildcard substitutes for normal characters in a search string. For example, to search for people that sound like 'Smith', you could use 'Sm%th'. To search for all people who live on Main, you could use '% main' (this could find 123 Main Street, 895 Main Avenue, etc).



4. Click the Search button.

The results of the search will appear in the contact list.



5. Click the Patron # column header.

This button is located at the top left hand corner of the patron list window. When it is selected the list of patrons will sort by patron number. Clicking other column headers will sort the list by that column. An underlined column header indicates the column that the list is sorted by. Sorting in reverse order is also possible. Hold down the <CTRL> key (Windows) or the <OPTION> key (Mac) while clicking the column header. You can also sort by more than one column at once by holding down the SHIFT key (Windows and Mac) and clicking on the additional column(s) you wish to sort by. You can sort by up to nine columns.

6. Single click on the patron searched for.
7. Click the Open button.

The patron record will open. For more information on the patron window click here.