Version 10.06

Version 10.06 is the first major release in over a year and a half. Upgrading Theatre Manager may simply require installing the latest version - or a bit more. Refer to the update options. Depending on your circumstances, you may need to do one or more of:
  • re-install the Theatre Manager application on each workstation if it has not been done recently. This is a walk-around install
  • update the version of postgres to one of the following:
    • 9.3.15 (or latest in the 9.3.x branch)
    • 9.4.10 (or latest in 9.4.x branch)
    • 9.5.7 (or latest in 9.5.x branch)
    • 9.6.3 (or latest in 9.6.x branch. NOTE using 9.6.x is preferred/best option)
  • apply some updates for the responsive web pages, although all current responsive pages should work with the updated version of Theatre Manager. Note: there are no changes to classic web pages
  • readjust settings for the Director web services to re-balance resources allocated to the web processes
  • update apache and some settings

The conversion of timestamp data to be timezone aware could take a significant time and is dependent on the number of tickets and eblasts in the database. Most venues will update relatively quickly.

Allow about an hour for the actual TM upgrade to run before web sales can come back online -- if you have a larger database.

Key Changes in Version 10.06.00

The following changes have been made to Theatre Manager since version 10.05

  1. Version 10.06.00 was audited under PCI 3.1 compliance (Oct 30, 2015) and is approved for existing customers. New customers must install Version 11 (audited under PCI 3.21).

    This includes:

  2. The use of Apache for load balancing classic listeners is no longer required (or supported). All listener processes are now controlled by the Director
  3. Add some compatibility with an external product called Donor Search. This will allow sending patrons data from Theatre Manager to Donor Search for wealth screening (major donor identification and research) and importing the results back to Theatre Manager. The imported wealth data can be used in mail lists searches - and links made to the donor search data.

    A few TM venues use this tool, so we decided to integrate the process of accessing the wealth data. Using Donor Search requires the venue to have an account with Donor Search -- The Theatre Manager component is to enhance that capability.

  4. Allow a venue to specify which outlets that can sell their tickets online and/or the box office.
  5. Improvements to the online season subscription sales process to help support quick renewal and optional events
  6. The classic web listener is now capable of handling requests for all outlets to help multi-outlet situations run with fewer classic listeners on the servers
  7. Implement timezone capability so that Theatre Manager could be used in a multi-timezone operation.
  8. Major improvements to many areas of Theatre manager to handle foreign currency payments
  9. Some usability changes in Facility Management

Point Release Version History

Point releases are minor version fixes and small enhancements to any particular version.

  • 10.06.06 - Dec 5, 2015
  • 10.06.08 - Jan 6, 2016
  • 10.06.09 - Jan 8, 2016
  • 10.06.12 - Jan 12, 2016
  • 10.06.15 - Jan 17, 2016
  • 10.06.17 - Jan 18, 2016
  • 10.06.19 - Jan 22, 2016
  • 10.06.20 - Jan 23, 2016
  • 10.06.22 - Jan 31, 2016
  • 10.06.25 - Feb 5, 2016
  • 10.06.26 - Feb 14, 2016
  • 10.06.28 - Feb 22, 2016
  • 10.06.29 - Feb 25, 2016
  • 10.06.33 - Feb 29, 2016
  • 10.06.42 - Mar 17, 2016
  • 10.06.43 - Mar 20, 2016
  • 10.06.44 - Mar 22, 2016
  • 10.06.45 - Mar 24, 2016
  • 10.06.47 - Mar 31, 2016
  • 10.06.48 - Apr 6, 2016
  • 10.06.49 - Apr 15, 2016
  • 10.06.51 - Apr 21, 2016
  • 10.06.52 - Apr 25, 2016
  • 10.06.54 - Apr 28, 2016
  • 10.06.58 - May 26, 2016
  • More recent versions

Web Sales

  • In a significant overhaul to the web services processes, all web services are now outlet independent. That means that any web listener can process the request of any outlet. For single outlet venues, this has no practical effect. For multi-outlet venues, it simplifies the setup in the Director. For the most part the total number of classic listeners should be about the same as the number of second gen listeners - or- 2.
  • Increase the size of the TMSource web referral tracking parameter from 100 character to 500 to accommodate more variety in the parameter
  • Add a notification feature to company preferences so that you can have TM automatically send a specified email address in your organization with a copy of all completed web sales. This adds to the number of emails processed but can be used to provide a visual record of sales for a day in case of issues. Some of the payment service providers provide an email on the payment and this extends that to the entire purchase.
  • The web listener monitor (Patron Sales->Web Sales Module) has been removed. Web sales can only be started with the Director
  • All responsibility managing the update of a classic listener has been shifted out of the classic listener and over to the TM Server. That means you can install a point release update to TM and well sales will keep on running with the older version. Sometime within the half hour, the TM server will manage the update to each classic listener one at a time so that web sales continue unabated.
  • Add more support for page moved response status (301). This typically happens when a web request it automatically elevated to https. Also add support for Nginx 301 page redirects
  • Enhance TM interface to allow entry of google analytics user account into company preferences. If entered, the web pages will now automatically enable the google analytics code.
  • You can now specify on event detail window which other outlets can sell your tickets online and which ones can sell tickets at the box office. The outlet sales list can now be different for box office and web.
  • Add a feature to help decode the user-agent setting on a shopping cart detail window. The user agent information has been stored in Theatre Manager for a long time - and this helps you find out what one means. (The user agent list is very large and changes constantly) (10.06.08)
  • Added a password strength checker to the responsive web pages to provide feedback to user if their password is weak or strong (10.06.12)
  • Added responsive page 'class=form-control' feature to the popups for searching for seats by section or price code. This means you can now show more of the price codes or sections in a list - if you download the latest responsive page templates and put them in place. (10.06.12)
  • Added a folder to the default web pages that contains a number of optional icons for steps 1 to 3. They are of various shapes and colours and can be used to improve the look of the event search window steps (10.06.12)
  • Fix issue showing menu to select course participant (10.06.15)
  • Added some responsive web code for the mail lists that were confirmed for double -out-in (10.06.15)
  • Alter 7 error messages in TMerror.txt to be a bit more circumspect and give out a common message when email addresses & passwords are rejected. Because the messages are exactly the same, you can't tell why the email is being rejected (PCI/OWASP suggestion - 10.06.19)
  • Second Gen listener has a small fix to address venues adding an invalid search parameter on the event search window - by deliberately ignoring it rather than reporting an error (PCI/OWASP suggestion -10.06.19)
  • enhance the options for post dated payments online. Implementing any additional options require a custom web page change. (10.06.22)
  • Add the email titles of the 7 key emails sent by Theatre Manager to the tmError.txt file. This will allow customization of the email titles for a venue and per language (10.06.28)
  • Add an option to Company Preferences -> PCI tab to allow a couple of levels of password complexity for patrons. Historically, passwords have always been forced to meet minimum length requirements and complexity is shown during entry to entice a patron to make the password complex enough. Enabling complex passwords will case the patron's login password to be rejected if does not meet the minimum complexity requirements in addition to length. (10.06.29)
  • Display the full error message if subscriptions fail to be priced instead of a generic 'subscription error' - so that everybody sees the true root of the problem such as missing price codes, promotions, seat availability ,etc (10.06.41)
  • Small improvements to speed of actual checkout due to caching of data. This will be most apparent when many patrons are buying the same set of events and performances (10.06.41)
  • Fix a classic web listener startup situation (10.06.42)
  • Add capability of displaying a font-awsome icon in the seats that are sold for the pick-your-own seat map. This feature requires updating the standard web pages in the tmMaps folder at a minimum. (10.06.58)

Season Subscriptions

  • Allow creation of a 'grouped' subscription which brings together one or more season subscriptions. This can be used online to allow easier booking of multiple subscripiton packages
  • Improve the support for optional events within a subscription and removing the ones that patrons do not want
  • Allow use of plugins on payment tab for season subscriptions
  • Fix some minor issues and messages with the season rollover process. (10.06.08)
  • Fix an issue where custom subscription renewal notices would not show a picture or update properly. This problem introduced late in version 10.05 during optimization of database activity. The company logo was not available to be part of the data merged onto the renewal notice and now is. (10.06.09)
  • Improvements to the check out process when the full order amount (for subscriptions) can be added as a single post dated payment at a future specified date. (10.06.09)
  • Altered the book-the-season process at the box office so that manually adding on events does not add additional fees unless they were originally per ticket. If you process multiple subscriptions in one order, the per subscription order fee will be added (as before). If there is a per ticket order fee, it will not apply to the original booking, and then increase to its maximum when tickets are added on to the order. In the past, add on tickets had fees applies independently. (10.06.22)
  • The season subscription 'description' field has been updated to 100 characters (10.06.25)
  • Improve the printing of suggested donation amounts on subscription renewal notices where there are multiple subscriptions on one order form. If there is a suggested donation amount for each subscription package, TM will now aggregate that for the patron and show the total suggested donation amount (10.06.41)
  • Improve handling of subscriptions with multiple optional events that are sharing the same control house and have different series codes - where the optional item(s) can be different for each package as a result (10.06.41)
  • Address an issue that was preventing merging multiple season subscription packages into a common package (10.06.45)
  • change the behaviour if paying for a subscription at time of booking with multiple payments. Previously TM assumed that the patron was paying with a single payment or all post dated payments. Now, if a partial payment is applied, TM will ask for the balance (10.06.49)
  • Dramatic speed improvement in suggesting seats for NEW subscription online (10.06.51)
  • Add a report to show progress statistics by number of seats (in addition to number of subscriptions (10.06.54)

Patron window and sales

  • Add support for tel:links to the patron contact area. This means that on OSX (10.8 and later) and recent windows platforms, you can click on the phone number and it may open the phone application for you on a phone associated with the machine.
  • Add some transactions to track primary address and phone changes to a patron at the box office. The audit transaction is created after closing the contact card window, regardless of the number of changes made to the patron address. Only primary changes are kept, not any of the ancillary ones such as additional phone numbers.
  • The tooltip shown when hovering over a map will no longer show the specific seat note if the seat notes are not enabled for that seat
  • If seat notes are enabled and the ticket is sold, then the note will appear in the lower list containing all the tickets that were purchased. This was a cosmetic problem only.
  • Allow opening a shopping cart from the context menu on an order list in the patron window.
  • Added passport expiry date to go with the passport field
  • Add cross-outlet transaction filtering for audit transactions (type 'A'). This will allow one outlet to change the patron data, and other outlets to see the audit trail of the change.
  • A quick exchange of tickets will now go directly to the sell window so that all a user needs to do is change the price
  • Improve the patron duplicate search function (10.06.11):
    • Added primary phone number as a search field to find duplicates. For example, you can now search by name and phone number to see if there are duplicates.
    • added colour coding to groups of possible patron matches. The text colours alternate between light blue and darker red. This delineates which groups of patrons might be merged from the next group of patrons. To remove the colour coding, just search the list again.
    • when searching a list, added a prompt to 'remove' all patrons from the list that are not identified as matching. This means that the list would automatically be shorter with only possible duplicates on it.
    • Improved the final window when describing what auto-merge will do, specifically it describes which fields will be ignored.
    • Minor performance improvements when opening the patron window by consolidating and reducing some SQL. (10.06.41)
    • Allow outlets to see any order containing their own ticket sales and other transactions, even if another outlet initiated and owns the actual order. This allows you to add tickets, print invoices or make other alterations to the order. (10.06.47)
  • add duplicate search to the who's in list on the patron mail list detail window
  • Add a context menu item to the patron list and mail list 'whos in' that will show you the household members that are associated with the selected patron (10.06.14)
  • Enhance search for duplicate patrons to only select primary phone rather than require some other field in addition to primary phone (10.06.20)
  • Optimize the amount of SQL sent to/from the servers during the sales and refunding of tickets. On networks with higher latency, you should see a significant improvement in the performance and things should just 'seem' faster (10.06.41)
  • Fix a minor issue with printing address tickets in a multi outlet scenario where the primary address is different in each outlet. TM will now print the primary address associated with the current outlet, instead of the primary address associated with the main outlet (10.06.43).
  • Allow editing of a shredded credit card to replace the shredded card with the full card data on the patron window (10.06.44)
  • Change the column header for 'year' on patron statistics tab to be 'year-statistics' which reflects that the column is not based on fiscal year. IT is based on donation program year, event performance season, gift certificate year, etc. It has been designed this way to allow users to align things like subscriptions and future donation revenue into a concise view of a year. (10.06.45)
  • Add a feature to indicate that a patron (in a household) is no longer part of the household. (10.06.52)
    • This would most commonly be used to indicate that a person is no longer an employee of a company, but they have lots of data under them (like corporate donations) and a simple name change of the patron is not what is wanted.
    • The feature is a checkbox on the marketing tab called Not in household.
    • A person that is no longer part of the household cannot be printed on a mail label
    • In outlet versions, this is probably something that should be used in all departures of employees from a company.
  • Move patron gender to a code table so that venues can add their own and show the popup on the marketing tab in the patron window. The gender table is initially populated with Male/Female/Unknown - just like today -- and those values may not be changed. You can add others - such as 'Prefer Not to Say' or whatever you wish. This feature is in response to the requests from about a dozen venues, especially those that are selling courses and education to children. Allowing selection of gender online will require a change to the existing web page tmMarketingFields.html to use the popup menu as per the code above. If you do not capture gender online, you do not need to change the web page. (10.06.58)


  • Make it easier to enter EFT payment values for a regular payment. The bank-branch-account information is now separated into their own fields. (10.06.12)
  • Fix an error message with EFT post dated payments suggesting that the bank number was incorrect for certain values. (10.06.12)
  • Vastly improve acceptance of credit cards in different currencies at the boxoffice and online (10.06.26)
    • This means that you can set up a USD and/or CAD merchant account (or more currencies if you want).
    • On the payment window, the box office staff can select the currency that the patron wants to pay in.
    • If there is a card payment method set up for that currency, enter the card
    • Theatre Manager converts the balance to the equivalent foreign amount using the most recent exchange rate in the currency exchange table
    • The patron's credit card is then charged for that amount (in the foreign currency) and the balance is paid
  • If a foreign currency is taken as a payment, it is associated with the appropriate exchange rate in the exchange rate table. From that point on, the entry in the currency exchange table cannot be changed. If there is a new exchange rate, duplicate the record and set the new rate. This will provide an audit trail of when a rate was established and when it was changed. (10.06.26)
  • Credit cards paid in foreign currency have an icon beside them on the patron payment window for easier identification (10.06.26)
  • In the prior payments window, if you select a credit card in a foreign currency to refund the payment to, TM will find the merchant account and recalculate the exchange rate for the refund based on the most recent exchange available (10.06.26)
  • When setting a new credit card payment up, default the payment to use a credit card server and require the CVV2 number. (10.06.26)
  • Add support to recognize forthcoming MasterCard credit cards that may be in the 222100 to 272099 range. Mastercard requires recognition of the card ranges by Oct 2016 with release of cards starting with those numbers in 2017 (10.06.44)
  • End of Day

    • Bambora Only: Revise the end of day balance totals to include the authorized post dated payment amounts in the current batch when comparing to batch totals. (10.06.08)
    • While doing the end of day, if you were viewing the deposit detail list by patron, removing a payment would cause the list to be sorted by some other value. This has been fixed so that the list is sorted by the last sort criteria after the payment is removed (10.06.10)
    • Eliminate checking of totals and post date payments when stepping backward from step 2 to step 1 in the deposit process. This prevents some associated dialogs from appearing when they only made sense when going forward to complete the deposit process. (10.06.10)
    • If the last credit card for a merchant account is removed from the deposit, the end of day process will no longer check that merchant account for batch totals and display any message indicating problems with the merchant account (that did not exist) (10.06.11)
    • Allow authorization of cards during end of day even if past the batch settlement limit. This feature was only in place for Global Payments in Canada - and is no longer required. It means you will be able to finish a deposit after an extended absence, and then begin taking credit cards at the box office. (10.06.12)
    • The deposit process shows any credit card that was accepted in foreign currency for easier identification if you take multiple currencies (10.06.26)
    • Significantly optimize the amount of SQL sent to/from the servers during the end of day processes. On networks with higher latency, you should see a significant improvement in the performance during end of day, and on most networks, deposits, create sales entries and posting should just 'seem' faster (10.06.41)
    • For venues using PCI schedule 'C' compliance, add a test during end of day to force shredding of any additional cards that might have been left un-encrypted (due to future post dated payments set up prior to converting to schedule 'C') and ensure that they are shredded as soon as the final post dated payment for that card is processed (10.06.41)
    • Address a problem for payments to donations in restricted funds - it was not assigning the account number during end of day(10.06.49)

    Events and Dates

    • Add a feature to opening the shopping cart directly from the play attendance window if the ticket is a result of a web sale. (10.06.08)
    • Show the ticket print count (and printed by) on the attendance window. This will assist finding tickets re-printed multiple times for any reason. (10.06.08)
    • Add an explain button to the setting of attendance from the event 'attendance' tab (10.06.22)
    • Fix an issue enabling allow to sell tickets at the box office to other venues (10.06.26)

    Passes and Gift Certificates

    • Add permission to permit printing a pass or gift certificate if it is not fully paid for. (this is not recommended)
    • Add permission to allow redemption a pass or gift certificate, even if it is not fully paid for. (this is not recommended)
    • Add setting that requires a patron to provide the control number and redemption password online, even if they bought the pass. This is best used when you do not wish the purchaser to have automatic access to the pass.
    • Expanded the number of characters that can be used for the pass/GC password. TM will now support A-Z and 0-9
    • Prevent redemption of inactive passes to make passes like other items with an 'active' flag. This making a pass inactive kills its use dead. If you want to allow a pass to be sold for a specific period and then redeemed at any time, you will need to use the date of sale fields
    • When creating a new ticket face, make the pass/GC control number left justified without leading zero's. The field is character, so the leading zero's would cause an issue when entered online. If you print passes to ticket faces, you may wish to look at the ticket faces to fix this for the future.
    • Added a default fiscal year to the pass/gift certificate setup -> accounting tab. Normally, this is set to blank, but you can enter a year into the field. When a new pass is created, it will use the greater of the current fiscal year in company preferences or the default fiscal year from the pass/gc setup. This could be useful when selling play passes for a future year to ensure that they are allocated to the right financial year. Note: if the default fiscal year is zero on the pass, then the new pass is created with the current year on it, just like before. (10.06.44)

    Facility Management

    • Add project number and order number to the title in the project window
    • Add a context menu to the patron window (in the order tab) to make it easier to open a project if it is part of an order.
    • Fix an issue where adding a new task via the event window and attaching it to an existing project at the same time - attempted to remove personnel activity history records that we re not attached to any task.
    • Fix a small issue showing the calendar view of 'resources' on the calendar window (10.06.26)

    Time Zone Awareness

    • All time stamps in Theatre Manager are now time-zone aware. This allows a venue to operate their database servers in a different time zone than the workstations and have calendars and other fields like date entered show the appropriate local time.
    • The timezone field on company preferences Reports/Misc should automatically update to something appropriate to the timezone you are in. You may need to look at it and adjust it if your timezone is an odd duck and could not be easily identified (eg Saskatchewan). The timezone of the database should match the timezone in company preferences for most cases. However if a workstation is permanently in another time zone, you can enter a setting in your preferences file to let Theatre Manager know and dates/times will automatically adjust to your specified time zone (almost nobody should need to do this)

    Mail lists

    • Added some ground work to allow mail list building to be deferred and done as a batch job in the background. The visual display indicators are in place as of this version. Actual background building of mail lists will come in a later point release.
    • Duplicating a mail list turns off double opt in for the copy of the mail list. This means that turning on the double opt-in will ask if emails are to be sent to patrons for confirmation.
    • Add the feature to look for duplicate patrons within the mail list using the same tool as finding duplicates in the patron list window (10.06.10)
    • Fixed an error with sending double opt-in emails to a patron when they were manually added to a double opt-in mail list (10.06.12)
    • Allow right click on a patron in the list to show the household patrons associated with the main patron (10.06.14)

    Form Letters

    • The giving level information have been added to form letters, especially relating to donation merges.
    • Implement the group level security feature on a form letter so that usage can be controlled (10.06.28)
    • you can now designate which template letters can be set up as a Cover Letter. those are then the ones that appear in the email invoice to patron window. This lets you limit the form letters that people can choose from - in addition to the permissions on letters. (10.06.52)


    • Added a note to the coupon set up so that you can describe its purpose or ad in a URL to the notes if the coupon is for pre-access to events. This will make it easier for patrons with the coupon in the cart to have a link to the events that the coupon provided pre-acess to (10.06.24)


    • Add small allowance for bottom margin on invoices when printing detail lines in case some of the detail lines do a line wrap. This will cause proper pagination on each page of the invoice. (10.06.09)
    • Add 'exporting of order fee types' and 'order fees within an order' to the export menu (10.06.09)
    • Added formal name, publication name and greeting name to the mail list telemarketing report. alter the width of the portion of the report that shows the events that the patron has purchased tickets for to make it a little wider (10.06.09)
    • Fix a pagination problem on invoices when the detail line for a ticket or other item went over multiple lines at he page break. In the new version, a small allowance is made for a multiple line detail record and the invoice will skip to anew page and print a title. This typically only appeared if the event title was really long and if the patron had purchased many tickets which were printed in detail mode (instead of summary mode), enough to get to a second or third page (10.06.09)
    • Add patrons email address to donation tax receipts so that you can print to PDF and then manually email them. The email address is set as a parameter on the report (10.06.16)
    • Fix issue with some reports showing black bar on the report (10.06.17)
    • Add support for counting by full postal/zip code to the postal code count reports (10.06.20)
    • Changes to all the till balance, deposit and payment reports to show the foreign exchange value for credit cards and/or cash (10.06.26)
    • Updated some export fields names for a bit more consistency amongst various data record (10.06.28)
    • Update the transaction report by patron (rTransPatorn) to sort by name instead of by patron number and to provide totals (10.06.28)
    • Fix an SQL error when using donation receipt number as the search criteria (10.06.35)
    • Show the earned revenue accounts on the event detail setup report when only earned revenue is being used. Also, truncate any of the account descripitons and meanings if they are long-ish so they don't overlap the account number. (10.06.41)
    • Change the order detail reports to provide better totals in the sales column (10.06.41)
    • Change column name of performance number for transaction reports to be 'performance #' instead of '# Perf' for clarity. (10.06.45)

    Misc Changes

    • Improve searching for employees on the employee list to better display inactive and locked out employees. This will allow an administrator to spot those locked out and re-instate them more efficiently.
    • Fixed an issue where searching for a form letter in a lookup generated an error
    • Improve the 'Ping Computer' window for determining access to other services. It will not try to do more than ping by attempting an http connection in some cased to see i the service is available.
    • Class roster report now allows printing of the MKT_DATE1 and MKT_DATE2 custom fields on it
    • Fix an issue where the fiscal year was not being calculated correctly under some circumstances. The update will recalculate marketing, donation, volunteer and membership type totals
    • Allow shredding of the credit card on the patron credit card tab earlier than the retention period if the user is a master user. This allows you to get rid of card data if you want at any time.
    • Fix an issue that was preventing some employees from merging together
    • Allow conversion of an event from reserved seating to festival seating after tickets have been sold.
    • remove the blue 'style' coding from the transaction display window so that totals summary displayed when a number of lines are selected will show all the information
    • Work around an issue in OSX (Yosemite and El Capitan) where a report printed to PDF can be viewed in Preview but shows up as blocks and squares when actually printed from Preview. The same document prints fine if opened in Adobe Reader.
    • Fix a display issue for error messages if the user has set the message bar to be at the top of the window instead of at the bottom. (10.06.12)
    • Make the password entry fields longer for people trying to log in who have long passwords and large screen fonts turned on. In some cases, there might not have been enough space to enter all letters of the password without allowing the field to scroll (10.06.14)
    • Add support for auto-logoff after inactivity to computers in a time zone different than the database server. (10.06.17)
    • Add a tab to the plugin detail window to show where plug-ins are used (10.06.22)
    • Plugins may now be designed to add passes to an order automatically. This allows a venue to offer a free admission pass to specific events should a certain ticket purchasing threshold be achieved (10.06.22)
    • in the Theatre Map setup window, you can now view the performances associated with that venue map in a tab on the window. This allows you to manipulate a number of performances such as enabling them for sale from one spot (10.06.22)
    • The exchange rate for cash payments has been removed from Company Preferences. Instead, if you accept cash payments in another currency, you will need to set up the currency exchange rate in the currency table (10.06.26)
    • The login window has been given an inactivity timeout of 5 minutes. If the employee does not login within that time frame, Theatre Manager will close. This frees up database connections and resources, while making upgrades easier (10.06.26)
    • Allow plug ins to add coupons to carts and gift certificates to orders (10.06.27)
    • Update Theatre Manager installer to include OpenSSL 1.0.2f (10.06.27)
    • Improve performance of closing windows by caching the updates for a number of minutes. For those using postgres 9.5, it will use a background job and make it even faster (10.06.33)
    • Change display of patron address to use instead of mapquest (10.06.33)
    • More improvements in closing windows and saving window preferences (10.06.41)
    • Improve performance of the notification process by caching data that is used repeatedly in a short time period (10.06.41)
    • Prevent a small issue of outlets from harvesting any 'Audit' transactions belonging to another outlet during the creation and sending of notifications (10.06.41)
    • Minor improvements to performance in posting and year end rollover (10.06.41)
    • Add an audit transaction (type = 'AT') that indicates who ran year end rollover and when it was run. This can be used to co-relate to any backups made prior to the rollover if an auditor wants a year end backup restored for the audit and printing of receivables at year end (10.06.41)
    • Do not allow tab characters in the main notes fields through-out Theatre Manager. They serve no purpose of display online -- and they can interfere with list displays within theatre manager

    Things a venue may need to do:

    Theatre Manager 10.06 released

    It is with pleasure that we announce the release of Theatre Manager Version 10.06. There are many under the hood changes and enhancements based on suggestions from customers.

    There are some key things to know about this version:

    • Theatre Manager has been audited for compliance with PCI-PA DSS 3.1 and the report is being submitted to the PCI council for approval. Theatre Manager has implemented PCI compliance requirements for nearly 15 years. Since 2008, the PCI council requires external auditing of our code and processes by a third party and we have recently finished the 4th successful biennial audit with Security Metrics in Utah. It is a big occasion for all of us.
    • Security requirements change constantly in the face of threats. This version of Theatre Manager meets the most stringent requirements for authorizing credit cards using TLS 1.2 encryption. Banks require this by jun 2016, or earlier - all credit card authorizations must use this advanced encryption. It means you could have up to 6 months to install version 10.06. Plenty of time, but earlier is better.
    • The responsive web pages have been very well received by everybody who has implemented them. This version contains some tweaks from feedback and become the standard pages deployed with the second gen listener and apache installers. The older style pages will still work if you prefer them.
    • Online Subscription Renewals have a new feature to allow easy renewal of all subscriptions in a patrons package, including removal/including of optional events.
    • Very easy implementation of google analytics of your web pages accesses, providing free completion statistics and page tracking. get a far better handle on your customer usage of your site. Just add the account to your Web Listener Setup - or let us help you do it.
    • and more...

    Refer to the full release notes and installation instructions for more information

    Version 10.06.xx

    Auto update means more, smaller, focused, and less impactful releases. The following indicate, by version, what the updates are:

    Version 10.06.114 (Feb 20, 2017)

    • A key philosophical change was made to the mechanism by which seats are returned to hold after they are released from a shopping cart or box office purchase. With this new mechanism, you will see more tickets set back on hold than in the past, until you manually remove the holds on unsold seats.
      • All seats now track what the original hold code for the ticket, (if any).
      • If a ticket is refunded, the seat is put back on the original hold.
      • If there was no original hold, then tickets are returned to hold according to the 'return to hold' map.
      • If you manually remove the holds and then sell the ticket:
        • the ticket no longer has an original hold code and
        • refunded at the box office, it will be available for sale (subject to the return to hold on the pricing map)
      The intent of this philosophical change is designed around protecting subscriptions seats, development and other special holds - by making sure they go back to what they were originally set at. The upgrade needs to add a field to all tickets and may cause some slowness until the field is populated.

    Version 10.06.110 (Feb 4, 2017)

    • Re-implements all features of version 10.06.110 and removes any dependency on timezone in the cookies sent between TM Server and Classic Listener. Date and Time is no longer checked when Classic Listener receives a message from TM server.

    Version 10.06.109 (Feb 2, 2017)

    Revert Theatre Manager back to version 10.06.106 due to an issue at some venues with timezone on web listeners. This was causing cookies to be rejected due to age

    Version 10.06.107 (Jan 29, 2017)

    • Improve performance of searching for large lists of events in the sales window
    • Add time zone awareness to the login window to show login times in local timezone, for multi-time zone venues
    • Enable the maps tab on the event window as soon as a reserved seating event is added to the list of performances.

    TM Server 0.97.22 (Jan 29, 2016)

    • Add play image to downloaded PDF tickets if one exists for the event.
    • Work around isolated issue of a zealous firewall preventing web servers from talking to themselves internally. This was only seen in rare cases when a customer tried downloading tickets to PDF. The TM server now makes a local call to the template server to get assets.
    • Add capability to web pages to disable 'x' for close box on messages if need be.

    TM Server 0.97.21 (Jan 24, 2016)

    • Fix an issue deploying a new classic listener executable to a windows 64 bit server. This seems to have just arisen recently.
    • The limited profile login screen online has been reorganized a little to make the options clearer for logging in using an existing id, creating a new patron or supplying a name/password

    Version 10.06.106 (Jan 24, 2017)

    • Fix a small oversight of building a mail list that contains all household members. A bug was introduced in 10.06.101 where finding all household members and finding patrons that matched criteria did the same thing.
    • Add a new setting to pass/gift certificate setup to specify how the expiry date will be calculated. The choices are:
      • Never expires
      • Expires at the end of xx months after start of pass
      • Expires in xx number of days from start of pass (new)
      • Expires on a fixed date
    • add a feature to the sale of a pass/gift certificate to specify the start date of the pass. It defaults to today, but you can now sell a pass/gift certificate today that will not be valid until a specific date. The expiry date is automatically recalculated (per above options) as the start date of the pass is changed.
    • Improve the performance of producing pass related reports.
    • Passes/gift certificates that have a future start date may not be used online or at the box office
    • Fix an issue setting the subscription cancelled online

    Version 10.06.105 (Jan 15, 2017)

    • Add an icon to the pass/gift certificate list to indicate if the pass/gift certificate has an access card associated with it. This will appear on the list of patrons who bought a pass as well as the patron window showing the passes they have purchased.
    • Access cards assigned to passes have a status in code tables - so you cna now indicate if the access card status is considered 'active' or 'inactive'. This allows you to suspend an access card for a while (by making it inactive)
    • Improve the user interface/flow for entering/assigning pas cards to passes. You can now assign them directly from the patron's pass/gift certificate list or the pass sales window
    • Merging patrons with a large number of mail lists should now be a faster

    Version 10.06.103 (Jan 15, 2017)

    • Added a feature to passes/gift certificates that lets you add a person to a mail list automatically when the particular pass is added to the patron's record. Note, deleting the pass does not remove the person from the mail list (similar approach to an automatic mail list for an event). The mail list source will be either 'Pass Purchase (box office)' or 'Pass Purchase (internet)'

      A use of this could be to sell a membership or pass that provides people advance access or discounts on tickets. If the mail list gets added to a patron, then there could be some coupon that is auto added to a patrons' cart based on a mail list.

    • Fixed an issue where patrons that were manually added to the mail list by an employee -- would not be recognized in another mail list when using the belongs to a mail list as an 'add' or 'remove' step.

    Version 10.06.102 (Jan 12, 2017)

    • Fix search for passes available to customer when trying to redeem them at the box office. The query was added in 10.06.100 and needed a little refinement.
    • Show type of pass redemption on lists to aid in selecting a pass or gift certificate during redemption (eg usable by patron only, any house hold member, all patrons, etc)
    • Improve messaging when building mail lists where there is removal of large numbers of patrons during the rebuild process -- the progress bar shows the status of the delete step.
    • Outlet administrators can now load up plugins for their own venue and allow execution of plug in code from toolbar for those that are permitted.

    Version 10.06.101 (Jan 12, 2017)

    • Vastly improve the performance of building mail lists, some as much as 60 to 100 times as fast. In a particular benchmark over the internet under particular conditions, the time to build the list went from 25 minutes to 23 seconds. The amount of performance improvement you may see depends on:
      • Network latency to server -- people accessing remote servers over the internet will see a large improvement in building most lists due to optimization of SQL
      • Lists built for Primary Patron Only or All Household Members will see significant gains for all users
      • Small lists will be faster, but the difference, while a large percent improvement, may only be a few seconds few seconds
      • Mid size lists of 2000 - 10000 people will see larger gains, especially if they have multiple steps for adding and removing patrons.
      • Lists with very large results (100,000+ patrons) will be faster as well
    • Add feature to allow ticket import and enable the feature based on a new security setting for the employee.
    • Add feature to allow specified people with appropriate security to run a plug in from the plugin window

    Version 10.06.100 (Jan 9, 2017)

    • Added a feature to the play tab on the patron window to show total tickets and/or total value of tickets for each event purchased.
    • When paying for a purchase with a pass, the pass window will now limit those passes that can be searched on the window. The list will only show passes that the patron could possibly use - based on how the pass types are set up for redemption. Passes or gift certificates that are:
      • Specific to a patron: will only show for the patron who the order is under.
      • Available to anybody in the household: will show for any purchase made by any household member
      • Available to all patrons as gifts will show if searched:
    • Ongoing changes to eliminate the distinct employee initials field on employee setup. All the changed by text fields are being removed in favour of using a reference to the actual employee's patron record. This means that if the employee's name is changed on their patron record, it will reflect as a revised initials or employee name on all the changed by fields in the database. This also means that:
      • For most lists, you have the ability to view the employee's initials and/or the employee name that last changed the record - from the value in their patron record.
      • If you need to provide an operator over-ride, the initials that you'll need to type are those initials from from their patron record. it will be first letter of first name, middle name (if any) and last name. In other words, the initials that you might have used (on the employee record) could be different today because they are based on the actual patron's initials.
    • Deleting an email that has attachments will now delete the attachments
    • Ongoing minor performance improvements here and there within Theatre Manager

    Version 10.06.99 (Jan 6, 2017)

    • Add a feature to the patron quick search window to search for merged patrons. If you type the patron number of someone that used to exist in the database, but was subsequently merged into another patron, the quick find will indicate the current patron and that the number you typed was merged into that patron. See example to the right. Tracking of merged patrons was first implemented for ticket scanning around version 10.03 in Feb 2015.
    • When releasing seats on a subscription -- if you change the subscription package from Booked back to Not Started or Notice Printed, Theatre Manager will put the subscription favourite seats back on hold automatically so that they are visible in the patron's ticket window.
    • Altered the display of subscription hold tickets in the the patron's ticket list to make the subscription holds clearer and prevent release of tickets or booking of tickets - since they need to be done through the subscription management window.
    • Enhance display of tickets in patron window so that when subscriptions are booked online online, they will show more clearly as subscription tickets in the patron window.
    • Changed web listeners to report being up and available even when web sales are marked as disabled for things like year end rollover. Essentially, web is working yet the customer will receive a message that it are unavailable. This is to avoid false positives from probes.
    • Add support to plugin processing that allows free passes or gift certificates to be added to the order upon completion - for purposes of a benefit or pre-access capability if the patron buys something that creates eligibility

    TM Server 0.97.10 (Dec 28, 2016)

    • Improve API login user selection and setup when the employee could work for multiple outlets and may (or may not) be enabled to use the API at those multiple outlets.
    • Fix an issue when showing events online that were setup in a different time zone that what the TM server was running in. This prevents a performance from going off sale earlier that it might un a timezone aware outlet.
    • Improve ability of director to handle multiple databases within one TM server if the need should arise.

    Version 10.06.96 (Dec 28, 2016)

    • Add support to right click the plug in code to export it or copy it to the clipboard
    • Fix issue in facility management to prevent error if notifying attendees that a meeting has been cancelled. This addresses a situation for patrons who have received the initial meeting message and need to receive the cancellation.
    • Speed of searching for coupons in lists has been improved
    • Speed of searching for sales promotions in lists has been improved
    • The 'cant delete' message has been improved when attempting to delete a record that cannot be deleted if it has related records. It will not display ally relationships that have a record at a record number in that relationship.
    • Improved speed of finding records that prevent deletion of a specific record.
    • The grid lines on the theatre map seat setup have been made thinner so that more seats can be seen in the list at one time.

    Version 10.06.95 (Dec 22, 2016)

    • Change classic listener to respond to 'time' requests even if listener is set to disabled in company preferences temporarily - so that probes do not indicate that the web site is down. Purposely disabling a web site for activities like year end rollover does not really mean it is down.
    • Add message to export function to explain more clearly if no records are found to export.
    • remove separated 'changed by' fields from lists and replace with the actual users initials, so that if initials change for the patron, they will also change in lists
    • Sometimes deleting a pass or gift certificate could not be accomplished in the case when a patron attempted to use the pass on some general admission tickets while shopping online --- and then decided not to check out the cart. If this condition can be detected while attempting to delete a pass, then the unused pass references will be removed from the shopping cart.
    • The word processing window now shows the template that a letter is based on in the lower right corner of the status bar. This is for informational purposes only.

    Version 10.06.93 (Dec 19, 2016)

    • Enhancements for support of courses and duplicating entire seasons:
      • Add a duplicate event wizard that provides a very fast way of duplicating a season if there are no real changes to any of the events or structure
      • Add fields for minimum and maximum age restrictions for an event - this is intended for future use in class related sales
      • Add minimum enrolment field for a class to indicate to box office user some course requirements.
    • Disable all prior changed by employee initials fields for use as selection criteria in favour of using the method of selecting employees from a list. This was done for consistency on all tables
    • Fix to allow merging of employees on venues with version 9.5 of postgres. At issue was how to merge employee window positions, so the decision was made to delete all saved windows positions from the employee that will no longer exist in favour of the employee being merged into
    • Improve behaviour how an active/inactive search flag for projects works
    • Added a field to the payment

    Version 10.06.91 (Nov 26, 2016)

    Now fixed: an issue was introduced in version 10.06.90 on the patron window - if no tickets were selected, the 'tickets button would not work. (workaround was to use the orders tab).

    Version 10.06.90 (Nov 26, 2016)

    Added a feature to show tickets held specifically for a patron in the patron's ticket list window. You will be able to see both tickets manually held for the patron and those automatically held for web sales.

    Any tickets held for the patron appear with:

    • a cart icon if the ticket was held on line
    • a 'lock' indicating they are held
    • the entire row in a cyan colour (blueish green) indicating they are held
    • the future release date beside the icon to show how long they will remain held
    • and hold notes that you put in place in the ticket notes/auction item notes column

    You can now select the manually held tickets and buy them - which opens up an order window with the specific events selected. You can also quickly release them.

    Note: Tickets put on hold by web sales cannot be purchased from the ticket list, you must go through the cart window and take over the entire cart, if the cart is still active. If the cart is not active, you will need to wait till the tickets are released.

    Simply seeing web held tickets in this window serves as a convenient reminder while talking to the patron that they are currently or were recently online.

    Other features added:

    • When setting up ticket fees, allow events from other outlets to be excluded from the order fee in your outlet. Online, this means you can eliminate an order fee from another outlet.
    • Added a feature for outlet versions to show which data is shared amongst all outlets (i.e. the name and address info). If the fields has a little icon to the left of the prompt, then changing that field will change it for patron and all outlets will see that change. On the contact card window, since all fields are common across outlets, then a notificaiton appears at the bottom of the window.
    • Improve error reporting on credit card authorization if a socket cannot be obtained from the operating system prior to sending the authorization.


    Version 10.06.89 (Nov 18, 2016)

    • The majority of the changes have been improvement to time zone support for AMS Cloud users. This includes
      • handling transactions in multi timezone environment for end of day.
      • adding support for time zone to all processes that load lists in the background - they now show the date at the client rather than the date at the server
      • adding support for queries that involve date/time field and multiple time zones
    • Fix daily address rollover and remove reference to HTML email property that no longer exists
    • Update comments and help on mail to patron setting on company preferences to indicate that any promotion requiring a coupon at door will cause tickets not to print in the batch
    • Update field description on sales promotion to indicate that using 'hold for coupon at door' in a sales promotion will cause the order status to become 'hold at door', regardless if the patron wants the tickets mailed. Thus, using this for an online promotion will make it so tickets cannot be batch printed.

    Version 10.06.88 (Nov 15, 2016)

    • Address an issue where adding a new employee (or changing the password on an existing one) and then trying to login as them might cause an editnum error
    • Address a SQL error trying to send cancellations of meetings
    • Fix spelling message at bottom of season renewal statistics report
    • Allow delete of calendar items that might not work in some cases
    • Improve reporting of edit checks and validations when saving a task
    • correct a stored procedure that incorrectly referenced a field that is no longer available (that indicated user preferred HTML emails)

    TM Server 0.96.29 (Nov 14, 2016)

    • Correct a small issue where restarting all processes on the TM server might cause a version of TM which was being used by a user to also stop
    • Fix cancellation of a task in theatre manager so that it would send out the correct iCal cancellation notice.
    • Fix a potential issue where multiple classic listeners running on a machine might occasionally not be able to see default template pages while one (or the other classic) listener was being restarted as part of normal processing.

    Version 10.06.87 (Nov 1, 2016)

    • Improve the finding of patrons with duplicate email addresses to identify those who have the same email address entered twice in a single patron record
    • Dramatically improve search when the user selects reporting criteria to find only non-primary patrons on the report window.
    • Add flag to employee setup access tab to enable REST API when available (currently in beta test)
    • Fixed an issue with notifying box office that they selling a performance just before the performance time - when the server and workstation are in different time zones. The system should not tell the user at the correct time instead of an hour or two early.
    • Add support to allow use of postgres 9.6.1 or later in addition to other versions of postgres.
    • Improve speed of some donations reports.
    • The order date on new orders will always be the current server date - to prevent people accidentally setting them in the future and causing an EOD problem.
    • The system now saves the ID # of the person who last logged in. Next time they log in, their name will be selected in the login list window.

    TM Server 0.96.23 (Oct 28, 2016)

    • Add fields to the database to support the forthcoming REST API Feature - specifically to enable which employees can access the rest API

    Version 10.06.85 (Oct 12, 2016)

    • Reports showing calendar data no show all task sub-types on the reports. The employee who is responsible for the task can now be selected as part of the search criteria.
    • Restore use of the patron button on the transaction detail window to allow opening the patron directly
    • Update spelling of patron in a couple of messages
    • Fix issue of merging patrons that have 'asset' records associated with them

    Version 10.06.4 (Oct 5, 2016)

    • Fix a stored procedure that affected showing prior passes

    Version 10.06.83 (Oct 4, 2016)

    • Add a feature to the duplicates search to support searching for patrons in different households that have the same email address. These people are problematic because they cannot log into web sales since the rule is that email addresses must be distinct in the database. When the duplicates are identified, you should either merge them (if they should be merged), or get rid of the email address from one of the patrons who should not have it.
    • When logging in, Theatre Manager will provide an estimate of the number of patrons that might have duplicate email addresses. A warning will be shown in the notification window.
    • Also when logging in, Theatre Manager will look to see if the company email credentials are ok, the employee's personal email credentials are ok, and (if the venue has facility management module), that the scheduling SMTP and POP3 credentials are ok. Email settings are deemed to be ok if the last time the TM server attempted to connect to your mail server using them, it was successful.
    • Corrected an issue with flex pass redemptions introduced in version 10.06.82

    Version 10.06.82 (Oct 3, 2016)

    • Fix a problem in the quick buy sales process where a gift certificate or donation added to the order AFTER the order was transferred to another patron would remain in the quick buy patron account. Now the pass/gift certificate or donation will be assigned to the proper person. Historical data that is in error will be assigned to the correct patron.
    • Company preferences->Web Listener tab has been enhanced to allow pasting of header, footer and cart completion tracking code into theatre manager - which avoids needing to change web pages when pixels/tracking code needs replacing or removing.
    • Added support for iFrames and content-security-policy headers - you can now specify which web site can include your ticketing site and prevent click jacking while allowing embedding of other sites (like tracking pixels>
    • More performance tweaks throughout Theatre Manager, especially in Tasks and Facility Management.
    • When redeeming a pass or gift certificate, update the rules in the pass lookup window to show fewer past certificates
    • When redeeming a pass/gift certificate at the box office, the Print Ticket button will now change to if emailing tickets as a PDF is enabled

    TM Server 0.96.21 (Sep 28, 2016)

    • Add TM server support for the upcoming pixel/tracking code placement.
    • Add support for xFrame headers and content-security-policy headers for web page browsing
    • Improvements to the POP3 parser for reading scheduling replies for facility management emails.

    Version 10.06.81 (Sep 29, 2016)

    • Allow force and old shopping cart into a closed state if it happened to have a rare error on checkout that cause it to not complete fully. All carts are required to be successfully closed before the patron can be merged.
    • On the payment window, limit the reasons to buy that are available at the box office to only be those that are marked for box office (or development).

    TM Server 0.96.17 (Sep 28, 2016)

    Add restrictions about viewing .DS_Store files if the TM Server is on Mac. It involved a change to the nginx.conf file and is designed to help those sites pass PCI scans. The .DS_Store files are considered security risk on a web server. This does not affect those still using apache.

    Version 10.06.80 (Sep 27, 2016)

    • Numerous performance improvements through-out Theatre Manager as part of ongoing enhancements everywhere, and especially facility management area.
    • Change interface for web email and scheduling email/pop servers to indicate support for POP3S, SMTPS as transport mechanisms. Anything else will try to auto-negotiate STARTTLS for security
    • Add donation solicitor as a searchable/exportable field in reports
    • The order/transaction balance report now accounts for foreign currency payment and ticket sales transactions in the balancing process
    • Only allow selection of staff/volunteer positions for tasks in facility management if there are tax rates and account codes set up - to avoid EOD notices down the road
    • Add error message during EOD if trying to post facility transactions without tax codes and other posting accounts setup in volunteer/staff code tables.

    TM Server 0.96.15 (Sep 27, 2016)

    Introduced a significant meeting management enhancement to the TM Server for facility management. Now both outgoing meeting emails and incoming meeting responses are handled by the TM server. You no longer need to manually retrieve responses from patrons or staff by logging into TM. They will automatically update the meeting in the database in the background, 24 hours a day and let you know with notifications when you are in TM. Read here for setup of scheduling email/pop server.

    In addition the ICS file was enhanced to be more compatible with recent standards, so it should work with more places. We have tested with iCal, Daylite, Google Calendar and iPhone/iPad.

    Version 10.06.79 (Sep 22, 2016)

    Note: if emailing PDF tickets causes Theatre Manager to stop, please re-install Theatre Manager - it will fix it.
    • EMAILING OF PDF TICKETS - is ready for use by everybody. Look at Company Preferences->Box Office tab to enable the feature.
    • Added tab to view list of documents attached to an email. You can see this by double clicking on any letter in the letter list that has an attachment.
    • Improve performance viewing the note and email detail windows from the patron letter list. Also add feature to preview the email or letter from the note detail.
    • Revised the help and field description for SMPTS for email communication on company preferences. If the mail server is using StartTLS for secure transfer of an email, then leave the field unchecked as this protocol is automatically negotiated.
    • The feature to check for email meeting responses (facility management) has been removed from the notifications window's interface. TM Web Services now does this automatically every 5 minutes and marks data for future display in the notification window. Making POP3 mail collection automatic for scheduling makes more sense.
    • Address an issue on the promoter revenue audit report where discounting a ticket to be comp might result in a price of -$0.01 in rare cases where the base price was to the third decimal place. Also added the event title to the report.

    Version 10.06.78 (Sep 20, 2016)

    • Added file name for each PDF ticket attached. The email now says the event title, performance date and ticket number as the file name.
    • Fixed issue where invoice emails would not leave the mail queue (regression from 10.06.77)

    Version 10.06.77 (Sep 19, 2016)

    • Added a feature when 'duplicating' a performance from the order window - you can now backdate the performance by up to one week if you are only duplicating a single performance -- and then sell it right away. In conjunction with that change, you can now set the attendance status of the performance on the 'review tickets' tab, if the performance is today or prior. The purpose of this enhancement is to allow those that sell touring events or pilates courses and do the paperwork after the patron has been to the performance - improves the work flow by quite a bit.
    • More minor tweaks to the caching mechanisms to provide some slight performance improvements in selected windows.

    Version 10.06.76 (Sep 17, 2016)

    • There is a new feature for EMAILING PDF TICKETS from the box office. To use the feature
      • Change your company preferences to enable it
      • Sell tickets and print them as normal. If the feature is enabled, the user will be given a menu that
        • lets them print tickets to a ticket printer as normal
        • email the tickets to somebody in the household
        • Optionally open the contact cart to add a new email (or revise and existing one) for the patron before sending the ticket by PDF
    • Addressed a problem where an invoice in an email would be overlaid by the document sent with it. The problem only occurred if the following two situations were true:
      • the invoice was sent to a with a word processor document attached -AND-
      • it was opened by a patron using the mail program on Macintosh OSX. (Mail did not handle the HTML mail headers like other mail programs, so we put a work around in place).
    • Setting 'volunteer-do it again flag' to indicate that if a volunteer indicates they no longer want to perform an activity (or f you no longer want them to), causes the activity no longer appears in any of the selection lists.
    • On the patron window, the list of letters now has a paperclip icon to indicate if the letter has attachments
    • Improve the plain text version of emails to remove some of the more recent html tags. All emails are sent with a plain text version along with the HTML version to as per requirements of spam filters.
    • The web listener log messages for the checkout process have been clarified to make it much easier to read what happened - should a patron call back about charges on their credit cards
    • Improve the locking process on checkout so that a user-double-tap on a 'process my credit card' should not result in two authorizations
    • Add a work around for emails opened in Apple Mail which have attachments. They attachment now falls after the email instead of under it.
    • Show any marching gift information alongside the soft credit information on a soft credit donation.
    • Add support for redeeming passes online that have the redemption method use promotion. Previously, they could be used, but it would lock up the pas as being used online. Now it is released after use so that it can be used again for the duration that the pass is valid.
    • Enable the 'save' icon on the word processor if the only action is to open the letter and change font, style or some other attribute of the text.
    • Ongoing improvements to caching/performance of Theatre Manager

    TM Server 0.96.8 (Sep 14, 2016)

    • Work around a Google Chrome/Opera Browser error affecting entry of birthdays (Safari and Firefox are not affected). Bootstrap (on Chrome/Opera) requires a specific date format in the value statement. You will need to change it manually in tmCustom/tmTemplates/tmMarketingFields.html if you allow birthdays to be entered. The line to change is below, and goes in the context of the image above in the web page. If you need assistance, please let us know.

      <input class="form-control" id="C_BIRTHDAY" name="C_BIRTHDAY" placeholder="yyyy-mm-dd" type="date" value="dat(C_BIRTHDAY, 'y-M-0D')"/>

    • After making this change to your web pages, please test in:
      • Safari and Firefox - they should let you enter what ever you want for a date in the prescribed format.
      • Google Chrome and Opera - it should pop up a calendar as part of the date field

    Version 10.06.74 (Sep 7, 2016)

    • Fix error on subscription seat selection - promotion is missing based on change to standard web page template.

    Version 10.06.73 (Sep 1, 2016)

    • The mail list telemarketing report now supports up to 4 phone numbers, each with the respective location printed. The primary phone is always printed first (with a *) after it. The other phone numbers are selected in the most recently changed. If a patron has more than 4 phone numbers on their record, then the oldest ones will not print (unless one is the primary phone which always prints).
    • Fix an issue with how the date final payment made is calculated so that it handles situation where the payment is first and other items (like tickets) are added on a subsequent date. The 'A/R as of a specific date' report relies on this field to track when the order is considered fully paid and will provide better results.
    • Improve restart-ability of jobs that might be running and the database connection is severed for some reason. The jobs will now re-queue themselves.
    • Fix a condition where a sales rule has no promotion mappings and is used on a coupon. TM no longer generates an error.
    • TM server is updated to version 0.96.00 with ability to introduce new database fields when needed.

    Version 10.06.72 (Aug 30, 2016)

    • Change the custom formatting of time fields within the form letter to work with timestamp fields.
    • Fix spelling of 'performances' on messages when creating new performances in the event window

    Version 10.06.71 (Aug 29, 2016)

    • Minor improvements speed of to selling passes/gift certificates
    • Minor improvements speed of to selling donations
    • Fix issue displaying composite maps for reserved seating sales introduced in 10.06.70
    • On the Venue window, change the sections so that the image area showing the pricing maps can be resized if desired

    Version 10.06.70 (Aug 28, 2016)

    • small performance improvements selling tickets from the order window
    • add caching to the plugin process to improve performance of changing prices
    • Large improvement to speed of duplicating passes/Gift certificates. Duplicating a single pass multiple times is now at least twice as fast
    • Improve the test for a database replication server running on startup - to display message to user

    Version 10.06.69 (Aug 24, 2016)

    • Show IP address(es) that the customer came from on the shopping cart list. Generally, this will be one IP address per cart, but it could be more if the patron was using a mobile device and jumped cell towers or areas.
    • Improve performance of getting control numbers for gift certificates where the number is generated by Theatre Manager.
    • Fix display of balance on title bar in patron window
    • Drastically improve performance of changing the status of a batch of 'Emails not sent' and deleting them

    Version 10.06.68 (Aug 20, 2016)

    • Improve cache invalidation for records that have changed -- to improve performance and liveness of the cache.
    • Improve auto logoff for inactivity
    • Add better diagnostic messages for posting facility transactions if some of the accounts were not set up under code tables for staff activities. This generally would only affect people who just purchased facility management module and did not set up account codes for each type of activity.
    • Update standard web pages to allow bootstrap themes to come from either the local server or a content delivery network (CDN). The default is to use a CDN - which helps if outbound bandwidth is low.
    • Fix an issue with purchasing passes/gift certificates online where there was no expiry date on the pass

    Version 10.06.67 (Aug 16, 2016)

    • Change the update checking process to use port 443 on Port 6181 outgoing is no longer required.
    • Update some field descriptions for report criteria to standardize them with most existing criteria and field descriptions.
    • Add some pictures for a patron to the cache
    • Export of timestamps in Excel format no longer displays the day with a 'th' or 'st' after it (eg Dec 21st). This makes it easier to drag TM export fiels onto excel and have them open the dates without conversion
    • Fix a locking error on a seat when a patron was trying to change their seat selection (online - on pick your own) and a rare kind of conflict arose
    • Add feature to TM server to allow entry of a local DNS resolver service - needed only for rare setup conditions
    • Add favourite icon to the director so that tabs displaying the status of a TM server would have an icon on it.
    • Add a more robust mechanism for restarting the TM server to force any old processes that might be lying around to die quickly on a restart

    Version 10.06.66 (Jul 1, 2016)

    • If running the year end rollover, if TM discovers that transactions still need posted prior to doing the rollover, it will automatically open the end of day window so that the transactions can be created.

    Version 10.06.65 (Jun, 30, 2016)

    • Disable creation of some AP transactions to audit price changes - it was very slow for duplicating an entire performance.
    • Fix TLS certificate paths for windows versions of TM server
    • Reduce the amount of time for the director process to start
    • Enable TLS encryption between TM servers so that intra-machine ip traffic can be secure

    Version 10.06.64 (Jun, 22, 2016)

    • Add more features to the data cache to improve performance of patron window and ticket sales.

    Version 10.06.63 (Jun 18, 2016)

    • Allow season packages contained within a combo subscription package to also be purchased as individual package

    Version 10.06.62 (Jun 12, 2016)

    • Change process of getting template web pages so that they are now deployed to disk -- and the web listeners can read them from disk. This makes getting standards templates faster as well as being able to auto deploy standard template page changes. Only custom pages need to be stored on disk now
    • Allow option to validate the 'to' sales promotions on a sales rule
    • Update the end of day settlement URL's to match the latest requested by (it improves their front end load balancer so that handles higher load of credit card authorizations).

    10.06 Upgrade Steps

    The underlying technology for Theatre Manager has not changed. However, there have been upgrades to postgres that may make this seem like a full install. Depending on your environment, it may not take long to do. The steps are repeated here for an overview.

    Also, if you meet a number of prerequisites, you may be able to take the fast track which only needs Theatre Manager installed on each workstation, resulting in a 10-20 minute update process.


    Take the easy path...

    If you meet all of the following pre-requisites, you can take the fast track/easy path on the right of the diagram.

    • Your version of Postgres is
      • 9.5.4 or later, or
      • 9.4.9 or later, or
      • 9.3.14 or later
    • Your web pages are:
      • responsive pages and you already have google analytics set up, or don't need it yet.
      • the older traditional web pages and you don't want to update them at this time
      • You don't mind updating web pages later
    The easy path means that all you should need to do is follow the steps on the web page describing how to download and install Theatre Manager.

    In general, you should be able to install V10.06 on top of 10.05, 10.04 or 10.03 and it should work with your current web pages.

    Always test a complete web sale and checkout after an update.


    More than just Theatre Manager requires updating

    The last major update was 18 months ago. There may be additional steps required if a simple update cannot be done. You many need to do one or more of the following:

    • Stop all services
    • Upgrade Postgres
    • Upgrade Theatre Manager
    • Upgrade Web Services
    • Update web pages
    • Start all services


    Upgrading Postgres

    If you are using Postgres 9.3.8 or earlier, or 9.4.3 or earlier, then you must update the postgres database server. If you are at more recent versions (but not the latest) you can skip this step, or update if you wish. You will need to:

    Contact us if your venue has been set up with streaming replication server. Do not attempt to update the database server..

    Upgrade Theatre Manager

    After the database sever is updated (if needed) follow the standard instructions to download and install Theatre Manager. Upgrading Theatre Manager automatically upgrades web services.

    Optionally, you can install the following version 10.05 at any time on all workstations PRIOR to updating to version 10.06. They contain all the latest components that version 10.06 requires. If you do this, then Version 10.06 becomes a push out install for the machines where you physically ran the installers below.

    Upgrade Web Services

    Since the Theatre Manager server is paused, then automatically updates itself after updating Theatre Manager at a workstation, most upgrades can skip this step. However, there is one significant change for those venues running multiple outlets. If you have multiple outlets, you will need to:
    • Open System preferences->Web Options for all outlets and enable (or disable) the Enable Web Sales option. You must have all web pages directories in place on the TM WebServer for each enabled outlet AND language combination, otherwise the classic server will not start.
    • Open the Director and reconfigure the number of classic servers. In a single outlet situation, this will not change from before. In a multi-outlet server, you previously needed at least 1 server per outlet where as you may be able to have fewer set up. The number depends on load at each outlet and use of plugins. Generally, this number should be the same as the number of second generation listeners.

    The classic listener service is now outlet aware.

    You must have web pages for each language and outlet that is enabled - otherwise the classic listener will not start

    Updating Web Pages

    Most venues have already updated to the responsive web pages. There are sufficient benefits in using the responsive pages such as:
    • cleaner and more modern interface,
    • updated technology and html5 page compliance, and
    • better online search page rankings by google

    Updating pages is a matter of:

    • downloading the latest web page updates
    • compare the web pages to your existing pages. a number of minor tweaks have been made to the responsive pages. We suggest replacing all the standard ones - but you can probably use the existing ones just fine.
    • Configuring use of Google analytics by opening Company Preferences->Web Listener tab and entering your Google Analytics Account number if you are using google analytics. The web pages have been changed to recognize the existence of this value. If entered, analytics automatically starts.

    There is NO REQUIREMENT to use the responsive pages despite a recommendation to do so.

    You can still use the older web page design if you prefer. However, beginning with Version 10.06 of Theatre Manager, we will no longer be providing updates to those older style pages and all new features will be provided in the responsive pages only.

    If you are not using responsive pages, we would be more than happy to help you convert - please just ask.