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Explanation

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  • Explanation clarifies, deepens and broadens the reader’s understanding of a subject
  • Provide background and context in your explanation
  • Explanation can consider alternatives, counter-examples or multiple different approaches to the same question
  • Don’t instruct, or provide technical reference Can be conceptual

Gifted Patron Selection

This option only applies to mail merges or reports based on ticket data per performance. This generally means house reports, ticket inventory reports, course attendance, or letters based on tickets

Donations HAVING given in more than xx years

How to find people who have given:

  • between xx times in the past number of years
  • more than a xx times in the past number of years
the trick is that you need a combination of normal criteria to limit the donations you are looking for and a having clause to count what you have found and eliminate those that don't meet the count.

 

Mail Lists explained through a Venn Diagram

A Venn Diagram is a great way to illustrate criteria for more complex mail lists. Most people find building criteria for a simple mail list fairly straight forward. For example:
  • find all patrons who donated money this year
  • find all patrons who donated money last year
  • find all patrons who donated money any year before this year
  • find all Patrons who donated in a specific period to certain campaigns

Impact of Changing a Merchant Provider

Changing your Bank is not the same as changing your merchant provider. You can change either/or at any time. Refer to the basic definitions used the credit card industry for more information on roles and responsibilities of either.

Background Reporting Queue

Background reporting is when you ask Theatre Manager to run a report and instead of running it on your workstation, you send it to the queue. If there is a web listener set up to handle background reporting, the report will be run on the first available reporter and then placed into your queue for you to view.

This gives you two options. Run a report:

Having - Patrons with count of tickets

The sample below shows the basis for finding patrons who have purchased more than a specified number of tickets.

The query is based on ticket data for a patron and you can add other criteria such as:

Using Access Groups

Certain types of records within Theatre Manager may need restrictions as to who can view/edit them. If this is the case you will see a field on the screen labelled 'Access' as per the first image.

When you click on the popup, there are 3 options to choose from and which are explained below. These security access groupings are defined in code tables and need to be assigned to an employee.

Rounding Cash Payments

In Canada, the penny was vanquished in 2013. This means that cash sales at the door need to be rounded up or down, depending on the price. Theatre Manager will do that for you automatically if you:

Patrons With/Without Primary Email Address

You can build mail lists for people that have primary email, phone, fax or web addresses. Or conversely, you can build mail lists of patrons that do not have any email, phone, fax, or web addresses.

In the sample picture below, the criteria shows 'Primary Email Address'. You can just as easily search for the other 'primary' fields when adding them to the criteria. So you can use primary email address, primary fax, etc in any query.

The trick is that if somebody:

LYBUNT - Last Year but not this year

LYBUNT is an acronym for 'last year but unfortunately not this year'. I have no idea where it came from - yet it is prevalent in fundraising circles.

You can apply it in many ways to ANY DATA in the database. For example, Patrons who:

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