Explanation

The Portable Document Format (PDF) Generator is maintained by Brainy Data. The PDF Generator allows for any report or letter in Theatre Manger to be created as a PDF document without the assistance of additional software. PDF documents are a better format for emailing documents to another person. In simplest terms, a PDF document looks exactly as a document that has been printed when opened. This allows for transferring documents in their printed format to other users via email or over a network.

First, we ought to begin with some terminology:

• The Patron Detail Tabs on the upper right contain marketing information about the patron, which can include personal details, birthdays, key address and contact info. Data in the details tab is considered optional - to be enhanced as you get to know the patron. This data can be used as criteria for mail lists and reports.

Membership Cards can be used to grant access to a membership by multiple people for a period of time. Each patron would have their own access number. A couple of non-theatre examples might be:

To create a mail list of all of your current subscribers, you perform the following steps:

1. Open the Mail List Window.

   Click Here to learn how to access this window.

2. Click the New button.
3. Enter a detailed name for the list.

   2012 Subscribers.

4. Enter a detailed description of the mail list.

   This is a list of patrons who are season subscribers for the year.

By combining mail lists you can gain access to the data of many lists and from that data form a new list. Unlike merging the mail lists, you are able to keep the original mail lists and their data intact and unchanged.

To combine mail lists, you perform the following steps:

1. Open the Mail List Window.

   Click Here to learn how to open the window.

Theatre Manager supports the importing of Patron information and Theatre Map Seat Names. This section describes how to prepare a file and import information into the Patron files.

For Patron data, you can import demographic data only (names, address, phone numbers, email address, etc.). Transactional data, such as ticket history, donation history or other purchases must be imported by Arts Management Systems.

The Word Processor

We have a number of sites that receive stock donations. The general practice, is to value the stock at time of gift. This is the valuation for the tax receipt the donor receives.

The theatre can keep the stock (perhaps for an endowment investment) or turn it over to a broker to sell it under the direction of the theatre.

The donation value is most often recognized at the time of the gift. The amount actually received can be more or less than that valuation.