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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

REST API Overview

The REST API feature allows access to the database fields using a URL. This can be typed directly into a web browser or use in a program. Typically this feature might be used by:
  • web developers to augment your main marketing web site and pull data from theatre manager. This data could be used to show upcoming events (eg icons, text, dates, times, on sale status, etc)
  • selected employees to pull specific data or aggregated date for analysis

DonorSearch Analytics

Take the guesswork out of fundraising. Convert patrons into donors.

DonorSearch can help you convert your patrons into members and donors, motivate smaller donors to increase their support, and strengthen your relationships with important supporters.

Using wealth, philanthropy and other databases, along with their proprietary algorithms and manual oversight, DonorSearch can offer you:

Geocode Addresses

Theatre Manager will geocode all patron's addresses listed in the Address Tab of the patron recorder. There is a setting in System Preferences (edit Tab) that determines where Theatre Manager will get geo-location data for addresses. Choices are:
  • to get generalized information from the zip code/postal code table (zip codes are accurate only to a fairly large area and Postal Code may ba accurate to street (for cities) or area (for rural postal codes)

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:

Use of Household and Relationships

If the courses are for children or youth, we find people want to track a number of things like:
  • emergency contacts
  • doctors
  • who may pick up the child (or who may not)
  • the other parent or guardian in a separated household
  • etc.

This is a convenient use of relationships within Theatre Manager. You can set up the child in the parents household record and make associations with other people such as grandparents, etc and define the nature of the relationship.

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:

Mail List of Patrons Whose Combined Payments in a Year total XXXX Plus

One list we are asked regularly about is - "I need a list of patrons whose combined payments a Year total XXXX Plus." In the following example, we are going to use;
  • Add Group: Choose Donation Receipts for a payment to a donation
  • Criteria: Donation Date is between January 1, 2012 and Dec 31, 2012
  • and Donation Receipt date is between January 1, 2012 and Dec 31, 2012
  • Having The sum of Donation Receipt Amount is greater than or equal to $1200

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