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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

Campaign Setup

You can download the Cheatsheets (1-2 pages) and Screencasts (online video demonstrations of the functions with narration) by clicking on the icons.

Cheatsheet

Mail List of Attendees to Multiple Events

A question that has been asked many times is "How do we find people who bought multiple events?". Just by changing the data you select from, you can use the technique described below to find people who:
  • donated multiple times
  • volunteered multiple times
  • received multiple mailings or eblasts
  • bought multiple gift certificates

The general steps to find purchasers to multiple events are:

Mail List of Patrons Attending an Event

In this example, of creating a mail list of Patron Attending an Event, the event name will be "Rolling Lego Concert". This mail list will only function if the Confirm Attendance function is being used.

  1. Open the Mail List Window.

    Click here to learn how to access this window.

Sample Mail List Queries

The following section gives illustrations of some sample queries that people find useful. Please adapt them to your circumstances.

Mail List Queries

You can download quick reference information for Creating a Query by clicking on the icon

Flash ScreenCast

Force Duplicate Payment

A duplicate transaction is defined as a transaction that contains the same account number, the same expiration date, and the same amount on the same day.

Having the Force Duplicate option de-activated by default ensures that patrons are not double charged because of errors (either human error, an error between Theatre Manager and the credit card application, or an error between the credit card application and the merchant provider).

If the transaction is legitimate, check the box to have the patron’s credit card charged again for the same amount.

Gifting Tickets

Tickets can be transferred or "gifted" among patrons in a household or between patrons in the database. The main difference between transferring an order and gifting tickets is - in an order transfer, all of the financial data gets transferred. When gifting tickets, the financial data remains in the purchaser's account, while the tickets become tied to the receiver's account and that patron is listed as the attendee of the event.

Course Settings In Code Tables

There are five code tables found in Setup >> System Tables >> Code Tables that need to be addressed when using the Courses Module. For more information, see:

Course Management Items In System Setup

Before using the Courses module, it is recommended that an organization first set up a few items in System Setup. The Performance Field #1 is a Company Preference that will affect Theatre Manager company or outlet-wide, so it should be discussed with other users/departments before changing or implementing.

Report Card Templates

A report card template can be assigned to a specific course to evaluate Patrons/students enrolled in that course. The report card allows a standardized grading system to be used for all students, and the template can be used across multiple classes as a "base" form.

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