Version 10. 07.xx

	VERY IMPORTANT NOTE: Nov 1, 2018: Theatre Manager began guiding users through the 64 bit migration process in an edition of Three Thought Thursday. June 8, 2020: is the final date that 32 bit Theatre Manager will run after which you must use 64 bit Theatre Manager on a qualified 64 bit operating system.
	Database and TM Servers should be migrated to 64 bit when possible. 32 Bit classic listeners are end of life.

 

Version 238 (soon)

• Implemented a quick pay interface option for donations, gift certificates that uses some browser standards (if available) to make a modal dialog for card entry. The options are set in Company Preferences-> Web Options. If not set, then the standard payment page page is uses on all browsers.
• Theatre Manager now recognizes that you are actively using TM when typing log notes into notes fields and the work processor. This should prevent some cases of inadvertent logout due to inactivity (per PCI requirements). Simply typing a character resets the inactivity timer and means that one key stroke in a note field every 15 minutes should prevent logout.

 

Version 237 (Aug 12, 2020)

• Updated the features of the mail list quick add web link to pull specified mail lists from the database that the patron can sign up to in a quick fashion. There are a couple of rules:
  • You can use the above link on any of your marketing web pages for letting patrons add themselves to one or more mail lists.
  • The patron just needs to provide name, email address and click on mail lists they want
  • Quick add to mail lists always automatically performs double-opt-in (a good thing), so the patron will receive an email asking them to confirm they wanted to be added to the mail list. If they do not, they will be removed from the list within 24 hours. This prevents somebody assigning spam to other people
  • You must allow patrons adding themselves to mail lists as limited profile patrons by enabling the Web Sales Mail List Add in system preferences.
  • You must have some mail lists that Allow Patron to Subscribe/Unsubscribe on the web.
• Facility Management Deferred Accounting:
  • Posting to deferred events now works for Facility Management projects.
  • Rollover from deferred to earned at the specified date in the project also works
• Fixed an issue with notification of sale/refund of pass/gift certificate/membership data
• Added some extra search fields to the recent order list window for convenience
• Fixed an issue on the description of the MEF transaction when exchanging gift certificates from one type to another
• The transaction detail window now displays if the transactions was posted as deferred at time of creation. This allows proper display of deferred taxes and income for facility projects and tickets that were deferred
• Improve performance of merging patron records in some cases when there is little or no activity on the patron
• The also defer taxes for an event feature now works if you have deferred tax G/L accounts in your tax tables
• The list for looking up and adding a personnel activity to an event or task now shows the activity properly in the list
• The Annual Tax Receipt now prints the external campaign description
• Donation Campaigns now have a sort order that can be used to specify sort older online
• Pass/Gift Certificate types now have a sort order that can be used to specify the sort order online.
• Teamviewer security vulnerability CVE-2020-13699
  • There is an apparent vulnerability on the Windows Version of Teamviewer that was just discovered and patched - it could allow those using older versions Teamviewer to have unauthorized access to disk in an unmonitored situation. We do not think it affects those that only start our quick support for one time access
  • However, we have updated the latest TM installer for windows to have the patched version of Teamviewer. Please download and install if you want it. Version 11 or TM (coming next week), will automatically have this
  • More information is found on the teamvieweer web site

 

Version 235 (July 12, 2020)

A number of changes have been made to add support for deferred revenues for projects. The significant changes are: Setup is complete - you can set up your projects to use deferred revenue and the deferred accounts in resources and personnel activities in code tables The posting process is not yet done and will be ready for the next version of Theatre Manager. Anything set up as deferred will be ignored for the time being and everything still acts as if it is earned revenue.

• Facility Management
  • The layout of the Description Tab has been cleaned up a bit and the Notes information from the original Notes tab has been migrated to this window. The Notes tab no longer exists.
  • Change to Project Accounting Setup to include the choice of deferred revenue accounting and the date which the revenue will be rolled over to earned (the recommendation is the last day of the last task in the project)
  • Duplicating a Project:
    • now allows you to specify that deferred revenues are to be used on the new project. The default rollover date will be the last day of the duplicated project
    • Changing the task workers presents more information such as the original activity type (if done by personnel) and indicating if the employee has left or if the staff member still wants to do the activity. This should help when assigning replacement workers.
    • has some performance improvements using the window.
    • When gantt chart opens after duplicating the project, the start date of the gantt chart is now the start date of the project so you will see the tasks on the gantt chart.
  • Resources can now be set up to use deferred revenue accounts during the end of day posting process.
  • volunteer/staff activities can now be set up to use deferred revenue accounts during the end of day posting process.
  • The Volunteer/Staff activity list in code tables now shows hourly billing and cost rates along with a flag indicating if the activity is set up to use deferred accounting.

 

Version 232 (Jul 6, 2020)

• Add a feature to the social distance map creation to overlay default holds for the venue. If they are permanent tech holds, this should help when trying to select the distance seats that are in proximity to the tech holds. For example, a sound board is a natural social distance barrier (just like an aisle is). You might not want to include it in your social distance holds for a specific seat - because that could prevent a seat from being sold.

  In addition, the default holds are often the default Return to Hold seats for each performance. If they are not normally sold, then we can leave them out of the social distance associated seats.

• Reporting Capacity Options for online Sales
  • Pricing maps now have a global option to include or exclude social distance held seats from the total count of unavailable seats online.
    • The reporting quantity value is when the event is considered sold out and includes both sold and held seats.
    • For social distance maps, you can now exclude the social distance hold code from the total - and accurately limit a venue to a specified number of sold + help seats.
  • The reporting capacity for each performance can use the default on the pricing map, or you can set that option differently on some specific performances
• Donation Campaign Categories Online
  • Added categories for donation campaigns in code tables
  • Added the Donation Category field to the Description Tab on the Donation Campaign set up window.
  • Donation campaigns now display in category order online (empty category displays at the top of the list). There is an additional parameter to the direct link URL to specify categories you want to filter
• Added DaCast and Video.js as streaming options for online content.
• Added export of EFT to NACHA format for venues in the USA. This will help those wishing to do recurring donations without credit cards.
• Mac OS only: Fixes a crash using File->Import->Patrons. This requires a fresh download and install of latest Theatre Manager for Mac if you need this feature. Windows users are not affected.

 

Version 230 (June 16, 2020)

• MacOS notification centre will start to receive some messages for notifications within Theatre Manager if the 'Display some messages in notification centre' in Employee Preferences is enabled. There is no equivalent feature in windows (yet).
• If there are no tasks associated with an event, make sure to leave the resources list empty when the user clicks on the task tab
• Fix a problem when setting up a new ticket printer in device setup - it would generate an SQL error trying to insert a new record
• Allow making shredded credit card inactive, if they are not already inactive.
• Fix an issue merging patrons that have the same credit card number in both accounts. The credit card links were not properly reassigned to the patron
• Fix an issue with image conversion for transparent PNG's used as signatures or report headers in Company Preferences. Any new signature or report title that is imported will not have any image conversion done on it - and will now appear on reports properly.
• Fixed an issue with dropping some images when using windows operating system - various windows may or may not have accepted and image.
• Fixed an issue changing the credit card on post dated payments - it didn't show the previous card number to allow simple editing of the expiry date.

 

Version 225 (June 2, 2020)

• Added a second (different) icon for automatic social distance seating to indicate which seats will not be sold
  • sold seats (or manual holds by box office) - the person icon
  • social distance hold seats - a 'do not use' icon representing the socially held seats which will be shown as a 'q' in the box office.
  Both of these icons can be changed from the default by editing a web page.
• Increased the length of the subscription renewal seat change request notes from 500 characters to unlimited
• Added a Task tab to the subscription renewal window so you can now add as many tasks as you wish, add attachments and see action items in the calendars. It may be preferable to put your own notes and actions into this area of the Theatre Manager CRM - instead of adding to the seating request notes.

 

Version 223 (May 31, 2020)

• Fixed issue when manipulating/moving seats on the graphic map draw option in the pricing map. The seats could not be moved after saving the record until the draw was clicked again. This bug was introduced when social distancing was released. Now you can move seats on the draw tab at will.
• The donation list in the patron window has:
  • added search capabilities by donor and order notes, amounts, donor names and tax receipt names
  • added columns for tax receipt name, donation notes and order notes
• Printing letters and reports to a PDF that have transparent images on them will now print properly without placing a black background behind the image. Note: this enhancement
  • Requires a download/reinstall of Theatre Manager on a machine to get a new component using check for update
  • Need not be done if you do not use transparent images when printing letters or reports to PDF, or if you have not seen this issue.

 

Version 222 (May 29, 2020)

• Allow selection and de-selection of multiple seats and/or distinct areas of the venue (using the shift key) when designing a social distance pricing map.
• Add a feature to roll back earned ticket revenue to deferred and make accounting entries based on current accounting setup for the event. This can be done from two places
  • From the performance detail window
  • From the performance setup list on the play tab using a context menu
• Fix an issue showing the correct G/L posting totals on the G/L tab of the event window. The condition surroinding this:
  • if patrons have been redeeming passes to pay for tickets since mid Feb 2020, the GL entries for tickets could contain an erroneous pointer to the pass type.
  • Since the window was designed to show only G/L entries associated with events, these ticket sales would not be shown. The fix in this version of TM prevents future G/L entries having this pointer to a pass.
  • The erroneous GL entries will be corrected with the next TM server release

 

Version 221 (May 22, 2020)

• Renamed the Saved criteria button to Lookup Criteria and add tooltips to the buttons that manage criteria on the report window.
• Added a filter to the saved criteria window so that you can search by criteria name, date entered and date updated
• Fixed a small issue on windows platform with filters for selecting the file to import on the form letters - it was reorganized in version 220 and this caused thr 64 bit version (on windows only) to not show files in some instances

 

Version 220 (May 20, 2020)

• Some changes to TM server and live performance setup to add youtube as a video distribution channel for video streaming
• Entry Zone added to print at home tickets if entry zones are used for the pricing map

 

Version 218 (May 16, 2020)

• Live Steaming of Events has now been implemented. Refer to the help pages.
• Added government web site and facsimile signature to the tax receipts on company preferences - donations tab. Enter these fields if you wish to print them onto charitable receipts. The cRA charities URL is filled in for you automatically.
• For Canada, please refer to the guidelines using facsimile signatures at Revenue Canada's web site
• Add some columns to donation lists to display a string of receipt dates and amounts for all the receipts that are part of that donation. You can see it on the patron window-donation tab and the donation campaign - donation tab
  • If the receipt is printed, the receipt amount will be in blue text
  • If the donation is not printed, the receipt amount in the string will be dark red text to distinguish them apart.

 

Version 217 (May 15, 2020)

• Significant changes to the pricing map setup to assist creation of social distancing models for COVID19 sales. This includes the ability to define:
  • Social distance holds. This means when a seat is sold, a number of holds are placed around the seats to minimize contact.
  • Order of entry using zones. Even if seats are sold with social distance holds, you still need to manage how you want people to enter into the venue using 'entry zones' (somewhat similar to airlines boarding an airplane - ecept not based on price of ticket.

    If you decide to use entry zones, you will need to update your ticket face to include the entry zone field under theatre/venue information somewhere on your ticket.

• Minor change to the process of selecting files when importing data into various locations in Theatre Manager. All accepted importable files are now enabled by default. If you are looking for a specific file type (eg excel), you can change the filter on the open dialog to only enable those types of files.

Version 215 (May 7, 2020)

• When submitting a report to the report queue, you can now specify:
  • The name you want for the report in the report queue
  • A description for the report - such as its purpose
  • A start date and time for the report, if you want to delay it being run
• The window that displays parameters for the report queue now displays the criteria for the report in plain text, much like it was when entered. It is not editable on this window
• Clicking on a single report in the report queue will show the criteria used for that report. The criteria may be truncated as you can only display data up to the width of the window.
• If there are some reports that are not run or viewed, you will get a message at startup
• The report queue now tracks the date that the report was last viewed. An icon on the first columns will show which ones are not yet viewed so that you can identify them more easily
• On the report window, there is now a count added to the text of the Queue icon on the toolbar to show the number of reports that you have not yet viewed that are in your report queue. The tooltip will also show how many are unread. This is only updated when the report window is opened.

 

Version 212 (April 26, 2020)

• Add a feature when printing form letters, to optionally print or save as PDF into a folder from anyplace letters are merged:
  • Patron Letters tab
  • Form Letter->Tasks->Letter/Email Recipient List
  • Donor Pledge Schedule tab on donor window
  • Form letter merged preview list
  • the letter/envelope detail when accessed by double clicking on any letter.
  • Letters tab within the order window
  • Letters tab on volunteer activity setup
  • Letters tab on the volunteer history window
  • Letters tab on volunteer recognition
• Fix an issue printing a letter from the letter/envelope detail and add ability to save to PDF
• Added a full time stamp to the suggested name for exported files. Previously, the export only had a date appended to the end. If people were doing multiple exports in one day, this could lead to the previous export being overwritten. This means that the default is to not overwrite - by creating more files - that a user will need to clean up themselves
• Fixed an issue in exporting data in the latest 64 bit version of theatre manager. If exporting to tab or CSV format, the quotes around the field names were being doubled - making import to excel less easy

 

Version 211 (April 24, 2020)

• Added an option to selectively show progress to date on a donation campaign if those cases you want to make it visible to the user. It will show the progress on the:
  • list of campaigns -and-
  • the donation entry window if a quick-pick donation is not selected
• Background reporting can now be used if you have a 64 bit TM Server after following the setup steps to enable it in TM and the Director.

  Note: There is one discrepancy when viewing background reports on MacOS - some fonts are not displayed properly, and as a result, print to PDF directly does not work. The work around is to print the report and when asked about printer, save as PDF.

• Fixed an issue putting reports into custom categories when over 100 custom report categories have been created.

 

Version 210 (April 20, 2020)

• Added two new comparison conditions to date fields for reports and mail lists called:
  • is in next This condition means that the the date is in the next xx days/weeks/months/years from the current date. You could use this to find items that are coming up, such as to report on events in the next month or letters due to be printed in the next week.
  • is in last This condition can be used on dates to search for those in the last xx days/weeks/months/years from the current date. You could use this to find donations in the last week, events in the past month, volunteers in the past 90 days, emails in the past 2 days, etc
  These might be useful as criteria for background reports since the dates slide based on time.
• Add two more output options to the merge letters process:
  • Merge to a PDF - allows you to specify a directory and each form letter that is processed successfully will be merged into that folder as a PDF document. You can use this to batch process form letters that you may want to add to personal emails - such as tax receipt letters.
  • Merge and don't print - is designed to allow addition of the form letter to the patron record for tracking. This could be desirable if you used a print-house/graphic arts company to print, merge, and mail letters or brochures to patrons in large numbers. Merging and not printing against the same set of patrons would result in a letter on the patron record that is marked printed, yet it is never actually printed. This can be used for tracking and subsequent building of mail lists for customers that do not respond.
• When selecting the option to store credit card data in a merchant profile, present a confirmation message if the merchant provider it known to charge for the feature. In many cases PCI-D for post dated or recurring payments is sufficient since storing data for refunds is likely no longer required for merchants implementing linked refunds.
• Improve the identification of who sent the email in the Manage Pending/Unsent emails

 

Version 209 (April 16, 2020)

• A new button may appear on the left side of toolbar called Update TM if there is a full update of TM ready to be installed. Theatre Manager has two types of updates:
  • Automatic update - which will be installed automatically on startup - these are new features and capabilities.
  • Full Installer which was previously called a walk-around-install. These kinds of updates require a full install of Theatre Manager because they contain underlying changes to components like the word processor, calendar, gantt chart, theatre map, charts etc. If one of those updates is on your machine and ready to install, you just need to click the Update TM button to complete the process.

    Theatre Manager will download the update for the user automatically and all they need to do is click the Update TM button on a subsequent login.

    During a full install you may need to: provide the administrator password to your machine. If you do not know this, contact your IT support and defer the install till later (by clicking the 'Later' button) Disable anti-virus software temporarily and/or provide exclusion for the c:\Program Files\TheatreManager directory.

• Added a selection capability to the Hot Seat Analyzer to include patrons that are part of a mail list. You could limit the patrons included to a certain list of donors, last years purchasers, people who bought 3 or more tickets, people who are both donors and volunteers - any kind of grouping you wish. If no mail list is provided, then all patrons with tickets are included as before.
• Updated all transaction reports to show the event for an donations that are attached to an event
• The donation entry window has a button beside the campaign entry field that will let you display the donation sales notes for that campaign.
• If an order has a negative balance and you try to add a donation of gift certificate:
  • You will now always see the message is this as a result of a ticket return
  • This allows editing of an order, even if you closed it and put it on account, and then want to edit it later
  • and convert any balance owing to the customer into a donation or gift certificate.

 

Version 208 (April 2, 2020)

• manage pending/unsent emails
  • Added a column to the manage pending/unsent emails window to show the email address of the SENDER of the email. You might need to right click->reset this window preferences to see the column.
  • Added a button to the manage pending/unsent emails that lets you edit the mail preferences of the employee who is sending the email, if it is being sent from an employee account - if you have permissions to do so.
• Added sender email column to the patron letter list similar to manage pending emails.
• Added sender email column to the letter/email recipient list similar to manage pending emails.
• Added a feature to the pass/GC setup window - patron tab to allow extending the expiry date of selected passes/Gift Certificates that are already in the hands of the patrons. This might be used if you need to cancel a show and want to extend the pass expiry by a month or two.
• Reset the spell check status of form letter documents when they are opened - to deal with some cases where no dictionary was specified and all words in the document were flagged as misspelled.

   

• Donations
  • Add a new direct link for quickly adding a donation to a cart from ANY web page (including facebook, emails, your partners, your own marketing web site or the TM commerce web site and taking you to checkout right away.
  • Added a list of suggested donation amounts for a campaign that will appear along with the campaign description online. These will use the quick donation link described above to let patrons add donations to the cart quickly.
  • Added a web icon to the donation campaign (like tickets and gift certificates) to identify the campaign within the list online
  • Added a direct link to a list of donation campaigns that shows all donation campaigns with their icons as per the web page to the right.

    For best results selling donations Add some images to donation campaign setup Add up to four suggested donation amounts that you thin patrons will find acceptable. Zero choices is fine; we think 4 is about the most you might want If you have changed the navigation bar in your TMTemplates/tmNavButtons.html, you may want to update it to use the new gift certificate sales list url. To use the new way of displaying gift certificates, edit the above file and look for: href="<field>F_HTML_FIREWALL</field>login?donation=0" and change it to href="<field>F_HTML_FIREWALL</field>login?donationcampaigns"

 

Version 206 (Mar 26, 2020)

Introduces a very small enhancement to linked refunds within a household. If the order (containing the original credit card payment):

• was transferred to another person in the household -and-
• you are trying to refund something on the order,
• TM will now find the original payment and allow the refund since the order belongs to a household member

bearing in mind that any funds are still being returned to the original credit card holder.

 

Version 205 (Mar 24, 2020)

• Added a feature when doing refunds that allows the user to pick between linked refunds and independent refunds for this refund only.
  • The banks prefer linked refunds for fraud prevention, so that is what Theatre Manager attempts first, if they are enabled in your merchant setup.
  • If a linked refund does not work, and your merchant setup allows independent refunds as well, you can click the checkbox to force the refund to try that approach.
  
• Improved message displayed to user when doing linked refunds. If Theatre Manager cannot find a card in the patrons order that is within the past xxx days (as specifies in merchant setup), it now gives a clearer indication of the reasons that the card was rejected.

  The fix is to lengthen the number of days in the past to allow linked refunds in merchant setup.

  

 

Version 204 (Mar 22, 2020)

• Important Change for Pass/Gift Certificate Sales Online
  • There is a new look to the gift certificate sales page, per the image to the right. This will automatically appear on your web pages if you have no customization in the TMTemplates/tmNavButtons.html page.
  • Added a new code table that allows you to categorize pass/Gift certificate types. These will be used to display the passed online by category, in a sort order specified by you. This can be used to place subscription passes (for example) in a specific order, say before or after traditional gift certificates.
  • Gift certificates have new fields. They can:
    • be assigned a category (as above) in the pass/gc description tab.
    • have internal sales notes in the pass/gc description tab
    • can also have an image (like tickets) that can be used to identify them in the sales process.
  • You can used direct links in emails or web pages to the gift certificate categories. This can help if you want to group things by gift certificate, passes, subscriptions, or even different kinds of subscriptions or offerings from the venue.

  For best results selling gift certificate and passes: Create categories in code tables per the above release note Add some images to Pass Setup If you have changed the navigation bar in your TMTemplates/tmNavButtons.html, you may want to update it to use the new gift certificate sales list url. To use the new way of displaying gift certificates, edit the above file and look for: href="<field>F_HTML_FIREWALL</field>login?pass=0" and change it to href="<field>F_HTML_FIREWALL;</field>login?membershiptypes"

• Enhanced the mass refund of tickets to an event

  so that:

  • There are settings on the merchant setup authorization tab which identifies some key features in your merchant agreement with your credit card company. These options are used by Theatre Manager when refunding to a credit card to try to decide how to talk to the merchant provider.
  • If theatre manager can, it will do a linked or independent refunds. based on the settings above.
  • The Mass Refund of tickets now allows you to refund the ticket price to a donation or a gift certificate, as well as to credit card. If refunding to credit cards, we now suggest authorizing at end of day and not at time of refund, in case you have daily limits on refunds.
• Note: You can also do mass refunds from Setup->Batch Functions->UnPrint or Refund Batch of tickets.
  • The advantages of a mass refund on the Unprint or Refund Batch of Tickets window are that you can:
    • select tickets by patron, event, subscription, sales promotion and more.
    • use up to two search criteria to do things like find:
      • all future performances for subscribers, or
      • all regular priced tickets for an event.
  • The advantage of a mass refund on the attendance tab of the event list is that it specifically restricts refunds to one performance
• Added support for extracting customized web pages directly out of gitlab for cloud customers. This allows each venue to edit their own web pages and push to a server and be deployed to their TM server quickly.

 

Version 199 (Mar 15, 2020)

• Convert names with '&' in them to 'and' before creating a Moneris merchant profile. Moneris used to accept '&' in names and has recently begun to reject them with no prior warning.
• Add some features for directly linking to a patrons future ticket page, which could be emailed to them after you've exchanged or postponed a bunch of their tickets

 

Version 198 (Mar 10, 2020)

• Rename the ticket price fields in the display on reports to try to eliminate any confusion over base price of a ticket and final price. The fields are now called:
  • Base Price which is the original price of a ticket BEFORE all discounts, taxes and fees were appleid. It used to be called Ticket Price
  • Final Price which is the final price paid by the patron for the ticket AFTER all discounts, taxes and fees have been applied. It used to be called Total Price
• Improve the mass refund of tickets for an event when the user tries to authorize against credit cards. It will try to:
  • take into account if the full encrypted card number exists, and then do an independent refund.
  • if not, and merchant profiles exist for that patron, then do that
  • if not, and the card is shredded, then a payment will be created for that patron, but it won't authorize and will need to be corrected later. This payment is created so that its is a reminder to deal with the customer balance using independent refund.
• Improve some features on the Queued Report Monitor so allow rerunning of a report and show a measure of progress when reports are actually running.
• Fix an issue with popup menus on Windows 64 bit and high resolution displays appearing much further away from the button that was clicked to cause the menu to appear. This needs a download and reinstall of Theatre Manager to fix.

 

Version 197 (Mar 2, 2020)

• Introduction of Canadian Payments Association CPA-005 layout for EFT Payment processing. This should allow access to more Canadian banks when using EFT.
• Fix to printing annual charitable receipts to avoid some unnecessary database transaction creation when running the report
• Address a condition in creating payment refunds for mass refunds to an event since new rules have been imposed by credit card companies about refunding. It should not try to take into account merchant profiles enabled for a patron and/or if a full card number is required to exist for the patron. For the moment, it assumes that you have independent refund capability (full card number). Going forward, it may be made smarter.

 

Version 196 (Feb 17, 2020)

• Minor change to Address Verification in Orbital and other credit card providers. If the address contains accented UTF-8 characters (eg french, german, etc), they are converted to a non-accented equivalent ascii character before sending to the bank. This means that a letter like è becomes e to make sure it fits within the banks character limitations in addresses - and the authorization should be successful.
• Update the display length of internal/external order notes from 500 to 2000 characters whendisplayed on some house reports.
• Address an issue in Moneris linked refunds to credit cards where a till balance though the refund payment had not been authorized
• Change the background of the ticket, pay and other buttons on the sell window in window -64 bit version from black to grey to make it similar to Mac 64 bit and legacy 32 bit version

 

Version 183 (Sep 26, 2019)

 

• Add a Schedule 'D' Post Dated Payments option - to save credit cards for only one day, unless they are post dated payments. Some notes about this:
  • It is intended for those venues that wish to use post dated payments - yet only store cards for those patrons using post dated payments - all others are shredded (minimizing storage and associated risk)
  • It is the preferred option for any venue if their merchant provider charges money for merchant profiles (eg Moneris)
  • Credit card refunds are accomplished without having the credit card on file using the linked refund approach

Version 180 (Sep 5, 2019)

• Fixed an issue exporting data in the export report if there happened to be a hidden setting indicating to summarize the exported data. These saved settings should not have been allowed and are now ignored when exporting data to excel.
• Verified all reports to ensure dates and times are displayed appropriately in 64 bit version. This resulted in about 25 reports being changed in minor ways to display dates. Formats are standardized as:
  • yyyy-mm-dd hh-mm-ss.s for all timestamp fields used in date entered, updated, posted or transaction audit trails.
  • mmm dd, yyyy for most dates that do not contain a time component. This would be like birth dates, anniversaries, expiry dates, event dates, date of next contact, etc.
• Examined some reports that were not displaying the decimal places on some reports.
• Changed the name of the 'delete' button at the bottom of the mail list 'who's in' list. It is now called remove for a little more clarity that patrons are being only removed from the list, not deleted entirely.
• Increased checking for maximum usage of a promotion so that it will also be checked if a sales rule or coupon is applied to change a price.

  eg: When a patron uses a coupon code that causes a sales promotion to be changed (through a sales rule), implement an additional check to make sure the sales promotion cannot be over used on a per performance basis. Eg, if they venue allows 10% off coupon and the 10% off sales rule only allows a max of 15 tickets per performance, Theatre Manager will allow the entry of the coupon (since another mapping might be allowed) but not discount a ticket to the performance if there are no more permissible uses of that one promotion.

• Added a warning message if you try to refund a credit card on an order to a different merchant account than was originally used to authorize it. Recent rules from credit card companies that only allow refunds up to the amount on the original order - will only allow the refund if its to the same merchant account - so this is a way to let you know that the refund will only work if you re-enable an old merchant account if you just changed recently.
• Implement a change for Moneris authorization after a prior rejection. When a card fails authorization due to a CVV2 failure, Moneris now requires a new unique transaction identifier be sent. This will improve authorization attempt if the first fails within an order and you immediately attempt again with a different cvv2 or expiry.

 

Version 179 (Aug 23, 2019)

• Improve the splitstring() features for ticket faces. The parameters for the functionalists were backwards
• Fix an issue on cloud clients that shows who is logged in when first accessing the login window
• Show message if the user might have caps lock on when entering a password

 

Version 178 (Aug 20, 2019)

• 64 bit Migration

  Most venues are using 64 bit and have been for a having converted sometime during transition period over the past year. Thank you to all who have done so. There are a few workstations till running 32 bit which will see a more insistent message that Sept 15, 2019 is the final date that 32 bit will be supported.

  After Sept 15, 2019, if you are still using 32 bit theatre manager, it will still continue to work for the foreseeable future. Apple released Catalina (OSX 10.15) in Oct 2019 and no longer supports any 32 bit application (after a 15 year transition) We suggest updating to High Sierra or Mojave before the release date if you still need to run 32 bit.

  What the Sept 15, 2019 release date signifies is that all new features will be placed into the 64 bit version of TM and they may note be able to be carried back to the 32 bit version due to technology limitations. We'll do our best to make sure that 32 bit still runs, but there will be no big fixes or guarantees.

• Mail Lists

  The VIP list alert that pops up when opening a patron (if the patron is on a VIP mail list) has been modified slightly to respect the access groups set the mail list. In other words, if an employee is not allowed to see the mail list due to access restrictions, they will not get a alert when opening the patron that the patron is on that list they cannot see.

• General List Display Changes
  • Changed the display of all boolean field in a list so that 'No' displays as a red X and 'yes' displays as a green checkmark to more easily distinguish the value and that it is boolean.
  • Added the active column to display in lists for most items. Since it is boolean, you can see at a glance which venues, gift certificates, tasks, etc are active or inactive
• Facility Management
  • Added a search feature for tasks within a project so that you can more easily find what you are looking for in larger projects. Other changes to Facility Module:
    • Enhanced the legend on most of the windows showing tasks
    • Added search capability to most windows showing tasks
    • Added string of task participants to most list of tasks
    • Added Venue that task is in two lists of tasks where appropriate
    • Changed default search for tasks in a project to show inactive tasks
  • Improve the posting process for resources added to an order that are not part of a project.
    • If a resource is part of the project, it does not post to the GL until the project is converted from an estimate to a real project.
    • If a resource is added to an order, it will post right away. This means you can add a simple item like room rental, picture gallery sale, CD, or what have you to the order.
• Events
  • Increased the length of event title to 100 characters handle the increasing length of events names.
    • Longer event names should display in online sales and print at home tickets without issue - where.the browser will automatically word wrap the longer titles.
    • They should also display well enough in most reports and may get truncated in others with a '...' at the end.
    • Ticket faces have a far more constrained space to physically print the event title - this is where you'll see the downside of longer titles (on the ticket faces). You have two options to deal with the longer event titles:
      • Truncate the play title to on an arbitrary length using the jst function. eg, you might use jst(P_PLAY_TITLE,'^30x'>/b> to center and truncate the play title on 30 characters.
      • You can use a new function just added to ticket faces called tStringFields.$splitString( String1,segment,width) to enable splitting the play title to arbitrary lengths, based on spaces within the event title. You can use this to create two line titles in a single ticket face that could work for all events. It would print shorter play titles on one line and split longer ones on two lines, automatically breaking the title at a space.
  • Added a feature to the play list promotion window to more clearly show the sales promotions that, while active, cannot be used for the performance because the price codes they exclude do not allow them to be used.
  • Added the list of excluded price codes to the display for clarification. You may need to right click->Preferences->Restore Column Defaults to see the new field or add it by right clicking on the column headings an picking the field.
  • Add search by sales promotion name to the play list promotion window
  • Added two buttons that let you enable or disable a number of price codes on the price code window. You can accomplish the same action via a right click on a number of price codes and use the context menu
  • The Copy Prices Wizard now allows you to copy the default price code to other performances. It will copy this whether it is the highest price setting or a specific price code.
  • Improve the background data loading process on each of the tabs in the event window (64 bit Theatre Manager only). When you a tab to view data (like prices, promotions, maps, etc.) the right list will populate with the data from the first performance in the left list.
• Glossary

  Added some standard glossary shortcuts that can be used in almost any field. These are in addition to personal ones in your own glossary of shortcuts. Shortcuts are very useful when you need to type the same type of phrase repeatedly in fields like patron notes or report cards and save time:

  • xDay - the day of the week in full format like 'Monday'
  • xDate - the current date in full format like 'June 12, 2019
  • xTime - the current time in 12 hour format with am/pm
  • xNow - the current date/time in timestamp format. eg. yyyy-mm-dd HH:MM:SS
  Previously there were hidden shortcuts for DATE, DAY, TODAY that have been removed.
• Subscriptiions
  • Added some small performance improvements to web sales to booking a subscription when there are a lot of events (like a hockey season of 33 games)
  • When buying a new subscription online, if a subscription series has no price codes enabled, or has no valid and available price codes that match the exclusion rules on the online subscription promotions, then TM will no longer show that subscription series code for sale. This prevents an infinite loop discovered where no pricing is available for sale which appeared as subscription sales no longer working.
• Miscellaneous
  • Online sales may now display some error messages using bootstrap 'danger' style (typically means the error messages will be red). This should help with indicating to the patron that they have to pay attention to an error message. Some have been done, like the checkout errors when where their credit card has been rejected.
  • Added export capability to some of the donation summary reports.
  • Increased the maximum length of passwords for mail to 249 characters to support mail gun tokens for web sales
  • Mailing Labels can now be printed down the page (then across) in addition to the default across the page (then down). This may help those who find it easier to work down the label page when transferring them to envelopes. Refer to the Label Style and Position section on the help page.

 

Version 172 (July 8, 2019)

• Add a Web Site button for the windows listed below. Clicking on it will open your browser ready to sell the item you are editing. This should help with two things:
  • You can quickly test that the sale of the item behaves a you wish it to and has the right pricing and setup options
  • The URL for the web site is copied to the clipboard so you can paste it into an email if you want to send that to somebody
  The windows that is is enabled for are:
  • Season Subscriptions
  • Event Setup
  • Performance Setup
  • Donation Campaign Setup
  • Pass/Gift Certificate Setup
  • Package Setup

 

Version 170 (July 3, 2019)

• Add a filter to the list of pricing maps on the venue window. You can filter the list by map number, internal pricing map name, external name or notes. Theatre Manager will look in all fields for whatever you type.
• Enhanced the way data is exported for of certain marketing fields in the data export reports. The data now exports the name of the item. Eg for Tags, you get the tag name as well as the number.

  The fields include:

  • Tags associated with a Patron
  • Patron bought for events
  • Patron bought for performances
  • Patron donated to campaigns
  • Patron bought or rented some resources
  • Patron bought passes/gift certificates
• The Invoice Report has some added features:
  • It will hide resource quantities if you do not want any quantities on the report - see the 'header' tab for invoice parameters.
  • When printing an invoice for a non-project resource, you can now print the resource duration or the task duration via a selection on the project tab.
  • Task notes can appear on the invoice
• Improve message when detecting voiding a void for authorize.net - which really shouldn't be done due to the eccentricities of auth.nets void process and the auto-sweep interval.
• In year end rollover process, ignore some user audit transactions from years ago may not have a posted date. These specific non-financial transactions will no longer cause the message 'unposted transactions exist'.

 

Version 167 (Jun 19, 2019)

Attention all Authorize.net users Authorize.net recently changed their policy on credit card refunds and will now only refund if: the card was authorized against that specific order -and- the last 4 digits of the card is sent back to Authorize.net to confirm the card used by the patron (TM will do this automatically, even if cards are shredded) -and- the authorization was with the past 120 days

• Implement the new refund rules for authorize.net. From what we can tell, this was implemented as anti-fraud control. A good effect of this is that Auth.Net lets you refund to a card without needing to have the actual credit card number or calling the patron
• Patrons asking for a password reset email online will now get an error message if they do not enter an email address.
• Improved performance of web pages with pick-your-own-seats by making parts of the maps cacheable within the browser. In higher load test situations where many people ask for pick your seats at the same time, we have seen 2000x performance increase in delivering seat map data when the web server can cache most of the data. This helps high volume onsales if they wish to use pick your own. It will have no effect on web sales when sales are periodic throughout the day.

  NOTE: The performance improvement is currently OFF by default so that maps should behave as they did before. If you wish to try this feature:

  • please look for it in code tables per the image to the right
  • activate it to turn it on
  • test your web pages and pick your own seats to make sure that they work as before
  After a short while, this will become the default behaviour, so we encourage people to try it.
.

 

Version 163 (Jun 12, 2019)

• Address an issue where dragging the attendance tab's window divider to the right would cause it to hide the list on the left side that showed the performances - if the width of the entire window was small. This would be most likely seen by those with narrow width monitors or low screen resolution.

  The problem was insufficient width at the bottom to show all buttons and the search fields. The fix was to remove text from the buttons to give more space (use the tooltips if see what the buttons will do, or use the context menu as an alternative)

• If you encounter this problem, you may need to use the reset window settings button on your preferences

 

Version 161 (Jun 6, 2019)

NOTE: printer preferences MOVED in this version into Setup->Hardware Preferences

• Consolidate all device preferences for the workstation into a single screen called Hardware Preferences. This makes it easier to setup point-of-sale devices for the user.
• Any devices associated with a workstation must be previously set up in the hardware device table. These devices can be:
  • Ticket Printer
  • Cash Drawer
  • USB Credit Card Swipe
  • EMV Credit Card Swipe
  • Ticket Scanner
• Remove printer setup from employee preferences - since they are now in the hardware setup window above
• Remove cash drawer setup from employee Preferences - since they are now in the hardware setup window above
• Fixed an issue selecting and trying to sell held seats from the patron ticket list window
• Fixes to report pagination - which will require a download and reinstall of latest 64 bit version of TM at this time. For OSX, requires 10.11.x or later. For windows, requires windows 7 or later.
• Address toolbar being disabled in a recent version of TM 64 bit that has fixes for report pagination.
• The pass/gift certificate/membership list now allows the external name as both a column and a searchable field
• Add a 'please wait' submit message to the login window. Safari on OSX Mojave automatically submits if people use their fingerprints to confirm access to a web site. If you clicked the login button after using your fingerprint, it would submit the login twice, which logged you in, but cleared your cart because of the cross-site scripting checks.

 

Version 159 (May 28, 2019)

• Addressed a specific condition with Moneris hosted payment page where a patrons credit card could get charged twice if:
  • The patron started to check out online and was entering their payment information on the Moneris web site
  • Somebody opened End-Of-Day deposit window to begin the deposit process
  • The patron completed the payment process at Moneris and Moneris communicated back the valid authorization
  • yet, the web listener, thinking that a deposit was in progress, would redirect the patron to the cart page - and then the patron might check out again once the deposit window was closed
  Now: The TM web services will accept all payments at moneris, regardless of the state of end-of--day.
• Improved Startup time of 64 bit TM server when an update to TM classic released
• Alter the meaning of the next pass/GC control number got passes that are given a specific number range within a band of numbers in the pass setup -- it now means the last used pass/GC number (not the next one to be used). This was done to provide consistency in all aspects of assigning control numbers.
• Small tweak to improve plugin compatibility between 32 bit and 64 bit Theatre manager

 

Version 158 (May 24, 2019)

• SMTP server for web sales now allows configuration of the EHLO parameter of your mail server requires it. Most SMTP servers do not require this to be entered and the field should be left blank.
• Add a feature to Company Preferences->Web Options->Purchasing tab to allow each venue to implement 'pick-your-seats' without having to have one suggested first. The option can be changed whenever you want - to go back top search by section first
• The ticket print options for a performance now have an explicit setting for use same as event.
• Testing for database replication has been removed from the notifications for all venues. It must be explicitly enabled on system preferences via an option called Enable Database Replication Monitoring. This should only be enabled for those venues that do have replication enabled.
• Add options to enable or disable cache settings in system preferences to decide if Theatre Manager should cache data for OSX and/or Windows at the box office or online. This is a setting that should only be changed if advised by AMS support.
• Add a context click to the seat description field for pick-your-own in the pricing map set up to make it easier to select and insert keywords like {door} or {note}
• Add some messages around deleting/voiding pass payments to make it clear what was happening.
• The Company Preferences ->web Options tab has been restructured to try to organize all the options more clearly
• Fix an issue with the record count report for those people on a early adopter (future) version of the 64 bit version of TM.
• Improve setting of colour palette for held seats in system preferences - the colour is displayed beside each hold code. Also addresses issue where hold code colour background would not appear in 64 bit version.

 

Version 153 (May 8, 2019)

• If a user reaches the inactivity time limit, the system will close all open windows, including notification and some others that would not previously close so that the user will be logged off. The ONLY exception is the order window - which will not auto close at this time.
• Added a beta test feature to re-implement serial ports for ticket printers in 64 Bit OSX. If you have serial printers and Keyspan USB->Serial devices, contact support for the update link
• Web Listener log will now show transaction logs for all outlets for a Master User only
• Add an error message to the web listener log to clearly identify which outlet has no payment methods enabled online - since if people attempt to purchase, they will not be able to checkout
• Add an error check tp prevent converting General Admission performance to Reserved seating if somebody happens to have held tickets online or be purchasing them at the box office.

 

Version 151 (May 2, 2019)

• Improve detection of card data when processing post dated payments during end of day for those people using meerchant profiles
• Improve detection of order that span multiple outlets when checking to see if a receivable is allowed on the order.

 

Version 150 (May 1, 2019)

• Fix an error message where Theatre manager indicates that the event is for the past during an exchange where it really is not
• The Royalty report no longer shows passes that are within an order but their setup excludes use of the pass on the ticket.
• Fix a SQL error where a ' (quote) is used in the quick search window - the text search component of the database did not like it.
• Fixed the issue where opening the Ticket Detail window, then clicking on order notes tab and order notes would freeze Theatre Manager.
• Address an issue during checkout where a person logs in using a non-primary email address and then deletes that email address on their patron record before checking out. The cart will now be rejected with an error asking the patron to sign out and sign back in again.
• Add a feature to equally resize the seat code list so that you can see all column dividers, should they get squished close together
• Tweak transaction A/R totals on the transaction list window when some of the transactions reflect actions on your tickets by another outlet when they sell them
• Payments cannot be deleted for orders containing tickets and payments across outlets, if it would cause a balance owning. This would show up as an EOD imbalance. Now, if you want to delete a payment, you must either replace that payment with another payment or alter that was purchased so that the outlet order always has no A/R balance
• The order/transaction balance report will now identify orders containing transactions for other outlets that has a non-zero balance as being an order that needs to be addressed to bring EOD into balance.

 

Version 149 (Apr 24, 2019)

• In employee security functions tab:
  • Create groups for the ticket security items into sales, exchanges, refunds, printing, misc, other for clarity.
  • Add permissions for exchanging and refunding tickets that have promotions that employee is not currently entitled to sell.
  • Add a security setting that asks for permission if an employee tries to exchange or alter the price of a ticket that was redeemed by a pass - since that means the pass may need to be adjusted or a new one sold.
• When modifying and order (exchanging, refunding), implement the ticket sales security features on the ticket review tab so that if a person cannot refund tickets to a past performance, they cannot indicate this on the ticket review table when editing an older order without receiving permission from a supervisor.
  • About 18 permissions were implemented so you may find that Employees will ask for approval for some things they might have been able to inadvertently do in the past.
  • These permissions are NOT checked for new orders at the review tab since they would have been checked opening the order window. Once an employee is given permission to create a new order and sell tickets, the permissions are deemed not to be in force. (until the employee edits the order later).
• QuickBooks IIF export format has been enhanced to create class codes for payments that match the payment methods in code tables. This should help in bank reconciliations

 

Version 147 (Apr 15, 2019)

• Implement Export of GL to Quickbooks for 2015-2018 and 2019 Desktop versions in IIF format. Quickbooks cloud does not support import, except through external products.

 

Version 145 (Apr 8, 2019)

• Implement separate coupon requirements for online and box office sales in the Sales Promotions Edit Tab.
  • You can now sell tickets online and any that require coupons can get a print at home ticket which refers them to the box office. Thus all parties to the online sale will see something printed for each ticket purchased.
  • For print-at-home tickets that require a coupon, there is a note that must be entered and is printed where the bar code normally goes -- it provides instruction to the ticket scanner/usher what to do with the ticket.
• Add a feature to the bestavail link so that you can go directly to the pick your seat window from anywhere without having any suggested seats. You just need to specify a desired quantity of zero tickets. eg:

  https://tickets.artsman.com/TheatreManager/1/online?bestavail=314&qty=0

  If you prefer pick your seat functionality directly from the event list for all events, simply edit the link in rowTicketEventBuyButton.html

• Add external account number to the deposit and sales listings in the end of day wizard for those that prefer to look at external account, expecially where it is alpha numeric.
• Add event title as an available field to the end of day sales entries list. Previously only the event code wash shown.
• Accounting export formats now include Quickbooks Pro IIF for both 2015-2018 version and 2019 version
• Improvements to credit card retention and shedding when used in conjunction with merchant profiles. When refunding card in order and using past cards as a basis, it will copy either non-shredded card or profile if it exists, but not a shredded card any more (since that was only partial number with **** in it
• Quick Find now includes donations, soft credits and marching gifts when searching for a the numeric donation number
• Fix an issue when editing a giving level range where TM may not classify donation soft credits properly. It now does and at the same time improved performance of the processes significantly if there is a lot of donations being affected. If you think some of your soft credits are classified in the wrong giving level, just edit it and save the data, and it will correct itself.
• Added support for Postgres 11.2 in TMServer's backup process

 

Version 144 (Mar 28, 2019)

• Fix an issue showing all household information on the patron window in some cases where 'events bought for' contained specific information
• Resolve an issue where combining donations on the donor insert report would go into an infinite loop and never end - if the giving matrix selected to aggregate people into did not have any giving levels associated with it. Now, empty giving matrices will not show up to be selected.
• During year end rollover, if the option is selected to close events, do not close those events with a performance in the future
• Updated the feature in invoice printing that eliminates any order containing future tickets. if you select this option, then the order will not be selected and printed on an invoice, making it ideal for billing groups for past events - without mixing in future events.

 

Version 142 (Mar 25, 2019)

• Added two export formats for accounting data in xls and xlsx - with the external account number format
• Address an end of day imbalance issue caused by redeeming passes that were quantity based. Version 10.07.141 added to the transaction traceability - but missed creating the initial TEF transaction.

 

Version 141 (Mar 18, 2019)

• Added a feature to batch ticket printing that simplifies selection of the order ticket printing status (as per window to the right). You can easily bypass printing tickets that are to be held till the patrons brings in a coupon (for sales promotions specified as requires coupon) or some other identification (like Military Card), if one is required for the purchase.
• Improved performance of the patron reports section
• Improved performance of end of day posting in some areas
• Added two new genre's: Youth Programming and Family Programming
• Improved the process of blacklisting credit cards and using them:
  • You can now blacklist from the patron's credit card detail (in addition to the payment window). Marking a card blacklisted will give the option of doing other patrons with the same card (subject to the condition below)
  • Blacklisting a shredded credit card can only black list that cad for the patron that owns the card
  • Blacklisting a credit card that is still encrypted will allow you to black list cards for other patrons with the card number that are also encrypted.

    This avoids an issue where TM could have blacklisted shredded cards with the same first 4 and last 4 digits of a card number (since we don't know what the middle numbers are -- it is impossible to match with other patrons).

• Merging patrons does a better job of merging the credit cards used by those patrons and eliminating orphaned encrypted cards for the merged patrons

 

Version 139 (Mar 5, 2019)

• Use the group security levels for donation and pass/gift certificates to limit the donation campaigns and passes that can be sold by an employees at the box office
• Limit the donations in the donation list on the patron window to only those that are part of the employee's security group access
• Fix an issue editing a task on the to-do portion of the calendar. Previously the edit restricted the task type to only those that are todo's (making the existing setting disappear). Now it will allow you to retain the task type that is already on the calendar.
• On the Patron window->Patron tab, allow resizing of the patron notes field so that you can see more (or less) notes and more (or less) to the restricted promotion list.
• Introduce a workaround (Mac OSX 64 bit only) for printing a report containing a map of patron seats from the patron window. This should address an instance where theatre Manager OSC 64 bit might crash.

 

Version 138 (Mar 3, 2019)

• Introduce the notion of merchant profiles.
  • Merchant Profiles let you store a patron's credit card at on your Service Provider's web site. The Service Provider sends you a token to replace the credit card. From that point on, the token can be used to authorize credit cards for things like recurring donations or post dated payments -- even if you are Schedule 'C' compliant and do not allow credit cards stored in your database.

    Merchant Profiles for patrons are managed by your service provider on your behalf and can be revoked should the patron's credit card get compromised, making them far safer since they are specific to your merchant account, your patron, and a specific credit card for them. They cannot be used by anybody other than you (so can't be stolen and be effective).

    	Note: Merchant profiles for Bambora require 64 bit theatre manager for implementation and is not possible until the 64 bit migration is complete. (approx may 2019)
    	Note: Some Service Providers may charge for using merchant profiles and it may be a feature you need to enable for your online portal - please be sure to contact them before attempting to use this feature.

  • Provide a feature to manage customer profiles set up at your merchant provider
• Updates to the accounting system export format for Solomon for use in exporting GL entries at end of day.
• Add feature to the Credit Card Royalty Report to enable pass/GC summary
• The Letter Usage List now has the email opened/unopened icon as an indication
• Anonymous Login must be specifically enabled for web sales in company preferences for it to work. For a long while, the TM Server ignored this setting and every web site was anonymous be default. It now respects the setting of this feature and will force people to login online if this setting is unchecked.

Version 137 (Feb 24, 2019)

• Improve look of icons in lists for 64 bit version of Theatre Manager by rendering at double scale
• Added lookup list for letter selection within the report criteria instead of picking by letter number
• You can now go directly to the pass setup for any pass/gift certificate sold on the patron window using context menu
• Add payment button to the play attendance list - gives a visible button to take single payments for single orders. The context menu allows single payments for multiple orders as well
• Price code worksheet now shows the base price for the price code and eliminates any promotions that are not enabled for that price code. This makes for a more concise worksheet.
• Add feature to export end of day GL entries to Solomon accounting software
• Fix an issue with the payment date received so that it reflects the proper date on the server when operating Theatre Manager across multiple time zones.
• Multiple improvements in the pas payment window to ensure the selected quantity to redeem from a pass takes into account any prior uses of a pass where the payment may have been deleted, but the tickets not exchanged.

 

Version 134 (Feb 20, 2019)

• Add a feature to allow limited profile (Guest Checkout) customers online based on the content of their shopping cart. For example, you may only want to allow Guest Checkout for people with:
  • Only donations in their cart
  • Only tickets in their cart
  • Only Gift Certificates in their cart
  • Any combination of the above
  Please make sure to read about the Implications of Guest Checkout on your data and business processes.
• Add a feature to limit the sales promotions that can be used with a specific patron when they purchase tickets. This might be useful for tour operators, resellers or schools where you want to make sure that they receive a specific price as part of some contract.
• Add a feature to restrict sales promotions for an employee. This might be useful if an employee is only allowed to do group sales and nothing else.

 

Version 131 (Feb 6, 2019)

• Added the following features to the pass redemption list window to assist understanding the total quantity redeemed for passes:
  • The quantity of tickets redeemed by the pass (at time of use) AND the current redeemed quantity of tickets is displayed. This lets you see at a glance if tickets have been returned for which the pass was redeemed and that can no longer be redeemed because the ticket was exchanged to something else
  • You can now right click on a pass redemption and view the payment, the order or the patron who redeemed the pass
  • Totals of selected lines (at the bottom of the window on the pass redemption now show:
    • totals of used passes assigned to the payments - meaning the number of passes that the specific payment caused to be take from the pass
    • total count of passes still assigned to the tickers in the same order as the payment - which may not be the same as the quantity assigned to the payment if tickets were refunded or exchanged subsequent to the payment.
    • A count of those payments where the passes used and tickets assigned to the pass number are different (usually caused by refunded ticket, cancelled payments, or multiple pass payments in the same order)
• Added the ticket icon string to the list of tickets in the ticket review tab on the order window so that you can see which tickets were paid for by passes.
• Added number of passes redeemed from the transaction audit trail record to the transaction detail window for pass payment types.
• Added the pass to payment delete audit transaction (APD) so that you can easily see any refunds of a pass before the deposit occurred - within the pass transaction window for the owner of the pass, as well as the order that the pass refund belongs to.
• Pricing Map Window:
  • The import icon on the pricing map window now changed its name depending on which tab you are on, YOU can still import and replace the entire map, the image and/or the seat list, depending on which tab is current. The 'import' icons just changes its icon, and help text to match.
  • The default for importing the seat names is now XLS format, since that is the most convenient for retaining formulas while editing the seat list.
• Remove ability of an employee to request their password be emailed due to a security concern. If a user forgets their password, they will need to talk to their master user to get it reset and have their employee account reinstated.
• Add a feature to build a mail list of all people that appear on an order-transaction imbalance report - to help make it easy to process the list of people to verify orders. Normally, this feature would not be required 0- but it would assist if something very unusual/unpredictable were to happen
• The order imbalance report now prints alphabetically so that you can match the patrons to the mail list, if you so choose to create the mail list as part of the process to address each order.

 

Version 130 (Jan 31, 2019)

• Add an online redemption option for passes where you can allow passes to be unpaid at time of redemption online. This is generally never used, but might be something you want if you are selling passes to a third party (like Costco or the local Food Store), who will guarantee payment of all passes sold. Please note: enabling use of unpaid passes online contains risk.
• Fix an issue where deleting a recurring donation template would delete the original donation record.
• Address an issue where the gift appraisers comments were printed on a tax receipt when they did not apply
• Add support for importing pricing maps across all platforms (eg WindowsMac and/or 32 bit64 Bit)
• Fix an issue on the sell window in 64 bit mac where changing tabs would cause it to shrink in height in some instances. Since it is a slight work around, it may mean that you see the window shrink that grow to its original size, appearing as a slight flicker.
• Add a folder option to coupon codes for classification purposes.
  • The coupon list window now supports search by folder, external name and notes -and-
  • shows the folder and notes field on the coupon lis . You may need to reset the window layout for this window to see them.
• Add an optional parameter to the direct donation URL online to set the recurring donation frequency in the URL

Version 126 (Dec 17, 2018)

• Added some new search features and improved existing ones on the patron marketing record to allow searching across data records for:
  • Tags for Patrons - now supports unlimited tags
  • Belongs to Mail Lists - now supports unlimited mail lists per patron
  • Bought or Rented Resources - new feature to allow searching for people who have (or have not) purchased one or more resources in the past
  • Bought Passes or Gift Certificates - new feature to allow searching for people who have (or have not) purchased multiple types of passes, gift certificates or memberships
  • Bought Tickets to Performances - new feature to allow searching for people who have (or have not) purchased tickets to specific performances. You might use this to find people who purchased to opening night, for example
  • Bought Tickets to Plays/Events - enhanced feature to allow searching for people who have (or have not) purchased tickets to specific plays, regardless of performances
  • Donated to Campaigns - new feature to allow searching for people who have (or have not) donated to specific donation campaigns.
  • Able to work volunteer positions - new feature to allow searching for patrons who have (or have not) signed up for specific job activities
  Note: these features are more powerful and may make it easier to do some reporting on patrons without needing to access a mail list - and/or will help make building mail lists easier across different types of data. Example: it would be easier to find people who donated to individual and capital campaigns that have tickets for opening night or preview and do not volunteer at all.
• Dragging seats when editing 64 bit maps on Macintosh now shows the drag outline. This removes one of the differences between 32 and 64 bit
• Remove the serif font from the sat maps on windows and return them to the standard font from 32 bit version of windows
• On 64 Bit versions of Theatre Manager, you can now queue reports on a report server and view them when they are finished. Setting up a report server requires:
  • Running at least one of the TM servers on 64 bit machine and enabling the report server
  • Enabling the report server in Theatre Manager System Preferences
  • Enabling appropriate employees to use the Report Queue in their employee preferences report tab
  • Queuing a report instead of running it during the reporting process.
  • Viewing the report in the Queue Window and then deleting them when you no longer need to save it.
  Note: This feature is in beta mode at the moment - we know fonts on reports may not display perfectly
• Introduces a workaround to try re-enable toolbars on 64 bit Mac that sometimes disable.
• Fixes an issue with emailing PDF tickets from the box office to a person other than the owner of the tickets. Previously it might show as an email that could not be sent because the document PDF) could not be created
• Added an optional feature on the Director to enable running 64 bit TM on the TM Server. It is only mandatory for OSX Mojave. It can be tested on any other 64 bit OS if desired to see if your machines are compatible
• Added support for the new PCI requirement for Union Pay card type (per the PCI council - these are cards that start with 81)
• Added support for NACHA file format for EFT - typically used in the states

 

Version 122 (Nov 21, 2018)

• Relaxed a rule on startup and migrating to 64 bit -- if the user is running on windows 7 (64 bit), TM will suggest migrating to the 64 bit version of Theatre Manager.
• Fixed an issue running a report a second time that has no record found the first time - affected 64 bit only.
• VERY IMPORTANT NOTE: Theatre Manager continues the process of guiding people to 64 bit. You will see notes at startup for the next step to take on each workstation.

Version 10.07.121 (Nov 20, 2018)

• Fix an issue where selling ticket or updating some windows might cause the lists in dependant windows to show the same data twice.
• Fix an issue where the base font for emailing invoices or tickets was not set on windows version of TM (64 bit only).

Version 10.07.120 (Nov 18, 2018)

• Minor enhancements for 64 bit version and tracking settings for SVG->Pick your seat map conversion.

Version 10.07.119 (Nov 14, 2018)

• We've built a quick way to:
  • adjust any graphic map that you've been using a long time where seats and background are not aligned and
  • which you've previously been using for pick your own seats.

  This should make it quick to align the seats and the background as you convert to 64 bit Theatre Manager. Once you've done the map on one computer, it is good for all machines.

• Clearing the web server cache in Company Preferences->Director tab will now clear any cached pages in the TM servers. This can be helpful if you've just made a page change and can't see it reflected online.

Version 10.07.118 (Nov 12, 2018)

• Minor change to improve recognition OS for 2012 and 2016 server when running 32 bit TM - to invite them to update easily
• Minor change to 64 bit Mac installer

Version 10.07.117 (Nov 12, 2018)

• Added a feature to 64 bit version that shows thumbnails of report pages in the report. In addition:
  • You can use the thumbnails to scroll to any page you want
  • The thumbnails can be hidden or shown in the context menuM/li>
  • You can zoom in or out on the preview. This contrasts to earlier versions of TM where the report always fit to page and was dependant on the window size - this is no longer
• Improve performance of the utility report that verifies order/transaction balances
• Added workers jobs to remove outdated cart information that is only needed at point of checkout. This is to help manager the size of the database where the data is no longer needed. It might cause some sites to report a smaller size database in the next backup
• Fixed an issue with the default web page templates for print at home tickets. The note to 'please print and bring e-tickets to the venue' now prints across the page instead of in a column
• Make access to a post dated payment list more accessible by:
  • Adding a feature in the accounting receivables menu to see all post dated payments, where you can revise the credit card if need be, or print a post dated payment report -or-
  • Print the post dated payment report from the reports tab in end of day wizard

Version 10.07.116 (Oct 4, 2018)

• Disabled verification of email addresses via MX record lookup (mail box lookup) for a patrons email address in 64 bit Theatre Manager for OSX. This feature may be restored at a later date.
• Add GL export format for HTE Accounting Software
• Added EFT support for credit unions in Alberta, Saskatchewan and Manitoba, per request.
• Try to predict the number of $ average/admission passes to suggest to the user during pass redemption based on any specified limits per performance or event, if applicable.
• Address an issue with making payments on the ticket window using the 'Tickets' button. It is now limited to paying one payment per order. Using the context menu will still allow one payment across multiple orders.

Version 10.07.115 (Oct 3, 2018)

• Addressed an issue exporting data to excel. The second time the export was done for the same set of data - and new columns were added, the additional columns would have empty titles. This is fixed.
• Separated the icon and transaction type on the transaction window so that the list can now be exported in XLSX format. Excel's XLSX format does not seem to like TM's icons, whereas the XLS format accepts them.

Version 10.07.114 (Sep 21, 2018)

• Fix an issue with 64 bit mac beta that caused an SQL error after merging records together
• Fix an issue in the donor audit trail report if you pulled in criteria from a saved query that included a search by order field

Version 10.07.113 (Sep 15, 2018)

• Added a feature to the Invoice report on the Order & Fee tab to specify that each line item should include tax in the price displayed (rather than exclude tax)
• Added the number of ticket scanned for the performance to the quick revenue report and to the event setup Revenue Tab
• Exporting data now includes the employee's security access to the specific records before allowing it to be exported. For example: If an employee is not allowed to see a specific donation, it cannot be exported or reported anymore.
• List of employees in pop-up's is now sorted alphabetically by last name

Version 10.07.112 (Sep 5, 2018)

• Added a feature to select multiple plugins on the list of plugins and enable or disable them from the context menu. It makes it easier than enabling or disabling one at a time.
• Fix a small issue in 64-bit TM when remembering the last used directory. It caused some issues exporting data from the Theatre Map window the second time it was attempted after logging in. It may also have fixed some issues saving PDF's and other files.

Version 10.07.111 (Sep 3, 2018)

• Allow some audit logs for pricing/promotions to appear in the employee audit log in addition to the current places that logs can be viewed.
• Improve some audit logs by adding in the employee's patron number so that the logs can be seen under the employee's Task Tab in the Patron Record.
• Added EFT format for Central 1 - Credit Union Alberta to the Merchant Account setup.
• Changes to the facility management email set up in company preferences to allow iMap servers for incoming email
• Add ticket icons to the Unprint Batch of Tickets- similar to those in the patron window
• The Quick Find feature can now search transaction for text of interest.
  • This may help searching for employees that you are sure are in the database but cannot find. It most likely will highlight that the patron is there - but has been merged with another patron of a different name
  • It can also show some of the audit transactions where a patron has changed some of their information online - as per the image
  • You may need to edit your Employee Quick Find Preferences in the Search in options -- and click Transactions checkbox.

 

Version 10.07.108 (Aug 17, 2018)

• Finally identified and corrected the issue that was shredding credit cards (unless they were used in post dated payments or recurring donations). This only affecte venues set up as schedule 'D' compliance with unlimited credit card retention.

  If this describes your venue, set aside the last backup you have prior to August 8th, 8:00am eastern time (Monday morning. We will recover those past cards as time permits and wish us to do so. Effectively, the main effect is that refunding to a credit card on file - will need you to ask the patron for the card to proceed.

• Fix a small issue with selling a performance online set up to only accept specific credit card types. While the web only shows the acceptable cards, the use could enter any other card you normally accept. this is no longer the case.
• Disabling a plugin will no longer cause it to be run at the payment window
• Fixed an issue if using Office 365 as your mailing server and sending out meeting invitations from the Facility Management module. It did not recognize when Microsoft's server were rate limiting emails. (If you are using Office 365 or Google Mail servers, your traffic is rate limited by those providers. We recommend using something like mailgun which is far more industrial strength.

 

Version 10.07.104 (Aug 12, 2018)

• The subscribe button for online calendars should now open your preferred calendar on your local machine in more situations - which reduces the steps required by a patron to subscribe to the calendar.
• Calendars are now in UTC format - making them more likely to be timezone aware in outlook
• Fixed an issue when batch printing tickets. There was a condition where fractionally priced tickets whose base price contained a 3rd decimal place -- might be printed if the criteria was 'fully paid tickets'
• Address a potential out of balance problem in EOD that could arise at venues who have been using Theatre Manager decades (prior to the introduction of Version 7). The venue is simply missing a year end consolidated entry from more than a decade ago which just became apparent when the year-end-rollover process was made re-runable a few months ago
• Update the backup process in TM Server to support Postgres 10.5 and provide Yosemite compatibility

Version 10.07.102 (Aug 2, 2018)

• Added the notion of a template performance. In the past, any performance could be duplicated at sales time to create a new performance. This feature was most often used for Traveling Troupe sales - but could also be used for courses or specialty items like Pilates sessions. Now, you can mark a performance as a template. In the template state, it cannot be sold, but it can be duplicated to make a new one .. which can then be sold.
• The performance setup window has been reorganized due to the addition of the above feature - with the view to better organize all of the options
• Fixed an issue in 64 bit OSX - it now supports opening a document that is stored in the database as part of a task. The issue was that documents already in the database were stored with HFS pathnames that needed converted to POSIX pathnames - which is what OSX now understands.

Version 10.07.101 (July 16, 2018)

• Add a feature to order fees to limit fee applicability based on individual base price of the item. This can be applied to ticket sales, donations or passes/gift certificates. The purpose is so that a non-refundable order fee can be set up based on various ticket price ranges. You could have a different fee for $35 tickets compared to $95 tickets.
• Add more edit checks when trying to reduce the number of seats in a pricing map that may have been duplicates from another map. Theatre Manager verifies that none of the seats being removed have ever been sold. If that is true, the seats and all other data is removed. If a seat slated for removal has been sold at any time in the past, the capacity cannot be reduced to be less than the highest numbered seat that was sold

Version 10.07.99 (Jul 11, 2018)

• Add ability to download either 32 or 64 bit Theatre Manager, depending on platform as part of the 64 bit beta test.

  Currently there is only a Mac 64 bit version as well as the current 32 bit mac and windows versions. A windows 64 bit version is expected soon

• Address some possibilities of inactivity time out in cases where user is is only clicking between tabs or clicking on rows in lists. Each of these not sets the activity flag more frequently - so fewer logoff timeouts should occur
• Fix a rare SQL error is the data updated on a cache record is non-existent

Version 10.07.98 (Jul 4, 2018)

• Add support for Ontario's primary/secondary ticket market laws. Since TM is designed around and only implemented a primary ticket sellers, a feature has been added to specify what components of the overall price goes into the 'face value' of the ticket.
  • The content is set up in Company Preferences->Ticket Options
  • For e-tickets, the display of the face value is enabled in the Web Options Tab. if set, then print at home tickets and web carts will automatically show the face value along with final price.
  • There is a new ticket face calculation that calculates the Face Value for the ticket face prior to printing it. To access it:
    • add a new calculation to the ticket face
    • Select Ticket Information as the category
    • Select Sale Price (using Face Value calculation) to insert the field into the ticket face
    • Place the face value field where you want it on the ticket and save
    • Make sure to test your ticket
    • Repeat for all affected tickets.

TM Server 0.100.22 (Jun 18, 2018)

• Automatically update the merchant authoprization URL for Elavon to api.convergepay.com/VirtualMerchant/processxml.do as requested by Elavon for TSL 1.2 connection. Should you be unable to process credit cards after the change to the URL, please download and re-install Theatre Manager on any windows machine that cannot process cards. This installs the latest OpenSSL
• Reveal now has auto-save when leaving the configuration window. just a note: this may provide some oddly stated messages - which are controlled by the browser.
• Address an issue where a person buying online might be unable to log in if the box office merged the patron contact information at the same time that the patron was trying to pay for their shopping cart online and had just finished entering their card data.
• Fix to allow I.E 11 to see the event calendar online, rather than downloading it as a JSON attachment
• Improvements to caching of calendars by NGINX server for better performance.
• Passes purchased online that are defaulted to a future fiscal year -- will now have the correct fiscal year reflected in the pass/gift certificate data.
• Passes that are for a future fiscal year and that cannot be used earlier - which appear online, but cannot be used to pay for items - as intended.

Version 10.07.97 (Jun 15, 2018)

• Add some extra validation for donations in a shopping cart that might not have a donor sort name or tax receipt name because of how the donor name was generated. This could have caused a checkout issue. Now, TM will force a value into the fields to ensure the cart checks out successfully. The particular set of conditions affected a very very small percentage of carts (about 0.01%).
• Add support to complete cart checkout for those carts with donations in error (described above) through the cart detail window

Version 10.07.96 (Jun 11, 2018)

• Added a new export field called 'All Phone Numbers' -- which lets you gain access to all phone numbers in any export (not just the primary phone or fax). These are placed into an excel spreadsheet as per the image to the right. The primary phone is marked with a '*'
• Improved the speed of the mail list Telemarketing Report about 2 to 3 times.
• Improved feature to get all upcoming events so that you can subscribe to or download the calendar. This is an example from https://tickets.proctors.org/TheatreManager/95/calendars/upcoming_events to see what one might look like.
• Added capability for box office to checkout incomplete carts that have general admission tickets in them under certain conditions. Previously, only reserved tickets could be force completed if they were not checked out due to a problem with the cart checkout process.
• Fix an issue getting tax free status of patron prior to selling tickets at the box office -- if it was just changed prior to selling the ticket
• Updated the default URL for Elavon credit card processing for sites converting to Elavon. This will get automatically updated in a future release of TM after a short burn in period. This is per Elavon's request to convert peoples URL's.

Version 10.07.95 (Jun 3, 2018)

• Multiple Price codes on the Event Setup->Price Code tab may now be selected and enabled or disabled at one time using a context menu
• On the same Event Setup->Price Code tab, you can use a context mene to delete unwanted price codes. They can only be deleted if:
  • They are inactive price codes (use the context menu to disable them
  • They are not referenced in the valid price codes in the pricing map for the performance
  • The price code is not associated with any currently ticket for the performance
• Minor performance improvement opening and editing a price code.

Version 10.07.94 (May 29, 2018)

• Add an option to specify if the calendar should be added to a web confirmation email for ticket purchases - as an ICS attachment to the email. It seems that some SMTP servers might not support it.
• Improve the hold/release behaviour on associated seats - if you book an associated seat manually after the original was booked, it will no longer go back on hold if you release it, since you have manually take over its behaviour

Version 10.07.93 (May 27, 2018)

• TM Web Server Changes
  • Added a My Upcoming Events calendar feature that allows patron to view their upcoming events online in calendar format (month/week/day). The patron can also subscribe to this calendar so that their events can always be seen in any number of their personal calendars. Eg: they can get the calendar link from the web site and put it into tools like:
    • iCal, Daylite or outlook on their mac
    • Calendar on their phone or iPad
    • Outlook on Windows and/or
    • and calendar that can subscriber to a caldav server
  • Added a My Upcoming Activities calendar feature for upcoming volunteer/staff activities. This can also be subscribed to by the patron as above.
  These can be accessed from the Home screen when signed in. The 'My Event' calendar is also presented on the web checkout page and the confirmation email.

  

• Allow filtering inactive pricing maps on the pricing map screen so that they do not show by default

Version 10.07.92 (May 22, 2018)

• Fix issue with dragging criteria groups on the mail list criteria window - they should now stay consistent and all lines moved with each group
• Added a merge ticket face feature for those that have old ticket faces and want them to all be consolidated so that they can't be used by mistake.
• Minor performance improvements when transferring tickets from one event to another from the attendance tab on play setup
• Tweak to the 64 bit version on OSX to avoid potential crash in some situations

Version 10.07.91 (May 14, 2018)

• Making a recurring donation template from an existing donation will now automatically mark the existing donation as being part of the recurring donation stream.
• Added a list and detail window to show the json code behind system reveal widgets.. it is start of process to allow defining of your own.

Version 10.07.90 (May 1, 2018)

• Ability to create recurring donation templates that never end. The donation is marked as recurring (with a frequency) and a new donation/order/payment is created when running end of day deposits at the appropriate time.

Version 10.07.89 (Apr 25, 2018)

• Add a feature that allows pairing associated seats for the sale process. The primary purpose of this feature is that when at least one of the associated seats is sold, then all others are permanently held, preventing sale. This will most likely useful when selling:
  • an ADA seat and a companion seat automatically gets held -or-
  • an odd number of seats in a dinner theatre arrangement where you don't want the rest of the seats at a table to be available for sale to anybody if only some of them are sold
• Fix zoom in/out on graphic maps using when using context menus
• Enable the align seats in context menus when building a map
• Fix issue with patron widow when selling tickets and the patron has VIP mail lists - which would keep bringing the patron widow to the forefront un-neccessarily
• Address an issue voiding payments accepted through Moneris Hosted Payment Pages where Moneris could arbitrarily change the order-id that was sent to it by TM (in some cases). TM now tracks those arbitrary changes and retains what Moneris has changed it to.

Version 10.07.88 (Apr 20, 2018)

• Added feature to move backups taken by TM server to a remote site.
• Ensure employees can only log in if all employee data is consistent - prevents an issue where very eold employee records might be in a state where the preference record could not be found.

Version 10.07.87 (April 16, 2018)

• Fix an error message with splitting a person out of a household

Version 10.07.86 (Apr 14, 2018)

• Add the ability to display a countdown timer in web sales while the cart it active.
  • This is a checkbox in Company Preferences->Web Options tab and shows on the menu. A venue that has over-ridden tmTemplates/tmNavButtons.html will need to add the feature into their customized web page if they wish to see it.
  • We suggest venues using Moneris hosted payment page implement this since Moneris' 60 minute timeout is independent of TM's timeout.
• Added Microcom ticket printer as a supported device with QR code printing capability. This may also work with some boca printers. Practical Automation QR code printing support may be coming to new printers in the near future (We are discussion this with them)
• Soft Credits donations will now appear in 'green' on the donation tab
• Improve performance of a number of donor reports
• Change the tooltip on tickets that are in a cart to calculate when they will be released based on the cart status - so ticket hold in open carts will always show the release time in the future.
• Hot Seat Analyzer is now part of all versions of Theatre Manager

Version 10.07.83 (March 19, 2018)

• Fix the format that the time probe returns a timestamp for old scanners. it is now yyyymmdd HHMMSS again.

Version 10.07.82 (March 18, 2018)

• Added a default to employee preferences to specify the tab you would like the bottom of the patron window to open at
• Added some defaults to the employee preferences to set the default task type, duration, completion status and initial security when creating a new task
• Fix an issue in form letter merging for the marketing data when using memberships/passes as the source, and not consolidating the letter when the same patron has multiple records. TM now gets all marketing data in a better way.
• Minor change to swiping membership card to set the control number/password from the card info
• Batch printing of tickets now:
  • Shows the sort order of the tickets on the message, prior to printing
  • Adds sort by door to the section/row/seat -- so that any venue using door field in their map setup for entrance/front of house management will see the tickets sorted appropriately
  • If you print tickets from the patron window and hold the option key when you print, the same dialog for match printing appears. However, it now grabs the last sort order you use for batch ticket printing and uses that to sort your selected tickets. Otherwise, the tickets are printed in the same order as displayed on the screen
  • Gift certificates can now be set so that their usage can be deferred as much as 18 months.. In other words, if bought now (and able to change the start date), you can push that out 18 months so that the certificate or pass cannot be used for a while

Version 10.07.81 (March 11, 2018)

• Company on the patron record has been increased to 100 characters (from 60) per request. In most cases, this should present no problem. For really long company names printed in ticket faces, they may need to be truncated
• Significant enhancement to Moneris Hosted Payment Page. We have seen the odd situation where a user could manipulate their browser and cause two authorizations. The scenarios we've seen that could cause it are:
  • On a tablet, the user back swipes to the the Moneris Hosted Payment page after authorization and does it again - resulting in two charges to a card.
  • The user enters an invalid CVV2 number and attempts an authorization. Moneris somehow sends that to TM with card data, so we interpret it as authorized .. and then the patrons provides the correct CVV2 and resends the authorization.
  The TM server will now:
  • record all messages send from Moneris and if it results in multiple authorizations, TM will now overpay the order.
  • This makes it easier to void a payment from TM to keep TM and Moneris in balance
  • The cart will show the overpayment and the status of checkout processing error so that they can be found by the box office. The Cart Display now shows if there multiple payments on the order
• Cart logs have a small enhancement to the display to show:
  • Authorization status messages in green to make hem easier to see
  • Error status messages in red - such as an attempt for a duplicate payment or a missing web page
  • Warning messages in magenta - such as startup messages from TM server
• Shopping Cart list has icons that show additional information about carts. The changes are:
  • Active carts show icons that illustrate at a glance what is currently in the cart. This includes tickets, fees, passes/GC's, coupons, & subscriptions. Once the cart has checked out, these icons are no longer displayed
  • Patrons what owe you money as part fo the cart total are displayed in Red
  • Patrons that overpaid the cart are displayed in Blue. This will assist with showing people who Moneris might have told TM were charged multiple times with hosted payment page
  • Carts that did not checkout properly are more clearly marked
  • Carts that are in the process of being checked out have a bullet beside them. This status should only appear for a short time - so any carts with this status permanently need to be investigated. This is the same as before, its just more visible
• Revision to the 4 per page donations receipts to add in all the information required by Revenue Canada for donations. They will print:
  • non-receiptable benefits properly, including the amount to deduct
  • the company address under the logo on the donation receipt, if requested
  • the venue's charitable number
  • a larger space for comments.
  For those with custom forms, be aware that all data is printed down the right side of the donation receipt.
• Fix an issue on the event window where an invalid mail list could be set in the marketing tab. If that existed, it could affect the final checkout of an event, since it was trying to add a non-existent mail list to the patron. Both situations have been corrected.

Version 10.07.80 (March 10, 2018)

• Add an option to tell the web server that the user must pick the ticket delivery method. If set, the system will no longer pick one automatically for the patron based on the contents of the cart.

Version 10.07.79 (March 9 2018)

• Fix display of taxes on the event pricing window

Version 10.07.77 (March 6, 2018)

• Fix the windows title on windows machines to show if the database is a ** Training Database **, if it is one.

Version 10.07.76 (March 2, 2018)

• The Director:
  • Has been updated from Bootstrap 3 to bootstrap 4 - a newer version of responsive page foundation.
  • Now has confirmation dialogs when you try to restart services -- to make sure that you really want to restart services that could affect serving web requests.
  • Can create a backup schedule by making a change within System Preferences->Backup Tab. This will soon replace the backup scripts since they should be immune to user/password changes to the service account on windows.

    If backup directory is configured in TM server, you can also:

    • run one time backups by doing http://127.0.0.1:3012/backup -and-
    • showing a log of the backup by doing http://127.0.0.1:3012/backup.log
  • There are updates to Reveal, most noticeably:
    • There are a number of graphs that now allow you to use criteria to change the data that is being displayed. For example, some let you adjust the length of time for the data or the specific events or donation campaigns you want to show. It might let you show totals for two different season subscriptions, for example.
    • the non-applicable axis is dimmed when you are moving your mouse over portions of a chart to make it more obvious which scale refers to the selected graph
• Theatre Manager Desktop
  • Fix some pricing issues when a person who is tax exempt buys online and the sales promotion that is used for the sale has final prince rounding in it. The change will ensure that the right price is charged and that end of day transactions will balance.
  • There is a new feature for pick your own seats that allows single seats to be left when picking seats online
    • The only caveat is that you cannot leave a single within the range of seats you are picking.
    • This can be set per performance -- and defaults to off (i.e. no singles can be left at any time)
  • ttt

Version 10.07.75 (Feb 24, 2018)

• Add Birthday to list of people who are on a mail list
• Enhance Coupon Codes that provide a one time discount to check the restricted performance list. If the coupon is restricted to certain performances, the fee will only be applied if the patron has added that performance.
• Add patron contact info button to the manage pending email window so that patron emails can easily be changed.

Version 10.07.73 (Feb 17, 2018)

• Managed Sales Process
  • Added a new fee location to the lower left of the fee edit window. In the case of a managed sale where the staff member/volunteer is adding a patron to a course via the Managed Sales process using the web site -- you can indicate if the fee should be applied in that circumstance.
• Security Access Groups are defined in Code Tables. If the data record can be see by a group that the employee is party to, then they can see the data. Otherwise the data is hidden. This has implications as to what can be seen in setup of this data, and may also when the data can be used.

  Add security level access to:

  • Donation campaigns
  • Pass/gift certificate types
  • Volunteer activity data
  • Mail lists
  • Event/Play information
• Fix an issue on the deposit detail report so that it prints authorization codes and CC company reference numbers when they contain alphabetic characters
• Add capability to search the database by patron profile level (full patron/partial patron). This could assist venues to better manage patrons for those that have decided to allow limited profile login for patrons on the web (i.e. buy with out making a full account)
• Add a specified JPEG size on the theatre map setup so that SVG maps can be constrained in size. This feature is in preparation for the 64 bit version of Theatre Manager
• Improve the speed of the payment allocation by play and royalty revenue reports, sometimes significantly if more data is requested
• Add governor process to searching of patrons. A user can no longer search for all patrons in the database by patron name by leaving the patron name search blank. On large databases, this could take a long time and slow the database down if many such searches were submitted. If a user still wants all patrons in the database, then search using '%" which is a wildcard for everything.
• Institute limitations for searching for all patrons by phone number, address, city, etc, in sam manner as the name search limitation above. In other words, you need to search for something. Reports are not affected.
• Fix an issue on the transaction reports so that auth# and merchant ref# will be displayed for payment transactions, if one is available.
• the Tag entry area has been reorganized slightly to allow more space on the window

Version 10.07.66 (Jan 20, 2018)

• Sales Rules
  • Add a feature to support copying sales rules mapping from one sales rules mapping window to another by dragging selected sales rules. Any sales rules mappings already in the second sales rule will be ignored and not replaced.
  • After copying a number of sales rules, you may need to reorder them so that they are applied in the order you want them to be applied. There is also a feature to change the order of a number of them at one time.
• Fix an issue on the house report to show order balance due on the last line of the report, if one is owing -- even if there are no notes.

Version 10.07.65 (Jan 17, 2018)

• Add feature to display any plugin data used to calculate some key values that caused items to change price in a cart or order. This is a new feature -- and requires changes to the plugin to see the data. Almost all plugins do not support this feature to show key parameters
• Fix context menu to select email recipient of tickets from the payment window
• Updates to support feature option for combo subscription packages online - it allows pre-positioning the series code for the follow on/secondary package
• Add validation of events for custom subscription packages when processing a new subscription
• Add a workaround for creating GL entries for Deposits where all the payments are worth nothing. This can only happen if items are paid for with free passes. Its a rare case where no mony is take in a deposit - so this detects and creates GL entries to ensure the GL entry can be posted.
• Fix the display of the event time on the comments in a GL entry that transfers the event from deferred to earned

Version 10.07.63 (Jan 10, 2018)

• Improved the rate limit detection for sending emails via Gmail which imposes rate limits.
  • If you exceed the rate limits for your email account, TM will slow down sending the emails until it can get them sent out. Refer to what Gmail allows.
  • As part of the process, there is a new field that can be seen in the email account set up that provides the next date/time that Theatre Manager will attempt to send emails - if it has determined that you are rate limited
  • This applies to:
    • web emails
    • scheduling emails
    • those sent by employees from their personal account.
• Add support for an end of day posting situation where rolling over events from deferred to earned revenue where the performance had ticket sales that are entirely complimentary would not create a GL entry since the offsetting amounts were zero. Since TM requires GL details lines - a special posting is set up that does not affect any accounting values and allows tracking of the rollover event

Version 10.07.62 (Jan 6, 2018)

• Re-arrange the batch ticket printing dialog window so that the vertical height is reduced enough to fit on 800 pixel height monitors
• Fix a small issue with inserting a new pricing map and improve drop of images to also recognize SVG. If no SVG map has ever been placed, the map will indicate that the SVG is missing in a message to the user

Version 10.07.61 (Jan 5, 2018)

• Add a feature that allows you to see all events in the venue in an external Calendar - from an .ics export.
• There will also be some features to let the patron add their own tickets to their calendar in subsequent releases
• Improve performance of posting to GL if there are a lot of similar accounts in the GL posting.
• The actual Year end rollover process
  • has been sped up significantly so that doing it should only take a couple of minutes
  • Web sales and box office sales can continue while running the process - they don't have to be shut down
  • uses less memory and database I/O during processing so machines with limited capability should not affect the process
  • It is now re-runnable - in the sense that if issues do occur doing the rollover, contact support and we will put you back to rights

Version 10.07.59 (Jan 4, 2018)

• Improved the delineation of price codes that are changed in a pricing map compared to the price codes that were originally available to a performance. You will now receive a prompt when editing prices for an open event (i.e. not closed, not archived) that indicates that there are new price codes which you can optionally add, or not - if you do not want the new price codes for the venue to be available.
• On the play window, the internal venue map description associated with the event now displays to be consistent with the internal pricing map description.
• Verify tickets on reserved seating should now take care of seats that were left around due to the change in size of a venue
• Add tool tip to venue window to show the full name of the currently selected line in the pricing map - which should help if the pricing map names are long
• Add a feature to the pricing map window to see all performances that use that pricing map - so you can enable/disable for sale and set some other parameters as you might on the event window

Version 10.07.58 (Dec 28, 2017)

• Fix an issue introduced in 10.07.57 that corrects batch printing of tickets
• If a full install is done, it will include new versions of the calendar, gantt chart, word processor and PDF printing tools. There is no need to do this unless advised by the support team.

Version 10.07.57 (Dec 22, 2017)

• Web sales checkout has an optional feature for rounding the cart value to the nearest amount by adding a donation. You can round to any specified amount (eg 50 cents, dollar, 5 dollars $7.50, ten dollars. Implementation requires:
  • Making a change to the Web Options tab in company preferences and enabling round up donations
  • Deciding which donation campaign to use for payment rounding. We suggest using your individual campaign since people can give to that online. You could make a special campaign called Round Up My Bill Donations and make it available online if you wish to have special tracking.
  • Deciding what the suggested roundup amount will be. The default web page suggests rounding to nearest $10, $5 or $1 at the patron's option.
  • Editing the web page tmTemplates/rowCartDonationRoundup.html to if you want to change the default text or roundup values
  • Note: if a patron has an even dollar total in there cart already, they will not be prompted to round up their cart purchase, regardless of what else is in the cart.
• eTicket delivery improvements
  • Add email feature to batch printing of tickets. If eTickets are enabled for a performance or event, you can now email the PDF tickets to each patron in batch rather than at the end of the ticket sales process at the box office. As before, only 'unprinted' tickets can be printed or emailed.
  • When people purchase online, eTickets are automatically added to the confirmation email. This may assist patrons who created partial patron accounts and did not bother printing tickets from the confirmation window. It may result in slightly delayed email confirmation responses if there is a large onsale since the confirmation process now needs to generate the PDF tickets.
  • fixed an issue selecting the email at the box office to whom the tickets are to be sent. Using a context menu will pass the patron to the email window so that it doesn't have to be selected again.
• Theatre Maps
  • Migrate building of thumbnails for theatre pricing maps to a worker in TM Server based on the imported SVG map. This is in preparation for simplified map set up in forthcoming 64 bit version of Theatre Manager where the SVG map becomes a single, cross platform map
  • Add test conditions to prevent using SVG maps known to incompatible when built from new versions of Libre Office. You will now get an error message indicating to use version 4.4.7.2 or earlier, or Open Office 4.1.4 or later. See link for download instructions. You can use Adobe Illustrator CS6 to build SVG if you own it.
  • You can now drop SVG maps onto the graphic map window and it will save them for you (but not display). This is in addition to dropping them onto the Import SVG button and is in preparation for support for 64-but maps where the source will be only SVG maps.
• Implemented a maintenance job process for long running jobs -- jobs that run in the background and test data for validity/defaults and correct if necessary. There is a maintenance window time frame that can be set in company preferences - where the default is that these kinds of data fix-up jobs only run between 1am and 5 am.
• Fix an issue where totals for volunteer/staff history might not be correct if the data for volunteers was entered before 2012. If a field added at that time was null, the volunteer hours would not be added to the totals. This data is corrected in the maintenance job described above.
• Added Quote as an option to put at the top of an invoice for those that book tickets and send to the client, pending their approval for the price/etc.
• Fixed a long standing, but rarely occurring issue where adding something to the order after transferring an order to another patron in the middle of the sale might cause the additional items to not be under the right patron.
• Fixed and issue setting the proper payment type for an online pass redemption in a multi-outlet database. Pass redemptions will now set the payment method to the code table value for the ~PASS for the appropriate outlet instead of picking the one for the main outlet. This will prevent some <missing account#0pass> errors in end of day due to online pass redemptions.
• Added a new transaction type called APD that tracks the deletion of payments that have not yet been deposited. This makes sure that there is an audit of all payments in the database. Those that are:
  • deposited must be refunded to be reversed (there are already two transactions).
  • entered and deleted to enter the correct payment will now have two transactions. An audit transaction will be created for the deleted payment and the traditional PT transaction for the deposited one.
• Added a feature to the responsive web pages to inform the user that Caps Lock is on when they type a lower case letter into a password field. Safari is the only browser that automatically puts an indicator into the password field - so this improves the user experience for Chrome, Firefox, Opera, Edge and IE 11 and may help reduce 'forgot my password' or calls to the box office.
• Changed the Web Checkout Page slightly:
  • The messages that describe meaning of will call, print at home and mail ticket have been moved from the screen and into modal dialogs (like the policies) so that it is far clearer what is a message (on the left side) and what was previously help.
  • The screen for entering the credit card data is also condensed as more space was given to the prompt text. This helps mean that the continue button is far closer to the error message text and might help some patrons see it
  • If you have changed your messages regarding the meaning of e-ticket, willcall etc .. you may need to change some web pages to convert them to modal format
• When editing a donation, alter the warning message on saving the donation if the fiscal year changes. A warning message will always inform the user that there is a change to the donation, but it will eliminate any reference to 'Prior year' unless the donation is really changed to a prior year
• When adding a new volunteer postion via the volunteer window, after selecting the volunteer activity that will be performend, make sure to default the duties from the codetable notes.
• Correct an issue where the arrive before and stay after times on the volunteer history list for an event were not being set correctly per the settings in the volunteer activity code table when a new volunteer was added to the performance.

Version 10.07.53 (Nov 19, 2017)

• Fix invoice report where task detail line extended amount was appearing as blank
• Set clean up that removes historical web listener logs to run after midnight, rather than delayed from end of day. Purpose is to avoid running during an onsale
• Initialize Bank Accounts settings for new card payment methods to be blank to avoid an un-neccessary error
• add a guard condition to make sure that the employee selling the ticket is properly assigned to the ticket. In some very very rare cases, it might not get set, making refunding the ticket impossible without intervention from AMS
• Resolve issue on login when checking for updates and the update server is not running. It will no longer ask to change database and for cloud customers, it will connect to the last used database.

Version 10.07.50 (Nov 9, 2017)

• Allow manual checkout of a cart that already has a payment but may have an incomplete ticket in it.
  • The cart window now has a message that describes possible issue if the cart did not completely checkout for some reason
  • If there are any unprocessed tickets, the manual checkout button will pick them up and finish the cart, including fees or donations
  • This can be used in the rare case where processing the cart was interrupted for some reason and the credit card had been authorized
• Format resource totals on invoices with $xx.xx
• Duplicating a pricing map now sets the user and entered dates to be current

Version 10.07.49 (Nov 2, 2017)

• Add a specific employee security function permission for viewing Social Security and passport number as per the image to the right.
  • The default for this is disabled for all but master users and outlet administrators
  • You may need to provide access to specific employees if you want them to see this data
• Improve performance of merging venues, donation campaigns, patrons, and a few other types of records
• Improve handling of images for listing in the event list and elsewhere to better recognize when no image is available and return an empty placeholder image
• Patrons checking out with a cart containing only a donation and where the 'why did you buy' setting in company preferences is mandatory; will no longer receive an error message requiring a valid 'why did you buy' option if the default item in the codetable for donations is not set for use on the internet. In other words, the code table setting for donation why did you buy can now be made invisible to the internet users as long as it is put in the appropriate web page.

Version 10.07.48 (Oct 30, 2017)

• Add message warning users when converting a donation from Prospect/Soft Pledge to a real donation and automatically convert the donation date, program year and fiscal year to current dates, as if the donation was just entered.
• Fix for notifications for ticket purchases based on specific sales promotions
• Add report sales group to display of sales revenue on the play 'Sales' window
• Prevent delete of prospect or soft credit donations for prior year if you do not have permission to alter prior year donations.
• Rename the export option Excel 2008 Workbook to Excel Format (xlsx). Around 2008, Microsoft changed to xlsx format as the standard and has used it ever since. TM is compatible with this format - and removing the 2008 aligns the name to be the same as what Microsoft uses in its file dialogs. There is no new functionality, just a name change.
• Improve placing of seats process on SVG Maps
  • Fixed an issue where selecting to import the SVG map during the place seats process would not work if the SVG map contained a marker indicating the creator of the file
  • Auto-detect Adobe Illustrator created SVG maps and set the scaling appropriately for placement of seats
  • Improve recording of the settings for creation of SVG map based on source being Powerpoint or Adobe Illustrator

Version 10.07.47 (Oct 11, 2017)

• Add support for recently released Postgres 10 as a valid server version
• Fix an issue with tax calculation on fees if the fee is added prior to logging in and rounding the fee resulted in fractional tax
• Allow tax2 & tax3 to be added to membership style gift certificates sold online
• Add a tab to the Tag Setup to show where the tag is used. You can search for every place it is used - or for certain records. It uses use text search to find the items.
• External order notes can now be added to footer of the invoice if desired

Version 10.07.46 (Sep 28, 2017)

• Add tags to the windows described in version 10.07.44
• Allow searching for tags in reports for the records that support it. This makes a convenient way to group certain records and make it easy to search for them, such as all events with tag 'broadway 2017'
• Fix a rare corner case of replacing a credit card for post dated payments for the same patron where the first four and last four digits of the credit card happened to be the same, but the middle digits were different.
• The Default web pages now show 'download to PDF' for tickets. The print ticket button can be put back if desired -- but we've opted to show the faster and more permanent option for the patron
• Correct the description of customizable volunteer field 12 in the query selection
• improve releasing of seats with customized holds for subscriptions. When the subscription seats are held manually till subscription process is over -and- a subscriber released their seats, they would go back on automatic hold each time they were sold and release. Now, if they are manually released, they will no longer go back on hold.
• Seats held for a shopping cart can no longer be released from Theatre Manager. TM server has now been assigned to handle that task automatically

Version 10.07.44 (Sep 24, 2017)

• New Logon, password change and About Theatre Manager screens. Added Social Media and help to login screen
• Small tweak on saving window positions -- those jobs should no longer get stuck under rare conditions and need restarted
• fix help link on donation campaign merge window
• Add tagging capability to certain data records for use in searching of similar data. Tags must first be set up in Setup->System Tables->Tags before they can be applied to the following data records:
  • Patron records
  • Events
  • Donation Campaigns
  • Pass/Gift Certificate Types
  • Resources
  • Volunteer Activities

Reveal:

• We have added some new charts for:
  • hourly sales for today
  • hourly sales for yesterday
  • TM Licence usage for the month vs licences available - to help venues understand the maximum people logged into TM in any one day during the month
  • TM Licence usage for the year vs licences available - to help venues understand the maximum people logged into TM in any one day during the year, mostly for trending
• Some other charts have been renamed to show 'top' number of items in a day, week or month and also include some count information as well as $ value of sales.

Note: daily licence usage charts require an access permission set per the image below.

Version 10.07.43 (Sep 14, 2017)

Web Sales

• Hide 'mail me my tickets' on the web pages if there are no tickets in the order that could be mailed within the mailing deadline set in company preferences. This prevents adding mailing fees to orders and to use the feature, you should set the mail deadline option on the company preferences.
• Add support for tax exempt customers purchasing online

TM Workstation

• Minor change to posting of personnel transactions in the facility module - takes care of situation where fees were changed after they were initially saved as zero value
• can now open patron window from the cart detail

Version 10.07.41 (Aug 25, 2017)

• during the performance building process for an event, you can now set the onsale date to be 'xx' days in advance of the performance. This will be useful for venues that do repeated classes each week and only make them available for sale just before the class -- such as Pilates or drop in gym type classes
• Add commissions paid for a performance to the revenue tab on the play window - which is primarily for outlet versions of TM
• Numerous small changes to allow use of a single quote (') in the customizable field names
• Allow single quote in the event title - however, if at end of the field, you must use the option-click to retain it.
• Small change to plugins to allow display of user message generated by the plug in where appropriate in some cases
• Add order notes to the membership/pass redemption list (within the pass detail window)
• A database set in Training Mode will no longer check that it is being backed up - since it is expected that training databases are never backed up.
• Add job to ensure that a vacuum of the database is done at 3:00am at least once per day. This is to make sure that database statistics are properly set for performance reasons
• Make sure there is a default port in the template URL for the web listeners. If it is empty, it will default to 8111 to ensure the web services can get the customized template web pages
• Allow condition of building events that have no valid price codes set for the venue at the time of creation of the events. This is not a normal situation, but we've seen it acouple of times.
• The quick search feature now requires that enter be hit after typing in the item you want to search by -- this means that database searches are only initiated on user command, and not for each keystroke - which will save on some database load

Version 10.07.39 (Aug 23, 2017)

• Each individual Pass/Gift certificate can now be limited to apply to a certain events when it is sold. This enhancement allows you to do a couple of things:
  • have a Pass/GC Type that in totally limited to certain events
  • Add further restrictions to each issued pass - which may be useful for scholarships or passes provided to actors or to fundraisers, without having to have different pass types for each fundraiser.
• Added the security group feature for reporting on events to certain subgroups of employees. This means that those that sell an event can be completely different from those that can report on the event.
• Add donation receipt options as a lookup table in report criteria. This allows you to mark some donation receipts as print manually and then batch select them for printing at end of year using a form letter
• Fixed an issue where printing of a subscription renewal notice in mid season might cause an error if two or more consecutive events were removed from the notice because the events were over.
• Allow activate/deactivate and open/close events from 'event' tab in Venue window in addition to the event list.
• Further improved caching of data in some parts of Theatre Manager
• Donation summary reports - fix display of subtotal header for the last reported item in the report
• If a patron's auto-renewal subscription setting is changes to that they are no longer an auto-renewing subscriber, their credit card on the subscription setup will be cleared. This will allow future shredding of credit cards (per your PCI setup defaults) to occur as it normally would.

TMServer 0.99.25 (Aug 8, 2017)

• Added condition to prevent adding orders with outstanding balances across outlets
• Ensure that payment plug-ins are run if person buys anonymously and then transfers to the cart -- the payment plugin will run.
• Classic listener display name has been changed to that the version number comes before the port it is using - to make it easier to see what versions of processes are running in Theatre Manager using the active employee list or PgAdmin

Version 10.07.37 (Aug 1, 2017)

• Add a feature to select one of the patron addresses as the 'billing address' for the Address Verification -- when sending a credit card for authorization. The address selection option only appears:
  • for credit card payments
  • if there are multiple addresses for the patron -and-
  • the merchant account is set up with the option to send address information
• Fix the 'next month' arrow for calendar when creating an event - it will not go to the next month.
• Change the default checkout web page so that the I accept the terms and conditions text also includes the no refunds and exchanges text in the same dialog. We have received reports that Visa is being stick about chargebacks if the 'all sales final' wording is too far removed from the terms and conditions. In addition, the 'terms and conditions' text on this window pops up in a modal dialog so that the patron cannot lose sight of it on a mobile device.
• add a feature to year end rollover to allow financially closing all events in the past. A closed event means a flag is set on the event to prevent future sales, exchanges or refunds from occurring. This is generally done throughout the year after the event is over and reconciled by finance.
• Add do not solicit-email to the mail list query parameter window as part of the exclude flags option to make it easier to select it.
• Improved the ability to manage exported GL entry files, specifically:
  • Theatre Manager will no longer let a user over-writ an existing G/L export file
  • Clearing the GL Export flag is a specific permission that can be assigned to an employee
  • The GL entry list window and detail window now have functions and context menus to support the clearing of the exported flag
  • there is an audit log written of whenever the exported flag is cleared that can be tracked back to the person

Version 10.07.36 (Jun 26, 2017)

• Add a feature that allows certain volunteers/staff members to manage events and classes online. The feature is intended for those sites that want to capture attendance in a class for courses from any device, including allowing the course manager (instructor) some capabilities like changing the schedule of the class, cancelling a class, signing up people into the class for drop in purposes, and more.

  Permission to manage an event online is occurs when three things are true:

  • A volunteer/staff activity is enabled for online management on code tables
  • That activity is assigned to an entire event or single performance for the staff/volunteer from one of:
    • the volunteer/staff event activities window
    • the volunteer detail window
    • The personnel tab on the task window
  • That performance or event that they are managing is in the in future
• Add a convenience feature when adding a volunteer to a course/class - to prompt user if they really meant the entire course, or just the class
• Updated web pages to be responsive for directly adding people to a mail list as limited profile patron
• Add Credit union support for Western Canada for EFT
• Minor fix to invoices to pick up the latest address change
• Building of giving level summary is now done in a single transaction so that it is all or nothing.
• Allow quote at end of play title

Version 10.07.35 (Jun 20, 2017)

• Add a feature to designate a copy of the database as a Training Database. When a database is set