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Changing the Price and/or Sales Promotion of Sold Tickets

The following steps outline how to change the price or sales promotion of a ticket after they have been sold. You may need to do this if:

  • The tickets were sold for the wrong price or promotion in the first place
  • You need to fix the price on the tickets because they were paid for using pass that you are trying to refund. This is important if there is a limited number of redemptions allowed per event/performance on the pass. Getting a redemption back means fixing the price and then returning the pass.

How to Toggle Between Individual and Company Donations

There MUST be a company name in the patron record for a donation to become a Corporate donation.

You have discovered a donation and receipt for an individual should have been made in the individual's company name. In Theatre Manager, if the donation is not printed (or you unprint it), you can easily change from:

Splitting a Patron from a Household

To split a patron from a household, you perform the following steps:

  1. Open the patron record for the patron you wish to split.

    Click here for more information on searching for a patron.
  2. Right-click on the patron's name in the household members list.

Splitting an Existing Donation and Payment Across Multiple Campaigns

There can be times when a patron makes a donation and payment to a campaign. After the face, it is discovered the donation should be split across multiple campaigns. Follow the instructions below if this happens.

Changing Default Auto-Capitalization Settings

By default, Theatre Manager automatically changes the capitalization of some words typed into fields. For example, only the first letter of last names are capitalized, as are company names, regardless of how they are typed in. There may be times where you need to change the default setting for a field.

To change the default auto-capitalization setting for a field, you perform the following steps:

On a MAC:
  1. Type the word into the field with the capitalization you want to display.

    For example: MacDonald

Exporting Patrons from a Mail List

You can export patron data from a mail list into:

  • Text, Tab Delimited (.txt)
  • Text, Comma Delimited (.csv)
  • Excel 97-2004 Workbook (.xls)
  • Excel 2008 Workbook (.xlsx)
These files can be opened with Microsoft Excel or other suitable programs to be displayed as a spreadsheet. To export patrons from a mail list, you perform the following steps:

Changing Column Preferences

In any window in Theatre Manager that displays a list of records in a series of columns of information, you can change the information that is displayed to suit your needs.

The column preferences will only be saved for the user who is logged into Theatre Manager when the changes are made.

To change the column preferences for a list, you perform the following steps:

Donor Tab

The donation tab provides a brief look at the donation defaults for a patron.

Parts of the Donor Tab

Deleting a Notification

  1. To Access Work Flow Notification Setup in order to delete a notification that is no longer necessary, go into the Setup Menu - Users and Access - Work Flow Notification

    This will open the list of all notifications that are setup in your system.

Editing a Notification

  1. To Access Work Flow Notification Setup, go into the Setup Menu - Users and Access - Work Flow Notification

    This will open the list of all notifications that are setup in your system.

  2. Double click on the notification you wish to edit.

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