How To

Once a volunteer has worked or expressed interested in a position you should add the position to their data. This is done through the Positions Tab on the Volunteer Window.

1. Open the Volunteer Window.

   You will see the positions section on the upper right of the screen.

   

This option will display the weather in the current patron's city. This option can only be used if the computer has an internet connection. The site used for this function is http://www.wunderground.com/.

The Map of Patron Address function will send the patron's address to the Mapquest Website and open the default web browser with a map of the patron's address. This function will only work if there is an internet connection.

1. Click the Patron button in the main toolbar / ribbon bar.

   The Contact List window opens.

   

   For more information on the Contact List window click here.

2. Select a search option.

   

Patrons can be added to the database as an individual or as a member of a household. A household groups together common buying units or patrons that share some of the same contact information. A household might be workers in a company, members of a service group, a family in a home. The word household can be customized under the Appearance tab in Company Preferences.

When inserting a patron, Theatre Manager creates a unique number for each new record entered. This number is the patron number.

1. Find the patron to be edited.

   Click here to learn how to find patrons.

2. Double-Click on the patron's name in the top left corner of the window.

   

3. The patron contact card will open.

   For information on the Patron Contact Card click here.

A patron can only be deleted if there is there is no Financial History associated with the record. Employee access to deleting records can be controlled when employees are created in Theatre Manager. Refer to the section Employee Access.

The Get Patron Info button in the Contact List menu performs three functions:

• Copy patron name and address to the clipboard.
• Show map of patron address using MapQuest. Click here for more information.
• Show weather at patron address using Weather Underground. Click here for more information.

The tickets a patron has purchased are displayed using the Tickets Tab in the Patron Account. Refer to the appropriate links for more in depth descriptions.

To display tickets, you perform the following steps:

1. Select the Tickets Tab in the Patron record.

   Theatre Manager will display a summary of all the non-archived tickets which fall under the parameters set using the two pulldown menus on the bottom left of the tab.