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  • How-To guides are aimed towards users, Tutorials are aimed towards learners
  • How-To guides in your documentation helps frame the picture of what your product can actually do
  • How-To guides can be thought of as recipes, directions that guide the reader through the steps to achieve a specific end

Sending a Patron an online password reset email

If a Patron calls and asks for their online password because they have either forgotten it, or don't know that they have one, you can send them a one-time password reset email so they can reset the password themselves.

For security reasons, you cannot send the patron their actual current password.

You can only:

Saved Criteria

Once criteria is built for a report or Renewal Notice, you can save that criteria for later use in other Reports, Mail Lists and Exports. Theatre Manager will assist you by only presenting saved criteria that is capable of producing results in a given Report or Mail List. For example, you cannot use ticket-based criteria (about an Event or a Map) in a Donation based report - and vice versa. This feature helps you select the appropriate saved criteria when you need it.

To SAVE your criteria

Delete Tag

  1. Open the Tag List window.

    Click here to learn how to access this window.

  2. Select the tag you want to delete.

    Single click on a tag to select it.

  3. Click the Delete button.

    A Delete confirmation dialog opens.

Merging Tags

  1. Open the Tag List window.

    Click here to learn how to access this window.

  2. Select the tags to merge.

    Do this by holding <CTRL> (Windows) or <OPTION> (Mac) as you click the tags in the list to be merged.

Edit Tags

To Edit Tags, you perform the following steps:

  1. Open the Tag List window.

    Click here to learn how to access this window.

  2. Select the tag you wish to edit.

    Single click on a tag name in the list to select it.

  3. Click the Open button.

    The Tag Detail window opens.

Add Tags

To add tags, you perform the following steps:

  1. Open the Tag List window

    Click here to learn how to access this window.

  2. Click the New button.

    The Tag Detail window opens.

Run Similar Button in Reports

At the top of each completed Report is the Run Similar button. This button provides a drop down of report that can be used to create similar reports to the original, presenting the information in a different format.

  1. Select the report that sound closest to the report you are looking for.

  2. Run the report with your desired criteria.

Multi-Level Sorting

There may be time where you would like to create a multi-level sort within your data. Some examples of when you might need this could be to find duplicate patrons; perform multi-season event searches; sort patrons within the subscription module; sort orders/tickets within a frequent buyer's record, etc.

Clicking on a column header, sorts any list:

Web Permissions for Personnel Activity

This feature is designed to work in conjunction with the Web Services to give a permission Staff member/volunteer to accomplish various tasks within the web module -AND/OR- Producers (regular Patrons) the ability to see and export sales and attendance information.

The permissions will allow:

Volunteer Activity Facility Setup

If you have the Facility Management module, on the Facility tab, enter all of:
  • Default billing rate - which is what we wish to bill the person out at to the renters.
  • Default hourly cost - which is the default hourly cost of using the person in this volunteer activity. It can be overridden by setting pay rates on the employee facility set up window

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