Quick Reference Guides
Quick Reference Guides
This section of the online help contains the quick reference guides and
reference materials as it is created. Please feel free to address any comments,
errors or omissions to support@artsman.com. All topics and selections are contained on this one page.
You can download the Quick Reference Guides (less than 20 pages), Cheatsheets (1-2 pages) and Screencasts (online video demonstrations of the functions with narration) by clicking on the icon.
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You may also want review our youtube channel as we make some topics available there. |
| Topic |
Reference Guide (pdf) |
Cheatsheet (pdf) |
MP4 ScreenCast |
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Patron Management |
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| Patron Management |
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Tickets |
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| Ticket Faces - Calculation Commands |
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| Buy a Ticket |
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| Add Tickets to an Existing Order |
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| Buy a Season Subscription (from the order window) |
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| Exchange or Refund Tickets |
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| Refund a Ticket to a Donation |
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| Past Event Ticket Exchange |
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Mail Lists |
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| Create a Mail List |
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| Deleting Mail Lists |
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| Merging Mail Lists |
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Form Letters |
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| Create a Form Letter |
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| Delete a Form Letter |
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| Export a Form Letter |
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| Import a Form Letter | ||||
| Find an Existing Form Letter | ||||
| Duplicate a Form Letter |
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Merge a Form Letter and Delete a Batch |
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Reports |
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| Reports Overview |
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| Reports Criteria Overview |
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| Add Custom Categories |
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| Reports - Export Data |
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| Reports - Create Labels |
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Donations |
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| Donations Overview |
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| Add a Donation thru the Order Window |
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| Refund a Ticket to a Donation |
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| Create a Campaign |
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| Pledged Donations |
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| How to Toggle Between Individual & Corporate Donations |
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| How to Make a Donation Anonymous |
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| Soft Credits |
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| Matching Gifts Part 1 - Setting up the Gifter |
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| Matching Gifts Part 2 - Adding Gift to a Donation, Running a Report |
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| Gift In Kind |
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| Deleting and Refunding Donations |
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Personnel/Volunteer Management |
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| Volunteer Overview |
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| Add, Change and Delete a Volunteer's Postions | ||||
| Add a Volunteer's Activity History |
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| Add, Change and Delete a Volunteer's Available Time | ||||
Theatre Maps |
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| Adding a Theatre Map to Theatre Manager Quick Reference Guide | ||||
| Editing Tools Cheatsheet |
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| Changing Theatre Manager's Appearance for Buttons and Labels |
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| Step 1 - Add a Venue and Create a Graphic Pricing Map | ||||
| Step 2 - Add Seats to the Graphic Pricing Map |
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| Step 3 - Creating the Logical Seat Numbers |
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Other Materials:
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Ticket Management Guide for online reading -
Ticket Management 1_15_10
Facility Management Slideshow Handout
WORD Version Because of the pictures, this is a big file. right click and Save Target As
- Year End Roll Over Cheatsheet
- Transaction Types Codes List
Common Terms and Definitions
Common Terms and Definitions
- Event
- In Theatre Manager Events, Plays, Concerts, Games, etc. are used by different organizations, depending on the venue and what they sell. The word is customizable in Company Peferences >> Appearance tab. Click here for more information on the Appearance tab and changing the title.
- Performance
- - Performance or Series is a word used to describe everything belonging to an event (or play). This is also customizable by the end user. The word is customizable in Company Peferences >> Appearance tab. Click here for more information on the Appearance tab and changing the title.