In any window in Theatre Manager that displays a list of records in a series of columns of information you can adjust the sort order by simply clicking on any one of the column headers. This feature allows you to sort any list window in the order of your preference then you can choose to print the list as shown or export the list. The list will print or export in the sort order that you choose.

Note that in this example the list is sorted by the patron number, denoted with a 1 to the right of the column title.

If you print the list as shown, the printout will appear sorted by the patron number.

In addition to sorting a list by a specific column, you can also create a multiple sort of two or more of the columns of data. This is done by first clicking the column header of the first sort column while holding down the [Command] key on a Mac keyboard or the [Alt] key on a PC Keyboard, then click the column header of the next column.

Note in this example the list is sorted first by Patron Last Name, then by Patron Number.

If you print the list as shown the printout will appear sorted first by Patron Last Name, then second by Patron Number.

This function applies to any and all windows in Theatre Manager containing lists of data.

In any window in Theatre Manager that displays a list of records in a series of columns of information you can adjust the order in which the information is displayed. This allows you to customize the information in this window to your specific needs and will be retained as your user preference.

Click [and hold] on the header of the column you wish to relocate and with your mouse drag the column left or right to the desired position.

Below you will see that now the Company Name column has moved from the right of the Last Name to the Left of the First Name.

Now this change will remain as your users preference for this window. This will apply to all windows where a list columns of information is presented.

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:

1. Right-click anywhere on one of the column headers in the list you wish to change.

   A checkable sublist opens.

   

   What is checked in the list is the column that displays.

   

2. Click to check the columns you want displayed.

   Clicking places a check next to the column name.

3. Click to uncheck the columns to be dismissed.

   This removes a check next to the column name. Note that Primary Fax has now been unchecked.

Now the Primary Fax Column has been removed from the list.

This feature is useful to customize the window to suit your needs, but even more so for exporting the data from this list. Only the data fields that are shown will be included in the export.

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

2. Press option+tab.

   The cursor moves to the next field and your capitalization remains. Or Press option and click to the next database field with your mouse.

   For example: MacDonald instead of Macdonald

On a PC:

1. Type the word into the field with the capitalization you want to display.

   For example: MacDonald

2. Press ctrl+Click into the next field.

   Your capitalization remains.

   For example: MacDonald instead of Macdonald

If necessary, you can change the default auto-capitalization settings for all fields.

It is strongly recommended users maintain the auto-capitalization default. This preserves the 'standardization' of name and address data. If the default setting is changed, all users - including employees and patrons using the online interface - will be able to enter information in an incorrect manner.(no capitalization for anything, all caps for everything, etc.)

To change the default setting for all fields:

1. Choose Setup >> System Preferences >> Edits tab.

   

2. Change the Auto-Capitalize drop down box to your desired setting.

Never Capitalize will never auto-capitalize words

First Time will auto capitalize words the first time they are typed in, but not when they are edited after the first time

Except for Option-Tab will auto capitalize words except when the methods described above are used

Always Capitalize will always auto capitalize words

Using the Date Lookup icon lets you edit the format of how the dates will appear in Theatre Manager.

Using the corresponding letters from the lookup you can choose to change the date format.

Each letter is separated by a space.

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:

If you would like to further refine your sort, use Shift+Click on the columns in the order you would like them to sort:

Performing a Shift-Click on the same column header again will change whether it is in ascending or descending order:

A single regular click will remove the additional sorts.

The Statistics window is accessed through the File>>Statistics menu.

This shows a quick glance at the record counts in the system. There is a more detailed report that can be printed. The statistics are up dated as the window is opened. If you want to refresh the statistics, you may click the button.