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  • References include accurate, up-to-date, comprehensive information
  • Tutorials and How-To guides are led by needs of the user, Reference material is led by the product it describes
  • Although reference should not attempt to show how to perform tasks, it can and often needs to include a description of how something works or the correct way to use it
  • Examples of Reference material are Dictionaries, Encyclopedias or Glossaries
  • Software examples of Reference material are API documentation, class documentation or function documentation

Resource Reports

Following is a list and a description of the Resource reports.
Resource Shipping Manifest - Patron A shipping manifest report, grouped by patron, that breaks out what patron purchased what item(s) and the mailing address to ship the item to.
Resource Shipping Manifest - Resource A shipping manifest report, grouped by resource, that breaks out what resource item has been purchased the patron's mailing address to ship the item to.

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Overview of the Theatre Manager Workspace

The Theatre Manager uses a desktop for the standard interface. Think of the desktop as a workspace where you can access everything you need to operate Theatre Manager, such as Donation Management, Facility Management, Patron Management, Mail Lists, etc.

The desktop contains:

Standard Calendar Views

Following are how the same information is displayed in the different Calendars.

Standard Calendar Views Day View

Calendars

The calendar window displays a lot of data in a limited amount of space and has powerful filtering features that make it "Command Central" for managing and viewing tasks, performances, volunteer activities and projects.

The 'trick' is to get the calendar to display in may ways so that it provides you with the results/information you need - like a Rubik's Cube®, with the sides being:

Meeting Server SMTP/POP/IMAP settings

Please be aware: there are gotcha's to using Gmail or Office 365 and we recommend against them.

If emails are not sending, please refer to the pending email troubleshooting section.

Manage Volunteers

When a volunteer is scheduled for an event / play or other activity, a record is created showing if they have responded or not. Responses have an initial status, you set up under Setup>>Company Preferences - Meeting Server : Default Acceptance Status for Invitations.

Values you can choose are:

Notifications

Notifications are part of the Facility Management module. They are different from the similarly named workflow notifications.

When you look at the Calendar, they show the time, task title and participant(s) and they show the participant status.

Status can be set by the user (that is, you talk to the person and they confirm) or the task can be sent to the patron via email.

Billing and Accounting

When you use projects, you can create estimates, orders and bill for the tasks grouped in the project all under one order.

Once you have completed all the tasks, you can invoice the customer at that detailed level or use a higher summary level as part of the invoicing.

As it can take more than one person to complete the tasks to complete the project, plus any additional resources (people and things) add to the price and all can be billed to the customer.

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