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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

Course Attendance Sheet

The Course Attendance Sheets can be found under the Course Reports category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Course Report Cards

Course Report Cards is found under the category Course Reports.

Being able to create, assign, and print report cards is part of the Courses module. Before report cards can be used, you need to set up the following in the Setup >> System Tables >>code tables:

G/L Journal Entry Summary - By Play and Posting

The G/L Journal Entry Summary - By Play and Posting Report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Donor History - Combined Giving Listing

The Donor History - Combined Giving Listing can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Price Code Search Tab

The Price Code Search tab enables you to create a list of price code sections that a patron can use to limit searching for seats on your web site.

The example to the right shows what it searching in a section looks on the web site and the image below contains the price codes and names that are used for online searching. If you make a change in the pricing map, it will reflect on the web site.

Facility Volunteer/Personnel Pricing Levels

The types of activities your organization's volunteers engage can not only be set up, assigned and tracked inside Theatre Manager but if you have the Facility Module, Pricing Levels can be established and changed to reflect things like Overtime and Stat Holidays. You define pricing levels for the volunteer on the Facility Billing tab of a Volunteer's Activity window.

Data Rentention Tab

Theatre Manager retains a complete record of important patron interactions befitting the true nature of a CRM system. You may consider some of the data less valuable than other data and can indicate when you want this information purged from the database. Doing this helps reduce the size of the backups. It also means that the data would not be available online and can only be retrieved by reloading a monthly or annual back up of the database.

Quick Find

Quick Find is designed for finding some needles in a haystack within the theatre manager Database. The quick-find window does a live search of text across a number of database records.

For example, searching for 123 might bring up an order, an address, a company with that in the name, a shopping cart or other interesting things.

Quick-Find finds the top 5 (by default) records in specific categories which can be set in Employee Preferences

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