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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

Employee Prefs: Facility Tab

In the Facilities tab of Employee Preferences you can effect users abilities to edit calendar items and tasks.

Employee Prefs: Email Tab

Parts of the Email Tab

Email Setup

Primary E-Mail Automatically generated from the primary email as set up on the employee's patron record.
SMTP Server The company's SMTP server to send emails to/from this employee.
SMTP Port

City Codes List

The City Codes List report can be found under the Miscellaneous 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.

Projects Tab

Parts of the Projects Tab

Titles Tab

Parts of the Titles Tab

Title Use default report title
  • If checked, the default title of the report will print at the top of every page.
  • If unchecked, you can specify a specific title for the report in the field that follows. This might be useful for meetings if it is the 'monthly marketing report' or 'daily ticket sales report'
Descripiton

Credit Cards

Credit Cards are a a common method of accepting payment for everything you sell. Here are the links to all things credit Card related:

Contractual Notes Tab

Contractual Notes are used to maintain the order date, deposit date & amount, final payment date & amount, co-payer payment date & amount.

It is not applicable for most sales. It may be useful for educational or group sales where there is an initial deposit and a final payment due date. In addition, if a second patron is paying a portion of the ticket order (e.g. a granting agency for educational tickets), you can track who is to be co-invoiced.

Create Post Dated Tab

Post Dated Payments are easily accepted and planned by Theatre Manager through the Post Dated Tab in the Payment view of the Order Window. The Payments can either be created at the time of sale or during a later payment. All calculations and post dated payments are automatic. However you may customize the payment plan to meet specific payment dates as required by the patron.

Order/Payment Details Tab

The payment window is used to record the payment method, enter a reason why the patron purchased the tickets, initiate invoicing, print tickets, and record detailed order notes. Each time tickets are sold, a donation is made or a membership purchase a unique Order Number is created. This number is displayed on the title bar of the Payment Window. For more information on:

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