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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

Donation Window

Donations can be added to any order and they can be added, modified or removed depending on the need.

For more information on Theatre Manager's Donation module, click here.

Clicking the Donation button opens the Donation page in the Order Window.

Parts of the Donations Window

Order Tab - Transaction History

The Transaction History window is used to review transactions associated with a Patron. This window displays details of the transaction. These include the date the transaction was create or updated, journal numbers, transaction descriptions and a Theatre Manager code representing the type of transaction.

Use the search drop down to specify the type of transactions to display. Uncheck the include boxes to limit the view of the transaction.

Web Tab

The web tab is used to keep track of a patron's history of purchases over the internet.

Parts of the Web Tab

Stats Tab

This tab displays some summary statistics on the donations the patron has made. The data is separated into:

  • Fiscal year - past 6 and future
  • Program year - past 6 and future
  • Balance, and totals for soft credits and pledge amounts
  • An indication of minimum, maximum gifts and when they were given

Using the "Gear" Buttons

The "Gear" button on the Contact Card can be used for several functions depending on the contact field the gear button is next to. For example, with these buttons you can:
  • Schedule the removal of a phone, fax, email, website or address.
  • Schedule a change to the primary phone, fax, email, website or address as a one-time occurrence (and then change it back again at a later date).

Task Tab

Tasks are at the heart of the Facility Management module.

For more information about the Facility Management module click here. To read more specifically about tasks and their place within Facility Management, click here. This can be used to track meetings with patrons or notes as well as all other tasks where this patron is assigned as a participant.

Donation Tab

A Donation would be any item given to an organization without intention of receiving a benefit. Most donors receive a tax receipt for their donation. Donations can be Inserted, Modified, or Deleted

G/L Entries tab

The GL tab lists the general ledger entries associated with this membership.

Statistics tab

The Statistics tab displays a listing, year by year of the number of passes issues and redeemed and their value. This is a helpful "at-a-glance way of seeing what your organization has in terms of membership liability.

Valid Plays Tab

The Valid Plays tab allows you to indicate which events the membership is able to be redeemed for. You can restrict the use of the membership to specific events simply by adding them here. An unrestricted membership would have no events listed.

In addition, there is an option to allow over-riding the event settings when each individual pass/GC is sold. If checked, then the events in the pass/gc Valid Events list takes precedence.

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