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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

Accounting Tab

The Accounting tab determines where the funds go to during a sale, and are drawn from during the redemption.

Edits Tab

The Edits tab is the fifth of the setup tabs in a new membership. You must carefully consider each of the check boxes and options in this tab as your selections control how the membership can be sold.

Description Tab

The Description tab is the first of the setup tabs in a new membership. Many of the fields in this tab are optional.

 

Parts of the Description Tab

Import Fields with Special Meaning

You can use any of the special fields below when you do your import process. They will match up with fields in the database such as lookup data or phone numbers.

Post Dated Payment Report Criteria

To find post dated payments, you can use any payment based report with the following criteria:

  • Payment source contains PD, and
  • Payment Deposit # is less than or equal to 0 (zero)

    This will give you a listing of all the post dated payments that have not yet been deposited/charged.

Alternatively, you can:

Redemption Rules Tab

The Redemption Rules tab controls how the pass works and how it can be redeemed. There are 5 different types of Memberships that can be created in Theatre Manager. Each one serves a specific purpose, yet remains flexible in the parameters you determine. The 5 types are:

  1. Free Admission
  2. Dollar Value
  3. Average Dollar Per Admission
  4. Can't Buy A Thing
  5. Use Promotion

Letters Tab

For instructions to create, edit and manage form letters Click here.

The Letter Tab displays a list of letters or emails that have been sent or are scheduled to be sent to the patron.

Membership, Pass, G/C Detail Window

"Membership" is a broad term meaning "Gift Certificates," "Flex Passes," "Vouchers," "Other Income" or a variety of other forms. Since the name of the field is customizable, some organizations may retain the term "Membership," while others change it to reflect their own terminology such as "GC/Pass," "Gift Certs." or even "Other Income." The nomenclature in your database may be different than "memberships."

"Quick Add" to a Mail List online

The limited profile patron feature can be used to allow patrons to do a "quick add" to a Mail List online using a quick submit form. This will allow them to be added to a Mail List without providing all the standard patron data normally required for a full log in. Instead, all that will be required is name, address and email.

Export Format Options

If you are exporting your data to an external accounting package, ensure you have set up the External Account information in GL Account Setup . The software uses the External Account information as the default format for your accounting system.

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