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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

Description Tab

The Description tab of the Mail List window displays information about the mail list and its behaviours.

Subscription Date Change

The values from this table are displayed on the Season Subscription Detail Window. They reflect if a patron changed the date which they were attending plays for their subscription. They also allow for better marketing records to be kept and provide another value which can be used in reports and form letters.

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:

Volunteer Custom Field 4

The Custom Field #4 (Volunteer Vocal range) code table can be customized to suit client needs. The field can be renamed and drop down options edited to reflect client needs. This drop down field is found in Patron Records and Personnel Management.

For information about editing values in Code Tables, click here.

Volunteer Shift

The Volunteer Shift code table can be customized to suit client needs. The field can be renamed and drop down options edited to reflect client needs. This drop down field is found in Patron Records and Personnel Management.

For information about editing values in Code Tables, click here.

Volunteer Status

The Volunteer Status can be customized to suit client needs. The field can be renamed and drop down options edited to reflect client needs. This drop down field is found in Patron Records and Personnel Management.

For information about editing values in Code Tables, click here.

Donor Asset Types

Donor Asset Types must be set up in Setup> > System Tables >>Code Tables before they can be used in the Patron Management Assets tab (for statistics).

For information about editing values in Code Tables, click here.

Exporting Data From TM

You can export data from Theatre Manager in several formats.
  • Theatre Manager (Workstation) export options include:
    • tab-delimited
    • comma-delimited
    • Excel 97-2004 and
    • Excel Format (for Excel 2008 and later).
    • Specialty data interchange format for things like maps

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:

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