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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

4. Data Import Options

Step 4 is the options available when importing the data into Theatre Manager.

2. Match Fields to Database

Step 2 of the data import process is to match the spreadsheet columns up with the Theatre Manager data fields.

Form Letter List Window

The Form Letter List Window is opened by accessing the Form Letters Menu >> Letters >> Open or Rename Form Letters or by clicking on the Letters button on the main toolbar.

Form Letter Window

To open Form letters, use the main menu Form Letters Menu >> Letters >> New Letter menu. The Form Letter window opens. Click for more information on the:

New Form Letter Window

The Form Letter Info Window opens when a new Form Letter is created, or by pressing the Info button on the Form Letter Window.

Unprinting a Donation Receipt from the Donation List Window

This window opens when the "Un-print Batch of Charitable Receipts" batch function is selected. You can also search for a specific donation or range of donations using the search function on the top of the window.

To unprint some receipts:

List Window

There are two ways to access the donation list window. The Donation Tab window will let you access other functions of the Donation Module. For instance you can Insert a New Donation from this window or you may access the Donation Detail window from here.

Details Window

You use the Donation Detail Window to insert a new donation. You also use this window to provide a user with specific details about a Patron's particular Donation.
  • When Inserting Donations the Donation Detail Window is accessed through the donation module or the order window.

Transaction Tab

Parts of the Transactions Tab

Seq # The transaction reference number.
Trans Date Date the transaction took place.
Journal No Journal Entry reference number.
Code Theatre Manager reference code used to determine the type of transaction.
Transaction Desc Brief description of what the transaction was.

Soft Credit Tab

A Soft Credit is used to attach a patron other then the donor to the donation. The purpose is to recognize a patron for the value of the contributions they helped raise.

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