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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

Receipt Tab

In this window, you can Add, Edit and Delete donation receipt information.
Please refer to receipt options to see how your choices of when and how receipts should be printed for the donation by Theatre Manager.

Note Tab

The Notes Tab allows you to select specific donors and event / plays and enter Notes about the selected donation.

Matching Gift Tab

For details on inserting matching gifts click here.

Reports

Reports are used to organize database information in a format which gives a clear picture of where the organization stands.

To start, click on the Reports button on the main Theatre Manager toolbar / ribbon bar.

The Reports window opens.

Click here for more information on generating a report.

 

1. Importing Data

At this time Theatre Manager allows organizations to import patron demographic data only (name, address, phone number, email, etc.) from another program. All other data (for example ticket history, donations or other transactional data) should be handled by the Arts Management staff to ensure the data is properly imported.

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