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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

Course Report Card Ratings

Just like Categories, Report Card Ratings have to be defined in Code Tables before they can be used. Go to Setup>>System Tables>>Code Tables to find Report Card Ratings and assign values to it.

For instructions on assigning values to Code Tables, click here.

Course Report Card Categories

Report Card Categories also have to be setup before Report Cards can be used. Go to Setup>>System Tables>>Code Tables to find Report Card Categories and assign values to it.

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

Best Seat Search Tab

Using the Best Seat Settings tab, you can create a list of sections for patron's to choose from on your website.

Using the seats you have defined, the patrons find the best seats in their preferred section. This is particularly practical when there is tiered pricing. Patrons do not have to keep looking for seats to find ones in the pricing section they desire.

Facility Calendar Types

Calendar Types are set in new Tasks as they are inserted into the Calendar in Facility Managment. There are "permanent" system Calendar Types built into Theatre Manager.

Facility Calendar Types are built-in codes you do not have to set up. While you cannot change the meaning of each of these, you can change the description to something more meaningful to your organization.

Volunteer Activity

The types of activities your organization's volunteers engage in can be set up, assigned and tracked by Theatre Manager. This page shows you how to set up those activity types.

Refer to the video help on volunteer management for more information.

Billing and Accounting

When you use projects, you can create estimates, orders and bill for the tasks grouped in the project all under one order.

Once you have completed all the tasks, you can invoice the customer at that detailed level or use a higher summary level as part of the invoicing.

As it can take more than one person to complete the tasks to complete the project, plus any additional resources (people and things) add to the price and all can be billed to the customer.

Projects

What is a Facility Management Project?

A Project:

Invoice Comments Detail Window

Standard comments can be maintained for the various types of invoices, statements, payment reminders and confirmation notices that are sent to patrons.

Parts of the Invoice Comment Window

Patron Name Suffixes

Name Suffixes are chosen from the Patron window. These can be included when sending letters to patrons.

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

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