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List of Functions to be Accessed

The following fields are the various functions available in Theatre Manager:

Accounting 'Force balance' the G/L entries in End-of-Day Wizard if the EOD balance is non-zero (not recommended).
'Force' a credit card deposit through TM only (not recommended-should balance to CC software).
Access or complete a till balance for another user.
Clear the 'order-in-use' flag when a ticket sale is aborted by mistake (eg force quit)
Create bank deposits for current payments received-Cash/Checks/Other
Create bank deposits for current payments received-authorized credit cards only (ie. allow settlement)
Create sales entries for tickets, donations and memberships
Export G/L entries to a tab delimited file (which sets the G/L entry exported flag)
Import G/L entries through the End-Of-Day Wizard
Post sales and deposit to the G/L (that have already been created)
Run reports permitted for user in End-of-Day Wizard
Run the year end roll over to prepare for a new year
Unpost sales/deposit G/L entries and reverse them from G/L
Batch Functions Batch print any tickets that have not yet been printed
Mass update of patron marketing fields via direct SQL
Recalculate all patron balances based on existing order balances
Verify if marketing record exist for patrons - normally not required
Credit Cards Allow a refund to a credit card
Allow clearing/black listing a credit card so it can/cannot be used by a patron
Allow empty CID or CVV2 number even if required for credit card payments
Allow manual entry of an authorization codeif it is provided by the bank after calling merchant services
Allow use of a black listed credit card
Change to a different merchant account in the payment window (if there are multiple merchant accounts)
Delete authorized credit card payments in TM instead of voiding on Server as well (recommended unchecked)
Delete credit card payments for auto-renewed subscriptions during End of Day deposit process
Deposit current/post dated credit cards (that have not yet been authorized) with authorizing the card
Display all digits of last used charge card on payment window (otherwise remove last 4 digits to force card completion)
Edit the credit card number on any existing payment that has not been deposited
Last used charge card # - display all digits on payment window (otherwise remove all digits - overrides other CC display options)
Over-ride the 'cash only' setting for the patron and accept a credit card
Search for a patron using a credit card number
Shred cards older than 99999 days on the patron window
Use 'force-duplicate' and cause a second charge for same amount for same card #/patron/batch
Use the lookup button on the payment window to see other credit cards for the patron
View entire card number (otherwise show **** and last 4 digits on most reports and screens)
Donor Add donations for a patron while in the patron window
Add donations to an order while on the ticket sales window
Permit entering or updating prior fiscal year donations
Clear date that commission paid for the donation
Print donation acknowledgments to the ticket printer
Print donation charitable receipts
Unprint donation charitable receipts for later reprinting
View donors summary information (all non private) at the top of the patron window
View donors summary information (marked PRIVATE) at the top of the patron window
DonorSearch Allow to request a DonorSearch online analysis
Allow to retrieve and download a DonorSearch online analysis
Allow to view a DonorSearch online analysis
Fees Change a fee used during a 'New Sale'
Change a fee used during an 'Exchange'
Change a fee used during the 'Refund' process
Change a fee used during the order 'Modify' process
Enter a negative value for a fee (ie. discount) if able to edit fees on the order window
Form Letters Merge letters from the form letter list or edit window
Print or Batch Print form letters or emails that had been previously assigned to print later
Outlet Sell tickets at All Locations (regardless of Outlet that created event)
Pass/G.C. Able to renew the pass/g.c. if it is past its expiry date/renewal deadline
Add pass/g.c. for a patron while in the patron window
Add pass/g.c. to an order while on the ticket sales window
Change the full redeemable value of the pass/g.c. from the purchase price to confer benefits
Print pass/g.c. tickets
UnPrint pass/g.c. tickets
Patron Change the primary address from one address to another
Change the primary email from one email to another
Change the primary phone or fax from one phone to another
Clear the 'cash only' flag so that patron can resume using credit cards
Clear the 'do not mail, telemarket, etc.' flags
Merge two or more patron records into the same person and delete the others
Merge/transfer two or more patrons into a common household
Send a patron their email address and web password in an email
Set the 'cash only' flag so that patron cannot use credit cards
Set the 'do not mail, telemarket, etc.' flags
View annual marketing purchase statistics on the patron window at the lower right
Payments Access and change 'Contractual Notes' on the payment screen
Allow entry of payments that cross multiple orders
Delete post dated payments previously entered against the order
Use 'Gift In Kind' as payment method (means G/L account code needed)
Use 'On Account' as payment method on any order (closes without a payment & creates A/R)
Use 'Post Dated Payments' as a payment method which will appear in End of Day on appropriate future date
Use 'pass/g.c.' (current) as payment method
Use pass/g.c. (expired) as payment method
Use pass/g.c. that has not yet been paid for as payment method
Plug-In Code Associate existing custom Plug-in code to any data record
Pricing Map Merge two or more pricing map records into the same theatre and delete the others
Project Change Project from 'Eestimate' to 'Invoice' or visa versa
Reports Print invoices for a patron from the order window or batch functions
Run donation reports
Run general reports (the majority of reports)
Run sales summary analysis reports
Run ticket revenue reports
Sales View 'Transaction Monitoring' window
Season Reservations Print season renewal notices
Process a season ticket reservation using the book button
Process season subscription auto renewals (people who get same seats each year)
Unprint season renewal notices so they can be printed again
Tickets Change default ticket sale/reservation setting to allow tickets to be sold as reservation only (no A/R created)
Change the promotion/price code during a quick exchange for a performance that DOES NOT have the employee's security access privileges
Change the promotion/price code during a quick exchange for a performance that the employee has security access to
Confirm attendance at a performance using ticket scanner or entering ticket number
Exchange tickets by transferring them "en masse" from one performance to another on the attendance tab in the play window
Exchange tickets to a performance that DOES NOT have the employee's security access privileges
Exchange tickets to a performance that has the employee's security access privileges
Hold tickets to prevent selling them
Print tickets for fully paid order
Print tickets for partially paid order
Recalculate a specific order balance based on its contents
Refund tickets to a performance that DOES NOT have the employee's security access privileges
Refund tickets to a performance that has the employee's security access privileges
Refund tickets when the performance is no longer on sale
Refund tickets when the performance is over
Release all held tickets for a performance on ticket sales window
Sell COMP tickets (where a promotion was required to reduce the initial base price to $0.00)
Sell FREE tickets where the base price starts at $0.00 (these are not considered comps)
Sell from the patron screen using 'buy' button
Sell held tickets which are marked on maps as held with lowercase letter (but only to permitted hold codes in employee record)
Sell tickets to performance that is in the past
Sell using 'Before Event Sales' menu (no patron data captured)
Sell using 'Quick Buy' (sell tickets first, then transfer to a patron)
Set the price of a traveling troupe performance during the sales process
Unprint a ticket (so it can be reprinted later)
Use their personal setting for 'Reservation Only' ticket sales (means no transactions created until first payment)
Utilities Open the Data Verify utilities under 'Setup'
Purge historical data from the database
Web Sales Add e-mails to patron correspondence history for mass emailing later
Start the web sales listener and become a web listener under their personal user id
View and manage emails pending on the web to resend or cancel them
View ticket scan statistics window