For a downloadable checklist of all of Day 4

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Install Updated Database

• Install updated/data imported database
• Review any imported data for verification of accuracy

Create Training Database

• Create a training database to not effect live data

Theatre Manager Introduction

• Logging into the database
• Toolbar Functionality and Menu Introduction

Patron Management

• Finding Existing Patrons
• Tricks for searching different ways for patrons
• Different Patron Icons
• Changing displayed columns, re-ordering the displayed columns
• Editing Existing Patrons
• Creating New Patrons (multiple address and contact numbers)
• Patron Marketing Tabs (Marketing, Profile, Patron, Contacts, Address, Donor, Media)
• Patron Contact Flags
• Concept of Households versus Patrons (How they are used with each other)
• Merging Duplicate Patrons
• Merging Patrons into a Common Households, Setting Primary Patrons
• Splitting Patrons from a Common Households back into Separate Accounts

Ticket Sales

• Single Ticket Sales
• Ticket Exchanges
• Ticket Quick Change of Price Code and /or Sales Promotion
• Ticket Refunds (cash refund, for a donation, for a voucher, for fixing a mistake)
• Ticket Fees (Ticket Handling, Mailing Fee, Exchange Fee)
• Ticket Fee Setup – Verify they are set correctly and automatically applied
• Ticket Holds versus Ticket Timed Holds for Specific Patrons
• Inserting a donation and/or Gift Certificate in conjunction with a ticket sale
• Group Tickets
• Season Ticket Sales (First year only)