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Theatre Manager Manual
 * Article Types
   Explanation How To Reference Tutorial


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 * Diataxis Quick Reference
 * Explanation
    * Accounting
       * End-of-Day
       * Till Balance
   
    * Company Preferences
       * Company Preferences Tabs
   
    * Data Access
       * Database Queries
          * About Criteria Grouping
          * About Removal Criteria in Mail Lists
          * Sample Mail List Queries
          * Introduction to Database Queries
          * About Having in Mail Lists
      
       * Data Imports & Exports
          * Data Exports
          * Data Imports
      
       * Mail Lists
          * About Randomizing
          * Introduction to Mail Lists
          * About Mail List Double Opt-In
      
       * Reports
          * Report Library
          * Sample Reports
          * Introduction to Reports
          * About Queued Reports
      
       * REST API and Reveal
          * REST API
          * Reveal
   
    * Donation Management
       * About Donation Campaigns
       * About Donation Records
          * About Changing Credit Cards on Donations
          * About Recurring Donations
          * About Gifts of Stock
          * About Prospect Gifts
          * When to Enter Gifts from the Order Window
          * About Matching Gifts
          * Sample Donation Scenarios
          * About Soft Credits
      
       * About DonorSearch Integration
          * DonorSearch Integration
      
       * About Giving Levels
          * Giving Level Examples
          * Rules for Giving Levels
      
       * About Tax Receipts, Pledge Schedules, and Letters
          * Rules for a Receipt to Print
          * About Tax Receipts
          * Tax Receipt Name Considerations
      
       * Donation Management Introduction
   
    * Emails & Letters
       * Word Processor Features
       * About Form Letters
       * Transactional Email
   
    * Events
       * System Setup Recommendations for Course Management
       * Using Households and Relationships for Course Management
       * About Managed Events Online
       * Quantity to Report
       * Virtual (Live) Content
       * Sales Methods
       * Report Cards
       * Performance Series Code
       * Accounting Setup for Evnets
   
    * Facilities Management
       * Calendar subscriptions
       * Tasks
       * Facility Management Overview
   
    * Training & Getting Help
       * Community
   
    * Passes
       * Using a Pass to Provide Online Discounts
       * About Pass Redemption Methods
       * About Access Cards
       * Redemption Rules
       * Why Gift Certificates Go to Purchasers, Not Recipients
       * Troubleshooting Pass Redemption Errors
       * About Setting Valid Events on Each Pass
       * About Scanning Access Cards
       * About Writing Off Unused Passes
       * Renewing Versus Selling New
       * Introduction to Passes, Memberships & Gift Certificates
   
    * Patron & Employee Management
       * Employee Management
       * Patron Management
          * About Guest Checkout and Limited Profile Patrons
          * About Patron Relationships
          * About Address Geocoding
          * About the Patron Window
          * About Duplicate Emails
          * About Merging Patrons
          * Introduction to Patron Management
          * About Scheduled Changes
   
    * Payment Management
       * About EFT Payments
       * Payment Method Variations
       * About Creating Offsetting Payments to Clear A/R Balance
       * About One Payment for Multiple Orders
       * About Force Duplicate Payment
       * About Patrons Paying Order Balances Online
       * About Post-Dated Payments
   
    * Personnel Management
    * Sales Rules & Coupon Codes
       * Introduction to Sales Rules
       * Introduction to Coupon Codes
   
    * System Installation & Setup
       * Installation
       * PCI Compliance
   
    * Ticketing Site
       * Ticketing Site Login & Password
   
    * Ticket Management
       * About Sales Promotions
          * Sample Sales Promotions
      
       * Selling Tickets
       * Holding Seats
       * Ticket Numbers
       * Print Ticket Options
       * Pay What You Can Sales
       * Americans With Disabilities Act
       * Ticket Printing
       * Ticket Stock Management
       * Ticket Review
       * Ticket Refund
       * Gifting Tickets
       * Ticket Exchange
       * About Ticket Faces
   
    * Webstore
       * Mail List Signup Options
   
    * Workflow & Customization
       * System Customization
          * Implications of Using Microsoft 365 as an Email Server
          * About Workflow Notifications
          * Implications of Using Gmail as an Email Server
          * About Rounding Payments
          * Using Access Groups
          * About Queue Options
          * Overview of the Volunteer Notification Process
          * About Custom Plugins
          * About Tags
          * About Custom Marketing Fields
      
       * User Customization
       * About Login & Logoff
       * About Image Size Limitations
       * Impact of Changing a Merchant Provider
       * List Windows
       * About Login for Outlet Edition
   
    * Venues
    * Forms
    * TM Scanner App

 * How To
    * Accounting
       * Exporting G/L Entries
       * Create a Manual G/L Entry
       * Convert Ticket Revenue from Earned to Deferred
       * End of Day (EOD)
   
    * Coupon Codes
    * Data Access
       * Database Queries
          * Group Criteria
          * Basic Database Queries
          * Use Saved Criteria
          * Use Having in Mail Lists
      
       * Data Imports & Exports
          * Data Exports
          * Data Imports
      
       * Mail Lists
          * Adding Patrons to Mail List
          * Removing Patrons from Mail List
          * Rebuild a Mail List
          * Merge a Mail List
          * Review Who's In a Mail List
          * Delete a Mail List
          * Use a Mail List Who's In Tab
          * Find a Mail List
          * Create a Mail List
      
       * Reports
          * Adjust Finished Report
          * Build Custom Reports
          * Create a Report Step by Step
          * Find a Report
          * Generate an Invoice
          * Print, Email & Queue a Report
          * Use Custom Report Categories
          * Use Invoice Comments
      
       * REST API and Reveal
          * REST API
          * Reveal
   
    * Donations
       * Donation Campaigns
          * Merge a Campaign
          * Remove a Campaign
          * Edit a Campaign
          * Add a Campaign
          * Find a Campaign
      
       * Donation Records
          * Recurring Donations
          * Process Special Donation Cases
          * Add a Donation
          * Remove a Donation
          * Edit a Donation
      
       * DonorSearch
          * Setup the DonorSearch API Key
          * Retrieve DonorSearch Analytic Results
          * Submit a DonorSearch Information Request
      
       * Giving Levels
          * Add a Giving Level
          * Remove a Giving Level
          * Edit a Giving Level
      
       * Tax Receipts, Pledge Schedules, and Form Letters
          * Unprint Receipts
          * Add a Pledge Reminder to a Donation
          * Add a Form Letter to a Donation or Receipt
          * Print Receipts
   
    * Email and Letters
       * Exporting Letters
   
    * Events
       * Add Events or Performances
          * Setup Special Event Types
          * Add an Event or Performance
      
       * Edit Events and Performances
          * Edit a Performance
          * Edit an Event
      
       * Manage Prices
       * Manage Report Cards
       * Find an Event
       * Manage Attendance
       * Delete an Event or Performance
   
    * Facilities Management
       * Calendars
   
    * Emails & Form Letters
    * Merchant Accounts
       * New Merchant Account
       * P400 Pin-Pad Setup
   
    * Orders
       * Transferring an Order to Another Patron
       * Adding a Fee to an Order
       * Adding a Ticket to an Order
   
    * Passes
       * Pass Setup
          * Edit a Pass Setup (Type)
          * Verify a Pass Setup (Type)
          * Find a Pass Setup (Type)
          * Restrict a Pass Setup (Type) to Specific Seats
          * Add a Pass Setup (Type)
          * Delete a Pass Setup (Type)
      
       * Passes
          * Access Cards
          * Print a Pass
          * Renew a Pass
          * Write-Off a Pass
          * Find a Pass
          * Delete a Pass
          * Add a Form Letter to a Pass
          * Redeem a Pass
          * Sell a Pass
          * Edit a Pass
   
    * Patrons & Employees
       * Employee Management
          * Remove Employee Access
          * Reinstate a Locked-Out Employee
          * Add New Employee
      
       * Patron Management
          * Find, Add, and Remove Patrons
          * Find and Merge Duplicate Patrons
          * Manage Patron Addresses and Contacts
          * Manage Patron Details and Activity
   
    * Payments
       * EFT Payments
          * Create EFT File for Submission
          * Submit EFT File for Processing
          * EFT Setup
      
       * Delete Payments
       * Voiding a Pass / GC Payment
       * Credit Cards
       * Create Post Dated Payments
       * Reversing Payments
       * Add a Payment
       * Create a Payment
       * Transferring Payments from One Order to Another
       * Pay Order Balance Online
       * One Payment for Multiple Orders
       * Payment Method Variations
       * Create Offsetting Payments to Clear A/R Balance
       * Accept Multiple Payments
       * Change Unauthorized or Post-Dated Credit Card
   
    * Personnel
       * Create Availability Times Using the Wizard
       * View Performance Revenue Online
       * Add Personnel Position
       * Delete Personnel Position
       * Opening the Personnel Window
       * Edit Availability Times
       * Adding New Personnel
       * Edit Personnel Position
   
    * System Installation & Setup
       * Postgres Installation
       * TM Web Services Installation
       * TM Installation
   
    * Ticketing Site
       * Watch Virtual Content
       * reCAPTCHA
   
    * Tickets
       * Sales Promotion Management
          * Add a Sales Promotion
          * Delete a Sales Promotion
          * Edit a Sales Promotion
      
       * Ticket Sales
          * Reserved Seating
          * Adding a Ticket to an Order
          * Before Event Sales
          * Selecting Performances
          * Best Available Seats
          * Transferring Tickets
          * Ticket Faces
          * Ticket Detail
          * Selling Multiple Events
          * Add a Student or Attendee Online as an Event Manager
          * Inventory Ticket Sales
          * Correcting Prices on Ticket Sales
          * Quick Buy Ticket Sales
          * Gifting Tickets
          * Searching for Performances (The Order Window)
          * Traveling Troupe Ticket Sales
          * Locating a patron's seat sold by another outlet
          * Consignment Ticket Sales
          * Releasing Reserved Tickets
          * General Admission (Festival Tickets)
          * Sell an Auction Item
          * Pay What You Can Sales
      
       * Holding Seats
       * Ticket Printing
       * Exchanges
       * Refunds
       * Manage Social Distance Tickets
   
    * Training & Getting Help
    * Venues
       * Pricing Maps
          * Adding Graphic Map
          * Adding Price Codes to a Pricing Map
          * Adjusting/Fixing the map
          * Altering Existing Map Image
          * Changing Price Codes From the Map
          * Changing Seat Names
          * Create SVG map for Pricing Map
          * Creating the Logical Seat Order
          * Determining the Color of Sold Seats on a Map
          * Duplicating a Price Map
          * Editing Existing Maps
          * Exporting Maps
          * Exporting Seat Names
          * Fixing Social Distance Conflict
          * Importing Maps
          * Importing Seat Names
          * Manually Editing an SVG Map
          * Map Building
          * Merging Map with Pick-Your-Seats
          * Naming Seats for the Price Map
          * Place Seats SVG map Wizard
          * Placing Seats in Detail
          * Preparing a PPT Document
          * Reducing and Increasing the Number of Seats
          * Select your Own Seat Setup Steps
          * Transfer Pricing Map from one Venue to Another
          * Using Associated Seats For Social Distancing
      
       * Deleting a Venue
       * Duplicating a Venue
       * Merging Venue
       * Adding New Venue
       * Editing Venue
       * Finding a Venue
   
    * Workflow & Customization
       * System Customization
          * Tags
          * Workflow Notifications
          * Change Default Auto-Capitalization Settings
          * Setup Custom Folders & Categories
          * Editing Code Table Values
          * Enable Guest Checkout
          * Customize Date & Time Preferences
          * Customize Field Names
          * Correct Bad Password Email Errors with Gmail SMTP Settings
          * Add a Language to Your Webstore
          * Upgrade Theatre Manager License
      
       * User Customization
          * Reset Window Settings
          * Override Auto Capitalization
          * Customize and Manipulate List Views
      
       * Resize Images
   
    * TM Scanner App
    * Forms

 * Reference
    * Accounting
       * Transaction Detail Window
       * Patron Activity Tabs: Payment Detail Window
       * Transaction History Window
       * G/L Entries
   
    * Data Access
       * Database Queries
          * Saved Criteria Window
          * Criteria Conditions
          * Criteria Operators
          * Criteria (Search) Window
          * Criteria Add/Edit Parameter Window
      
       * Data Imports & Exports
          * Data Exports
          * Data Imports
      
       * Mail Lists
          * Mail List Search Window
          * Mail List Detail Window
      
       * Reports
          * Report Library
          * Custom Report Categories
          * Finished Report Window
          * Report Selection Window
          * Custom Reports
          * Invoice Comments
          * Report Build Options Tabs
          * Invoice Build Options Tabs
          * Queued Reports
      
       * REST API and Reveal
          * REST API
          * Reveal
   
    * Donations
       * Donation Campaign List Window
          * Campaign Detail Window
      
       * Donation List Window
          * Donation Detail Window
          * Recurring Donations
          * Pledge Setup Window
          * Soft Credit Setup Window
      
       * DonorSearch Analytics
          * DonorSearch Analytic Results Detail Window
          * DonorSearch Web Portal
          * DonorSearch Analytic List Window
          * DonorSearch Request Data Fields
      
       * Giving Level List Window
          * Giving Level Detail Window
      
       * Tax Receipts, Pledge Schedules, and Form Letters
          * Print Tax Receipts Wizard
          * Unprint Receipt List Window
          * Receipt Detail Window
   
    * Emails & Letters
       * Form Letter Menu Options
          * Form Letters Menu
          * Task Menu
          * View Menu
          * Formatting Menu
          * Insert Menu
          * Scale Menu
          * Recent Letters Menu
      
       * List Window
       * Info Window
       * Editing Window
       * Letter/Email Detail Window
   
    * Event List Window
       * Event Detail Window
       * Performance Detail Window
       * Event Duplication Wizard
       * Performance Creation Wizard
       * Report Card Templates
   
    * Facilities Management
       * Calendars
   
    * Training & Getting Help
    * Order Management
       * Order Detail Window
          * Order Detail Window >> Ticket Screen
          * Order Detail Window >> Resource Screen
          * Order Detail Window >> Web Log Screen
          * Order Detail Window >> Fee Screen
          * Order Detail Window >> Letter Screen
          * Order Detail Window >> Transactions Screen
          * Order Detail Window >> Volunteer Screen
          * Order Detail Window >> Season Screen
          * Order Detail Window >> Pass Screen
          * Order Detail Window >> Donation Screen
   
    * Passes
       * Pass Setup List Window
          * Pass Setup Detail Window
      
       * Passes
          * Access Card List Window
          * Print Pass Wizard
          * Pass Lookup Window
          * Pass Detail Window
          * Printed Pass List Window
   
    * Patron & Employee Management
       * Employee Management
          * Employee Access
      
       * Patron Management
          * Patron Activity Tabs
          * Patron Detail Tabs
          * Scheduled Changes
          * Patron Window
          * Forgotten Password Activity Log
          * Contact Card
          * Duplicates Wizard
          * Merge Patron Window
          * Contact List
   
    * Payment Management
       * EFT Setup Window
          * Merchant Provider Setup
      
       * Order Detail Window >> Payment Screen
          * Payment Screen >> Create Post Dated Tab
          * Payment Screen >> Contractual Notes Tab
          * Payment Screen >> Prior Payments Tab
          * Payment Screen >> Order Payment Details Tab
      
       * Post Dated Payment Report Criteria
       * EFT Payments
       * Order Detail Window >> Fee Screen
       * EFT File Format Examples
       * FAQ Questions for EFT
       * Credit Cards
   
    * Personnel Management
       * Personnel Window
   
    * Sales Rules & Coupon Codes
       * Coupon Code List Window
          * Coupon Code Detail Window
      
       * Sales Rule List Window
          * Sales Rule Detail Window
   
    * System Installation & Setup
       * Server Hardware Requirements
       * Workstation Hardware Requirements
       * AMS Cloud Status
   
    * Ticketing Site
    * Ticket Sales, Exchanges & Refunds
       * Sales Promotion List Window
          * Sales Promotion Detail Window
      
       * Ticket Review in Detail
       * Printed Ticket Count Reports
       * Seat Selection in Detail
       * Searching for Performances ( The Order Window )
       * Performance Selection in Detail
       * Factors that May Prevent Tickets from Emailing
       * Ticket Faces
       * Sales Note
       * Patron Activity Tabs: Ticket Detail Window
   
    * Workflow & Customization
       * System Customization
          * Company (Outlet) Preferences
          * System Preferences
          * Tag List Window
          * Workflow Notification List Window
          * Login Window Options
          * Patron Marketing Fields
          * Code Tables
      
       * User Customization
          * Employee Preferences
      
       * Workspace
          * Status Bar
          * Main Menu Bar
          * Main Toolbar
          * Context Menus and Tooltips
          * Quick Find
          * Startup Notification Window
   
    * Venues
    * Pricing Maps
    * Forms
    * TM Scanner App
    * Glossary

 * Tutorials
    * Accounting
       * Add G/L Account
   
    * Data Access
       * Database Queries
       * Data Imports & Exports
          * Export Season Ticket Data
          * Export All Active Events
          * Export City Lookup Table
          * Export Patron Addresses
      
       * Mail Lists
          * Add Patron to a Mail List
          * Find Patrons with Multiple Household Members
      
       * Reports
          * Invoice Step-by-Step
      
       * REST API and Reveal
          * REST API
          * Reveal
   
    * Donation Records
       * Campaigns
       * Donations
          * Recurring Donation
          * One Time Donation
      
       * DonorSearch
       * Giving Levels
       * Tax Receipts, Pledge Schedules, and Form Letters
   
    * Emails & Letters
    * Events
    * Facilities Management
    * Training & Getting Help
    * Passes
    * Patron & Employee Management
       * Employee Management
       * Patron Management
   
    * Reports
       * Custom Categories
   
    * Sales Rules & Coupon Codes
    * System Installation & Setup
    * Ticketing Site
       * Redeem Online Gift Certificate
   
    * Ticket Sales, Exchanges & Refunds
       * Before Event Sales - General Admission Tickets
   
    * Venues
       * Graphic Maps
       * Pricing Maps
       * Venues
   
    * Workflow & Customization
       * System Customization
       * User Customization

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