Version 6.07

The main addition to this version is the abiltiy to select, on a per Donation basis, the kind of receipt options that you'd like to print.

Version 6.04 • Updates

Released Sept 1, 2002

You must be using version 5.72 to upgrade to version 6.07
Preparing for the Update

Theatre Manager will

The user will need to

Before upgrade
  • Upgrade to version 5.72 if you are not already at that version. Refer to earlier release notes about the process

After upgrade
  • None

Optional Steps
  • None

Time Required
  • From version 6.04, about 30 to 90 minutes. Depends on the number of payments, donations, donation receipts, and letters sent records you have.

Donations

Added the Pledge Schedule, which allows you to assign letters at specific intervals for donations, so you can send out letters or emails to remind donors that their pledges are due. For more information on Scheduling Pledge Reminders, click here.

Improved tracking and added giving levels to Soft Credits. You are now able to change the variables surrounding Soft Credits, such as changing the Campaign, so that the Soft Credit does not have to be in the same Campaign as the original donation, or changing the Program Year, so that the Soft Credit can be printed in next year's program. For more information on Soft Credits, click here.

New Features are summarized here.


Patron Letters

Added ability to assign and batch/mass email patrons. Now you can write emails as form letters, or use pre-existing form letters, assign them to patrons as you would a letter, then batch email all assigned emails to their respective patrons. You can assign emails in every place that you could previously assign letters. For more information on how this works, click here.

Memberships/Passes

Revised a feature that if user had ticket face attached to a membership, and then redeemed part of it, the code is designed to ask if they want to print a ticket for the remainder amount. However, if you said no to printing the remainder, then TM would appear to lock up and you couldn't do anything.

Added a new pass type - Use Promotion. This pass will change the promotion and/or price code on selected tickets that will be paid for with this pass, depending on the amount of tickets allowed to be effected per performance. This pass would be useful, for example, if you wish to give new staff members a pass that will allow the comps for their first month of work as a perk. For more information on Passes, click here.

Revised a feature where if you insert a pass and cancel it, then you could not click the insert button and be able to actually insert a pass. The pass type popup was disabled on the cancel insert, and will now be re-enabled when you clicked insert again

Revised pass redemption, checking the maximum number of redemptions per performance. If set to zero, there is no maximum. Previously, if you changed the maximum per performance value to a number >0, then changed it back to 0, it would read as 0 maximum.

Patron Payment List

Fixed a long standing display issue where if patron, donor, order, and payment windows were open, then doing something on the payment window could cause the list to display some funny stuff.


Season Subscription

Added a new flag in the Book Season Reservations to allow you to book seats that are on hold. The default is not to allow selling seats on hold, but you are able to override this if you are sure that the seats are being held for this patron. Click here for more information on Booking Season Reservations.

When doing a 'Payment Only' for a new subscriber who requires seats, the Seat Change Request notes area will be predefined asking for the quantity, price code and sales promotion to use when it comes time to actually book the seats. If you do not change the comments, Theatre Manager will automatically remove the predefined comments for you when you leave the window. Click here for information on this window.

Mass book season tickets will set the 'reservation only' flag to NO for complimentary ticket orders.

Improved computer repsonse time in the editing of patron subscription changes. Before users were experiencing locking issue when processing subscription changes from multiple workstations at the same time.

Traveling Troupe

New feature - allowing user to define/change the "base price" (the price before discounts, markups, ticket fees and taxes) during the sale of a traveling troupe performance. Click here for more information.

 

Default Data

Added some preferences under Default Data - Miscellaneous tab. You can now restrict database upgrades, fixes of verify problems, etc to be forced to be run on a particular IP address. Generally, this would be the server where the database resides and where it will run quickly. Click here for more information.

Added a place under Default Data - Miscellaneous tab for an optional email address for an 'Administrator'. If you run database verify and there is a problem, it will send an email to this person.

Added a place under Default Data - Company tab to put the address of an SMTP server that will be used to route outgoing mail to. Click here for more information.

Added the Default Data - Web tab to lay the groundwork for the Web Sales Module.Click here for more information.

Click here for more information on Default Data.


General Ledger/EOD Wizard

Added ability to export GL Entries as a Tab Delimited file for import into your Accounting Software package. Click here for more information.

· There are two places to export. You can do it for selected POSTED G/L Entries in 'Accounting->G/L Entries'. You can also do it in end of day wizard on the reporting screen. This will export all POSTED G/L Entries that have not yet been exported.

· Added a new security item that indicates who can export GL entries.

· Added a field to GL header called 'exported' to indicate if this Entry has been exported. If an Entry has been exported once, it cannot be re-exported.

Revised a feature when creating sales entries, all tickets were journalized to the original order date (in the past) instead of the date the Reservation Only flag was de-selected. This resulted in 2 SP's for the day, one being for the original order date and another for the current date.

Online Credit Card Authorization

New Help added to assist in the Installation, setup and troubleshooting for Online Credit Card Authorization. Click here to access it.


Miscellaneous

Revised the Force logoff routines to be more efficient.

Revised situation where it does not clear out the Relationship list when inserting new patrons. This is a display only issue. If you close the window and re-open, the relationship list is now cleared.


Web Sales

Added a tab to Default Data with the groundwork for the Web Sales Module.

Added a Web sales menu item is under accounting and it starts up a listener on
tcptalk.

Changes to Employee Setup so that you can set Web Sales as the default window.

Before Event Sales and Pay What You Can

When in Before Event Sales mode, and the operator clicks the 'pass' button on the sell window, the order is now transfered to the patron who owns the pass.

EOD Deposit - Till Outs

Added ability to have more than one shift per employee between Deposits, and ability to add payments entered after a till is balanced to the employee's last till. For more information on Till Balancing, click here.

Volunteer Module

Added New Report - Vol CodeStatistics
Volunteer Code List - Statistics - this new report summarizes the # of volunteer positions in each volunteer code, the total hours, average ratings, # paid, $ paid, and # of volunteers that are willing to do this activity again. This is a good report to use when presenting the number of volunteer hours that your organization utilities in a time period to your board members or when applying for government grants.

Employee Setup

Added new security levels.

Changes made where if you were making changes to an employee record then printed the record to the screen, the Functions and Data security levels will come back different and if you load in a new employee record, their settings will get set incorrectly (even if you do not touch them)

On-line Help

New version is posted and many new topics view at www.artsman.com/Help/index.html