If making changes to the web pages, make a backup of the web pages before changing any pages.
After Upgrade
This upgrade requires that you walk around and install on each machine
If you are using web sales, refer to Version 7.32 notes for after the upgrade to update the listener if you are updating from a version prior to 7.34.00
Always verify that your web listeners are running after any minor or major upgrade. TM automatically stops them when it notices a new version.
A short time if you are version 7.19 or later (15 minutes +/-)
7.36.39 Changes & Enhancements
Patron/Sales
Update member tab on client window and member tab on sell window to allow renewing 'Can't buy a thing' memberships directly.
Bug fix - Batch ticketing printing fixed where the last credit card for the last order would not print for a patron if the patron had multiple orders within the batch ticket print criteria.
use ORD _DATE_FINAL_PAYMENT to show orders where final payment occurred today if user wanted to see any open orders (yet fully paid. This is important to show orders from prior days that were paid off today.
Bug Fix - redisplay the ticket toolbar into a correct state after the 'Quick Cash' button was clicked.
added balance owing or credit due on payment window as clients use that to tell patron what the total payment is going to be. This used to be on side of window on version 6. It still is when payment window is a sub window. But when its standalone, there is no visual clue. Also, on patron window, show credits if one is due.
revised how the formal name is updated while changing the patron name. The feedback is now visual and instant as each part of the name is changed.
Bug Fix so that passes do not print twice when batch printing tickets.
Bug Fix to print a second ticket associated with a sales promotion during the batch print process.
Now only prints the credit card receipt, rather than for all payments.
No longer remove mail fee before recalculating what fees should be applied. Fixes a small issue with web sales
Gift cards can now be swiped into the control number during purchase and redemption
added pc shortcut for alt-k to enable quick cash on a PC
credit card usage count now decrements when a payment is deleted
correctly advise users if they are trying to sell more tickets than the warning limit before actually selling them.
consolidated edit check for selling comps or fully discounted tickets for all areas.
Theatre Maps
Added ability to move best seat pricing lines up and down.
updating the venue capacity now sets that same capacity on all events.
Donations
Addition of Document button to pledge letter list. This way merged letters can be viewed directly.
Bug Fix - Set the toolbar into the correct state when the 'Tax Receipt Options' changes.
Bug Fix - removing a soft credit now works.
Allocate payments to donation receipts in order by donation date, fiscal year, program year, donation date, amount
Reports
Bug fix for having the Starting Ticket number set correctly when printing Raffle Tickets. It was always missing the first ticket number.
Bug fix to allow the text fields to horizontal scrolling when printing Raffle Tickets.
Fixed security of reports so that specific reports and report categories do not appear based on customer and employee security.
Update 4 3.5 inch donation receipts on legal paper. Report was not correct and did not match Version 6.
Make changes to ignore Icons in any list when printing them in a screen report. Icons are note supported in reports and will cause a crash when it attempts to print.
Spelling fixes within the descriptions of the report that appear on the Reports window to the end user - that describes what the Held Seats Report does.
Moved the "Tax Rate List" report from the "G/L Reports" report category to the "Miscellaneous Reports" report category.
Fixed issue where empty column names would not show up when using the 'Regular Names' export option.
the Pass number is now shown on the patron payment report.
Fix to the payment allocation report to more accurately reflect allocation of fees
Mail labels no longer print the country on the label for the country you are in.
fixed couple of fields on the volunteer history and statistics reports.
donation pledge payment report no longer defaults to strict address compliance mode. Addresses are now in the same case as entered in the database.
some donation reports incorrectly printed the program year on the subtotal lines
fixed invoices that incorrectly printed some information in the footer. Revise printing of the final payment due date.
future cash flow report now totals the credit card
patron payment report now shows the pass/gift certificate number on it.
change the calculation on the transaction cash flow report to calculate the total value of tickets. This allows the discount to be eliminated if desired.
touring report now grabs the patrons primary address to display on the report
Web
added a handshake to the listener so that when it is stopped because of an upgrade, it now talks to the apache server to remove itself from the listener list
addition of 'Print at home' flag in the shopping cart header. At this time, it creates compatibility with prior versions
improve performance of an email blast by eliminating the ping response time if we are continually sending emails. Thus, a batch of emails will ping the first time and then send blindly for each subsequent email.
Fixed issue where adding an email address would hang the web listener when adding a new account. Empty email addresses are no longer allowed.
The web listener now looks at the number of items in the event list and paginates appropriately. It was hard coded at 20.
Mail Lists
Add ability to run a consolidated mail list that will only add primary patrons from the household for records found.
Update Mail Lists so that the list search allows List # between. Also added a new type to the data dictionary to allow <DEFAULT> to be selected when a lookup field is selected for report criteria.
Creating a mail list group to search by donation receipts now works without generating an SQL error
Word Processing
Fixed an issue where some letters would not load in rare situations.
Allow setting 'Active' flag on letters.
Update Letters to include Consolidation by Household and allow sorting of consolidated record lists. This included changes to the Form Letter List and Detail Window to allow editing sort fields. Also changed the way that letters are merged in the object to allow an 'Alternate Patron' that can be used for indirection. This allows the household merge to take place.
fix window title so that it shows the current status of insert/edit mode after the letter is changed the first time and then saved. After that first save, the title bar is now displayed properly.
Fixed an issue where if an image is entered into a document in a right aligned paragraph, the image would get assigned a negative position and would crash on merging.
Added ability to export a single document from the merge preview window
set the defaults for soft tab stop distance to be the same on both edit and merge windows. This was causing some letters set up with soft tabs to appear different during the merge process.
Misc
The location of the Prior Versions has been changed. Because of that, the 'Check for Updates' function will work once this version is downloaded and installed
Added ability to fee types to define if the fee will apply only to the selected performances or apply to all performances except for the selected performances.
on attendance window in 'Play & Dates', colour code the reservation only and tickets where we owe money to client or client owed us money similar to the A/R window.
if user does ctrl-A to pick all the lines in the list, it is possible that there is no current line. This breaks some windows button states, so if all lines are selected and there is no current line, make it the first one.
Bug Fix - fixed a bug where clicking the 'Clear Final Posting' button cleared the final posting reference, but did not allow the performance to be re-rolled over from deferred to earned revenue.
Bug Fix - fixes a problem where the save button would appear unresponsive until the user tabbed into another field on all windows.
TM now updates the permissions on the Theatre.lbr file when the auto upgrade process happens to be the same as the permissions were prior to the auto update
Prevent a crash on deposits if the user entered a debit card number for a payment.
Added 'Heartland' as a merchant supported by Theatre Manager
Double spaces in data fields are now removed automatically
Make web log more tolerant of disk name change OSX
fixed fiscal year display on the rollover so that it shows the correct year in some messages.
clearing a date resigned also clears the failed user login count so that the next login will not 'resign' the user again until the failed password count is again reached.
adding multiple events on one day now sorts the times in the correct order.