How To
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Hardware
2024-05-17Adding Tooltips to a Pricing Map
2020-04-23Add Tooltips to a Pricing Map
Watch Virtual Content
2023-12-11Basic step by step on live streaming access online for a patron
Customize Field Names
2023-12-11How-to guide for adding another language to the web pages
Manage Report Cards
2023-12-05Basic step by step on assigning, completing, and printing report cards for courses
Pay Order Balance Online
2023-12-12Add a Student or Attendee Online as an Event Manager
2023-12-12How-to guides for adding tickets to managed events online
Edit an Event
2023-12-12Basic step by step on editing events NOT performances
Edit a Performance
2023-12-12Basic step by step on editing performances within an event
Convert Ticket Revenue from Earned to Deferred
2023-11-21How-to guide for converting earned tickets back to a deferred account
Create a Manual G/L Entry
2023-11-21How-to guide for creating a manual G/L entry to correct an incorrect posting
Manage Prices
2023-12-19Basic step by step on editing event prices
Add an Event or Performance
2023-12-19Basic step by step on creating a new event
Setup Special Event Types
2023-12-19Basic step by step on setting up events for auctions, adding classes to an existing course, touring, virtual content, and other special cases
Delete an Event or Performance
2023-12-12Basic step by step on deleting a new event
Find an Event
2023-12-12Basic step by step on finding a new event
Manage Attendance
2023-12-12Basic step by step on managing attendance in an event
TM Scanner App
2023-11-06Add a Sales Promotion
2024-05-24Howto steps for creating anew sales promotion
Delete a Sales Promotion
2024-05-24Howto steps for deleting a sales promotion
Edit a Sales Promotion
2024-05-24Howto steps for editing an existing sales promotion
New Merchant Account
Adding a New Merchant Account
P400 Pin-Pad Setup
Adding pin-pads
Add a Letter to a Pass
2023-10-16Basic step by step on merging letters with a pass record
Renew a Pass
2023-10-16Basic step by step on renewing an existing pass
Restrict a Pass Setup (Type) to Specific Seats
2023-09-12Basic step by step on creating a pass type that can only be redeemed to specific seats
Write-Off a Pass
2023-10-16Basic step by step on writing off unused passes
Add a Pass Setup (Type)
2023-09-26Basic step by step on creating a pass type
Delete a Pass Setup (Type)
2023-10-09Basic step by step on deleting a pass type
Edit a Pass Setup (Type)
2023-10-09Basic step by step on editing a pass type
Find a Pass Setup (Type)
2023-10-09Basic step by step on creating a pass type
Verify a Pass Setup (Type)
2023-09-26Basic step by step on verifying a pass type
Add an Access Card
2023-10-23Basic step by step on adding an access pass
Delete an Access Card
2023-10-23Basic step by step on deleting an access pass
Edit an Access Card
2023-10-23Basic step by step on editing an access pass and assigning an de-assigning access cards
Sell a Pass
2023-10-10Basic step by step on selling a pass
Delete a Pass
2023-10-10Basic step by step on deleting a pass
Edit a Pass
2023-10-10Basic step by step on renewing a pass
Find a Pass
2023-10-17Basic step by step on searching patrons with pass control number
Print a Pass
2023-10-23Basic step by step on searching patrons with pass control number
Redeem a Pass
2023-10-17Basic step by step on redeeming passes
Create a Tag
2023-08-29How-to guides for adding a tags
Remove a Tag
2023-08-29How-to guides for removing a tags
Edit a Tag
2023-08-29How-to guides for editing a tags
Merge Tags
2023-08-29How-to guides for merging tags
View Performance Revenue Online
2023-08-28How-to to let outside promoters check on event revenue
Add a Workflow Notification
2023-08-28How-to guides for creating a new workflow notification
Delete a Workflow Notification
2023-08-28How-to guides for deleting a new workflow notification
Edit a Workflow Notification
2023-08-28How-to guides for editing a new workflow notification
Restrict (or Open) Access to Donor Information
2023-08-21How-To Guides use the private flag to restrict who can see or not see donor information
Edit a Donation
2023-08-21Basic step by step on how to edit existing donations
Add a Gift from an Agency on Behalf of Individuals
2023-08-15How-to guide on processing a donation from an agency that is really for a group of indivuals
Add a Gift in Kind
2023-08-15How-to guide on processing pledged donations
Pledged Donation
2023-08-15How-to guide on processing pledged donations
Add Personnel Position
2023-08-15How-to guides for Add Personnel Position
Create Availability Times Using the Wizard
2023-08-15How-to guides for Create Availability Times Using the Wizard
Delete Personnel Position
2023-08-15How-to guides for Delete Personnel Position
Edit Availability Times
2023-08-15How-to guides for Edit Availability Times
Edit Personnel Position
2023-08-15How-to guides for Edit Personnel Position
Retrieve DonorSearch Analytic Results
2023-08-14Basic step by step on how to retrieve the results of a donorsearch search submission
Setup the DonorSearch API Key
2023-08-07Basic step by step on the one-time api key retrieval to connect DonorSearch to Theatre Manager
Submit a DonorSearch Information Request
2023-08-14Basic step by step on how to submit a request for donorsearch information
Adding a Fee to an Order
2023-07-27How-to guides for Adding a Fee to an Order
Adding a Ticket to an Order
2023-07-27How-to guides for Adding a Ticket to an Order
Transferring an Order to Another Patron
2023-07-27How-to guides for Transferring an Order to Another Patron
Adding New Personnel
2023-07-27How-to guides for Adding New Personnel
Opening the Personnel Window
2023-07-27How-to guides for Opening the Personnel Window
Create EFT File for Submission
2023-07-18How-to guides for Create EFT File for Submission
EFT Setup
2023-07-18How-to guides for EFT Setup
Submit EFT File for Processing
2023-07-18How-to guides for Submit EFT File for Processing
Add a Recurring Donation
2023-08-15Basic step by step on how to process a recurring donation
Voiding a Pass / GC Payment
2023-06-27How-to guides for Voiding a Pass / GC Payment
Donate Value from a Ticket Refund
2023-07-17Basic step by step on how to process a ticket refund and convert value to a donation
Add a Prospect Gift
2023-07-18Basic step by step on how to process a prospect, planned or legacy gift
Add a Campaign
2023-07-12Basic step by step on creating a campaign
Remove a Campaign
2023-07-12Basic step by step on removing a campaign
Edit a Campaign
2023-07-12Basic step by step on finding a campaign
Find a Campaign
2023-07-12Basic step by step on finding a campaign
Merge a Campaign
2023-07-12Basic step by step on merging a campaign
Credit Cards
2023-07-25Credit Cards
One Payment for Multiple Orders
2023-06-14One Payment for Multiple Orders
Create Post Dated Payments
2023-07-25Creating a Post Dated Payments
Unprint Receipts
2023-07-11Basic step by step on how to unprint receipts manually and via batch
Manually Create Schedule Gifts from Recurring Templates
2023-07-18Basic step by step on how to manually start the TM process to create recurring donation records
Remove a Recurring Donation
2023-07-18Basic step by step on how to delete a recurring donation
Edit a Recurring Donation
2023-07-18Basic step by step on how to edit a recurring donation
Accept Multiple Payments
2023-06-27How-to guides for Accepting Multiple Payments
Create Offsetting Payments to Clear A/R Balance
2023-06-27Creating Offsetting Payments to Clear A/R Balance
Add a Soft Credit
2023-07-17Basic step by step on how to process a soft credit gift
Add a Letter to a Donation or Receipt
2023-07-12Basic step by step on how to add a merged letter to a donation
Add a Pledge Reminder to a Donation
2023-07-12Basic step by step on how to add a pledge reminder to a donation
Remove a Donation
2023-07-17Basic step by step on how to delete single donation
Add an Anonymous Gift
2023-07-17Basic step by step on how to process an anonymous gift
Add a Matching Gift
2023-07-17Basic step by step on how to process a matching gift
Add a Giving Level
2023-08-07Basic step by step on creating new giving levels
Edit a Giving Level
2023-08-07Basic step by step on editing giving levels
Remove a Giving Level
2023-08-07Basic step by step on removing giving levels
Print Receipts
2022-07-11Basic step by step on how to batch print or email donation receipts
Transferring Payments from One Order to Another
2023-07-25How-to guides for Transferring Payments from One Order to Another
Delete Payments
2023-07-25How-to guides for Deleting Payments
Reversing Payments
2023-06-02How-to guides for Reversing Payments
Manage Social Distance Tickets
2023-12-12Adding/Exchanging/Refunding Social Distance Tickets
Add a Language to Your Webstore
2023-05-29How-to guide for adding another language to the web pages
Holding Seats
2023-05-23Holding Seats
Ticket Detail
2023-05-23How-to guides for Ticket Detail
Ticket Printing
2023-05-23How-to guides for Ticket Printing
Correct Bad Password Email Errors with Gmail SMTP Settings
2023-05-23How-to guides for changing gmail settings to allow less secure email sending by apps
Reinstate a Locked-Out Employee
2023-05-22How-To Guides for manually reinstating an employee who is locked out from too many incorrect logon attempts
Enable Guest Checkout
2023-05-15How-to guides for enabling guest checkout
Upgrade Theatre Manager License
2023-05-15How-to guides for upgrading the license on system preferences
Traveling Troupe Ticket Sales
2023-12-18How-to guides for Traveling Troupe Ticket Sales
Attach a Document to a Patron Record
2023-05-08How-To Guides for adding a docuement to a patron record with a task
Set a Patron's Campaign Solicitor
2023-05-08How-To Guides for adding a campaign solicitor to patrons belonging to a list
Add a Patron Relationship
2023-05-09How-To Guides for adding patron relationships
Edit a Patron Relationship
2023-05-09How-To Guides for editing patron relationships
Remove a Patron Relationship
2023-05-09How-To Guides for removing patron relationships
Change Unauthorized or Post-Dated Credit Card
2023-05-08How-to guides for changing the number or expiry date on post dated payments
Create a Payment
2023-06-27How-to guides for Creating a Payment
General Admission (Festival Tickets)
2023-05-04How-to guides for Selling General Admission (Festival Tickets)
Gifting Tickets
2023-05-04How-to guides for Gifting Tickets
Selling Multiple Events
2023-05-04How-to guides for Selling Multiple Events
Add or Remove Patron Phone/Email Contact
2023-05-02How-To Guides for adding and removing patron phones or emails
Apply Scheduled Changes Now
2023-05-02How-To Guides for applying a scheduled change off schedule or manually
Edit or Remove Scheduled Changes
2023-05-02How-To Guides for editing or removing a scheduled change to an address or contact info
View or Export Scheduled Changes
2023-05-02How-To Guides for viewing and exporting the list of scheduled change to an address or contact info
Add a Payment
2023-06-27How-to guides for Adding a Payment
Payment Method Variations
2023-05-02How-to guides for Payment Method Variations
Adding a Ticket to an Order
2023-05-02How-to guides for Adding a Ticket to an Order
Add Scheduled Changes
2023-05-02How-To Guides for adding a scheduled change to an address or contact info
Correcting Prices on Ticket Sales
2023-04-27How-to guides for Correcting Prices on Ticket Sales
Best Available Seats
2023-04-25How-to guides for Best Available Seats
Locating a patron's seat sold by another outlet
2023-04-25How-to guides for Locating a patron's seat sold by another outlet
Resolve Duplicate Emails
2023-05-01How-To Guides for resolving different duplicate email scenarios
Sell an Auction Item
2023-12-19How-to guides for Auction Item Sales
Inventory Ticket Sales
2023-04-27How-to guides for Inventory Ticket Sales
Searching for Performances (The Order Window)
2023-04-24How-to guides for Searching for Performances
Releasing Reserved Tickets
2023-04-24How-to guides for Releasing Reserved Tickets
Selecting Performances
2023-04-24How-to guides for Selecting Performances
Add Patron
2023-04-18How-To Guides for adding patrons and households
Edit Patron
2023-04-18How-To Guides for editing patrons and households
Find Patron
2023-04-24How-To Guides for finding or searching patrons
Remove Patron
2023-04-24How-To Guides for removing patrons
Find Duplicate Patrons
2023-04-24How-To Guides for using the duplicates search feature
Merge Duplicate Patrons
2023-05-01How-To Guides for using the merge feature
Forms
2023-12-12Reset Window Settings
2023-04-17How-to guides for resetting windows
Refunds
2023-04-17How-to guides for refunding tickets
Before Event Sales
2023-04-13How-to guides for Before Event Sales
Add New Employee
2023-04-11How-To Guides for adding new employees
Remove Employee Access
2023-04-11How-To Guides for removing employee access
Add Giving Level Data to Giving Tab
2023-05-08How-To Guides for adding giving level data to patron giving tab
Add Credit Card to a Patron Record
2023-05-08How-To Guides for adding a credit card to a Patron Account
Edit a Credit Card on a Patron Record
2023-05-08How-To Guides for editing a credit card on a Patron Account
Remove a Credit Card from a Patron Record
2023-05-08How-To Guides for removing a credit card from a Patron Account
Copy Name & Address
2023-05-08How-To Guides for using the Get context menu options for addresses
Geocode Address
2023-05-08How-To Guides for using the Get context menu options for addresses
Show Map at Patron Address
2023-05-08How-To Guides for using the Get context menu options for addresses
Show Weather at Patron Address
2023-05-08How-To Guides for using the Get context menu options for addresses
Resize Images
2023-03-28How-to guides for resize high resolution images to meet TM image restrictions
Add or Remove Patron Address
2023-05-01How-To Guides for adding and removing patron addresses
Flag VIP Accounts
2023-04-18How-To Guides for flagging accounts to display VIP notes
Send Ticketing Site Password Reset
2023-05-29How-To Guides for sending a password reset to patrons
Change Default Auto-Capitalization Settings
2023-03-27How-to guides for system-level customization - changing capitalization settings
Customize Date & Time Preferences
2023-03-27How-to guides for system-level customization
Setup Custom Folders & Categories
2023-03-27How-to guides for system-level customization
Altering Existing Map Image
2023-03-24Altering Existing Map Image
Changing Price Codes From the Map
2023-03-23How to guide for Changing Price Codes From the Map
Adjusting/Fixing the map
2023-03-22How to guide for Adjusting/Fixing the map
Determining the Color of Sold Seats on a Map
2023-03-22How to guide for set the colours for sold seats
Create SVG map for Pricing Map
2023-03-22How to guide for Create SVG map for Pricing Map
Select your Own Seat Setup Steps
2023-03-22How to guide for Select your Own Seat Setup Steps
Duplicating a Price Map
2023-03-14How to duplicate pricing map
Exporting Seat Names
2023-03-14Exporting Seat Names
Importing Seat Names
2023-03-14Importing Seat Names
Login to Reveal
2023-03-13how to login into Reveal
Setup Initial TM Server Port Forwarding
2023-03-13How to setup TM Server Port Forwarding
Importing Maps
2023-02-21How to guide for import entire theatre maps
Place Seats SVG map Wizard
2023-02-21How to Place Seats SVG map Wizard
Basic Database Queries
2023-06-27How-To Guides for basic database queries
Group Criteria
2023-06-27How-To Guides for implementing complex criteria with grouping
Use Having in Mail Lists
2023-06-27How-To Guides for implementing complex criteria with having
Use Saved Criteria
2023-06-27How-To Guides for making, editing, and retrieving saved criteria
Export Data by Source
2023-06-27How-To Guides for exporting data
Prepare a File for Import
2023-06-27How-To Guides for cleaning data and preparing import file
Import to a Mail List
2023-02-20How-To Guides for importing data into a mail list
Import Patron Data
2023-02-20How-To Guides for importing patron data
Randomize Patrons in a Mail List
2023-03-13How-To Guides for randomizing mail lists
Add Patrons to a Mail List Via the Batch Function
2023-03-13How-To Guides for adding patrons to mail lists via a batch function
Add Patrons to a Mail List Via Drag and Drop
2023-03-13How-To Guides for adding patrons to mail lists via drag and drop
Allow Patrons to (Un)Subscribe to a Mail List Online
2023-03-13How-To Guides for adding patrons to mail lists via online subscription
Add Patrons to a Mail List Via the Patron Window
2023-03-13How-To Guides for adding patrons to mail lists via patron window
Add Patrons to a Mail List Via a Query
2023-03-13How-To Guides for adding patrons to mail lists via a database query
Add Patrons to a Mail List Via a Ticket Purchase
2023-03-13How-To Guides for adding patrons to mail lists via ticket purchase
Create a Mail List
2023-03-13How-To Guides for creating a new mail list
Delete a Mail List
2023-03-13How-To Guides for deleting mail lists
Find a Mail List
2023-03-13How-To guide for finding mail lists
Merge a Mail List
2023-03-13How-To Guides for merging mail lists
Rebuild a Mail List
2023-03-13How-To Guides for rebuilding mail lists
Remove Patrons from a Mail List Via the Batch Function
2023-03-13How-To Guides for removing patrons from mail lists via a batch function
Remove Patrons from a Mail List Via the Patron Window
2023-03-13How-To Guides for removing patrons from mail lists via the patron window
Remove Patrons from a Mail List Via a Query
2023-03-13How-To Guides for removing patrons from mail lists
Remove Patrons from a Mail List Via an Unsubscribe File
2023-03-13How-To Guides for removing patrons from mail lists via na unsubscribe file
Review Who's In a Mail List
2023-03-13How-To Guides for reviewing who's in a mail list
Use a Mail List Who's In Tab
2023-09-05How-To Guides for actions you can take on the who's in tab
Adding Price Codes to a Pricing Map
2023-02-21Add Price Codes to a Pricing Map
Exporting G/L Entries
2023-02-14How-to guides for Exporting G/L entries
reCAPTCHA
Enabling reCAPTCHA
Adding New Venue
Adding a New Venue
Deleting a Venue
Deleting a Venue
Duplicating a Venue
Duplicating a Venue and Adding a Duplicate Map to Change Seat Pricing
Editing Venue
2023-03-14Editing Venue
Merging Venue
Merging Venue
End of Day (EOD)
2023-02-14How-to guide for running EOD
Finding a Venue
2023-01-31Finding a Venue
Exporting Letters
2023-02-28How-to guides for exporting letters
Calendars
2023-02-14How-to guides for calendars
Consignment Ticket Sales
2023-04-17How-to guides for Consignment Ticket Sales
Ticket Faces
2023-02-14How-to guides for ticket faces
Exporting Maps
2023-01-24How to guide for exporting entire theatre maps
Fixing Social Distance Conflict
2023-01-24How to guide for Fixing Social Distance Conflict
Editing Existing Maps
2023-01-24Editing a Pricing Map
Placing Seats in Detail
2023-01-24How to place seats on a pricing map in detail
Adding Graphic Map
2023-01-24Adding a Graphic Map
Creating the Logical Seat Order
2023-01-24Creating the Logical Seat Order
Manually Editing an SVG Map
2023-01-24How to Manually Edit an SVG Map
Preparing a PPT Document
2023-01-24How to creat a PPT Document the First Time
Reducing and Increasing the Number of Seats
2023-03-14How to Reduce/Increase the Number of Seats
Customize and Manipulate List Views
2023-11-29How-to guides for customizing user experience for customizing list views
Override Auto Capitalization
2023-03-27How-to guides for customizing user experience by overriding the default auto capitaliztion
Adjust Finished Report
2023-06-27How-To Guides for adjusting reports, including sort, subtotal, pagination, refreshing data, etc
Use Custom Report Categories
2023-06-27How-To Guides for creating and editing custom report categories
Build Custom Reports
2023-06-27How-To Guides for customizing reports, specifically the season renewal notice and the record count report
Find a Report
2023-03-13How-To Guides for finding the right reports
Create a Report Step by Step
2023-03-13How-To Guides for running a report
Use Invoice Comments
2023-06-27How-To Guides for creating, editing, and deleting invoice comments
Generate an Invoice
2023-03-13How-To Guides for the invoice report
Print, Email & Queue a Report
2023-03-13How-To Guides for printing, emailing, and queuing reports
Editing Code Table Values
2023-12-05Basic step by step on editing non-payment method code tables
Postgres Installation
2022-11-28How to install Postgres
TM Installation
2022-11-28How to install TM
TM Web Services Installation
2022-11-28How to install TM Web Services
Changing Seat Names
2022-05-30How to Change Seat Names
Naming Seats for the Price Map
2022-05-30How to Name Seats for the Price Map
Transferring Tickets
2023-04-26How-to guides for Transferring Tickets
Exchanges
2023-05-03How-to guides for exchanging tickets
Pay What You Can Sales
2023-04-14How-to guides for Pay What You Can Sales
Quick Buy Ticket Sales
2023-04-14How-to guides for Quick Buy Ticket Sales
Add a Donation
2023-07-12Basic step by step on how to process a single donation
Reserved Seating
2022-12-19How-to guides for Selling Reserved Seating
Transfer Pricing Map from one Venue to Another
2023-03-16Transfer Pricing Map from one Venue to Another
Login to the API
2023-03-13How to login into Artsman's REST API
Build an API Query
2023-03-07How-to guides for building queries in Artsman's REST API