Employee Preferences: Patron Tab (Reference)

Employee Preferences Patron Tab
Employee Preferences Patron Tab

This tab controls ticketing and membership default search criteria.

Patron Window Setting   Top

Default Tab

You can choose which tab on the lower half of the patron window you want to land on when opening a patron window to suit your workflow best.


Default Ticket Search Criteria   Top

Ticket Status

Choose the types of tickets to be displayed in the Ticket Tab. there are three choices:

  • All Tickets
  • Printed Tickets
  • Unprinted Tickets

Year of Play

Choose the year of the tickets to be displayed in the Ticket Tab. There are 6 choices:

  • Future year
  • Current year
  • Previous year
  • Two years prior
  • All Years

Maximum Tickets

The maximum number of tickets to be displayed in the Ticket Tab when the patron record is loading. If a patron has more tickets than the number specified in this field (300 in the example pictured), then a message will appear when you open that patron record informing you that 300 tickets have been found and asking if would you like to add 300 more. Clicking yes will display another 300 tickets, if there are that many more. If there are less then 300 it will just display the remainder of the tickets. By clicking no, then only the first 300 tickets will be displayed.


Default Pass/G.C. Search Criteria   Top

Status

Choose the types of membership to be displayed in the Membership Tab. There are three choices:

  • All Memberships
  • Invalid
  • Valid (not yet expired)

Year

Choose the year of the memberships to be displayed in the Membership Tab. There are 6 choices:

  • Future Year
  • Current Year
  • Previous Year
  • Two years prior
  • All Years

Default Task Settings   Top

Task Type

Select which task you would like as your default when creating a new one.


Completion Status

Indicates if you would like new tasks set, by default, to Not Done, In Progress, or Done.


Access

The default access to be set on a task when creating new tasks.


Duration

This field sets the default duration on new tasks you create. Durations are set in text format so that you can express many things, such as:

  • 1m (1 min)
  • 1h 3m (1 hr, 3 min)
  • 90m (90 min)
  • 1w 2d 6h 10m (1 week, 2 days, 6 hrs, and 10 min)

The task start time is to the nearest quarter of an hour by default. The end time is dependent on your duration setting, with the default being 1 hour.


Default Quick Find Sort Order   Top

Find a Maximum of

Determines the maximum number of values displayed in each of the categories you wish Theatre Manager to search for during quick find.


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Quick Find Settings

Allows the employee to choose what values are shown when during quick find and in what order they are displayed. To change the display order, drag and drop the listings to change their sort order.