Quick Reference Guides

This section of the online help contains the quick reference guides and reference materials as it is created. Please feel free to address any comments, errors or omissions to barb@artsman.com. All topics and selections are contained on this one page.

You can download the Quick Reference Guides (less than 20 pages), Cheatsheets (1-2 pages) and Screencasts (online video demonstrations of the functions with narration) by clicking on the icon.

Topic

Reference Guide
pdf format

Cheatsheet
pdf format

ScreenCast
Video Tutorial

Patron Management

Add a New Patron

Purchasing Tickets

Buy a Ticket

Add Tickets to an Existing Order  

Buy a Season Subscription (from the order window)

Exchange or Refund Tickets

Refund a Ticket to a Donation    

 

Mail Lists

Create a Mail List  

Creating a Query  

Deleting Mail Lists  

Merging Mail Lists  

Form Letters

Create a Form Letter  

Delete a Form Letter  

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Export a Form Letter  

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Import a Form Letter  

Find an Existing Form Letter  

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Duplicate a Form Letter  

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Merge a Form Letter and Delete a Batch

 

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Reports

Reports Overview  

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Reports Criteria Overview  

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Add Custom Categories  

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Reports - Export Data  

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Reports - Create Labels  

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Donations

Donations Overview

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Add a Donation thru the Order Window

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Refund a Ticket to a Donation

 

Create a Campaign  

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Other Materials: