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March 2013 Release Notes: https://help.pm.leapevent.tech/a/101023
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We’re pleased to announce the second PatronManager release of 2013! This release offers a couple of new features that will give you greater control over your PatronManager account, as well as some important bug fixes.
-- New Features --
1. New and Improved Ticket Order Refunds
The most significant change you’ll notice in this release is an overhaul of Ticket Order Refunds. Instead of choosing the “Refund Selected Tickets” or “Refund All Items” buttons on the Ticket Order page, you’ll now click the “Issue Refund” button.
From there you can select the items you’d like to refund. But there’s also something new: you now have the ability to refund certain fees associated with a Ticket Order, without refunding the actual tickets. From the Select Refund Items page, you can choose to refund some or all of the Order Fees, Delivery Fees, or Exchange Fees that you charged on that order. The only part of an order that you can’t refund yet is a Donation -- for that, you'll still need to contact our Client Services department as before.
Here’s a quick walk-through of the new refund procedure.
First click the “Issue Refund” button:
Select the items and fees you’d like to refund:
Select the refund method:
And you'll see confirmation text when you land back on the Ticket Order itself:
2. New Printable Field for Events and Event Instances: “Formatted Name”
We’ve added a new field to both the Ticketable Event and Event Instance that allows you to enter a multi-line, formatted name that can be displayed on your printable tickets. This is perfect for information like featured guests and sponsors.
You can choose to display this instead of or in addition to the standard Event Name field, and it's available for both the point-of-sale and print-at-home tickets.
These fields can be edited right from the Ticketable Event and Event Instance Detail pages within your Event Inventory tab. Here’s the field on the Ticketable Event level once text has been added:
And here it is at the Event Instance level when the page is open for editing, although we haven’t entered any text in this case:
3. Subscription Renewals for Mixed-Seating Packages
Our Subscription Renewal process now fully supports "mixed-seating" packages -- that is, packages where some shows are reserved seating and others are general admission. Process your renewals like normal, and the resulting "Pending Renewal" orders at the end will be automatically fulfilled with both the seated events and the GA ones.
4. Box Office Express: Check Number Field
We added the Check Number field to the Purchase Tickets screen in Box Office Express. When you select "Check" as the Payment Method, the "Check Number" field will appear on the screen next to it. (It's still not required!)
5. Event Instances Display in Chronological Order
In the Event Summary Report, Event Instances are now listed in date order instead of alphabetical order. Yay!
(By the way, in case you missed it: Our December release created a whole new "Box Office Reports" tab that's a one-stop shop for all your box office financial reporting needs. Check it out, if you haven't done so yet.)
-- Bug Fixes --
Subscriptions:
- Fixed a bug that prevented new subscribers from being seated in the same seats as past subscribers who decided not to renew.
- Fixed a bug that prevented subscriptions from being fulfilled if an allocation wasn’t available in one or more section of one or more of the events in the package.
- Corrected the error message you receive when the retail quantity of a subscription allocation is not great enough to accommodate your renewals.
Box Office Express:
- Fixed a bug that prevented seats from becoming available when you removed them from the cart.
- Fixed a bug that caused inactive price levels to appear as available.
General:
- Removed “Online” as an option in the Order Origin field in the Create Ticket Order process so that that value can only be applied to orders that really, truly originated online.
- Corrected Ticket Order qualification behavior so that the close date of a Donation is set to the transaction date, not the qualification date.
- Box Office Reports can now handle special characters and have the correct file names when they are exported to Excel.
- Changed the General Admission "quantity" field back to a text entry field instead of a picklist.
- Fixed a bug that caused some online orders to end up in Confirmation or Payment Exception status when they should have been auto-qualified.
- Added "Salutation" as an available field for printing on point-of-sale tickets. (Please contact us if you’d like to add these to your ticket layouts.)