Users assigned this role are responsible for configuring ticketing in the system, which includes building the scheduled programs, program events, admission programs, and combinations that you sell. Users in this role also define pricing, discounts, fees, taxes, locations, and resources, as well as configure workstations, set up printing, and configure cash drawers. Additionally, users assigned this role can run ticketing reports and queries, perform sales and refund processes, approve ticket seller reconciliations, and create deposits.
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Task name |
Task description |
Functional area |
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Active membership |
View active membership report. |
Analysis |
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Active membership |
View active membership report. |
Tickets |
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Add a daily admission program |
Add a daily admission program. |
Tickets |
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Add a scheduled program |
Add a scheduled program. |
Tickets |
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Ad-hoc query search |
Search for an ad-hoc query and view the results. |
Analysis |
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Adjustable discount |
View the adjustable discount report. |
Sales |
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Advance sales |
Sell tickets with a sales screen optimized for future ticket sales. |
Sales |
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All things Altru |
Go to the Altru Resources page for videos, class schedules, and online help. |
Tickets |
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Altru training page |
Altru training page. |
Analysis |
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Altru training page |
Altru training page. |
Sales |
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Altru training page |
Altru training page. |
Tickets |
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Approve reconciliation |
Approve ticket seller reconciliations and create deposits. |
Sales |
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Average hourly sales |
View the average hourly sales report. |
Analysis |
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Average hourly sales |
View the average hourly sales report. |
Sales |
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Basic duplicate constituent report |
View a report of possible duplicate constituents found by user defined search criteria. |
Constituents |
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Benefits list |
Displays a report listing all constituent benefits within a particular date range. |
Analysis |
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Change password |
Change your system password. |
Administration |
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Combinations |
List all combinations. |
Tickets |
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Configure daily sales page |
Add, edit, or delete sales buttons on the daily sales page. |
Tickets |
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Constituent matching settings |
Modify the settings used to identify duplicate records when adding a new record. |
Administration |
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Count initial cash |
At the start of your shift, count the initial cash in the drawer. |
Sales |
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Create online sales deposits |
Create sales deposits for online sales. |
Sales |
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Daily admission |
View daily admission report. |
Sales |
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Daily reservation |
View the daily reservation report. |
Tickets |
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Daily sales |
Sell tickets with a sales screen optimized for the front desk staff. |
Sales |
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Daily schedule |
View a list of a given day's events. |
Tickets |
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Delivery methods |
Manage delivery methods. |
Tickets |
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Discount |
View the discount report. |
Analysis |
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Discount |
View the discount report. |
Sales |
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Event attendance |
View the event attendance report. |
Analysis |
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Event attendance |
View the event attendance report. |
Events |
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Event attendance |
View the event attendance report. |
Sales |
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Event attendance detail |
View the event attendance report. |
Analysis |
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Event calendar |
View the calendar of all events and tasks. |
Events |
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Event profile |
View a detailed profile of an event. |
Analysis |
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Event profile |
View a detailed profile of an event. |
Events |
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Event search |
Search for and view event records. |
Events |
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Event summary |
View summary information for events. |
Analysis |
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Event summary |
View summary information for events. |
Events |
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Fee |
View the fee report. |
Sales |
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Fees |
Manage fees. |
Tickets |
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Full duplicate search |
Search the entire database for duplicate constituents. |
Constituents |
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Group check in |
Provides the ability to check in groups. |
Sales |
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Group check out |
Provides the ability to check out groups. |
Sales |
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Incremental duplicate search |
Find duplicates in constituents added or updated since the last duplicate search. |
Constituents |
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Inventory |
View the inventory report. |
Analysis |
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Inventory |
View the inventory report. |
Merchandise - Beta |
|
Itinerary |
View the itinerary report. |
Sales |
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Locations |
Manage locations. |
Tickets |
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Marketing survey |
View the marketing survey report. |
Sales |
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Membership appeals |
View membership revenue associated with appeals. |
Analysis |
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Membership conversion |
Displays the membership conversion report |
Analysis |
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Membership count |
View a reporting detailing the membership count of a particular program. |
Analysis |
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Membership projected revenue |
Displays the membership projected revenue report |
Analysis |
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Membership promotions |
List all membership promotions. |
Tickets |
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Membership renewal |
Displays the membership renewal report |
Analysis |
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Membership reports |
Help video explaining membership reports. |
Analysis |
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Membership revenue |
Displays the membership revenue report |
Analysis |
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Membership statistics comparison |
Displays the membership statistics comparison report |
Analysis |
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Merchandise sales |
View the merchandise sales report. |
Analysis |
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Merchandise sales |
View the merchandise sales report. |
Merchandise - Beta |
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Merchandise sales |
View the merchandise sales report. |
Sales |
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Merge two constituents |
Manually merge two selected constituents. |
Constituents |
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My sales by payment method |
View sales grouped by payment method. |
Analysis |
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My sales by payment method |
View sales grouped by payment method. |
Sales |
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No sale/open cash drawer |
Manually open cash drawer. |
Sales |
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Notifications |
Provides a user interface for managing notifications. |
Administration |
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Order search |
Search for and view completed orders. |
Sales |
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Orders with balance due |
View the orders with balance due report. |
Analysis |
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Orders with balance due |
View the orders with balance due report. |
Sales |
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Organization calendar |
View events, mailings, and other activities taking place across your organization. |
Sales |
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Organization information |
Manage organization information. |
Tickets |
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Payment methods |
Manage custom payment method options. |
Tickets |
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Pick up tickets |
Search for and complete orders requiring payment on arrival and/or printing. |
Sales |
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Point of sale donations |
Manage donation defaults and availability to sales methods. |
Tickets |
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Preregistered program check in |
Mark who's attended a preregistered program. |
Sales |
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Preregistered program roster |
View the preregistered program roster. |
Analysis |
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Price lists |
Manage price lists. |
Tickets |
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Print membership cards |
Print membership cards. |
Fundraising |
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Print setup |
Prepare the system to print sales documents. |
Tickets |
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Printer lists |
Manage printer lists. |
Tickets |
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Program calendar |
View all events. |
Tickets |
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Program search |
Search for and view program records. |
Tickets |
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Query |
Create and manage queries. |
Analysis |
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Reconcile sales |
At the end of your shift, count the final cash amount and reconcile sales. |
Sales |
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Refund search |
Search for and view refunds. |
Sales |
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Refunds |
Return items to refund money back to a patron or return free tickets to inventory. |
Sales |
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Reservations by group type |
View the reservations by group type report. |
Analysis |
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Reservations by group type |
View the reservations by group type report. |
Sales |
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Resources |
Manage resources. |
Tickets |
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Review sales deposits |
Create deposits associated with sales. |
Sales |
|
Sales |
View a list of sales figures. |
Sales |
|
Sales |
View the sales report. |
Analysis |
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Sales by date |
View sales by date report. |
Sales |
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Sales by membership |
View a list of sales figures broken down by membership level. |
Sales |
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Sales by membership report |
View the membership sales report. |
Analysis |
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Sales by payment method |
View sales grouped by payment method. |
Analysis |
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Sales by payment method |
View sales grouped by payment method. |
Sales |
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Sales by price type |
View sales broken down by price type. |
Sales |
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Sales by price type |
View the price type sales report. |
Analysis |
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Sales by program |
View the sales by program report. |
Sales |
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Sales comparison |
View a comparison of sales figures between two periods of time. |
Sales |
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Sales comparison |
View the sales comparison report. |
Analysis |
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Sales dashboard |
View the sales web dashboard. |
Sales |
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Sales documents |
Manage sales document templates. |
Tickets |
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Sales methods |
Manage sales methods. |
Tickets |
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Schedule program events |
Schedule events for a program. |
Tickets |
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Scheduled event ticket detail |
View the scheduled event ticket detail report. |
Analysis |
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Tax |
View the tax report. |
Sales |
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Taxes |
Manage taxes. |
Tickets |
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Ticket and merchandise discounts |
List all discounts. |
Merchandise - Beta |
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Ticket and merchandise discounts |
List all discounts. |
Tickets |
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Ticket availability |
View ticket availability for scheduled events. |
Sales |
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Ticket sales setup |
Prepare the system to sell tickets. |
Tickets |
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Unmapped general ledger items |
View the unmapped general ledger items report. |
Tickets |
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Unresolved online sales orders |
Review and resolve online sales orders with conflicts. |
Sales |
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Unscheduled events conflict |
View scheduling conflicts. |
Tickets |
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Workstations |
Manage workstations. |
Tickets |
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Zip code |
View Zip code marketing data. |
Sales |