Happy Fall!
It's the time of year to break out the brooms  and rakes and do a bit of Fall clean up in preparation for the winter ahead. We think that's a good idea in terms of your Wintix software, too.
In this newsletter, you'll find ideas and instructions for organizing and archiving shows, as well as cleaning and straightening out your customer records by deleting and merging customer records and removing duplications.
And don't forget to back up everyday!
|
 How to delete and merge customer records
|
 There are times when you want or need to clean up customer records by deleting old ones or merging duplications.
But what if there are sales attached to the record? What happens to the sales records, shows, money, etc.?
When deleting a customer record with sales attached (and if there is a duplicate record), you will be asked if you want to merge the sales and attach those sales records to the record you want to keep.
No matter if you are merging or deleting, your sales will not be deleted. Sales can be archived when you archive a show, but they won't be deleted unless you go to the actual sales transaction and cancel the sale. All sales are recorded in the mainsale file, not the customer mailing list.
For more information on how to merge or delete customer records, here are links to a couple of posts on the Help Desk:
How to delete records
How to merge records |
How to remove inactive names
|
It's good policy to maintain an accurate database by removing inactive names.
"Inactive names" is defined like this: - Inactive people are people who have not purchased anything since a particular date (the default is the last two years)
- Inactive customers do not belong to a specified group
- Inactive customers are people who have not been manually entered in the last six months
Learn how to remove inactive names.
|
Are you using "Event types?"
|
Assigning your shows to an event type is an easy and  handy way to not only keep your events organized, but you can run reports based on event type to know what your audiences like best.
You can designate your own categories. Some common entries for this field are:
- Drama
- Comedy
- Concert
- Special Event
- Musical
- Lecture
- Opera
- Rental
You can even create an event type called "Merchandise" if you sell products and souvenirs. Do you take donations? Create an event type labeled "Donation." For our Webtix online ticketing clients, choosing the "Donation" event will create a "Donate" button rather than a "Purchase" button on the Webtix shopping cart. For more information, click here. Learn how to create event types Learn how to run an event type report |
A
re you using "Event types?"
|
Do you know which days of the week you sell the most tickets?
How many shows do you have listed in Wintix? After a time and so many shows, the list can get quite long and unwieldy, making it difficult to even find the show you are looking for.