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Contributors

Managing guests and donors, including importing and merging records, households, groups, sponsors, bid numbers and seating.

Meredith Cantrell Jon Doehling
8 articles by 2 authors

A simple icon of a bookmark with a star near the bottom to represent a featured article A simple ribbon icon. It has a slightly rounded border and a star at the bottom of it. ​ Recognizing Sponsors

Adding a Sponsor. Go to Contributors and create new, or open an existing Contributor. Click Sponsor in the Contributor Type field. More fields will appear in red that are specific to the sponsor. Sav…

Add a Sale to a Contributor

On the contributor detail screen, there is a button for +New that will enable the user to enter a new sale or winning bid for the contributor. After clicking the +New button, a new window will appear…

Bidder Numbers Within Households

Version 12.0 introduces "Retain Bidder#" setting, letting household members share one bidder number or keep individual ones for flexible event management after bid paddles print.

Bulk Editing Contributors

Change a contributor type, table, VIP flag or other field on many contributors at once with Bulk Edit on the Contributors grid.

Contributor Groups

Version 12.0 enhances Group management, letting Group Hosts assign tickets via Update Guest Names and admins track progress through Group Detail screens.

Contributor Households

Version 12.0 introduced Households to replace bidder linking. Create households with 2+ members, manage billing contacts and shared credit cards, with auto-generated names.

Setting Up Tables and Seat Contributors

How to add Tables and Seats. Use the table setup tool to assign guests to specific seats in an organized way. Set the Number of Guests per Table. Before you begin adding tables, set the number of gue…

​Merging Duplicate Contributors​

Occasionally there may be cases where a user registers twice under the same event. Although we mitigate this significantly by use of smart links and browser cookies, sometimes it will still happen. S…

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