April 1
* Bulk Edit Guest Tickets for Table Captain or Seat Assignment - How-to Lesson
* Ability to e-mail receipt from internal ticket sales confirmation screen
* Ability to e-mail receipt from POS payment confirmation screen
* Add Canadian Provinces to Address Options
Feb. 15
* (A-B) Revised Public Donor View with simplified data
* (A-C) Print Images from the Online Catalog on Description Sheets
* Convert All State Address entry Fields to Dropdown of all states
* Ability to view Multiple images in the online Catalog (Previously limited to Online Auction Items only)
Jan. 15
* (A-C) Edit Multiple Regular Auction items at the same time
* (A- B) Make Lot sub Items more visible by adding Tracking number column and sub items in grid
* Reports > Pre Auction - Convert Remaining "dead" reports to "Live" reports that can be edited and sorted directly
- (A- B) Donors
- (A- B) Items
- Guests
* Added Network Merchants Inc as a supported gateway
Dec. 15
* Admin Catalog Default View Changed to Grid View
* Advanced Search Reports Default to Show All
* (A-B) Donor Advanced Search Simplified to Separate Column Selection ("Customize View") Separated from other Search Filters
* (A-B) Catalog Advanced Search Simplified to Separate Column Selection ("Customize View") Separated from other Search Filters
* (A-B) Orders Advanced Search Simplified to Separate Column Selection ("Customize View") Separated from other Search Filters
* (A-B) Sales Advanced Search Simplified to Separate Column Selection ("Customize View") Separated from other Search Filters
* (A-B) Add Data Fields to Track if Description Ready and Item is Print Ready
* (A-C) Ability To Link Guest (Shared Bid Number) on Checkin Screen
* (A-B) Reorganizing Reports Pages
* Ability to edit Thank you page for Item donation page
Nov. 15
* Ability to turnoff FMV and Deduction Columns from the Customer's Receipt
Nov. 1.
* Ability to E-mail receipt from Checkout confirmation screen and Improved the appearance of the e-mail receipt
* Donate Now Link on Home page turned to Red button
* Notification E-mail address and From Address for Donate Now page donations
* Universal control set up for Price block in public catalog
* Create a means to purge vaulted Guest credit card data
* Condition changed so temporary bidder number does not appear if the "Set guest bidder number at checkin"
* Report Column added to Tickets so All Order FMV can be compared to All Order Total.
* Report Column added to Sales so Buyer E-mail could be Used to Notify Buyers -especially Signup buyers.
1. Choose Guest to be Edited
2. Click on Edit Guests.
1. Type the Name of the Table that will appear in the Table Captain slot for the selected guests.
2. Enter the Range of Seat numbers for the Guests at that Table.
3. Save.
Confirmation with:
1. Link to e-mail receipt to Guest at their e-mail;
or
2. link to printable receipt.
3. Sell another Ticket. takes you to menu of tickets to choose from.
4. Return to Ticket List take you to Ticket Tab.
1. Confirmation that sale was successful.
2. Choice to e-mail Receipt
or
3. Print Receipt
or
4. Return to Sell screen.
Data that becomes public.
1. Name
2. Website - Makes name a hyperlink to website.
3. Checked box to make donor public
4. Description box made public.
State dropdowns extended to include Canadian provinces.
Data that becomes public.
1. Name
2. Website - Makes name a hyperlink to website.
4. Description box made public.
Admin > Live Auction > Bid Sheets - Check " Display Images on description sheets?"
- Selecting the Items to be Edited
1. Clear all Selections
2. Select all the items on the Page
3. Select Certain Items
- 4 Select Elements to be Edited
1. Number reflects how many Items are being edited.
(Default of as-is or blank field means nothing changes.}
2. Choose Quantity of 1 or 0 for all selected Items.
3. Select Category for all selected Items.
4. Select Donor for all selected Items.
5. Highlight all selected Items.
6. Hide or make visible all selected Items.
7. Set Minimum Bid as absolute amount or as percentage of FMV.
8. Set Bid increment as absolute amount or as percentage of FMV.
9. Set what shows in Brown box
10. Set Buy Now Price as absolute amount or as percentage of FMV.
11. Designate that a Gift Certificate is needed. (Text additions to complete Gift Certificate must be made individually.)
12. Selected Items Descriptions are complete.
13. Select Items are Ready for Print.
14. Name or clear Solicitor for all selected Items.
15. Name or Clear Location for all selected Items.
16. Save.
Edits confirmed.
Catalog > Custom View
1. Show sub-Items as part of Lot in Grid View
2. Show Tracking number in grid. Tracking number is assigned by the system when an Item is entered and cannot change.
3. Save
Catalog
1. Show sub-Items as part of Lot in Grid View
2. Show Tracking number in grid. Tracking number is assigned by the system when an Item is entered and cannot change.
Table Rows are Live and can be clicked on to go to a report reflecting that selection.
When logged in as Admin, the Catalog will look like a grid of Items instead of the list that Guests see.
Rather that showing 30 at a time with the option of Show All, reports will show all by default.
1. Choose columns by checking box next to Column header
2. Save.
1. Choose columns by checking box next to Column header
2. Save.
1. Choose columns by checking box next to Column header
2. Save.
1. Choose columns by checking box next to Column header
2. Save.
1. When saved as print ready, a red box give notice to not change item without authority.
2. Editing of text in description marked as complete.
Columns can be sorted to see what Items need Editing.
Admin > General > Receipt Set up at the bottom
DEFAULT DISPLAYS THE TWO COLUMNS
1. Payment confirmation
2 Email Receipt (if wrong or blank you can type in guest e-mail)
3. Print Receipt link
4 Check Out Another Guest
5. Go to Order page.
6. Auction page
1. E-mail of person who will get notified when a donation or purchase is made from this page.
2. E-mail that will be appear in the From line of the automatic e-mail thank you response.
Admin > Live Auction > General - Price Displayed in public Catalog Default Display - Choose from dropdown
After your event is over and you are not going to use this site for any more activity, it is wise to purge the vaulted credit card data so you or your guests are at risk. This is permanent and not reversible
| Next: Changes in All Lists and Reporting - for Returning Users |
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