The Multi-Edit Supporter Wizard allows you to easily edit the settings of some or all supporters.
In Planner, go to Supporters>Manage Supporters.
Select the supporters you want to edit by clicking on the individual checkboxes next to each supporter.
NOTE: The supporter list is paginated. The select all checkbox will only select supporters on the first page.
Click the Multi-Edit button.
Tip! To edit all supporters, click Multi-Edit and then choose the Edit all supporters option.
Review all the features listed. If you would like to set a feature for all supporters, check the box and make your choice.
When finished, click Confirm to apply changes to all selected supporters.
|Attendee||Designates a supporter as an attendee.|
|Company Name||Name of the company the supporter works for or is representing.|
|RSVP||Supporter’s response to attend or not attend the event.|
|VIP||Designates the supporter as VIP or very important.|
|Checked In||This field is automatically updated if the supporter is marked as "checked in" on SmartPay registration terminals. Additionally, it can be manually set here in the Planner.|
|Enable Bidding||Unchecking this checkbox prevents the supporter from logging into a mobile bidding device. Only use this if there is confusion with a guest bidding under the wrong bidder #.|
|Enable Outbid Alerts||This determines whether the supporter will receive outbid alert text messages.|
|User-Defined 1 & 2||These are open fields that may be used if you pay for a custom report or custom scoreboard.|
|Notes||Notes field for internal use, does not display on user interface.|
|Solicitation Status||Use pre-defined statuses to track where in the solicitation process you are with each item donor.|
|Thank You Sent||Indicate the date the Donor Thank You letter was sent to this donor; when running this report for only "donors not marked sent," the report will exclude any item donors with this date filled out.|
|Item Donation Receipt Sent||Indicate the date the Donor Receipt Form was sent to this donor; when running this report for only "donors not marked sent," the report will exclude any item donors with this date filled out.|