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Multi-edit supporters Print Article

HOW TO...

The Multi-Edit Supporter Wizard allows you to easily edit the settings of some or all supporters.

In myBidPal 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.

Set: What's this?
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 BidPal devices.
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," BidPal 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," BidPal will exclude any item donors with this date filled out.
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