Choosing Bidders

In a number of places you are able to select some of your bidders to work on, for example, in choosing bidders:

  • ... to copy from one event to another
  • ... to renumber
  • ... to send invitations and statements to

In all of these cases the same control is used to select the bidders:

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The default for the Choose Bidders is to show all bidders. The current selection of bidders is shown in the main part of the Choose Bidders window. You can page through the bidders using the buttons at the bottom if there are more than fit on one page.

You can filter the bidders by clicking on the Options icon (3 dots):

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Select one of the options to filter the list.

All Bidders

All Bidders are listed by default. You may wish to use this option if you are copying all bidders from one auction to another.

Bidders Matching Tags

This option lets you enter tags which will then be used to find bidders with any one of the tags.

You can also invert the selection to only choose bidders that do not match the tag.

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Bidders With Activity

Only bidders that have activity will be listed. This would include bidders that only have in-progress winning bids, but may not have anything that appears on a statement yet.

Bidders With Finalized Activity

Only bidders with activity on items that have closed, or have purchases or donations or payments will be listed.

Bidders With a Balance

Only bidders with a non-zero balance will be listed.

Bidders With a Registered Card

Only bidders with a registered credit card will be listed

Bidders Without a Registered Card

Only bidders without a registered credit card will be listed

Selected Bidders

This option allows you to search for bidders and select them one at a time.

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Search for Bidders

This option allows you to enter search criteria to find matching bidders.

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Ordering Bidders

In some cases it is helpful to be able to influence the order the bidders are listed in. This may not matter when copying bidders from one event to another, but when printing statements it can be helpful to sort them by the last name field rather than the bidder#

To adjust the sort order click on the sorting icon and choose the field to sort by.

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Last Updated: 7/17/2019, 5:50:57 PM