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Participant Details

The Participant Details page shows the contact information, registered credit card, activity, audit record, and other information about a participant separated across the Summary, Images, Tickets, Raffle Tickets, Activity, and History tabs.

How To Edit Dashboard Panel Settings

You can edit panel settings by clicking on the pencil icon to open the panel for editing.

Panel in "saved" mode.

Once you have made your changes, click the checkmark icon to save these changes. If you have opened multiple panels in a dashboard, you must click each checkmark to keep their settings.

Panel in "edit" mode.

You can click the return arrow icon if you do not want to save your changes.

Summary

The Summary tab allows you to edit the information associated with the participant as well as it shows the participant's Current balance.

An example participant (and sponsor) from a demonstration event.

Participant

The Participant panel allows you to modify the participant's name and provides a reference to the related guest details.

An example from a demonstration event.

Paddle #
This is the current paddle# and can be edited as needed.
First name
The participant's first name (it can be left blank and often will be if the participant is a "company").
Last name
When a participant is acting on behalf of a company, the Company's name should be used here; otherwise, the participant's last name goes here. This field is considered as required.
Nickname
This can be used as a customizable alias for the participant allowing them to identify themselves by a common "nickname" or something that only they recognize.
Additional participants
Enter the names of any other people bidding with this number.
Guest of
The participant/purchaser of the event tickets can be selected from the drop-down selector as needed.

Contact Information

The Contact Information panel allows you to modify the participant's contact details.

Email
This will be used as the primary contact detail where most notifications and other participant relevant information will be sent. This field should be considered as required.
Phone Number
This can be used as a secondary contact telephone number as needed.
Cell Phone Number
This will be the telephone number used with the Text Messages feature set. This field will be filled as the "phone number" for participant online registration.

Address

The Address panel allows you to modify the participant physical address details. These would be used as the default if the organization is "shipping" items to participants. This information is optional.

Address line 1
Address line 2
City
State/Province
Zip/Postal code
Country

Other

The Other panel provides more information details that can be modified.

Company
If this participant represents a company, or organization, and you want to save that information you can record it here.
Reference
This field is commonly used when you have participant information in another system and want to cross-reference it.
Website Address
This can be a personal website or company website. The address should be entered with its full HTTP protocol, for example, https://example.com/.
Seating preference
This is an informational only piece of information and is often used for more details about a participant's seating assignment.
Meal choice
The participant's meal choice can be entered or selected from the auto-filled drop-down selector.

Options

The Options panel has checkboxes for participant specific details.

Checked in?
This checkbox indicates if a participant has checked in, or to check in the participant if not enabled.
Exempt from sales tax
This check box will exempt the participant from taxes for all purchases made after it has been enabled.
WARNING
The Tax Exempt property should only be changed before any bidding takes place. Sales Tax is applied at the time of the bid and carried foward.

Notes

The Notes panel is an informational text field what is not displayed by default and can be used as needed for various additional details about the participant.

An example taken from a demonstration event.

Images

The Images tab is only used when a Participant purchases an item with the Is Sponsorship option checked. These images are manually curated.

An example from a demonstration event.

To add the participant's "Sponsorship" image (often their logo) you would click on the Upload New Image button and follow the prompts in the Choose Files window.

This is very similar to the process to Batch Image Upload for items.

IMPORTANT

The image dimensions are not modifiable once uploaded into Auctria. Please look at Image Sizes in our User Guide for more information.

Tickets

The Tickets tab shows all Tickets Assigned as well as Tickets Purchased by the participant.

An example taken from a demonstration event.

Transfer Tickets

Tickets can be transferred from one participant to another from the Tickets tab by clicking on the appropriate Transfer Ticket link at the right of each Tickets Purchased row.

An example taken from a demonstration event.

This will open the Transfer Ticket pop-up window.

An example taken from a demonstration event.

Tickets Assigned

In the Tickets Assigned section you can manage these tickets further.

All examples taken from a demonstration event.

Send e-ticket Clicking this option will trigger a pop-up confirmation window.
Create new participant & assign ticket Clicking this option will trigger a pop-up confirmation window.
Deactivate ticket Clicking this option will trigger a pop-up confirmation window.

Tickets Purchased

In the Tickets Purchased section you can manage these tickets further.

An example taken from a demonstration event.

Send e-ticket Clicking this option will trigger a pop-up confirmation window.
Transfer ticket See above under Transfer Tickets.
Deactivate ticket Clicking this option will trigger a pop-up confirmation window.

Raffle Tickets

The Raffle Tickets tab lists all of the participant's current raffle tickets they have purchased.

An example taken from a demonstration event.

Activity

The Activity tab shows a categorized list of details for the participant's Items Won, Purchases, Donations, Payments, and In-Progress Winning Bids. There are also quick-reference banners at the top of the page indicating the participant's "amount owing" and their total "in-progress bids".

Total owed = Items Won + Purchases + Donations.
Total paid = the sum of all Payments recorded for the participant.

Items Won
These items have already been recorded as won by the participant.
Purchases
These items have been purchased by the participant.
Donations
These items were designated as Donation items and listed separately for reference.

Payments
These entries represent the payment types as well as the amounts and when they were recorded.
In-progress Winning Bids
These entries show what the participant is currently "winning".

History

This History tab shows an audit trail listing of all the changes to the participant record.

An example taken from a demonstration event.

There are several actions and additional functionality available on the Participant Details page via the sidebar on the left-hand side of the page.

Access Code

If an Access Code needs to be created, clicking "Assign Access Code" will generate one. See Participant Online Access And Tokens for more information about using the Access Code.

Seating

If the participant has been assigned to a table, the Tables And Seating reference will be displayed. A quick-link to change the participant's seating is also available.

Credit Card

Hovering your mouse pointer over "Credit Card Details" will pop up a window with details referencing the credit card on file. This reference will be either "no card on file" or the last four digits of the card.

Activity

Bid
Links to the Record Bid page with the participant pre-populated on the page.
Checkout
Links to the Checkout page with the participant pre-populated on the page.
Export Activity
Generates an Excel spreadsheet for the specific participant and triggers the browser to download it.

Communication

All Communication emails will pop up a confirmation window requiring you to click on "Continue" before sending.

Send Access Token
This will send an access code email to the address on file for the participant.
Send e-ticket
This will send an e-ticket email to the address on file for the participant.
Send tickets statement
This will send a tickets statement email to the address on file for the participant.
Statement
- Show Printable Statement - generates a preview of the printed participant statement.
- Preview Email Statement - generates a preview of the email participant statement.
- Send Email Statement - this will send the "Email Statement" to the address on file for the participant.
- Show Small Printable Receipt - generates a preview of a "narrow" formatted participant statement.

Editing

Add New Participant
Links to the "Register Participant" page.
Duplicate Participant
Links to the "Register Participant" page with some fields pre-populated by the current participant details.
Link Participants
Opens a pop up window to "link" two participants. The Paddle# on the participant you select will be changed to the current paddle number.
Merge Participants
Opens a pop up window to "merge" two participants. The participant you select will be deleted and all their activity moved to the current participant.
Refresh Participant
Force refreshes the current participant details page.
Delete Participant
Opens a pop up window requiring you to click "continue" before removing the current participant.

Participant Details