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  1. 11 votes
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    1 comment  ·  Patrons  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Offer a bulk patron delete option

    Deleting patrons from ReadySetAuction is a tedious process since you must first remove the donor/bidder designation from the record, and then delete the patron record itself. There should be a global delete option in ReadySetAuction where a filter can be set, and any patron who fits that criteria immediately deleted.

    26 votes
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    1 comment  ·  Patrons  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Create a bulk duplicate merge function

    Currently, duplicate merges can only be performed on an individual basis. This is not reasonable if there are large numbers of duplicate records in the database. There should be a bulk duplicate merge or automatic de-dupe option offered.

    6 votes
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    0 comments  ·  Patrons  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Archive option for old Guest Names.

    A way to Archive past attendees. Since we can't eliminate old bidder names was have to go in every year and mark XXX in front of previsou or duplicate listings to make sue our check our staff doesn't log winning bids under old names or guests not currently in attendance. I wish we could go through and move all of the no longer current names to an archive file to get them off of the mail list.

    4 votes
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    0 comments  ·  Patrons  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Add more filter options to the Patrons section

    There should be additional filter options when searching/performing a drill-down on patrons, such as "purchased admission tickets" or "assigned/unassigned to party".

    4 votes
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    0 comments  ·  Patrons  ·  Flag idea as inappropriate…  ·  Admin →

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  6. The "Select All" feature on the Manage Bidders/Manage Donors page should select all on ALL pages

    Currently, in most situations, "Select All" will only select patrons on the current page. It is incredibly time consuming to perform an action on every single page of patrons. "Select All" should truly select all designated donors/bidders, or there should be the option to display all records on a single page.

    10 votes
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    0 comments  ·  Patrons  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Couples with two separate patron records should be able to share an email address

    This would make the check-in process for couples much easier.

    22 votes
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  8. Offer the option to perform a bulk removal of bidder numbers

    One of the default Actions on Bidders should be the option to perform a bulk removal of bidder numbers. Currently, one would need to go into each individual patron record in order to remove the assigned bidder number.

    18 votes
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    1 comment  ·  Patrons  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Offer the ability to add/edit a credit card on any payment processing screen

    Currently, not all credit card options for patrons (add/edit/delete) are available in the "Process Payment" areas of the website. A user should be able to add/delete a patron's credit card in all areas where recording a payment is an option. Perhaps include an "Accounts" tab in each individual patron record for easy management.

    2 votes
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  10. Let users renumber bidders in bulk up to the day of the event

    At this time, the action to "Renumber All Bidders" is only available as an option in the Actions on Bidders menu up until the day before the event. The only option left at this point is to manually renumber all bidders. This can be cumbersome and time-consuming. The "Renumber All Bidders" option should remain available through the day of the event.

    1 vote
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  11. Allow users to assign solicitor to multiple records at one time

    I would like to be able to see a list of all donors and be able to check 50 boxes next to their names to make those 50 names have a particular solicitor. Right now, I have to go in to each donor and change the solicitor. It's a giant pain. We are a PTO and have new solicitors every year and I hate entering them one by one. This would be the BIGGEST improvement

    8 votes
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    3 comments  ·  Patrons  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Allow Notes to be Edited and Deleted

    We often add Notes to a Patron's record for others to handle. For example, the Reservations people enter Notes for the people handling the Table Assignments. But sometimes that information needs to be edited or deleted, and currently that is not allowed.

    21 votes
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    3 comments  ·  Patrons  ·  Flag idea as inappropriate…  ·  Admin →

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  13. International addresses

    Ability to add international phone numbers and addresses!

    3 votes
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  14. Enable the salutation field to be imported

    The salutation is the only patron field that is not able to be uploaded into RSA. It is importaint to be able to both formally, and informally address our patrons. When importing from our DPO system, this is a key peice of information.

    8 votes
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  15. Contact Email Address Not Unique

    Let the email address associated to a Contact on a Business Donor record be a duplicate to an email address for an individual. Many times you want to list the Donor for a sponsorship or an auction donation as a business, but the contact that you should send a thank you to at that business record is also an individual bidder. Without being able to duplicate emails you either have to list the donor as the individual, or you have no way to email a thank you note for the business record.

    8 votes
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    0 comments  ·  Patrons  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Allow "Ask Selected" to b updated for donors without emails

    Right now, when you are sending out solicitations to your entire database, the only way to change the Asked Status to "yes" is to generate an email solicitation through RSA. So, any business without an associated email will not have their status changed to "yes". However, when you send out mail to all of these businesses, there should be a way to change them all to yes in bulk instead of having to change the status individually. This is important as you continue to add new businesses to the database so that you can search all those with a "no"…

    11 votes
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    1 comment  ·  Patrons  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Show bidder PIN on check-in screen

    Show the Bidder PIN along with their bidder number on the check-in screen, so you can give it to your attendees when they check-in. This will enable them to go start using shared bidding stations right away.

    2 votes
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  18. Shared Bidder Numbers Need to be Reflected in Reports

    Merge Bidders Using the Same Bidder # in Printed Materials - I think allowing couples to have the same bidder number is great, but the reports don't reflect that relationship. There needs to be a way that couples can share a bidder number and have all of reports/communications recognize that as well, especially when it comes time to send thank you letters!

    14 votes
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    1 comment  ·  Patrons  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Identify that a donor note exists

    On the update donor page if a note exists mark the 'notes' tab with the number of notes existing for the donor.

    5 votes
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    1 comment  ·  Patrons  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Create "Online Submission Only" donor fields

    Many MANY businesses have now established their own online donation request site. I got about a dozen of my request letters responded to by people telling me that I had to go to their website to apply for a donation.
    Currently I'm using first name "Online" and last name "Only" to mark these for myself, and the "Notes" field for the web address, but this is cumbersome. Since it seems more and more prevalent, I don't think this is out of bounds, but rather the direction a lot of companies are going.
    Creating a box marked "Online Submission Only" could…

    14 votes
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