Category

Advanced Search Options in Supporters

Below, you will find a list of our top Supporter Advanced Search options. These are commonly used by organizations, but are not the only ones there! Feel free to explore additional options in the Advanced Search area, dependent on your needs.

 

Search on Sales and Payments Info: This checkbox has a multitude of sub-searches all related to the Sales or Payments of a Supporter.AdvSearchSup1.jpg

  • Sale Date – Searches on Supporters with a Sale within a particular date range.
  • Has Credit Cards on File – Searches on Supporters with a credit card on file.
  • Payment with Payment Type – Searches on Supporters with a specific payment type.

Include Only Bidders Who: This checkbox has a multitude of sub-searches all related to the Bidders in your Project.AdvSearchSup2.jpg

  • Bidder Number – Searches on Supporters either by a range of bidder numbers, or just if one has been assigned.
  • Self-Registered Online Bidder – Searches on Bidders that used either the public auction link, or the self-registration feature.
  • Checked In/Attended – Searches on Bidders that Checked In to your event.
  • Is an Online Bidder – Searches on Bidders that are currently enabled for Online Bidding.

Include Only Donors WhoThis checkbox has a multitude of sub-searches all related to the Donors in your Project.AdvSearchSup3.jpg

  • Have Donated – Searches on Donors that have an Item tied to their name. Also a Global Saved Search!
  • Donor Type – Searches on Donors based on their Type. These Types are set up when Customizing your Picklists.
  • Thanked Donation Status – Searches on Donors based on the Thanked status of their donation.

Include Only Sponsors Who: This Checkbox has a multitude of sub-searches all related to the Sponsors in your Project.AdvSearchSup4.jpg

  • Have Purchased Sponsorship – Searches on Sponsors that have a sale of a Sponsorship tied to their name. Also a Global Saved Search!
  • Show on Website/Online Bidding – Searches on Sponsors based on whether or not they appear on the Project Website or Online Bidding. Can be clicked twice to show the negative.
  • Affiliate Type – Searches on Sponsors based on their Affiliate type. These Affiliates are set up when Customizing your Picklists.

Was this article helpful?
0 out of 0 found this helpful