Category

Global Saved Searches

 Global Saved Searches are searches that are added to your organization by Greater Giving. We highly recommend making use of these searches, as they will save your organization time, and are simple to use. Below, we cover the main Global Saved Searches we have added to your Projects.

Using a Saved Search:
Using a Saved Search is as simple as navigating to the appropriate View screen, and clicking the Saved Search drop down menu. Make your selection, and you are good to go!

 SavedSearch.jpg

View Supporters:

Active Sponsors – This Saved Search brings up any Supporter within your database that has a purchase of a Sponsorship type Package on their record for that Project. This search is perfect for Sponsorship or Corporate Thank You letters, and works well for a quick high level view of your Sponsors.

Bidders with Allocated Admissions – One of our most popular Searches. This Saved Search brings up any Supporter that has a ticket allocated to them. This is a great way to quickly bring up a list of your event attendees, and is recommended for Assigning Bidder Numbers, or printing a Guest List (using the BID-01 or BID-02 report).

Donors who have Donated – This Saved Search brings up any Supporter within your database that has a donated Item on their record for that Project. This search is perfect for Auction Item Thank You letters, and works well for a quick high level view of your Donors.

Outstanding Balances – One of our most popular Searches. This Saved Search brings up any Supporters within your Project that currently owe money, have unpaid sales, or a total outstanding balance due. Absolutely critical for post-event reconciliation, we recommend printing a BID-03 report after generating this search.

 

View Packages:

Unsold Packages – This Saved Search brings up any Packages within your database that do not have a corresponding Sale for that Project. This search is great for finding which Packages you still have left over, and is used when Setting up a Fire Sale in Online Bidding.

 

View Payments:

Reconciling Statement (Auctionpay Swipe) – This Saved Search brings up any Auctionpay Swipe type Payments for that Project. Depending on your Statement date, you may want to further filter the screen using the Advanced Search option. See Advanced Search Options in Payments for more information.

 


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