Auctions: Generate Bidder Numbers and Cards (Version 1.0)

Video to be recorded.

Events: Auctions: Generate Bidder Numbers and Cards

1. This tutorial will cover how to generate contact bidder numbers, and bidder cards, for auction events within Fundly CRM.
2. Start by moussing over Events, clicking on Event List, and from the event list, selecting the auction event you wish to generate bidder numbers and cards for.
3. To begin the process you must first assign bidder numbers to all contacts registered for the event.
4. Start by moussing over the Table Hosting & Bidder No. event tab, and selecting Bidder Number.
5. This will bring you to the Bidder Number screen, which will show a list of all currently registered contacts, and their current bidder number, if assigned.
6. To automatically generate the bidder numbers, click on the Generate Auto Number(+) button in the upper right of the screen.
7. This will open the Generate Bidder Number popup.
8. When automatically generating bidder numbers you must start by specifying the starting number that the system will use for generating bidder numbers.
9. Next, select whether the system shall start assigning numbers based on first name, last name, or the household to which the contact belongs.
10. When generating based on household, all contacts, recorded as being in a household within Fundly CRM, will received the same bidder number.
11. When you have entered your settings click on the Generate button to assign bidder numbers to all currently unassigned contacts.
12. Clicking on Regenerate All will override all currently configured bidder numbers with new ones.
13. If you wish to manually set a contact’s bidder number, you may do so by moussing over the contact’s name, and clicking the Edit(pencil) button that appears.
14. This will make the bidder number column for the contact editable, and once done click the Save(disk) button to the left of the contact’s name.
15. Once all bidder numbers have been assigned and you are ready to create bidder cards, mouse over Table Hosting & Bidder No. once more and click on Stationary.
16. From the Stationary screen, under the Generate Bidder Number Cards section, click on Download PDF.
17. At this point your browser should prompt you to either save or open a PDF document containing the bidder cards.
18. From here use the print function available within your PDF viewer, such as Adobe Reader, to print the bidder cards.