Category

Supporter Saved Searches

Supporter Saved Searches are commonly used Advanced Search functions that relate specifically to Supporters in your current Project. Accessing these Saved Searches is simple, and they can be used for a variety of purposes. Below, we show you how to access the Saved Searches, and what each does.

Note: These are Saved Searches added by Greater Giving. To read about adding your own Saved Searches, see Global Saved Searches.

To Access Saved Searches:

  1. From the Project Home, click the View/Edit Supporters link under the Supporters header.
  2. Click on the Saved Search drop down menu.
  3. Select the desired Saved Search.

Supporter Global Saved Searches:

Active Sponsors - This search shows you Supporters in the current Project that have purchased a Sponsorship Package. Useful for seeing a list of your Sponsors quickly.

 

Bidders without Credit Cards on File - One of our most popular searches. This search shows you bidders within the current Project that currently do not have a Credit Card on file. This a great search to see Supporters that you know will need to Check In.

 

Bidders with Allocated Admissions - One of our most popular searches. This search shows you all the bidders within the current Project that have a ticket assigned (allocated) to them, making this a great search for your Guest List, or a variety of attendee information.

 

Donors who have Donated - One of our most popular searches. This search shows you all the Supporters that have an Item Donation tied specifically to their name. Great for seeing a list of your Item Donors quickly.

 

Guests not assigned to a Group - This search shows you Supporters that have been allocated an admission, and are not assigned to a Group. Great for finding which Supporters you still need to put in a Group.

 

Guests not assigned to a Table - This search shows you Supporters that have been allocated an admission, but have not been placed at a table. Useful for finding out which Supporters you still need to assign to a table.

 

Guests not assigned to a Group or Table - This search is a mix of the previous two. Shows you all Supporters that are not in a Group, and not assigned to a table.

 

Has Sales without Credit Card on File - A great search to do post event. This search shows you Supporters that have an unpaid Sale on their record, and do not have a Credit Card on file.

 

Outstanding Balances - One of our most popular searches. This search shows you all Supporters that currently have Sales on their record, but do not have an associated Payment. Often run after charging a batch, this tells you which Supporters you will have to follow up with to remit payment.

 

Supporters without contact info (email and phone) - This search shows you any Supporter that is missing an email and phone number. Very useful for Online Bidding events.


Winning Auction Bidders without an Email Address- Another great post event search. This search shows you all bidders that have a Sale of an Auction Package on their record, but no Email Address attached to their name.


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