ClickBid 11.1.2306…. Release

Enhancements:

1. Organization> Users
   1. Introduced Organization Admin and Event Admin roles for admin users. This will allow for easier transitions in staffing and system control.
      
      
   2. Added Verbiage to the top of the users page to explain the different roles and permissions per user.
      • Users can have different roles and permissions to perform tasks. If you do not have permission to something, it will not be listed below. If you need additional permissions to do something, contact an admin to provide that
      • Organization Admin: These users have full access to the entire organization and all of its events.
      • Event Admin: These users have full access to that particular event.
      • You are not able to edit your own permissions, or the permissions of a user that has a role higher than you.
        
        
   3. ‘Select A User To Continue’ drop down list of users: Added the user’s role behind the email.
      1. Organization Admin role will show first/last name, email and Org. Admin e.g.: Sample User (emailusersample@gmail.com) – Org. Admin
         
      2. All users with permissions will be listed in the drop down menu.
         
         
   4. Added verbiage next to Organization Admin: ‘This overrides all permissions checkboxes below- this user will have full access to the organization and all events.’
      
      
   5. In the ‘Set Event Permissions For:’ Drop down for ‘Select an Event’ if the person has Event Admin permissions the event name will show: Fall for Leaves – Event Admin
      
      
   6. Creating a new user but copying permissions from a current user: Verbiage was added to the ‘Create New User’ box
      • Note, copying a user’s permissions will only copy the permissions, not admin roles.

1. 1. Added Verbiage to the top of the users page to explain the different roles and permissions per user.
      • Users can have different roles and permissions to perform tasks. If you do not have permission to something, it will not be listed below. If you need additional permissions to do something, contact an admin to provide that.
      • Organization Admin: These users have full access to the entire organization and all of its events.
      • Event Admin: These users have full access to that particular event. Same as giving ‘All permissions’ but with the role attached in the drop down the users will know who to contact for more permissions.
      • You are not able to edit your own permissions, or the permissions of a user that has a role higher than you.
        
        
   2. ‘Select A User To Continue’ drop down list of users: Added the user’s role behind the email.
      1. Organization Admin role will show first/last name, email and Org. Admin e.g.: Sample User (emailusersample@gmail.com) – Org. Admin
      2. Event Admin role will show first/last name, email, and Org. Admin, e.g. test test (test@example.com) – Event Admin
      3. User permission with no admin role will just show the first/last name and email address. e.g. test1 user (teste1@example.com)
         
      4. Added verbiage next to Event Admin: ‘This overrides all permissions checkboxes below – this user will have full access to the event’
         
         • For more information check out our best practice: https://support.clickbidonline.com/users-setup

1. 1. Data Settings is now located at the top of the event sales page.
   2. Add the options to show Auction, Online Donations, Ticket pages.
      1. Ticket pages if there are multiple more than one can be selected to show.
   3. Group the data by: Do not group, group by Email, group by Last Name, or group by Last/First Name.
      
   4. CSV added columns AF – Discount Amount, AG – Discount Code, AH – Refund, AI Refund ADmin Fees, AJ- Receipt
      
   5. Column D is Category/Company:
      1. Category is for Items
      2. Company is for the ticket purchaser if they added a company name during checkout.
   6. Column S is # of Bids/Qty
      1. # of bids is from the auction
      2. Qty is how many quantity items/tickets purchased
   7. Column AD is Item tags this also includes the rsvp ticket page tag ‘rsvp’
   8. CSV for Ticket and online donations will include First/Last name/address/phone/email (if available)
   9. When grouping by email, last name, last first name, each grouping will have it’s own csv for download. The CSV button is displayed when the details for that group are displayed by clicking the ‘+’ icon.
      
   10. Updated Best Practice: https://support.clickbidonline.com/event-sales-report and added it to the event sales report page.

1. 1. Custom Questions with Dropdown options tied to bidder tags: A popup was added that says: ‘If a bidder tag needs to be changed, edit the bidder record on the Manager Bidders page. Changing the response here does not change any existing bidder tags assigned to the bidder.’
      
   2. Text style response display has been changed to an edit box.
      
   3. The response will be updated on the ticket purchasers receipt. (not the one already emailed but the one in the system that they can re-email or print)
   4. Once the response has been changed there will be a message displayed in the top right corner of the screen: ‘Response has been updated’
      
      

Issues Resolved:

1. Items> Manage Items:
   1. ‘has bids’ history: Info bubble next to ‘Download Qty Purchases’ is displaying the entire text of the bubble.
   2. Blind items when set to invisible before the closing date has been met: These are not included under Event Payments or causing the red pay button to appear on the bidding site.
   3. Blind items: A max bid is no longer being set when the ‘undo bid’ is selected on the bidding site. The highest bid will win the blind item.
2. Bidder Settings for demo event: Require Credit card now defaults to ‘no’. When creating a new user on the landing page, the credit card field is no longer displayed.
3. Reports>Bidder Statements: when filtering on ‘CC NOT on File’, the statements are populating.
4. Chat & Request Support is displayed if the sales code set at the organization level has ‘hide chat’ set to no.
5. Bidders>Text Bidders
   1. When editing a precomposed text then sending it out, a push notification will only be sent one time.
   2. Mass messages to ticketed guests are once again being delivered in all instances.
6. Tickets > Modify Tickets: When clicking the name of a sponsorship ticket instead of the edit icon, the custom question fields are displayed.
7. Donations/Text-to-give>Manage Donations: The initial donation will now go through when opting to also continue with recurring donations.
8. Organization>Account: When admin is in demo status, the ‘renew’ or ‘upgrade options’ are not offered.
9. Manage Bidders: If a bidder has a max bid, then bidder number is changed, then merged with another bidder record, the bids are moving to the correct bidder.
10. Manage Items>Item import spreadsheet: When the ‘buy now’ and ‘consignment’ is 4 or more digits, the commas are no longer being changed to periods.