| Name |
Icon |
Definition |
| Checkmark |
|
Clicking on this Icon will open up the Check-in popup. When this Icon is colored, it indicates the guest is checked in for the event. |
| Credit Card |
|
When this Icon is colored it indicates that the donor has a credit card on file. Hover over the icon for a pop-up that will display actual card information (last 4 digits and card type). |
| Drag and Drop |
|
By clicking and dragging this icon you can change the position of items to a new display order. |
| Email |
|
This button will individually send a statement to your donor by email. If the button is not available, that is because the donor does not have an email associated with their contact. |
| Text Message |
|
Clicking on this button allows you to send a template or customized text to an individual donor regarding payment of their statement. |
| Lock |
|
When you see this icon it means that the feature is locked and can no longer be edited. For times, it means the time has passed. For pricing, it means items have already sold at that price. Contact support if you need assistance. |
| Notepad |
|
When this Icon is colored it indicates that the guest has notes available to be read, these could be notes that have been manually added or answers to the custom questions that were asked at registration/ticket sales. |
| Pencil Clicking |
|
This icon will open the edit window and allow you to make changes to the record. |
| Phone |
|
When this icon is colored it indicates that the donor has registered online for bidding, donating, etc. This simply means they have set a password for their online account. |
| Printer |
|
Clicking this will open your printer window to be able to print the statement/report. |
| Profile |
|
This takes your guest to their profile, where they are able to access their personal information, statements, payment methods, etc. |
| Statement |
|
This will open up the donor statement for viewing and processing payments in the dashboard, via credit card, check, cash, or other. |
| Ticket |
|
When this icon is colored it indicates that the guest has a RSVP/Ticket assigned to them. Hover to see additional details regarding ticket level and purchaser. |
| Trash Can |
|
Clicking on this will delete the item, contact, etc. If you do not see the delete option, this may be due to the item being sold, the contact having contributions, etc. |
| Open |
|
This will open the linked page in a new window. |
| Toggle |
|
Use this to turn a feature on or off or to hide or show a page. If blue, the feature is on or the page is available to your guests. |
| Warning |
|
This notes there is a problem with something. With this is a link to a help guide to help remedy the error. If you see these types of flags on your dashboard, you should make sure to address them before your site goes live. For additional questions, contact support. |
| Entree |
|
Click on this Icon to easily update the guest entree selection. |
