We’ve been busy customizing your Handbid experience with new and improved features like Custom Fields, Global Reports, and an all-new look to the events website.
One of our most exciting updates yet is our integration with Salesforce! Read on to learn more about this feature and others, including how you can use bidder data and reporting to analyze your auction and event results more effectively than ever before. With these new features, soon you'll be the coolest fundraisers in all the land.
Salesforce integration
The moment you’ve been waiting for has finally arrived! Our integration with Salesforce will help you as the event manager to manage and analyze your guest data in tandem with Handbid, giving you more insight and a better understanding of your event results and your donors.
For more on how to connect your organization’s CRM to Handbid, you can find detailed instructions in our Knowledge Base.
Custom Fields
Now you can add custom fields to auction items. Use one of our existing custom fields or create your own. Look for this option in the description field of each item. We used item weight and a shipping option for our example of custom fields below:
Learn all about how to use custom fields in this article.
Updated Purchases Report
Our Purchases Report is one of our most popular reporting tools, and now it’s even better. With this new update, you can now personalize the fields you want to see. This is user-specific, so each user in your organization can customize their view, based on the fields they want to see.
Need more info on how to use our reporting tools? We’ve got you covered.
Global Reports
Exciting news! Global Reporting now allows you to easily look up bidder transactions across multiple events with just a few clicks. Our comprehensive report provides a bird's eye view of every item sold (including silent, live, for sale, donations, and tickets), along with the buyer's information, winning bid amount, and payment status, all across your entire organization. Plus, our flexible system allows each Auction Manager to choose which fields they want to view and export for maximum customization.
View step-by-step instructions in our Knowledge Base.
Pay Invoice in Auction Manager
We have improved your ability to view and pay invoices from the Auction Manager. You can also review which items were purchased by item type - Auction, For Sale, Donations, as well as what payments were already processed.
New look for our events website
It’s a full-on party over at Handbid’s Events site. We've updated our design so that it looks better than ever before--but don't worry! All of your item content remains intact.
More Improvements & Fixes:
- We’ve updated the Receipts List Grid View with new filters and export menus
- Our Invite List Grid View has new filters and export menus, making it easier to invite people to your event
- The Item Grid View has been updated with new filters and export menus. Now, you can filter by Item status, Item Type, or Item Condition.
- Users can now have different roles in Handbid based on the specific roles in their organization
- Labels on items, action buttons on items, the ability to click on a puzzle piece, magic links, editing recurring donations, and specific errors in the Super Admin account view have all been fixed.
If you have questions or need more information about these or any Handbid features, please email service@handbid.com.
What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
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Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
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