Updates and Improvements

Changelog

• Users now have access to a basket making function in the Items window.  Simply highlight 2 or more items in the table and then right click to select “make basket”.  A new item will be created in the item edit panel. Values, descriptions and donor information is carried forward into the new basket and item numbers are tracked in the basket item.
• New report – Baskets. Displays all basket items and the item numbers that they are comprised of.
• Create/print documents improvements.
• Added description field as drop-down filter in create documents filter.  Makes it easier to filter document creation based on the type of document by using description fields. Very useful when employing multiple description types, i.e., display, certificate and Bid Sheet. 
• Create and print documents by type.  Allows printing of item types in groups including baskets.
• Added ability to delete dropdown items such as category, company, sponsor level, etc. under the File menu.
• Faster report and invoice generation.
• New error prevention and error notifications.
• Import “Type“ field must contain type silent/live/basket only. No blank/empty fields or fields with values other than the three are allowed in the type field when importing. Allowed values are Silent, Live and Basket. 
• Added Receipt Tags button to dashboard to make it easier to find.
• Retired support for older versions of MS Word and Excel. Now only XLXS import and export files and DOCX template files are offered.  CSV import and export remains as an import/export option.
• Added ability to export and import other bids data. Items, Attendees, Other Bids and Winning Bids can all be exported and imported via buttons on their respective windows or via File menu/Import and /Export.
• Created rules to prevent payments from being added when no other bid or winning bid entry had been created for the attendee.  This ensures accuracy in reports and other areas of the program that rely on amounts owing based on bids and other bids and prevents data errors when those values are not present.
• Created rules to prevent deletion of records where dependent records may exist, i.e., delete attendee that has bids and payments.  Now user will be warned that linked records exist and be presented with option to delete all or cancel. These rules fix an error in the database where orphaned values could be left behind such as payment or winning bid records for attendees that were deleted.
• Import template headers have been modified.  Descriptions are now called BidsheetDescription, Certificatedescription, etc. If using custom merge document templates created with previous versions of BidStation, you will likely see an error when creating a merge document. When you see this error, simply update the merge field and it will be fixed.

•  PayStation can create bidder profiles (attendees) in BidStation automatically, with or without a credit card swipe. When ExpressPay sync is performed, you’ll be notified of any bid numbers not found in BidStation with an option to select to create new Bidder Attendee records in BidStation for them.  This saves the user the step of manually inputting the unregistered guest record. It also would enable much faster user registration at check-in for an auction event that did not have pre-registered guests.
• PayStation can create BidStation attendee records with or without a card swipe. This allows adding an unregistered guest that has declined to pre-swipe a card.
• If guest is unregistered and pre-swipes a card, Bidder Name field is populated automatically using the cardholder name. User may overwrite bidder name and update to a name other than the cardholder name, if necessary.
• User may choose not to create BS records and produce the missing bidder number report.
• Extended ability to update fields in review screen. Now more fields in review screen can be edited and updated.
• Retired Beanstream processing support. Beanstream processing is no longer supported going forward.