A complete implementation guide of Data Bridge integration with Constant Contact.
All procedures in this document are compatible with the SGS app version V1.3.3.
In summary, this document covers the following:
- Assigning Roles and Permissions in Altru
- Creation of queries in Altru
- Configuring the Social Good Software application (app.socialgoodsoftware.com).
Please reach us at firstname.lastname@example.org for your questions, clarifications, and other concerns. We are always happy to help!
To create a query for Group Sales Reservation, please do the following steps:
- Log in to Altru.
- Click on Analysis.
- Click on Information Library.
- In the Queries section, click on Add an ad-hoc query.
- Select the Sales Orders record type, then click OK.
- Apply the following restrictions and results fields to display:
7. Click on Set save options.
8. Enter the desired name for your query.
9. On the bottom right portion, click on Save and close.