Altru Merge Direction: How to Switch Source and Target Records
You’ve opened the merge screen, picked two constituent records, and only then realized you have them backwards: the record you meant to keep is sitting in the source slot, the one that disappears. Getting the direction right matters more than anything else in a merge, so here’s how direction works in Altru, what to do
How to Create Merchandise Purchase Orders and Receive Stock in Altru
A box of plush otters shows up at the loading dock. The packing slip says 144, the box holds 132, and nobody can find the order that said how many you asked for or what you agreed to pay. Then the shop manager asks why Altru still shows zero on hand. Merchandise purchasing usually breaks
How to Manage Email Opt-Outs and Unsubscribes in Altru
Someone clicks “unsubscribe” in your newsletter tool in April. In June they buy timed tickets online, the purchase updates their constituent record in Altru, and the next time you pull a list for the fall appeal, there they are again. Now you have an annoyed patron, and possibly a compliance problem. Opt-outs go wrong in
How to Pay for Multiple Memberships With One Payment in Altru
A grandmother calls the membership office wanting to buy household memberships for herself and her two adult children and put all of it on one card. Or a company buys a dozen gift memberships for its staff and sends one check. It sounds simple: three memberships (or twelve), one payment. In Altru, the answer depends
How to Apply Guest Passes in Altru Advance Sales (and What to Do If You Can’t)
A member calls on Tuesday to book Saturday’s 11:00 entry for herself and two friends. Her membership includes two guest passes a year, and she’d like to use them now so the whole party is set before they arrive. Your staff open advance sales, look up the member, add the tickets… and then have to
How to Find Group Sales Reservations in Altru Quickly
A teacher calls: “We’re the fourth grade from Lincoln Elementary, coming sometime in May, and I need to add six chaperones.” She doesn’t have a reservation number. She isn’t sure whose name the booking is under. Somewhere in Altru there’s a group sales reservation that matches, and you need to find it while she waits
Multiple Contracts and BEOs for One Altru Group Reservation
A school books a field trip with a lunch add-on. Weeks later the same reservation picks up a private animal encounter and a second bus. Your sales coordinator now needs a signed contract for the teacher, a separate deposit agreement for the district’s business office, and a banquet event order (BEO) for the café team
Taking an Altru Group Sales Payment From Someone Other Than the Patron
A teacher books a field trip for 60 fourth graders. Three weeks later the check arrives, but it comes from the school district’s accounts payable office, or the PTA, or a parent who agreed to cover the balance. The reservation sits under the teacher’s name in Altru. Now someone at the sales desk has to
How to Customize Altru Online Options by Event, Program, and Category
The members-only evening tour needs a different cutoff time than the general admission calendar. The school program should hide price types the public never sees. The holiday light event wants its own confirmation wording. And a setting you change for one of them seems to change all of them. That last part is the real
How to Update Constituents and Households in Blackbaud Altru
A couple who have been family members for six years move across town. One of them calls to give the new address. A month later the renewal notice goes to the old house, addressed to the other spouse, and the membership card in the kitchen drawer still shows a name that changed after a wedding
How to Set Up Free Event Registration and RSVPs in Altru
A free lecture, a members-only preview night, a family day where admission is free but space is limited. You still want a headcount, names, and email addresses, and you want them in Altru instead of a separate sign-up sheet. The money side is easy, because there isn’t any. The setup is where it gets tricky.
How to Get Reminders for Prospect Plan Steps in Altru
A major gift officer adds a step to a prospect plan: “Call after the gala, follow up on the naming opportunity.” The expected date is three weeks out. Three weeks later, nobody calls, because nothing in front of them said it was due. The step is still sitting in the plan, technically planned, practically forgotten.
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