Phone Numbers and Extensions in Altru: Entry and Formatting Guide
Phone numbers look like a small thing until you try to use them. A volunteer coordinator exports a call list and finds “(555) 201-4400”, “555.201.4400”, “5552014400” and “555-201-4400 ext 12” all in the same column. A group sales lead calls a school’s main line and can’t reach the teacher because the extension never made it
How to Find Duplicate Emails Across Constituent Records in Altru
One email address, three constituent records. One record came in through an online ticket purchase, one through a membership the desk keyed in last spring, and one through a donation form that put the middle initial in the first name field. Altru’s duplicate checks didn’t connect them because the names and addresses don’t line up
How to Set Up a Fundraising Event with Online Ticket Sales in Altru
A gala, a benefit dinner, a members-only fundraiser after hours: these look like ticketed events, but they behave like gifts. Part of each ticket pays for dinner and part is a donation, the price usually comes in tiers (individual, couple, table, sponsor), and finance wants every dollar to land on the right designation. Getting all
How to Sell Add-Ons With Online Ticket and Program Purchases in Altru
Parking passes, audio guides, a boxed lunch for the field trip, a materials fee for the Saturday art class, a behind-the-scenes tour slot. Visitors will happily buy these when they’re buying the ticket. Ask them to come back later through a second link and most of them won’t bother. The hard part in Altru is
How to See Which Membership Promotion a Constituent Used in Altru
A member calls to say they were promised a discount on their renewal because they joined through last spring’s “Founders Weekend” offer. You open their constituent record in Altru and see the membership level, the dates, and the payment. What you probably don’t see, at least not right there on the page, is which promotion
Fiscal Year and Dynamic Date Ranges in Altru Queries
On the first day of a new fiscal year, a lot of saved Altru queries quietly go stale. The “this year’s memberships” query still points at last year’s dates, the board revenue report needs new criteria, and someone spends the morning opening queries one by one to retype date ranges. The cause is simple: your
How to Get Email Alerts for Specific Programs or Constituents in Altru
The education coordinator wants to know the moment someone books the summer camp online. Development wants a heads-up whenever a board member or major donor buys tickets, so someone can say hello at the gate. Both are reasonable asks, and both come down to the same thing: “tell me when this sale happens, not every
How to Mark an Organization as Giving Anonymously in Altru
A family foundation sends a generous gift with one condition: keep our name off the donor wall. For an individual donor, that is usually a checkbox on the constituent record in Altru. For an organization record, many administrators go looking for the same option and come up empty. That gap is where anonymous corporate and
How to Export E-Ticket URLs from an Altru Query in Batches
Sooner or later someone asks for “a spreadsheet of everyone’s ticket links.” Maybe a mail merge didn’t fire, a school group leader needs the tickets for forty students in one file, or you’re moving ticket delivery to a different email tool. Whatever the reason, the job is the same: pull e-ticket links out of Altru
Rescheduling Altru Timed Tickets for Guests Who Arrive Off-Schedule
A family bought tickets for the 10:00 entry, hit traffic, and walks up at 11:30. You let them in, because of course you do. The scanner flags the ticket as the wrong time slot, someone waves it through, and now your attendance numbers say the 10:00 slot was full and the 11:30 slot had room
How to Discount a Single Program Event (Not the Whole Program) in Altru
Say your planetarium show runs every afternoon, and you want 20% off just the Tuesday 4:00 showing to fill seats. Or a lecture series where one night has a guest speaker who agreed to a reduced rate. The discount belongs to one event on the calendar, not to every occurrence of the program. In Altru,
How to Batch Invoice Altru Group Sales Reservations With a Balance Due
It’s the first of the month, and the group sales coordinator has forty school and tour reservations on the books. Some paid a deposit, some paid nothing, a few paid in full. Finance wants every one that still owes money to get an invoice this week. Opening each reservation and printing one at a time
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