Blackbaud Altru
Finder Numbers in Altru Daily Sales: Tracking Walk-Up Appeal Responses
A member walks up to the admissions desk holding the renewal letter you mailed last week. The reply card has a finder number printed on it, the code that ties this person to that specific mailing. The cashier processes the renewal in Daily Sales, hands back the card, and the code goes in the recycling
How to Collect a Name Suffix on Altru Membership Web Forms
Robert Allen Jr. buys a family membership online. Six months later his father, Robert Allen Sr., buys one too. Without a suffix, those two records look almost identical in Altru: same name, often the same street, sometimes the same phone number. One of three things tends to happen next. The records get merged by mistake,
How to Limit Online Purchases per Customer in Altru
You open registration for a free members’ preview night, and within an hour one household has grabbed twelve spots across four transactions. Or a limited-capacity behind-the-scenes tour sells out, and half the names on the roster belong to the same two people. The question that follows is always the same: can Altru stop one customer
How to Change How Price Types Appear on Altru Web Forms
A visitor lands on your ticket page and sees “Adult,” “Child 3-12,” “Sr/Mil,” “Member Guest,” and “Comp – Staff” in an order that made sense to whoever built the program five years ago. They can’t tell which one applies to them, so they pick the cheapest option or call the front desk. Neither is what
Setting a Reservation Balance Due Date After the Visit in Altru
School districts, tour operators, and corporate groups often don’t pay before they arrive. A district books a field trip in October, the buses roll in March, and the purchase order gets paid sometime in April once the final headcount is confirmed. For that kind of group, the balance should be due a set number of
How to Invoice Repeat Group Sales Customers Monthly in Altru
A school district books eleven field trips between September and December. The district’s accounts payable office doesn’t want eleven invoices. It wants one statement on the first of each month listing every visit, what was owed, and what’s still open. That’s a reasonable ask, and it’s one Altru doesn’t answer neatly out of the box.
How to Alphabetize Dropdown Lists in Altru (and What to Do When You Can’t)
A new hire is adding a constituent and opens a dropdown of forty interest codes, sorted in the order someone typed them in 2017. They scroll past it twice, give up, and pick “Other.” Six months later your reports have a bucket called “Other” that nobody can explain. Dropdown order sounds cosmetic, but it decides
How to Duplicate Volunteer Timesheets in Altru (and Faster Options)
Your Saturday garden crew is the same eight people, on the same job, for the same three hours, every week. Entering their hours in Altru one timesheet at a time feels like it should have a shortcut: open last week’s entry, copy it, change the date, save. That shortcut is what most volunteer coordinators go
How to Add a Review and Confirm Step to Altru Web Forms
A visitor buys four adult tickets for Saturday when they meant Sunday. A donor types $1,000 instead of $100. A family renews at the Individual level because the dropdown defaulted there. None of these people meant to make a mistake. They just never got a “here’s what you’re about to pay for” screen before the
How to See Altru Revenue as of a Past Date (and Keep It Frozen)
Your finance director pulls last quarter’s admissions revenue from Altru for the board packet. Three weeks later someone reruns the same report for the same date range, and the total is different. Nobody “broke” anything. A refund was processed, a group sale was adjusted, and a batch that was still open got committed. The report
