Blackbaud Altru
How to Customize Export Definition Headers in Altru
Your mailing house wants a file with columns named FirstName, LastName, and Zip. Altru hands you something closer to “ConstituentNameFirst name” and “AddressZIP”. Someone opens the file in Excel, retypes the header row, saves it, and sends it. Next month a different person does the same job and spells one column differently, and the vendor’s
How to Get More Room in Altru’s Smart Field Add and Edit Windows
Smart fields are among the most useful things in Altru, and building one can be one of the most cramped. You open the dialog to add or edit a smart field, and the parameters, filters, and value groups all sit in a fixed-size window. Long dropdown entries get cut off, and you end up scrolling
How to Store Health Release Information in Altru Without Oversharing
Camps, overnights, animal encounters, behind-the-scenes tours, volunteer shifts with physical work: sooner or later someone asks where the signed health release lives, and whether staff can see a child’s allergy before the bus leaves. Altru doesn’t have a dedicated “health release” area on the constituent record. You can still track releases well in Altru. The
How to Search for Names with Accents in Altru (and Avoid Duplicates)
A member named Zoë Martínez walks up to the desk. Your cashier types “Zoe Martinez” into constituent search and gets nothing back. They try again, shrug, and create a new record. Now you have two Zoës, one with her membership and one with today’s ticket purchase, and nobody notices until her renewal reminder goes to
How to Map Prospects in Altru (and What to Do Without a Map)
Your development director is flying to Phoenix for a conference and wants to fit in a few donor visits while she’s there. The question is simple: which of our prospects live within an hour of downtown? In Altru, getting that answer as a map isn’t as easy as it sounds. This guide covers what to
How to Refund Any Payment Type in Altru: Cards, Cash, Checks, Gifts
Refunding a ticket order in Altru is usually straightforward. Refunding a membership paid by check, a donation that went through on the wrong card, or an order split across cash and a gift card is where things get messy. The short version: how you refund in Altru depends less on the payment method than on
How to Change the Payment Method on a Completed Altru Sales Order
A cashier rings up two adult admissions, the guest hands over a twenty, and the cashier taps “Check” instead of “Cash.” The order completes, the guest walks in, and nobody notices until the drawer comes up short on cash and long on a check that doesn’t exist. Now someone has to change the payment method
Why Altru Daily Sales Notifications Lose Their Formatting
You write a careful note for cashiers: a bold warning about the closed parking lot, a short bulleted list of today’s sold-out times, a line break between each item. You save it, open Daily Sales, and what shows up is one run-on paragraph. The bold is gone, the bullets are gone, and sometimes a stray
Making Fields Required in Altru for Online and Front Desk Sales
You want every sale to capture the same few things: an email address, a ZIP code, maybe how the guest heard about you. Online, that sounds easy. At the front desk, with a line out the door, it’s the first thing to get skipped. And in Altru, the control you have over “required” is different
Viewing Tasks and Interactions Alongside the Altru Organization Calendar
The event coordinator opens the organization calendar on Monday morning, sees the gala on Saturday, and wants to know what’s still open: the caterer confirmation, the sponsor follow-up call, the walkthrough with facilities. None of it is there. The event shows up, but the work behind it doesn’t. That gap catches a lot of Altru
