Data Bridge
How to Build an Advanced Ticket Seller Role in Altru
Your front desk sells tickets all day. Then a member walks up, says they moved, and wants their address fixed and their card reprinted. Or they want to upgrade from Individual to Family before they go in. The cashier can’t do it, so they flag down a supervisor, and the line stops. The usual quick
How to Rename a Smart Field That’s Used in an Altru Query
Smart field names tend to be written once, in a hurry, by whoever built the field: “Last Gift Amt 2,” “Mbr Exp NEW,” “Test – do not use.” Two years later that field powers a dozen queries, and when you try to give it a sensible name, Altru won’t let you edit it, or warns
How to Import Addressees and Salutations into Altru Without Surprises
“Dr. and Mrs. Alvarez” on the envelope, “Dear Maria and Tom” inside the letter. Every development office has those preferences somewhere: an old donor database, a gala spreadsheet, a board member’s handwritten notes. Getting them into Altru in bulk, rather than retyping them one constituent at a time, takes more planning than most imports, because
Hiding the Major Giving Prospect Constituency From Some Altru Users
A volunteer coordinator pulls up a longtime member to update their phone number and sees “Major Giving Prospect” listed among their constituencies. Nothing is technically wrong with that. But it’s the kind of label that can travel, gets mentioned at the admissions desk, or lands in a screenshot, and it can make a donor feel
How to Show Outstanding Pledge Balances in Altru
A board member asks, “How much is still owed on pledges?” The development director wants the same number per donor, ideally on the constituent record, before a cultivation meeting. Altru tracks pledges and their payments well enough, but getting a clean outstanding balance in front of the right person takes a little setup. Below are
How to Customize the Physical Count Worksheet in Altru
Count day in the gift shop goes faster when the sheet in each counter’s hand matches how the shop is actually laid out and how your buyer thinks about stock. The standard physical count worksheet in Altru gives you the basics: the item, its identifier, and a place to write the number. What many store
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
Can You Change the Altru Inactivity Timeout? What Admins Can Control
A development associate spends twenty minutes entering a complicated gift with a split designation and a tribute, walks away to answer a donor’s call, and comes back to a sign-in screen. The work is gone. Ask around any Altru office and you’ll hear a version of that story, followed by the obvious question: can we
How to Let Donors Change or Stop a Recurring Gift in Altru
A monthly donor’s card gets replaced after a fraud alert. Next month’s installment fails, and the donor is now an emailed receipt short and slightly annoyed. Or a donor who gave $25 a month for three years loses a job and wants to drop to $10 for a while. They go looking for a “manage
Reporting Altru Back Office Revenue That Comes From More Than One Source
A check arrives in the mail covering a family membership renewal and a gift to the annual fund. It was prompted partly by a spring appeal letter and partly by a conversation at a member event. Someone in development enters it in Altru as a back office payment. Three months later the board asks, “How
