Deduper
How to Find Marriage Options for Spouses in Altru
Short answer: in Altru, the settings that govern a marriage (how two spouses share an address, whether they live in one household, how they are named together, what happens when the marriage ends) are not a page you open from the main navigation. They show up in the context of a spouse relationship on a
How to Flag Constituents With Unpaid Pledges in Altru
A board member pledged $5,000 at the spring gala and has paid $1,000 so far. Six months later the same person calls to buy event tickets, and whoever answers has no idea there’s a balance. Nobody wants to chase a donor at the ticket counter, but your development team would very much like to know
How to Merge Two Duplicate Memberships in Altru
Two memberships for the same household is one of the more annoying cleanups in Altru. One spouse buys a family membership at the front desk in May, the other renews online in June under a slightly different email, and now you have two active memberships, two cards, two renewal notices, and a member who is
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 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 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
Adding an Existing Interaction to a Prospect Plan in Altru
A development officer has coffee with a donor, logs it on the constituent record that afternoon, and two weeks later the board chair asks for a cultivation report on that prospect. The coffee isn’t there. It was recorded as a stand-alone interaction, not as a step on the prospect plan, so anything that reads from
How to Copy a New Address to Organization Contacts in Altru
A corporate sponsor moves offices. Someone on your team updates the organization record in Altru with the new street address, marks it primary, and moves on. Three months later the sponsorship invoice, the gala invitation, and the annual report all go to the old building, because each of them was addressed to a person at
How to Delete Selections Left Over From an Altru Merge Selection Process
You combined a few selections to build a mailing list or a one-off report. Now the job is done, and the information library is full of leftovers: the source selections, the merged result, and maybe a couple of test runs. You try to delete one and Altru refuses, or the delete option simply isn’t there.
