Deduper
How to Track More Social Media Platforms on Altru Constituent Records
Your marketing coordinator wants to tag donors who are active on Instagram and TikTok. The constituent record in Altru has a place for social media under contact information, but the platforms listed don’t match the ones your audience actually uses, and nobody can find a setting to add a new one. So handles end up
How to Combine Revenue and Recognition History in Altru
A board member asks a simple question: “What has the Hendersons’ family given us over the years?” You open the constituent record and find two answers. One list shows gifts the person paid themselves. Another shows gifts they were credited for, like the membership their spouse bought or the sponsorship that came through their family
How to Duplicate a Smart Field in Altru (and When Not To)
You built a smart field that works: a constituent’s total membership revenue, say, or their most recent visit date. Now you need the same thing with one change: a different date range, a different revenue type, a different program. The natural move is to copy the one you have and tweak it. In Altru, that
How to Share Altru Queries With Other Organizations
Somewhere, another Altru administrator has already built the lapsed-member query you’re about to spend an afternoon on. Maybe it’s the zoo two states over, or the historic house museum your director met at a conference. The question is how to get their work into your database without retyping it from a screenshot. The short version:
Altru Merge Direction: How to Switch Source and Target Records
You’ve opened the merge screen, picked two constituent records, and only then realized you have them backwards: the record you meant to keep is sitting in the source slot, the one that disappears. Getting the direction right matters more than anything else in a merge, so here’s how direction works in Altru, what to do
How to Delete Attributes or Notes in Bulk in Altru (Safely)
Every Altru database builds up leftovers. There’s an attribute category someone made for a 2019 gala, a “Mailing preference (old)” attribute nobody trusts anymore, or a few thousand notes from a data conversion that just say “imported.” At some point you want them gone. The trouble is that Altru works best one record at a
How to Add County to Constituent Addresses in Altru
County comes up the moment someone outside the membership office needs a number. A county arts council grant asks how many visitors came from inside the county. A state tourism report wants visitor origin by region. A board member wants to know whether your free-admission program actually reaches the neighboring county it was designed for.
Making an Existing Constituent a Vendor in Altru: What to Know
The local print shop that produces your exhibit signage is also a corporate member. The farm that sells you animal feed buys a table at the gala every year. Sooner or later, someone in merchandise or finance needs to set one of these organizations up as a vendor, opens Altru, and finds that the organization
How to Keep Ticket and Merchandise Revenue Out of Altru Donor Status
A family buys four general admission tickets and a plush otter from the gift shop. A week later, someone in development pulls a list of donors for a year-end appeal, and that family is on it, right next to people who wrote real checks. Nobody on that list is wrong in Altru’s eyes. It’s just
Altru Global Change Gaps: What’s Missing and How to Work Around It
Sooner or later every Altru administrator hits the same wall. You’ve built a query that finds exactly the 1,400 records you need to change, you go looking for a global change that will update them all at once, and it isn’t there. What follows is usually an afternoon of clicking through constituent records one at
