How-to
How to Track Instructor Activity for Scheduled Programs in Altru
“How many classes did Maria teach last spring, and which ones?” It sounds like a question Altru should answer in ten seconds. In practice, many education departments end up digging through calendars, email threads, and a payroll spreadsheet to piece it together, because the instructor was never recorded anywhere a query could find. Altru is
How to Turn a Group Sales Overpayment Into a Donation in Altru
A school books a field trip for 60 students, sends a check for the full quote, and then 48 kids show up. The teacher says, “Keep the difference, it’s a gift.” Now you have a group sales order that is overpaid, money that is really a donation, and a deposit that has to balance. The
Can a Spouse Be a Fundraiser in Altru? Solicitor Credit for Couples
It happens more often than you’d expect. A board member and her husband both care about your capital campaign. She asks a friend for a gift, but it was really his introduction and his follow-up phone call that closed it. Development wants him credited as the fundraiser on that gift. Then someone at the desk
How to View Multiple Constituent Profiles at Once in Altru
You’re on the phone with a donor whose spouse also has a record, or you’re checking whether “Bob Smith” and “Robert Smith” are the same person, and you want both constituent profiles in front of you at once. Altru shows one constituent record per page, and there’s no built-in split view for comparing two profiles.
How to Manage Member Contact Preferences in Altru
A member asks to stop getting paper renewal notices but still wants event emails. Another says “no fundraising calls, ever.” A third unsubscribes from your newsletter in your email tool, and three weeks later gets an annual appeal email exported straight from Altru. Each of those is a contact preference, and each one fails in
How to Send Translated Communications from Altru or Raiser’s Edge NXT
Short answer: as far as we know, neither Altru nor Raiser’s Edge NXT has a “translate this email” button. Neither one will take an English acknowledgment letter and send a Spanish copy to the people who prefer Spanish. If your version has changed, ask Blackbaud support or check the current release notes before you build
How to Find and Void Transactions in Altru Without Breaking Your Books
“Void” means different things to different people on staff. To a cashier, it means “make that sale go away.” To your finance office, it means “cancel the card charge before it settles.” To an auditor, it means “show me exactly what was reversed, when, and by whom.” Altru can handle each of these, but not
How to Edit the Inbound Channel on Revenue in Altru
The inbound channel on a revenue record answers a simple question: how did this money reach us? Mail, phone, walk-up, online, an event table. It looks like a minor field until someone in development asks for “all mailed gifts this fiscal year” and the report comes back half empty because a third of last spring’s
How to Record a Direct Debit Donor With No Contact Info in Altru
The bank statement shows the same small amount arriving every month. The reference is a surname and maybe an initial. Nobody on staff remembers signing this person up, there’s no address, no email, and finance wants to know why the revenue hasn’t been posted. You still have to put the money into Altru, and you
How to Set Custom Pricing for Individual Events in Altru
The holiday lantern walk costs more than a regular evening admission. The members-only preview is half price. The one-off curator talk has its own rate that nobody wants to see on any other date. In Altru, getting one event to carry a price different from its siblings is less obvious than it should be, and
