How-to
How to Get Altru Payment Dates to Default to Today at the Register
A wrong payment date rarely gets caught at the register. It shows up days later, when the deposit doesn’t match the drawer, a membership starts on the wrong day, or a gift lands in the previous fiscal month. By then the cashier who keyed it has gone home, and someone in finance is tracing a
How to Get Solicitor Credit on Online Sales in Altru
A board member sends a personal email to twenty friends asking them to join at the patron level. Twelve of them do, all through your website. A month later the development director runs a solicitor report to thank the board member, and the report shows zero. The money is in Altru. The credit isn’t. That
How to Record a Reason When Refunding a Group Sale in Altru
A school cancels its field trip three days out. You refund part of the deposit, keep a cancellation fee, and six months later someone in finance asks why that group’s revenue looks the way it does. The refund is in Altru. The reason for it lives in somebody’s inbox, if it lives anywhere. Group sales
Giving One Registrant Multiple Registration Options in Altru
A donor signs up for your spring lecture series. She wants the lecture, the reception afterward, and a seat at the members-only dinner. In your head that is one person with three choices. In Altru, an event registrant is usually tied to a single registration option for that event, so the second and third choices
Handling Multiple Hosts for Altru Program and Event Registrations
Two board members split a table at the gala. A family registers for a members-only camp night, and both parents want to be the contact. A corporate sponsor sends three managers, each bringing their own guests. In every case the real-world party has more than one “host,” and Altru’s registration model expects just one. This
How to Report on Everything on the Altru Organization Calendar
The organization calendar in Altru is a good place to see what’s happening across the building: public events, scheduled programs, private rentals, and other items your staff have put on it. Then someone asks for “everything on the calendar next quarter” as a spreadsheet, and you find out the calendar is built for looking at,
Why the Altru Organization Calendar Resets, and How to Work Around It
You set the organization calendar the way you like it: the right view, the right range, only the event categories and locations you care about. You go file a membership, come back, and it has snapped back to the default. Log out at the end of the day and it definitely won’t be there tomorrow.
How to Build a Big-Picture Events Calendar Around Blackbaud Altru
Ask five departments at a museum or zoo what’s happening next month and you’ll get five calendars. Education has school programs. Development has the gala and a donor preview. Visitor services has timed admission and a members’ morning. Facilities has a rental in the event hall. Marketing has a spreadsheet trying to keep up with
How to Handle a Rain Date for a Group Reservation in Altru
A second-grade class is booked for an outdoor garden tour on Thursday. The forecast says thunderstorms. The teacher calls Tuesday asking whether they can “just use the rain date,” and the person who answers the phone opens the group reservation in Altru and finds one date, one set of times, and nowhere obvious to put
How to Capture an Email Address in an Altru Survey Question
Say you add a question to an Altru form, something like “Recipient’s email address” on a gift membership or “Teacher’s email” on a school group booking. People fill it in and the answers get saved. Then you need to email those people, and you find out the answers aren’t on any constituent record. They sit
