How-to
How to Fix Capitalization and Extra Spaces in Altru Names and Addresses
“JANE SMITH ” with a trailing space. “john doe” in all lowercase. “123 MAIN ST APT 4B” next to “123 Main Street, Apt. 4b.” Whatever a guest types into an online form is what gets saved on the constituent record, and over a season it adds up. Mailing labels look sloppy, merge fields in emails
Stop Altru From Copying Email Addresses to the Whole Household
A staff member adds a new email address for one adult in a household. Because the option to copy it to the household and its members was already selected, that address now sits on the spouse’s record, the household record, and possibly a teenager’s record too. A month later the spouse gets the other person’s
Altru Web Acknowledgement Emails: Which Merge Fields You Can Use
A parent buys three camp registrations online for their kids. The confirmation email lands with “Dear Jordan,” the parent’s name, and nothing about which child is enrolled in which session. A donor pays $250 for a gala ticket that includes a $75 dinner and wants an email that shows the deductible portion, and the template
How to Set Up Combination Discounts and Ticket Bundles in Altru
“Add the planetarium show and save $3.” “Buy a membership today and your admission is free.” “Two exhibits, one price.” Pricing like this is common at museums, zoos, and gardens, and visitors expect it. In Altru, getting it to work cleanly takes a bit more planning than you might expect. The short version: Altru’s discounts
Custom Report Writing for Altru: Crystal Reports, Queries, and BI Tools
Sooner or later a board member, a finance director, or a grant officer asks for a report Altru doesn’t have. Maybe it’s attendance by ZIP code next to membership revenue, or a one-page monthly summary with your logo on it. The standard reports come close but not quite, and someone remembers that the last place
Altru Addressee Formats for Couples With Different Last Names
“Mr. and Mrs. Daniel Ruiz” lands on a renewal letter, and Dr. Priya Shah, who never took her husband’s name, notices. So does everyone she mentions it to. Addressee formatting for couples is a small detail that donors and members read as a signal of whether you actually know them. The short version: Altru handles
How to Report Volunteer Hours in Altru (and Show Them on the Record)
The volunteer coordinator needs total hours for a grant report by Friday. The board chair wants to thank the top twenty volunteers by name. A long-time docent calls asking how many hours she has logged since she started. All three are the same question, and in Altru the answer is usually “it’s in there, but
How to Make the Sign-In Option Easier to Find on Altru Web Forms
A member clicks “Buy tickets” on your website, lands on the Altru web form, picks two adult admissions, and pays full price. Later they email to ask why their member discount didn’t apply. They never signed in, because they never saw where to do it. That email is the visible part of the problem. The
How to Print a Single Acknowledgment or Receipt in Altru
A donor calls on Tuesday: their accountant needs a receipt for last spring’s gift, and they need it today. You open their constituent record in Altru, find the payment, and then go looking for a print button that turns that one gift into a letter. For most organizations it isn’t there. This article explains why
Controlling Who Gets Gift Membership Renewal Notices in Altru
A grandparent buys a family membership for their daughter’s household in December. Eleven months later, the renewal notice lands in the grandparent’s mailbox, not the daughter’s. The grandparent assumes they’re being asked to pay again, the daughter never hears that the membership is ending, and the household lapses. Nobody did anything wrong at the desk.
