How-to
How to Query Package Sales Orders in Altru Without Double Counting
Someone asks a simple question: “How many of our summer combo packages did we sell, and on which channel?” You open Altru’s query tool, start a sales order query, and twenty minutes later you have a result set where one package purchase shows up as three rows, the totals don’t match the revenue report, and
How to Build Custom System Roles in Altru for Tighter Permissions
A seasonal cashier needs to sell tickets and look up a member. They don’t need to refund a donation, merge constituents, or edit a membership program’s pricing. Yet in a lot of Altru databases, that cashier ends up with a role far broader than the job, usually because the closest prebuilt role was “close enough”
How to Run Year-End Online Giving with Altru: A November-to-January Plan
December is when a lot of donors finally act on the appeal letter they set aside in October. Many of them will do it on a phone, often late in the evening during the last few days of the month. Your job in Altru is to make sure that gift is easy to give, lands
Managing Volunteers Through Web Forms in Altru: What Works
Volunteer coordinators at museums, zoos, and gardens tend to want the same thing: a page where a volunteer can see open shifts, pick one, and have that commitment land in Altru without anyone retyping it. Getting there takes some honest sorting of what Altru handles well, what it handles awkwardly online, and where a small
How to Discount Registration Fees in Altru Without Messy Reporting
A board member’s spouse wants to attend the gala at the staff rate. A school group asks for a teacher discount on a summer workshop. Members expect to pay less for the lecture series. Each of these is a discount on a registration fee, and each one tends to land on someone’s desk with the
How to Give Front of House Staff Their Own Email Logins in Altru
Every Altru login is tied to an email address. Altru is a Blackbaud cloud product, so staff sign in with a Blackbaud ID, and a Blackbaud ID is built on an email address the person can actually receive mail at. That one fact causes most front-of-house login headaches: seasonal cashiers, weekend volunteers, and part-time admissions
How to Find Patrons Faster in Altru Daily Sales Search
A member walks up to the admissions desk without a card. Her last name is Smith, she’s not sure which email is on file, and she moved last year. Your cashier opens the patron search in Daily Sales, types “Smith,” and gets a long list with no clear match. The line behind her keeps growing.
How to Build an Online Holiday Gift Catalog with Altru
A holiday catalog is mostly a web page. The hard part isn’t the design. It’s making sure every item on that page is something Altru can actually sell, record, and fulfill without someone retyping orders in January. So before anyone opens a design tool, sort your gift ideas by how Altru will treat them. That
How to Convert an Individual to an Organization Record in Altru
It usually starts with a gift. A check arrives on business letterhead, someone at the front desk finds a matching name in Altru, and the payment goes onto a person’s record. Months later you realize “Riverside Dental” has been living as an individual constituent with a first name of “Riverside.” Or it’s the reverse: a
How to Let Group Sales Customers Pay Their Balance Online in Altru
A fourth-grade teacher books a field trip for about sixty students in October. The deposit comes in by check in November, the final headcount changes twice in February, and the balance is due two weeks before the visit. Somewhere in there, someone on your group sales team is reading a credit card number over the
